Home

Salesforce to Claude

Export Salesforce to Claude

Integrate Salesforce to Claude with Coupler.io for intelligent CRM analysis powered by advanced AI reasoning. Transform complex customer data, opportunity pipelines, and account hierarchies into conversational insights through Claude's sophisticated understanding of sales dynamics and business relationships.

START FOR FREE

🏆 Voted 4.9/5 on Capterra 🔒 SOC2 & GDPR compliant 🌍 Trusted by 1M+ users worldwide

What data you can export from Salesforce?

Reports

Extract data from tabular reports.
Objects

Select standard or custom objects from Salesforce (i.e. Account, Opportunity, or Lead).
Custom SOQL

Make a custom request in the SOQL language and export data of different types at once.
AI Application
AI Application config
AI Insight Action
AI Insight Feedback
AI Insight Reason
AI Insight Value
AI Record Insight
Accepted Event Relation
Account Clean Info
Account Contact Role
Account Feed
Account History
Account Partner
Account Share
Action Link Group Template
Action Link Template
Active Feature License Metric
Active Permission Set License Metric
Active Profile Metric
Additional Directory Number
Alternative Payment Method
Alternative Payment Method Share
Announcement
Apex Class
Visualforce Component
Apex Email Notification
Apex Debug Log
Visualforce Page
Apex Page Info
Apex Test Queue Item
Apex Test Result
Apex Test Result Limit
Apex Test Run Result
Apex Test Suite
Apex Trigger
API Anomaly Event Store
API Anomaly Event Store Feed
API Event
App Analytics Query Request
App Definition
AppMenuItem
App Tab Member
Application Usage Assignment
Appointment Assignment Policy
Appointment Schedule Aggregate
Appointment Schedule Log
Appointment Scheduling Policy
Appointment Topic Time Slot
Appointment Topic Time Slot Feed
Appointment Topic Time Slot History
Asset
Asset Action
Asset Action Source
Asset Feed
Asset History
Asset Relationship
Asset Relationship Feed
Asset Relationship History
Asset Share
Asset State Period
Assigned Resource
Assigned Resource Feed
Assignment Rule
Associated Location
Associated Location History
Apex Job
Async Operation Log
Attachment
Lightning Component Definition
Aura Component Bundle
AuraDefinitionBundle Info
AuraDefinition Info
Authentication Configuration
Authentication Configuration Auth. Provider
Auth. Provider
Auth Session
Authorization Form
Authorization Form Consent
Authorization Form Consent History
Authorization Form Consent Share
Authorization Form Data Use
Authorization Form Data Use History
Authorization Form Data Use Share
Authorization Form History
Authorization Form Share
Authorization Form Text
Authorization Form Text Feed
Authorization Form Text History
Background Operation
Letterhead
Branding Set
Branding Set Property
Bulk API Result Event Store
Business Brand
Business Brand Share
Business Hours
Business Process
Calendar
Calendar
Calendar Share
Call Center
CallCoachingMediaProvider
Campaign
Campaign Feed
Campaign Field History
Campaign Member
Campaign Member Status
Campaign Share
Card Payment Method
Case
Case Comment
Case Contact Role
Case Feed
Case History
Case Milestone
Case Share
Case Solution
Case Status Value
Case Team Member
Case Team Member Role
Predefined Case Team
Predefined Case Team Member
Predefined Case Team Record
Category Data
Category Node
Chatter Activity
Extension
Chatter Extension Configuration
Client Browser
Group
Group Feed
Group Member
Group Member Request
Group Record
Chatter Invitation
Color Definition
Communication Subscription
Communication Subscription Channel Type
Communication Subscription Channel Type Feed
Communication Subscription Channel Type History
Communication Subscription Channel Type Share
Communication Subscription Consent
Communication Subscription Consent Feed
Communication Subscription Consent History
Communication Subscription Consent Share
Communication Subscription Feed
Communication Subscription History
Communication Subscription Share
Communication Subscription Timing
Communication Subscription Timing Feed
Communication Subscription Timing History
Zone
Conference Number
Connected App
Consumption Rate
Consumption Rate History ID
Consumption Schedule
ConsumptionSchedule
Consumption Schedule History ID
Consumption Schedule Share
Contact Clean Info
Contact Feed
Contact History
Contact Point Address
Contact Point Address History
Contact Point Address Share
Contact Point Consent
Contact Point Consent History
Contact Point Consent Share
Contact Point Email
Contact Point Email History
Contact Point Email Share
Contact Point Phone
Contact Point Phone History
Contact Point Phone Share
Contact Point Type Consent
Contact Point Type Consent History
Contact Point Type Consent Share
Contact Request
Contact Request Share
Contact Share
Asset File
Content Delivery
Content Delivery View
Content Document
ContentDocument Feed
Content Document History
Content Document Link
Content Document Subscription
Content Folder
Content Folder Item
Content Folder Link
Content Folder Member
Content Notification
Content Tag Subscription
Content User Subscription
Content Version
Content Version Comment
Content Version History
Content Version Rating
Library
Library Document
Library Member
Library Permission
Content Workspace Subscription
Contract
Contract Contact Role
Contract Feed
Contract History
Contract Line Item
Contract Line Item History
Contract Status Value
Conversation Entry
CORS Allowed Origin List
Credential Stuffing Event Store
Credential Stuffing Event Store Feed
Credit Memo
Credit Memo Feed
Credit Memo History
Credit Memo Invoice Application
Credit Memo Line
Credit Memo Line Feed
Credit Memo Line History
Credit Memo Share
Cron Job
Scheduled Jobs
Content Security Policy Trusted Site
Custom Brand
Custom Brand Asset
Custom Help Menu Item
Custom Help Menu Section
Custom HTTP Header
Custom Notification Type
Custom Object Usage By User License Metric
Custom Permission
Custom Permission Dependency
Customer
Customer Share
D&B Company
Dashboard
Dashboard Component
Dashboard Component Feed
Dashboard Feed
Data Assessment Field Metric
Data Assessment Metric
Data Assessment Field Value Metric
Data Statistics
Data Type
Data Use Legal Basis
Data Use Legal Basis History
Data Use Legal Basis Share
Data Use Purpose
Data Use Purpose History
Data Use Purpose Share
Data.com Address
Data.com Company
Data.com Contact
D&B Company
Data.com Owned Entity
Data.com Usage
Declined Event Relation
Recycle Bin Item
Digital Wallet
Document
Document Entity Map
Domain
Custom URL
Duplicate Record Item
Duplicate Record Set
Duplicate Rule
EmailCapture
Email Domain Filter
Email Domain Key
Email Message
Email Message Relation
Email Relay
Email Services Address
Email Service
Email Template
Embedded Service
Embedded Service Label
Engagement Channel Type
Engagement Channel Type Feed
Engagement Channel Type History
Engagement Channel Type Share
Enhanced Letterhead
Enhanced Letterhead Feed
Entitlement
Entitlement Contact
Entitlement Feed
Entitlement History
Entitlement Template
Entity Definition
Object Milestone
Object Milestone Feed
Object Milestone History
Entity Particle
Entity Subscription
Event
Platform Event Subscription
Event Feed
Event Log File
Event Relation
ExpressionFilter
ExpressionFilterCriteria
External Data Source
External Data User Authentication
External Event
External Event Mapping
External Event Mapping Share
Feed Attachment
Feed Comment
Feed Item
Feed Poll Choice
Feed Poll Vote
Feed Revision
Field Definition
Field Permissions
Field Security Classification
FileSearchActivity
Finance Balance Snapshot
Finance Balance Snapshot Share
Finance Transaction
Finance Transaction Share
Fiscal Year Settings
Flex Queue Item
Flow Definition
Flow Interview
Flow Interview Log
Flow Interview Log Entry
Flow Interview Log Share
Flow Interview Share
Flow Orchestration Instance
Flow Orchestration Stage Instance
Flow Orchestration Step Instance
Flow Record Relation
Flow Interview Stage Relation
Flow Variable
Flow Version
Folder
Formula Function
Formula Context Function
Formula Function Category
Setting Granted By License
Group
Group Member
Gateway Provider Payment Method Type
Holiday
IP Address Range
Icon Definition
Idea
Idea Comment
Identity Provider Event Store
Identity Verification Event
Identity Provider Event Log
Trusted Domain for Inline Frames
Image
Image Feed
Image History
Image Share
Individual
Individual History
Individual Share
Installed Mobile App
Invoice
Invoice Feed
Invoice History
Invoice Line
Invoice Line Feed
Invoice Line History
Invoice Share
Knowledgeable User
Lead Clean Info
Lead Feed
Lead History
Lead Share
Lead Status Value
Legal Entity
Legal Entity Feed
Legal Entity History
Legal Entity Share
Lightning Exit By Page Metrics
Lightning Experience Theme
LightningOnboardingConfig
Lightning Toggle Metrics
Lightning URI Event
Lightning Usage By App Type Metrics
Lightning Usage By Browser Metrics
Lightning Usage By FlexiPage Metrics
Lightning Usage By Page Metrics
List Email
List Email Individual Recipient
List Email Recipient Source
List Email Share
List View
List View Chart
List View Chart Instance
List View Event
Sensitive Data Rule
Location
Location Feed
Location Group
Location Group Assignment
Location Group Feed
Location Group History
Location Group Share
Location History
Location Share
LoginAs Event
Login Event
Login Geo Data
Login History
Login IP
Logout Event
Entity
ML Prediction Definition
ML Recommendation Definition
Macro
Macro History
Macro Instruction
Macro Share
Macro Usage
Macro Usage Share
Mail Merge Template
Matching Information
Matching Rule
Matching Rule Item
Messaging Channel
Messaging Channel Skill
MessagingConfiguration
Messaging Delivery Error
Messaging User
Messaging User History
Messaging User Share
Messaging Link
Messaging Session
Messaging Session Feed
Messaging Session History
Messaging Session Share
Messaging Template
Milestone
Mobile Application Detail
Messaging Channel Language Keyword
Muting Permission Set
My Domain Discoverable Login
Named Credential
Note
OAuth Custom Scope
OAuth Custom Scope App
Oauth Token
Object Permissions
Onboarding Metrics
Operating Hours
Operating Hours Feed
Opportunity: Competitor
Opportunity Contact Role
Opportunity Feed
Opportunity Field History
Opportunity History
Opportunity Product
Opportunity Partner
Opportunity Share
Opportunity Stage
Order
Order Feed
Order History
Order Product
Order Product Feed
Order Product History
Order Share
Order Status Value
Org Delete Request
Org Delete Request Share
Org Metric
Org Metric Scan Result
Org Metric Scan Summary
Organization-wide From Email Address
Organization
Outgoing Email
Outgoing Email Relation
Change Owner Option Info
Package License
Partner
Partner Role Value
Party Consent
Party Consent Feed
Party Consent History
Party Consent Share
Payment
Payment Authorization Adjustment
Payment Authorization
Payment Gateway
Payment Gateway Log
Payment Gateway Provider
Payment Group
Payment Line Invoice
Payment Method
Period
Permission Set
Permission Set Assignment
Permission Set Group
Permission Set Group Component
Permission Set License
Permission Set License Assignment
Permission Set Tab Setting
Picklist Value Info
Platform Action
Platform Cache Partition
Platform Cache Partition Type
Platform Event Usage Metric
Price Book
Price Book History
Price Book Entry
Price Book Entry History
Process Definition
Process Exception
Process Exception Share
Process Instance
Process Instance Node
Process Instance Step
Approval Request
Process Node
Product
Product Feed
Product History
Product Consumption Schedule
Product Entitlement Template
Profile
Prompt
Prompt Action
Prompt Action Share
Prompt Error
Prompt Error Share
Prompt Version
Publisher
Push Topic
Queue sObject
Quick Text
Quick Text History
Quick Text Share
Quick Text Usage
Quick Text Usage Share
Recently Viewed
Recommendation
RecordAction
RecordActionHistory
Record Type
Allow URL for Redirects
Refund
Refund Line Payment
Relationship Domain
Relationship
Report
Report Anomaly Event Store
Report Anomaly Event Store Feed
Report Event
Report Feed
Resource Absence
Resource Absence Feed
Resource Absence History
Resource Preference
Resource Preference Feed
Resource Preference History
Return Order
Return Order Feed
Return Order History
Return Order Item Adjustment
Return Order Item Tax
Return Order Line Item
Return Order Line Item Feed
Return Order Line Item History
Return Order Share
Service Provider SAML Attribute
SAML Single Sign-On Setting
Custom S-Control
Scorecard
Scorecard Association
Scorecard Metric
Scorecard Share
Search Layout
Promoted Search Term
Security Custom Baseline
Seller
Seller Share
Service Appointment
Service Appointment Feed
Service Appointment History
Service Appointment Share
Service Appointment Status Value
Service Contract
Service Contract Feed
Service Contract History
Service Contract Share
Service Resource
Service Resource Feed
Service Resource History
Service Resource Share
Service Resource Skill
Service Resource Skill Feed
Service Resource Skill History
Service Setup Provisioning
Service Territory
Service Territory Feed
Service Territory History
Service Territory Member
Service Territory Member Feed
Service Territory Member History
Service Territory Share
Service Territory Work Type
Service Territory Work Type Feed
Service Territory Work Type History
Session Hijacking Event Store
Session Hijacking Event Store Feed
Session Permission Set Activation
Setup Assistant Step
Setup Audit Trail Entry
Setup Entity Access
Site
Site Detail
Site
Site History
Trusted Domains for Inline Frames
Site Redirect Mapping
Skill
Skill Requirement
Skill Requirement Feed
Skill Requirement History
Entitlement Process
Solution
Solution Feed
Solution History
Solution Status Value
Stamp
Stamp Assignment
Static Resource
Streaming Channel
Streaming Channel Share
Tab Definition
Task
Task Feed
Task Priority Value
Task Status Value
Tenant Usage Entitlement
Test Suite Membership
Third Party Account Link
Threat Detection Feedback
Threat Detection Feedback Feed
Time Slot
Goal
Goal Share
Topic
Topic Assignment
Topic Feed
Topic User Event
Transaction Security Policy
Language Translation
Ui Formula Criterion
Ui Formula Rule
Undecided Event Relation
URI Event
User
Last Used App
UserAppMenuCustomization
UserAppMenuCustomization Share
Application
User Email Preferred Person
User Email Preferred Person Share
User Entity Access
User Feed
User Field Access
User License
User List View
User List View Criteria
User Login
User Package License
User Permission Access
User Preference
User Provisioning Account
User Provisioning Account Staging
User Provisioning Mock Target
User Provisioning Config
User Provisioning Log
User Provisioning Request
User Provisioning Request Share
User Record Access
Role
User Setup Entity Access
User Share
Identity Verification History
Visualforce Access Metric
Vote
Wave Auto Install Request
Wave Compatibility Check Item
Custom Button or Link
Work Order
Work Order Feed
Work Order History
Work Order Line Item
Work Order Line Item Feed
Line Item History
Work Order Line Item Status Value
Work Order Share
Work Order Status Value
Work Type
Work Type Feed
Work Type Group
Work Type Group Feed
Work Type Group History
Work Type Group Member
Work Type Group Member Feed
Work Type Group Member History
Work Type Group Share
Work Type History
Work Type Share

... and many more

All-in-one tool for Salesforce data exports and analytics

Collect data from Salesforce and enrich it with information from other sources

Export accounts, opportunities, and contacts from Salesforce while merging financial data, marketing automation records, and customer support information. Construct unified datasets that Claude analyzes for sophisticated cross-departmental insights into revenue operations and customer lifecycle patterns.

Organize raw Salesforce data in the form of a ready-to-use data set

Structure CRM data with clear relational context and comprehensive metadata that enables Claude to understand account hierarchies, opportunity dependencies, and activity networks. Support analytical reasoning about complex sales scenarios through properly organized information architecture.

Automate data refresh on a custom schedule

Maintain analytical accuracy with automated data synchronization ranging from monthly to 15-minute intervals. Ensure Claude examines fresh CRM intelligence for pipeline forecasting and strategic account planning.

Connect Salesforce data to AI to query and analyze data using natural language conversations

Experience conversational CRM analysis with Claude through Coupler.io integration. Engage in discussions about forecasting accuracy, territory performance, and account strategy, receiving detailed reasoning that examines multiple variables and temporal patterns simultaneously.

Why export Salesforce to Claude - real life cases

Complex forecasting accuracy analysis

Engage Claude in examining forecast precision across different dimensions of your Salesforce data. Discuss how opportunity characteristics, sales stage durations, and historical close patterns affect prediction accuracy. Claude analyzes multifaceted relationships between forecast categories, territory dynamics, and seasonal trends to identify systematic biases.

Account hierarchy strategy exploration

Leverage Claude's reasoning capabilities to navigate complex organizational relationships within Salesforce. Explore how parent-child account structures, cross-functional engagement patterns, and multi-stakeholder involvement influence deal progression. Receive strategic guidance on penetration approaches based on comprehensive relationship analysis.

Territory performance attribution modeling

Work with Claude to untangle the contributing factors behind territory success variations. Discuss how market characteristics, resource allocation, activity patterns, and opportunity mix interact to produce performance outcomes. Claude examines these interconnected variables to identify optimization opportunities.

Opportunity health assessment through pattern recognition

Collaborate with Claude to evaluate deal quality by examining non-obvious risk indicators in your Salesforce data. Explore correlations between engagement velocity, stakeholder diversity, competitive positioning, and eventual outcomes through analytical conversations that synthesize historical patterns with current signals.

How to export Salesforce to Claude

Step 1. Connect to your Salesforce account and select the data to export

30 seconds

Step 2. Organize data using transformation options such as filters, column management, aggregation, etc.

30 seconds

Step 3. Select Claude as a destination and configure it as per the instructions

30 seconds

Step 4. Schedule data refresh to automate data flow from Salesforce to Claude

10 seconds

Automate data exports with the no-code Salesforce Claude integration

Start free trial

Talk to AI about your Salesforce data

Working with Salesforce data through Claude means asking questions that traditional reports can't easily answer. When you need to understand why certain territories outperform others, or what signals predict deal risk, Claude examines your CRM records through multiple analytical lenses. The conversation adapts based on what you're trying to solve - whether that's identifying forecast biases, mapping account relationships, or understanding activity patterns that correlate with wins.

Examples of questions you can ask Claude about your Salesforce data:
"Examine the relationship between opportunity age, stakeholder engagement diversity, and win rates across different account sizes and industries"
"What distinguishes accounts with high expansion revenue from those showing flat or declining patterns?"
"Analyze how forecast category accuracy varies by sales stage, deal size, and time remaining in quarter"
"Help me understand the interplay between activity intensity, relationship breadth, and competitive displacement rates in opportunities over $500K"

Customer success stories

At Coupler.io, our mission is simple: to help our customers succeed by unlocking the full potential of their data. Check out how using Coupler.io has helped businesses like yours scale and achieve better ROI.