From Raw SOQL to a Governed Semantic Layer: Four Ways I Connected Claude to Salesforce
At Amplitude, I've connected Claude to Salesforce four different ways. Each version fixed something the last one got wrong, and what I learned in the end had little to do with hosting or transport. It was about what the model should be allowed to see.
Where this started
The sales rep says, “How’s the Acme (removed real customer name) pipeline shaping up for this quarter?”
In order to figure out the answer, the person has to log on to Salesforce, look for the account, go through all the deals, and make an assessment. Or run a salesforce report. It takes ten minutes, and two people will often give two different answers. Now think the total time if there are 100+ reps have the similar type of questions every day.
I wanted Claude to answer that question in chat, using live CRM data, without showing anyone records they couldn't already see...
Copyright of this story solely belongs to hackernoon.com. To see the full text click HERE
