Supermetrics for Claude

Connect Salesforce to Claude in One Click

Salesforce

via Supermetrics

Claude

Query your Salesforce CRM data with natural language. Analyze pipeline health, deal velocity, forecast accuracy, and sales team performance without writing SOQL queries or building reports.

Connect Salesforce to Claude

✓ No setup required ✓ Free trial on first use ✓ No credit card needed

Why Connect Salesforce to Claude?

Stop exporting CSVs and building manual reports. Ask Claude questions about your Salesforce data and get instant answers.

Pipeline analytics without SOQL

Ask Claude about pipeline health, stage conversion rates, and deal velocity in plain English — no Salesforce report builder required.

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Claude replaces the painful process of building Salesforce reports and dashboards for every pipeline question. Ask "What's my total pipeline value for Q3?" or "How many deals are in the negotiation stage?" and get instant answers with full data tables. It handles opportunity stages, record types, and custom fields automatically — no more dragging columns into the Salesforce report builder and waiting for it to process.

Forecast accuracy analysis

Compare forecasted revenue against actual close rates to improve forecast reliability and identify sandbagging or pipeline leaks.

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Claude compares your Salesforce forecast categories (Pipeline, Best Case, Commit, Closed) against actual outcomes to measure forecast accuracy over time. It identifies reps who consistently over-forecast (wishful thinking) or under-forecast (sandbagging) and calculates what your forecast accuracy would look like with corrected weightings. Ask "How accurate was our Q1 forecast at the beginning of each month?" to understand when your forecast becomes reliable.

Sales team performance

Analyze win rates, deal sizes, and cycle times by rep to identify coaching opportunities and replicate top-performer behaviors.

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Claude builds rep-level performance scorecards showing win rate, average deal size, cycle time, activity volume, and pipeline generation. It identifies what top performers do differently — shorter cycle times, larger deals, higher activity counts — so you can replicate those behaviors. Ask "Which reps have the highest win rate for deals above $100K?" or "Do reps with more logged activities close at higher rates?"

Marketing ROI by campaign

Connect Salesforce campaign data with ad platform spend to calculate true marketing ROI from lead to closed-won.

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Claude connects Salesforce campaign influence data with actual ad spend from Google Ads, Facebook Ads, LinkedIn, and other platforms. It calculates cost per qualified lead, cost per opportunity, and cost per closed-won deal by campaign — giving you true marketing ROI, not just MQL counts. Ask "Which campaigns have the best lead-to-close rate?" or "What's the real cost per customer acquisition by marketing channel?"

Renewal and churn analysis

Track renewal rates, churn trends, and expansion revenue to understand customer retention and growth.

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Claude analyzes your Salesforce renewal opportunities and customer data to calculate retention rates, net revenue retention, and expansion revenue. It identifies accounts at risk of churning based on engagement signals and renewal timeline. Ask "What's our net revenue retention rate this quarter?" or "Which accounts have renewals coming up in the next 90 days with declining engagement?"

Lead routing effectiveness

Analyze how quickly leads are contacted, which routing rules produce the best outcomes, and where leads fall through the cracks.

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Claude measures lead response time, lead-to-opportunity conversion rates by routing rule, and identifies leads that were never contacted. It quantifies the revenue impact of slow response times by comparing conversion rates for leads contacted within 5 minutes vs 24 hours. Ask "What's our average lead response time by rep?" or "How many leads from last month were never contacted?"

How to Connect Salesforce to Claude

Three steps. Under two minutes. Zero code.

Three-step connection flow: connect, authorize, and start querying

1
Open Supermetrics in Claude

Visit the Supermetrics connector page in the Claude directory and click Connect. A free trial starts automatically — no account or credit card needed.
2
Authorize Salesforce

In Supermetrics, authorize your Salesforce account. Your credentials are encrypted and never stored by Claude.
3
Start Asking Questions

Ask Claude anything about your Salesforce data in plain English. No queries, no exports, no waiting.

Example Claude Prompts for Salesforce

Copy these prompts or use them as inspiration. Claude understands natural language — just ask what you want to know.

What is my win rate by opportunity stage? Where are deals dying in the pipeline?

Identify the stages where deals are most likely to stall or be lost.

What Claude returns

Claude produces a stage-by-stage funnel showing conversion rate, loss rate, average time in stage, and total deal value lost at each stage. It highlights the "graveyard stages" where most deals die and quantifies the revenue impact of improving conversion at the weakest point.

Show me the top 10 open opportunities by amount. When is each expected to close?

Quick pipeline overview for forecast reviews.

What Claude returns

A ranked table of your largest open opportunities showing deal amount, stage, close date, owner, days in current stage, and next steps. Claude flags deals that are past their expected close date or have been in the same stage longer than average.

Compare win rates across sales reps for deals over $50K. Who closes the big ones?

Identify top performers for large deal coaching.

What Claude returns

A rep comparison matrix showing win rate, average deal size, cycle time, and closed-won revenue for deals above $50K. Claude identifies the top performers and highlights the behaviors (activities logged, stages progressed) that differentiate winners.

What is the average deal cycle time by lead source? Which sources close fastest?

Understand which acquisition channels produce the fastest-closing deals.

What Claude returns

A lead source breakdown showing average cycle time, win rate, deal size, and total revenue. Claude identifies the sources that produce both fast-closing and high-value deals vs sources that generate high volume but slow-closing leads.

How accurate were our forecasts last quarter? Compare committed forecast vs actual closed revenue

Evaluate forecast reliability to improve future predictions.

What Claude returns

A forecast accuracy report comparing committed vs best case vs actual by month and by rep. Claude calculates your forecast accuracy percentage and identifies which reps consistently over- or under-forecast with specific correction factors.

How Teams Use Salesforce in Claude

Click a role to see tailored prompts and analysis examples for your workflow.

📞

Sales Managers Monitor pipeline health, rep performance, and deal progression without building Salesforce reports or dashboards.

Show me pipeline coverage by rep: total pipeline value vs quota. Who needs more pipeline generation?

Ensure every rep has enough pipeline to hit their target.

Which deals have been in the same stage for more than 30 days? Flag stalled opportunities by owner and amount.

Identify at-risk deals so managers can intervene before they go cold.

Compare close rates by rep for this quarter vs last quarter. Who is improving and who needs coaching?

Track rep performance trends for data-driven coaching conversations.

What's the average activity count (calls, emails, meetings) for won vs lost deals? Are reps doing enough?

Correlate sales activity with outcomes to set meaningful activity targets.

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RevOps Analyze the full revenue engine from lead to close, optimize processes, and improve forecast accuracy.

What's our full-funnel conversion rate: lead → MQL → SQL → opportunity → closed-won? Show each stage with conversion rate.

Complete revenue funnel visibility in a single conversational query.

Compare forecast accuracy by category (Pipeline, Best Case, Commit) over the last 4 quarters.

Identify which forecast categories are reliable and which need recalibration.

What's our average deal cycle time by deal size tier ($10K, $10-50K, $50K+)? Are big deals taking longer?

Understand how deal size affects velocity to improve forecasting models.

👔

CMOs & Marketing Directors Connect marketing investment to Salesforce pipeline and revenue to demonstrate and optimize marketing ROI.

Which marketing campaigns influenced the most closed-won revenue? Show campaign cost, pipeline created, and ROI.

Prove marketing's revenue impact with data from the source of truth — your CRM.

What's the cost per opportunity by marketing channel when using Salesforce campaign data?

True cost per opportunity calculations based on CRM outcomes, not ad platform claims.

How does lead source affect deal size and close rate? Which channels bring enterprise vs SMB deals?

Align marketing channel investment with target customer segments.

What Salesforce Data Can You Analyze in Claude?

Supermetrics gives Claude access to your full Salesforce reporting data — metrics and dimensions you already know from the Salesforce interface.

Key Metrics

Opportunity count
Amount won
Hit rate
Average amount per opportunity
Age (days)
Leads count
Amount
Expected revenue
Probability

Key Dimensions

Opportunity stage
Account name
Account industry
Owner
Lead source
Product name
Close date
Campaign name
Case type
Case priority

View all Salesforce fields, metrics, and dimensions →

Why Supermetrics for Claude?

The only native Claude connector with 170+ data sources, campaign management, and enterprise-grade security.

Native ClaudeConnector

One-click setup directly in Claude. No MCP configuration, no terminal commands, no technical skills required.

170+ Data Sources

Connect Salesforce alongside 170+ other platforms through a single integration. Cross-channel analysis in one conversation.

Campaign Management

The only Claude connector with write access. Create, pause, and modify campaigns directly from Claude across Facebook Ads, Google Ads, Microsoft Ads, TikTok Ads, and LinkedIn Ads. Analyze and act in the same conversation.

Enterprise Security

SOC 2 Type II certified. GDPR compliant. OAuth authentication. Your data is encrypted at rest and in transit.

Real-Time Data

No stale exports. Supermetrics pulls fresh data from Salesforce every time you ask Claude a question.

No Data Limits

Query any date range, any number of campaigns, any level of granularity. No row limits, no sampling, no restrictions.

Frequently Asked Questions

How do I connect Salesforce to Claude?

Visit the Supermetrics connector page in the Claude directory (claude.ai/directory/connectors/supermetrics), click Connect, then authorize Salesforce as a data source. You can start querying your Salesforce data in natural language immediately — no code, no exports, no spreadsheets.

Is my Salesforce data secure when using Claude?

Yes. Supermetrics uses OAuth-based authentication with your Salesforce credentials encrypted at rest and in transit. Data is only processed as needed to serve your queries. Supermetrics is SOC 2 Type II certified and GDPR compliant.

Can I combine Salesforce data with other data sources in Claude?

Absolutely. Supermetrics connects 150+ data sources to Claude through a single integration. You can ask Claude to compare Salesforce performance against data from other platforms in the same conversation — for example, cross-referencing ad spend with revenue or web analytics.

What Salesforce metrics can I analyze in Claude?

You can access all standard Salesforce reporting metrics through Supermetrics, including Opportunity count, Amount won, Hit rate, Average amount per opportunity, Age (days), and more. Both metrics and dimensions are available, so you can slice data by campaign, date, audience, and other dimensions.

Do I need technical skills to connect Salesforce to Claude?

No. The setup takes under two minutes with zero coding. Supermetrics handles all the API connections, authentication, and data formatting behind the scenes. Just connect, authorize, and start asking questions in plain English.

Which Salesforce objects does the connector support?

Supermetrics supports standard Salesforce objects including Opportunities, Accounts, Contacts, Leads, Campaigns, Cases, and Tasks. Custom objects may also be available depending on your configuration.

Can I query Salesforce custom fields in Claude?

Yes. Custom fields on standard objects are typically available through the Supermetrics connector. This means your custom opportunity stages, lead scores, and account fields can be queried in Claude.