CONNECTOR SETUP
Start using Salesforce in Claude
Connect Salesforce to Adzviser, add Adzviser to Claude, and start asking questions about your data.
Connect Salesforce to Adzviser
In Adzviser, sign in to Salesforce and allow Adzviser to read its reporting data.
Add Adzviser to Claude
Open Adzviser in Claude's connector directory, select Connect, and sign in to your Adzviser account when asked.
Open Adzviser in Claude ↗Ask your first Salesforce question
Ask Claude to list your Adzviser workspaces and show the organization connected to each. Choose a workspace, pick a date range, and ask what you want to know.
CHOOSE THE RIGHT CLAUDE CONNECTOR
Salesforce in Claude: Salesforce's official MCP servers vs. Adzviser's read-only reporting connector
This side-by-side comparison covers Salesforce's official MCP servers and Adzviser's read-only Salesforce reporting connector in Claude. Salesforce's MCP servers let AI assistants change CRM records and run Salesforce automations. Adzviser keeps Salesforce access read-only and connects CRM results with marketing performance.
Salesforce's official MCP servers
Update Salesforce records and run automations
Enable a Salesforce MCP server and authorize an AI assistant with Salesforce permissions. Follow the provider's server setup; if it supplies a remote MCP address, add that address as a custom connector in Claude and authorize it. Team and Enterprise workspaces require an owner to add the connector first.
Work with records and run the Salesforce Flows or Apex actions exposed by the selected server.
Can read, create, update or delete records and run permitted Flows or Apex actions.
Salesforce only: work with the data and automations exposed by that server.
Best for: Salesforce administrators and technical teams that want AI assistants to update records and run automations.
Read Salesforce's documentationAdzviser's read-only Salesforce reporting connector
Analyze Salesforce with your other marketing data in Claude
Connect Salesforce in Adzviser, then add Adzviser in Claude.
Ask Claude about leads, opportunities, pipeline and revenue. Choose the connected account and date range when prompted, then continue with follow-up questions.
Read-only reporting; Claude cannot change anything in Salesforce through Adzviser.
Ask Claude to analyze Salesforce alongside connected advertising, analytics, commerce, email, and CRM sources.
Best for: marketers and agencies that want read-only Salesforce reporting beside other marketing and revenue data in Claude.
Open Adzviser in ClaudeCOPY-AND-PASTE PROMPT
Try a complete Salesforce analysis in Claude
Choose the right connected account, run a useful analysis, and get the supporting numbers and next steps in one response.
Analyze the complete sales funnel.
First, show the organization connected for Salesforce in each Adzviser workspace. Ask me which one I want to analyze. Then run this analysis: Map the Salesforce sales funnel from the workspace I choose for the last 30 complete days: Lead → Qualified → Opportunity → Proposal → Negotiation → Closed. Show volume, conversion rate, and time at each stage. Where is the biggest drop-off? What's the overall lead-to-customer conversion rate? Start with the main takeaway, show the supporting numbers in a table, and suggest three next steps. If part of the answer is uncertain, say what information is missing.
ANALYSIS PLAN
Shape a Salesforce decision brief for Claude
Give Claude a clear scope, ask it to show its evidence, and finish with practical next steps for your team to review.
Start with the numbers
Get a weekly snapshot of your Salesforce pipeline. Ask for the underlying figures and a clearly named comparison period.
See the “Weekly Pipeline Summary” promptSeparate facts from explanations
Analyze the complete sales funnel. Ask Claude to label possible causes as explanations to investigate, not facts.
See the “Sales Funnel Analysis” promptTurn the findings into next steps
Identify and fix pipeline bottlenecks. Request a short list of actions to consider, the evidence for each, and what to measure next.
See the “Pipeline Velocity Optimization” prompt
