AI Connect is a consulting engagement that connects Salesforce to one AI platform, Claude, OpenAI, or Teams/Copilot, with governed access. The AI works with live Salesforce data through its own integration user and your existing permissions, so people stop copying and pasting customer data between tools.
Your AI Tools, Working With Salesforce
Connect Claude, OpenAI, or Teams/Copilot to Salesforce, under your permissions. No more copy and paste.
What is AI Connect?
Three ways to get AI onto your Salesforce data
| Feature | AI Connect | Copy and paste | Unmanaged plugin |
|---|---|---|---|
| Live Salesforce data | |||
| Follows your Salesforce permissions | Depends | ||
| Its own auditable integration user | |||
| Customer data stays out of personal accounts | Depends | ||
| Written summary of what the AI can do | |||
| Read-only until you decide otherwise | n/a |
How access is governed
One platform, connected
Claude, OpenAI, or Teams/Copilot working with live Salesforce data.
Its own integration user
The AI gets its own identity, so its activity is separate and auditable.
Your permissions apply
Permission sets and sharing rules decide what it can see and change.
You see what it can do
A written summary of access, before it goes live.
What does it cost?
It depends on your objects and permission model. We confirm scope on the Intro Call, or take it straight from an AI Strategy Rollout Plan.
Standard objects
$3,000
about 15 hours
Straightforward permissions.
- One AI platform
- Integration user and permissions
- Short handoff
Custom objects
$5,000
up to $6,000 · about 25–30 hours
Tighter governance.
- Everything above
- Starter skills for your team
- Tighter governance
More than one AI platform, or complex permissions? That is AI Program.
How it runs
From scope to handoff. Hover or tap a phase.
Scope
Govern
Connect
Hand off
Hover or tap a phase to see what happens in it.
Illustrative. Custom objects and tighter governance add to Govern and Connect.
Frequently asked questions
Yes. OpenAI, including ChatGPT, is one of the three platforms we connect, along with Claude and Teams/Copilot.
Only if you decide it should. Most start read-only; write access is granted object by object and written down.
AI Connect puts an AI tool your team already uses to work on Salesforce data. A headless app is a custom React interface for people. Want an app? See Headless Salesforce.
Not if you already know which AI tool you are standardizing on. If not, AI Strategy settles it, and its plan becomes the scope.
It is yours. To keep it tuned as AI and Salesforce change, AI Momentum provides reserved monthly hours.