Join our online, interactive session to learn how you can easily connect Claude and Salesforce and use them together to improve your productivity and efficiency day-to-day. We’ll show you out-of-the-box features and benefits, plus how to connect the two solutions, right there and then!
Online, Lunch & Learn
November 12th, 2026 | 12:00 - 13:00
Salesforce Dreamforce 2026
At this year’s Dreamforce, Salesforce announced several AI updates, including the seamless integration of Claude. But what does that actually mean in practice? And how can you get value from Claude today?
At Simpala, we’ve been getting hands-on with Claude over the past few months and have set up workflows that help our team daily. We’ll explain Claude skills, wider integrations you can set up and how to connect Claude and Salesforce instantly.
You’ll finish the interactive session set up for success, so you can instantly update your CRM with natural language instructions via a Claude chat. Whether you’re curious about AI or already exploring it, this session will give you something tangible to take away.
As our Co-Founder and Commercial Director, Dan's focus is on the numbers. Business cases, ROI, and ensuring our customers get the biggest bang for their buck - Dan's proudest moment at Simpala to date was hearing one of our customers returned a 7 figure return in their first year since implementing Salesforce.
Dan's focus is on ensuring companies are ready for change and then tracking the metrics that prove the decision was a right one.
With over a decade of experience and five Salesforce certifications, Bret designs and delivers scalable solutions that improve efficiency, enhance customer experiences and drive measurable outcomes — with a particular focus on AI and automation.
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