Data to AI™ / Claude/Salesforce
Ask Claude where the quarter's pipeline stands, which deals slipped and how bookings compare with the forecast, straight from replicated Salesforce objects instead of exported reports.
Less tokens, better answers.
Claude
Which open opportunities closing in September have not been touched for two weeks?
29 of the 85 open opportunities with a September CloseDate have not been modified in over 14 days. Qualification holds the most, with 17 stale deals.
| StageName | Opportunities | LastModifiedDate 14d+ | Stale share |
|---|---|---|---|
| Qualification Opportunities | 42 | 17 | 40% |
| Proposal Opportunities | 28 | 9 | 32% |
| Negotiation Opportunities | 15 | 3 | 20% |
Read from the replicated Opportunities object; stale means LastModifiedDate, the default replication date field, is over 14 days old.
Salesforce is a cloud CRM. Dataddo replicates the objects you choose, standard or custom, with the fields your org defines, or runs your own SOQL query.
Which open Opportunities with a CloseDate before 30 September have a LastModifiedDate older than 14 days? Group them by StageName.
The sales lead asks Claude in the last fortnight of the quarter, then has it draft a short note per owner that lists the stale deals to update or close out.
Use the dataddo server to describe the Opportunities entity and write every field, custom ones included, to docs/salesforce-opportunity-fields.md.
A RevOps analyst keeps a field dictionary next to the forecasting scripts. Claude Code reads the replicated schema, so fields the admin added last month appear without manual edits.
Which products on Opportunity Line Items appear most often in Opportunities won this quarter? Show how many won deals include each one.
Product marketing wants to know which items end up in signed deals. Claude joins line items to won opportunities and explains the mix in plain words for the planning deck.
Data to AI™ is free while in private pre-release. We onboard teams in waves and shape the product with their feedback. At launch, it will be priced like the AI assistants your team already uses. Need tailored contracts or volume pricing? Talk to us about Enterprise.
Serve governed business data to Claude, ChatGPT and other AI tools over MCP.
Free during pre-release
Flexibly deploy Dataddo in any cloud or hybrid environment.
We have a payment model that works for you
| Without Dataddo |
With Dataddo
|
Outcome for you | |
|---|---|---|---|
| Getting Salesforce data into Claude | Someone runs an opportunity report, exports it to a spreadsheet and uploads the file to the chat before every forecast conversation. | Claude reads the Opportunities, Accounts and Opportunity Line Items objects that Dataddo replicates on your schedule, at the moment someone asks. | No report exports |
| Custom fields | A report export carries only the columns its owner picked, so fields your admin created recently are usually missing from the file. | Table Replication reads each object's field list from your org, so custom fields can be selected next to standard ones, up to 300 per object. | The whole object, not a report |
| Rolling it out to the sales team | Each rep uploads a personal export, so two chats in the same week can answer the same pipeline question from different files. | On Claude Team or Enterprise an Owner adds the Dataddo connector once, and each member signs in with their own Dataddo account. | One setup for everyone |
| Scripts and chat on the same data | Analysts paste numbers from the CRM interface into notebooks by hand, so scripts and conversations drift apart over time. | After claude mcp add, Claude Code queries the same replicated Salesforce entities as the chat, so code and answers share one copy. | Repo and chat agree |
| Token consumption | Claude spends tokens exploring raw Salesforce columns, sampling rows and retrying until it understands the data. | Field definitions and relations are supplied up front, so the model skips the exploration and goes straight to the answer. | Less tokens per answer |
| Answer quality | Prone to wrong joins, invented fields and numbers that are hard to check. | Answers grounded in defined fields. In the Dataddo benchmark, 78.5% of questions were answered correctly, against 65.5% with plain CSV files. | Better answers |
The Salesforce datasets finance and RevOps teams use most, with their real field names. Claude queries them by name through the Dataddo semantic layer.
Runs on the schedule you set. Each run re-reads a relative window on a date field such as LastModifiedDate and replaces that window's data, so older records are loaded with a full data re-sync.
Salesforce connector →We asked 43 pre-registered questions of three real datasets - Google Search Console, HubSpot deals and Google Ads - and delivered the same rows to the same model in four ways. Only the data layer changed.
of questions answered correctly - the best of the four delivery methods tested
fewer confidently wrong answers - 14.0% of runs against 24.0% and 26.3%
more correct answers on messy CRM data - better on 8 questions, worse on none
Same model, prompts and rows in every condition; 759 graded runs, ground truth frozen before any run. On Google Search Console alone, documented CSV files did as well as Data to AI™ - the advantage comes from messier data such as HubSpot deals.
Read the benchmark →Create a Salesforce source in Dataddo using Salesforce Table Replication for objects such as Opportunities, Opportunity Line Items and Accounts, then attach it to a Claude destination or AI Model. In Claude, add the custom connector https://headless.dataddo.com/mcp-data and sign in. In Claude Code, run claude mcp add with that URL.
No. Dataddo replicates the Salesforce objects you pick on a schedule and serves them through the Data Access MCP server. Claude signs in to Dataddo, not Salesforce.
No. Claude reads objects Dataddo has already extracted, asking for entities and fields by name. Dataddo never accepts SQL from the model, and nothing is written back to your org.
Table Replication replicates entire objects and supports incremental updates. Custom SOQL Query lets you access multiple objects at once or transform data in Salesforce's native query language.
Yes, if you select them. Table Replication reads the field list from each object's description in your org, so custom fields sit next to standard ones, up to 300 attributes per object.
Yes. Authorize Salesforce Custom Domain with your sandbox domain, for example dataddo--partial.sandbox, build a flow from it and try your prompts in Claude Code before you switch to production.
No. Custom connectors work on every plan and Free allows one. Pro and Max users add Dataddo themselves, while on Team and Enterprise an Owner adds it once and members sign in with their own Dataddo login.