Assessment · 19 questions · ~5 minutes · free · no login
Everyone says it’s easy. It is. That’s the risk.
Connecting Claude to Salesforce takes an afternoon. Deciding what it can see, touch, and spend takes a blueprint. Score how safely your org can connect — and which use cases need a harness in the middle — before Claude gets access to your data.
01
Your score out of 30
Six dimensions, nineteen questions, weighted so data exposure and guardrails get the attention they need.
02
The connection call
Which of your plans point to a harness conversation — and which, for this scoped use case, point to a direct-connection candidate. A candidate is never a clearance.
03
A PDF you can forward
Your score, the connection call, and the three moves that change both. Sized for your CIO, CTO or delivery sponsor.
