Use Claude to Talk to Your Salesforce Data 360 Data via CData Connect AI
Claude is a family of advanced large language models (LLMs) built by Anthropic, an AI research company founded in 2021. These models power the Claude conversational assistant and developer tools.
CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to Salesforce Data 360 data. The CData Connect AI Remote MCP Server enables secure communication between Claude and Salesforce Data 360. This allows you to ask questions and take actions on your Salesforce Data 360 data using Claude, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Salesforce Data 360. This leverages server-side processing to swiftly deliver the requested Salesforce Data 360 data.
Step 1: Configure Salesforce Data 360 Connectivity for Claude
Connectivity to Salesforce Data 360 from Claude is made possible through CData Connect AI Remote MCP. To interact with Salesforce Data 360 data from Claude, we start by creating and configuring a Salesforce Data 360 connection in CData Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select "Salesforce Data 360" from the Add Connection panel
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Salesforce Data 360 uses OAuth to authenticate. Click "Sign in" to authenticate with Salesforce Data 360.
Step 2: Connect Claude to CData Connect AI
Follow these steps to add a CData Connect AI connector in Claude:
- Sign in to Claude.ai or create a new account.
- Expand the left navigation menu.
- In the bottom-left corner, click your user name and select Settings from the menu. The Settings screen appears.
- In the Settings screen, click Connectors.
- Click the button to Browse Connectors.
- Search for "CData Connect AI" and click the listing.
- Click "Connect" and sign into your Connect AI account.
- After connecting, Claude opens a new chat.
Step 3: Explore Live Salesforce Data 360 Data with Claude
- You can now start exploring your data with natural language prompts. Claude outlines the steps it uses to retrieve data from the source in CData Connect AI. Refer to CData's prompt library for prompt ideas.
NOTE: Claude's setup process is subject to change. Refer to Claude's documentation for the latest setup information.
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