Use Case
AIforce and Claudeforce are changing the way teams use Salesforce, making Salesforce data and workflows accessible outside of the core CRM application. This makes the underlying configuration of Salesforce even more important.
What is AIforce and Claudeforce?
AIforce was announced at Dreamforce this year (see announcement). AIforce allows more users to access the underlying data and workflows in Salesforce, without needing to log into the CRM itself. From the announcement:
“With AIforce, people don’t have to come to Salesforce to get work done. Salesforce comes to them – in Claude, Slack, Lightning, or wherever they want to work. Employees who have never opened a dashboard can now ask questions, update records, and trigger workflows, all grounded in real Salesforce data and business logic.”
Salesforce AIforce announcement
Claudeforce specifically is a strategic partnership between Salesforce and Anthropic. It is a plugin that ships with 37 pre-built Claude skills focused on sellers, helping them leverage the underlying data and workflows in Salesforce today.
The Result
More end users will be able to access mission-critical data on the Salesforce platform in more places besides the core CRM application.
Sample Use Cases - Before and After AIforce
Before AIforce
After AIforce
Before AIforce
Sales reps manually input next step notes after each prospecting call
After AIforce
AI automatically reviews call recordings and adds next steps to the relevant opportunity, with reps reviewing
Before AIforce
Sales reps manually review call notes and news ahead of each call on their calendar for the day
After AIforce
Sales reps automatically get a summary of key talking points and relevant company news based on their meetings for the day
Before AIforce
Sales reps manually review their pipeline to identify which deals to spend time on and where deals are slowing and require escalation
After AIforce
AI delivers a brief every morning highlighting the deals a rep should spend time on and where deals need escalations
How does Swantide interact with AIforce and Claudeforce?
AIforce and Claudeforce are focused on increasing usage and adoption of the Salesforce platform for end users. The increased adoption will make it even more important to ensure Salesforce is configured correctly.
This is where Swantide comes in. Our focus is building a platform for the teams building and maintaining Salesforce, allowing them to get more done quickly.
How Swantide can help prepare for AIforce
AIforce Readiness Assessment
Review the current state of your org and identify gaps.
Workflow Development
Build the underlying workflows on the Salesforce platform that new stakeholders will use. From impact analysis, solution design, build, and testing, Swantide supports across all phases of development. You can also build custom Claude skills that extend beyond the functionality out of the box (see example below).
Workflow Documentation
Quickly write process documentation and enablement materials for the new teams leveraging Salesforce workflows.
Workflow Troubleshooting
When issues arise, leverage Swantide to quickly identify the root cause of unexpected behavior and push a fix.
Sample Use Case
Claudeforce comes pre-populated with 37 skills for working in Salesforce, with an emphasis on sellers. They are a powerful way to quickly begin leveraging the power of Salesforce and AI.
Every business has its own processes and needs, and building custom Claude skills is the way to harness the power of Claude specific to your business and across all of your teams. Examples of custom skills include:
Building your own deal scoring methodology
Building skills that account for your custom objects and metadata
Expanding skills beyond sales (e.g. for customer success, revenue operations, IT, and leadership)
Swantide is the engine for quickly and easily configuring all of the custom Claude skills your team needs, building on the foundation provided by the initial 37. Our Founder and CEO, Taylor Lint, shows just how easy it is to do this with Swantide.