Get set up with Claude in just 1 hour

Claude meets Salesforce. How to get set up and see instant value.

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!

location_on Online, Lunch & Learn
calendar_today November 12th, 2026 | 12:00 - 13:00

Field Service Forum 2025 Salesforce Dreamforce 2026

Overview

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.

Meet the Speakers

Daniel Simkin
Daniel Simkin
Co-Founder and Commercial Director Simpala

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.

Bret Johnson
Bret Johnson
Senior Consultant & AI Lead Simpala

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.

Resources

We watched the 2026 Dreamforce keynote so you don’t have to

A new interface revolution is coming — a fundamental change in how humans and software interact. The big headline at Dreamforce? AI Force.

Read the blog

We’re building expertise in Claude

Getting value from Claude isn't about buying licences. It's about connecting it to the right data, pointing it at the right problems, and getting your people to use it. That's where we come in.

Learn more

How Salesforce Agentforce can benefit you

To get the most out of Agentforce, the building blocks of your systems and data must be in order — investing in AI only makes sense if you’re going to use it to its full potential.

Learn more