Trusted Answers
Trusted answers from Claude on your Salesforce data. We fix the data the questions depend on, write down your business definitions, set access and write policy, and score an answer test set before and after rollout.
The fit.
- Cloud
- Sales Cloud today through Salesforce in Claude (beta). Other teams scoped case by case after the assessment.
- Who it’s for
- Sales, service and operations leaders, Salesforce admins and IT leads at organizations that run on Salesforce and have bought, or are about to buy, Claude for their team
- Typical go-live
- 2 to 4 weeks
- Runs as
- Claude, working in your Salesforce through your own users' access
Fixed price, USD
- Simple
- $4,500
- Standard
- $9,000
- Complex
- $13,500+
- Fixed quote after the Readiness Assessment.
What needs to change.
Someone signed for Claude seats. The connection to Salesforce is easy to get. The hard part is whether the answers are right: Claude reads your records, so duplicate accounts, stale stages and unclear definitions of a healthy deal come back as confident wrong answers. Nobody is sure what it can see or what it is allowed to change either. Your teams need clean data, agreed definitions, access rules and a write policy before they rely on it.
What it does.
- Fixes the data the questions depend on: duplicates, missing fields, stale records and picklist sprawl on the objects your teams ask about.
- Writes down your business definitions, such as what counts as a qualified lead or a healthy deal, so answers match how your managers read the numbers.
- Builds an answer test set: questions your managers really ask, scored for accuracy before rollout and again after every change.
- Reviews what Claude will be able to see before anyone signs in. Claude acts as each user, so we check the permissions it will inherit and flag over-broad access first.
- Agrees a written policy for what Claude may draft, propose and change: which fields and actions need approval and which are off the table. We test it before launch.
- Tunes skills to your stage names, required fields, methodology and vocabulary, then writes the skills specific to you: stage exit criteria, qualification methods, account briefs and renewal checklists.
- Extends the same answer test and definitions to teams beyond sales, scoped after the assessment.
- Writes your team's Claude usage guide: what to use it for, what data stays out and how to check its work.
- Trains each group with its own tasks, then measures weekly use for the first 60 days.
Set up in your Claude workspace and your Salesforce org. Nothing is installed as a package.
Uses your Claude seats. Salesforce entitlements and any connected-service usage are checked separately.
Price.
Prices in USD. Simple and Standard are fixed scope. Complex is scoped after the assessment.
| Tier | Your org looks like | ArkeAgents price (USD) |
|---|---|---|
| Simple | One sales team, native plugin, clean permissions, up to 6 tuned skills | $4,500 |
| Standard | Sales plus one more team, access fixes needed, custom skills, Slack | $9,000 |
| Complex | Several business units or regions, teams beyond sales scoped after the assessment, strict data rules | $13,500+Fixed quote after the Readiness Assessment. |
- What you pay Salesforce
- Sales Cloud Enterprise during the beta, billed by Salesforce
- What you pay anyone else
- Claude seats, billed by Anthropic.
- What you pay ArkeAgents
- The tier price above, fixed before we start.
Outcomes we target.
| Outcome | How we measure it | Typical 90-day target, tracked with you |
|---|---|---|
| Answers scored correct on your answer test set | Share of answers on an agreed test set scored correct against your own source records, baseline then retest | Target set with you from the baseline score |
| Claude used every week | Weekly active users divided by licensed seats | 60%+ of seats |
| Skills that match your process | Custom and tuned skills in regular use | 5+ skills each used weekly by their team |
| Salesforce updates approved and saved | Approved Claude-proposed updates saved to Salesforce | Tracked from week 2, reviewed monthly |
| Access reviewed before launch | Launch groups whose Salesforce access was reviewed before sign-in | 100% of launch groups |
Targets are targets, not measured results or guarantees. Adoption is tracked for 60 days. Post-launch support is included for 30 days; ongoing tuning and reviews use Care Plan hours.
Sample exchange.
Illustrative examples, not results from a client engagement.
You:Prep me for the Globex call at 2.
Claude:For example: Globex has a $180,000 USD renewal on March 31, in Negotiation. Your close plan is missing the legal review date your team requires before Commit. Last contact was 19 days ago with the CFO. Here is a brief and three suggested questions.
You:Move all my past-due close dates to the end of next month.
Claude:For example: that is 11 opportunities. Here is each one with its old and new date. Approve and I will update them, or pick the ones to change.
You:Email the Globex procurement contact our updated pricing.
Claude:Your team's policy says external pricing emails go through Deal Desk. Here is a draft for their review.
Compared with what’s already out there.
| Option | What it covers | When it may be enough |
|---|---|---|
| Native Agentforce | Agentforce Employee agents can access company knowledge and carry out actions inside Salesforce; supported actions and licences vary by agent type.Source · 2026-10-28 | The job needs to run on records inside Salesforce, with its own actions and permissions. |
| Salesforce in Claude | Salesforce’s plugin brings seller accounts, opportunities and pipeline into Claude, with 37 sales skills and approval per proposed change by default. Sellers can also set up scheduled briefs.Source · 2026-11-01 | Your sellers need the built-in skills and a capable admin can set up the plugin with tidy permissions. |
| ArkeAgents | Trusted answers from Claude on your Salesforce data. We fix the data the questions depend on, write down your business definitions, set access and write policy, and score an answer test set before and after rollout. | |
Verified on 2026-10-28. Availability and licensing can change; we confirm them for your org.
If you are on Sales Cloud Enterprise, only need sellers using the built-in skills, and your permissions are already tidy, a capable admin can set up the native plugin without us. We add the access review, the write policy, process-specific skills, teams beyond sales where they fit, and training. When a job must update every record on an event or a schedule, we assess an Agentforce agent for that work.
See the full comparison →What’s included.
- Discovery: who will use Claude, for what, and a written fit report
- Data fixes and written business definitions for the objects your questions depend on
- Access review of every launch group's Salesforce permissions, with fixes listed for your admin
- Written Claude usage and write policy for your organization
- Answer test set scored before launch and again at the end of the engagement, with the questions your managers really ask
- Up to 6 tuned or custom skills in the Simple tier, tested on your records
- Training per group on their own work
- 60 days of adoption tracking and 30 days of post-launch support
Ongoing tuning and re-checks after each release use Care Plan hours.
Prerequisites.
- A paid Claude plan for the users in scope. Salesforce in Claude is available in beta on all paid Claude plans. Seats are bought from Anthropic, not from us.
- For the native plugin during the beta: Salesforce's approval of your beta request and the latest Sales Cloud Enterprise edition, per Anthropic's setup guide. Salesforce has said its Claude features will need a premium edition, without confirming which editions the plugin will need after the beta. We confirm your licences before connecting.
- A Salesforce admin who can configure the connection and required access.
- Your organization's AI and data-use terms reviewed before any connection. If a client contract restricts AI use on their data, we scope around it.
Trust and safety.
- Claude acts as each user and inherits their Salesforce access.
- Changes to records are proposed and approved per your written policy. Approval per change is the starting point.
- External emails and messages follow your sending policy, and drafts are the default.
- We review your AI and data-use terms, and your clients' where they apply, before anything connects.
- Unattended record processing is scoped as an Agentforce engagement with its own controls.
Start with the job.
Tell us what needs to happen and where it gets stuck. We’ll check the fit and agree the scope before anything is built.
Not sure yet? Explore the Readiness Assessment →