Salesforce and Anthropic expand AI partnership - built for finance, compliance, and control
Salesforce and Anthropic are deepening their partnership to bring Claude into the Salesforce stack with security and compliance at the front. For finance teams, the headline is simple: use Claude inside Salesforce's trust boundary, integrate it with Agentforce 360 and Slack, and keep sensitive data under tight control.
The collaboration focuses on three things: Claude as a model option inside Agentforce 360, industry-specific solutions starting with financial services, and deeper integration with Slack for bi-directional workflows.
What's new
- Claude becomes a preferred model in the Salesforce Agentforce 360 Platform for financial services, healthcare, cybersecurity, and life sciences.
- Salesforce and Anthropic will co-develop industry-specific solutions, beginning with financial services to support regulatory, privacy, and workflow needs.
- Claude integrates more deeply with Slack, enabling summaries, decisions, document analysis, and actions that connect back into Salesforce.
Trusted foundation for regulated data
This is the first full integration of a large language model provider within the Salesforce trust boundary. Claude traffic stays inside Salesforce's virtual private cloud, giving risk and compliance leaders tighter control over access, logging, and data residency.
Anthropic's models are hosted on Amazon Bedrock and accessible via Agentforce 360, combining enterprise controls with model performance.
"Salesforce and Anthropic share a vision for a trusted AI ecosystem that puts customers at the center ... By bringing Salesforce directly into Claude - and Claude's intelligence into Salesforce and Slack - we're giving every company the power to work in entirely new ways." - Marc Benioff, Chair and CEO, Salesforce
"Regulated industries need frontier AI capabilities, but they also need the appropriate safeguards ... This partnership makes Claude available to more Salesforce customers through Agentforce, bringing it to companies in industries like healthcare, financial services, cybersecurity, and other sectors." - Dario Amodei, CEO & Co-Founder, Anthropic
Financial services focus: where it helps now
The first co-built solution is Claude for Financial Services inside Agentforce Financial Services. It supports tasks like analyzing financial instruments, summarizing insurance claims, tracking regulatory changes, managing consent, and automating client communications - all within compliance-ready workflows.
Example: a Claude-powered agent can summarize a client's portfolio, flag regulatory updates that affect retirement products, and draft outreach for advisor review. RBC Wealth Management reported time savings on advisor meeting prep: "This has saved them significant time, allowing them to focus on what matters most - client relationships." - Rohit Gupta, Head, Digital Advisor Platforms, RBC
Slack integration: insights to action
Claude now works inside Slack through the platform's Model Context Protocol (MCP) server. It can summarize threads, extract decisions, draft updates, and analyze documents. It can also pull insights from Salesforce CRM, Tableau, and other systems to accelerate decision-making.
The roadmap brings the full capabilities of Agentforce 360 into Claude, enabling bi-directional workflows - ask in Slack, execute in Salesforce, and keep records consistent. Learn more about MCP here: Model Context Protocol.
Engineering and internal use
Salesforce engineering teams are adopting Claude Code to speed up development tasks, documentation, and context handoff from Slack to code. Engineers can document code in Slack canvases, read specs from channels, and keep technical context close to execution.
Anthropic also uses Slack and Agentforce 360 internally to summarize long conversations, surface relevant context, and create guided actions without leaving Slack.
Availability
Agentforce powered by Anthropic is available to select customers today. The Claude-Slack integration is live. Additional industry-specific solutions and deeper Agentforce 360 capabilities inside Claude are in development, with more availability updates to follow.
What finance leaders should do next
- Pick 2-3 high-value, low-risk use cases: advisor meeting prep, KYC refresh summaries, policy/regulation change tracking, consent management checks, and compliant client outreach drafts.
- Set guardrails: data-access scopes, redaction standards for PII, prompt libraries, and human-in-the-loop review for regulated communications.
- Connect the stack: enable Claude within Salesforce, integrate Slack MCP, and map audit/records retention to your supervision processes.
- Measure outcomes: time saved per advisor, increased meeting capacity, SLA improvements in operations, fewer compliance escalations.
- Upskill teams: train advisors, operations, and compliance on prompt patterns, review workflows, and exception handling.
Want practical training for finance teams?
See curated AI tools and playbooks for finance roles: AI tools for finance.
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