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Australia · New Zealand · Singapore · ManilaPartner, Xenai Digital
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.

Already know you need it designed? The Blueprint
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.