Salesforce to Claude AI
No-Code Data Pipeline. Complete History AI-Ready Now for Claude.
Solution Overview
Power Claude AI via Salesforce Data Replication
GRAX gives you the easy button to connect your entire Salesforce history with Claude AI — no code, just AI-ready data when and where you need it. GRAX replicates your entire CRM history — up to every version of every record — directly to your cloud (AWS, Azure, GCP, or others). Claude gets instant access to comprehensive data, not just snapshots.
No ETL scripts, no manual maintenance, no SOQL or Salesforce API limits — just connect Claude to the MCP server and you’re ready to go. GRAX handles schema changes automatically while providing Claude AI with the comprehensive context needed for pattern recognition and predictive intelligence.
GRAX Replicate & Activate Features
- Continuous Data Replication Highest fidelity data capture available
- Bring Your Own Cloud GCP, Azure, AWS, and others
- 100% Your Cloud Fulll control and data ownership
- Built-In Parquet Data Lake
- Quick Deploy Data Lakehouse
- Automated Schema Handling
- Global Search & Query Engine
- Join Data Sources Via Lookup
- On-Platform Analytics
- Replicate Unlimited Objects
- Unlimited Fields Support
- Unlimited Endpoints Bring your data anywhere
Align Salesforce Data with your cloud and data strategy
How Salesforce to Claude AI Works
Simply turn on GRAX to start replicating down all versions of your Salesforce data. All your objects and its fields are securely captured into your cloud environment — GCP, Azure, AWS, and others — and ready for downstream consumption any tools of your choosing, including Claude AI.
GRAX is a profound solution that will help companies learn from the past, and thus optimize the path forward.
Listen nowEric Kavanagh
CEO, The Bloor Group
We can sleep safely now knowing we have comprehensive backup that is easy to use and makes us compliant with everything from GDPR to FERPA.
Bogdan Mihailov
Chief Technical Officer
Thanks to GRAX, that process has now been automated and saved our team valuable time to work on items more pressing.
Sabre
Principle Product Manager
… we all can go about our daily lives without thinking of it. That’s what my definition of a good archive platform does.
Global Wearable Technology Retailer
VP, Customer Success
…the best Salesforce vendor I have ever worked with, and I’ve worked for Salesforce and with Salesforce for years…
US Investment Firm
Operations Manager
Don’t Wait to Unlock Your Data
Get your Salesforce data where you need it with clicks, not code.
Salesforce + Claude AI Integration FAQs
How do I connect Salesforce data to Claude AI?
Just connect your Salesforce org to GRAX, run your initial data replication job, connect GRAX to Claude, leverage pre-built project knowledge, and you can start querying all your Salesforce history in minutes.
What Salesforce history can Claude access with GRAX? Does it support standard objects and custom objects?
Yes, GRAX replicates both standard and custom Salesforce objects and fields into your cloud of choice — making it continuously available in your cloud data lake for lightning fast query access. GRAX also automatically updates the schema to match changes in your Salesforce configuration so that you are always able to query the most up to date information.
What additional engineering or development resources are required for implementation / deployment?
No additional resources are required. GRAX is a clicks, not code solution with automated data replication and schema handling. There is zero-code required for deploying or operating GRAX.
How is my Salesforce data secure with GRAX?
GRAX runs fully inside your own cloud environment, giving you 100% data ownership and full control over data residency, security policies, and access permissions.
What happens if the Salesforce schema changes? And how does schema management work in GRAX?
GRAX continuously replicates data down into your cloud environment — GCP, Azure, AWS, and others. You deploy GRAX once, and GRAX keeps your cloud data lake and Claude AI in sync without any manual intervention. GRAX automatically maintains the schema during Salesforce data replication. If your Salesforce schema changes (e.g., new fields), GRAX replicates to match — no manual mapping or schema updates needed. Once in cloud data lake, your CRM data is available for querying in Claude.
Can I replicate just a sub-set or specific objects?
With GRAX, you can securely replicate any and all supported objects from Salesforce into your cloud. Once in the cloud, you can select which objects you like for your cloud data lake. Claude AI can then access that data seamlessly, making it fully available for your queries.
Is this a real-time or batch data replication solution?
GRAX offers continuous batch replication with high frequency — often near real-time depending on your environment’s configuration. This helps ensure your replicated data is always fresh and available same-day for Claude.
Do I need to write code or use ETL tools with GRAX in order to connect Salesforce to Claude?
No, you can easily configure your Salesforce-to-Claude replication with just clicks, not code.
What are the benefits of connecting your Salesforce data to Claude AI?
Replicating Salesforce data to Claude AI enables you to:
• Combine CRM data with other datasets and project knowledge
• Perform lightning-fast queries
• Ask questions of your data easily
• Building reporting for churn risk, lead scoring, or sales forecasting
Does GRAX support historical data and change tracking?
Yes, GRAX captures and replicates up to every version of your Salesforce instance over time, enabling full historical context and point-in-time reporting in Claude AI.
Seamless Salesforce Data Replication
More Salesforce Integrations
GRAX empowers you to bring your Salesforce data anywhere.
