SyncOnAI360

Anthropic models

Claude models, grounded in your Salesforce org.

Choose Anthropic's Claude models for the chat and the agents. On paid plans they are included; on Free, they run on your own Anthropic key and account.

Start freeSee pricing

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

In one paragraph

SyncOnAI 360 can run its chat and specialist agents on Anthropic's Claude models. The chat and the agents each have their own model setting, paid plans include AI with the model chosen per task, and the Free plan uses your own Anthropic key. Anthropic does not train on API traffic, whichever account a request uses.

Separate model settings: chat and agents
2Separate model settings: chat and agents
Training on API traffic
0Training on API traffic
Plan runs on your own Anthropic key
FreePlan runs on your own Anthropic key
Encryption for any key you store
KMSEncryption for any key you store

01The problem

Why a strong model alone is not enough for Salesforce

Claude is very good at Salesforce in general. What it lacks on its own is your org: the objects, the automation, the conventions and the history. And on its own it has no route to a safe deploy.

  1. 01

    No org context

    A model answering from general knowledge describes a Salesforce org, not yours.

  2. 02

    No guardrails

    A model that can write metadata has no checks, approval or rollback by itself.

  3. 03

    Key sprawl

    Each person pastes their own API key into their own tools, with no workspace control.

  4. 04

    Unclear data use

    Teams need to know whether their org details train someone's model.

02grounded

How do Claude models work inside SyncOnAI 360?

Every request carries a compact profile of the connected org, and the model reads the synced metadata and source through tools: searching components, looking up dependencies, reading health findings. Each answer shows the tools it used.

Anything the model drafts, a Flow, a validation rule, an Apex class, becomes a proposal with named checks, validation against the org and approval for production. The model writes; the platform decides what reaches the org.

  • Org profile in every request
  • Tools that read the synced org
  • Drafts become proposals

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

03choose

How do you choose models for the chat and the agents?

Under Settings, Models, the workspace chooses the model the chat uses and, separately, the model the agents use, from Anthropic and OpenAI. Chat and agents can run on different models.

When AI is included in the plan, the right model is picked per task: a light model for quick answers, a stronger one for building and the strongest for hard reviews.

  • Chat and agents set separately
  • Anthropic or OpenAI
  • Per-task choice when included

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

04key

How does bring your own Anthropic key work?

On the Free plan, AI runs on your own Anthropic or OpenAI key, billed by that provider. Paste the key under Settings, API keys; one key per workspace, and Test checks that it works.

Keys are encrypted under a key held in a cloud key management service and are never shown in full after saving. Paid plans include AI, so no key is needed there.

  • One key per workspace
  • Test before you rely on it
  • Encrypted, never shown in full

Workspace security

Settings · Security

  • Configuration onlyMetadata and code. CRM records stay in Salesforce.
  • Isolated per customerEnforced by the database and tested every release.
  • Keys in Google Cloud KMSCredentials encrypted under a per-customer key.
  • Second admin for productionThe author can never approve their own change.
  • Hosted in the United StatesEvery subprocessor listed with its region.

05data

Does Anthropic train on your Salesforce data?

No. Anthropic does not train on API traffic, whichever account a request uses. SyncOnAI 360 sends the model the org context a request needs, metadata and source, and never stores your CRM records.

Anthropic is listed on the subprocessors page with what it receives and where, alongside every other company that processes data for SyncOnAI 360.

  • No training on API traffic
  • Metadata, not CRM records
  • Listed as a subprocessor

Workspace security

Settings · Security

  • Configuration onlyMetadata and code. CRM records stay in Salesforce.
  • Isolated per customerEnforced by the database and tested every release.
  • Keys in Google Cloud KMSCredentials encrypted under a per-customer key.
  • Second admin for productionThe author can never approve their own change.
  • Hosted in the United StatesEvery subprocessor listed with its region.

06desktop

Can you use Claude outside SyncOnAI 360 too?

Yes. Claude Desktop and other Claude clients can connect to your orgs through the read-only Model Context Protocol server, with tokens scoped per org and every call logged.

Inside the workspace Claude can draft changes as proposals; outside it, Claude reads. Both work from the same synced copy of the org.

  • Claude Desktop through MCP
  • Read-only outside the workspace
  • One synced org behind both

Claude Desktop

Connected to SyncOnAI 360 · read only

Read only

In the production org, what uses Account.Rating?

  • List orgs3 orgs this token can read
  • Where usedAccount.Rating: 4 components
  • Audit findingsLatest assessment: 37 open findings

Four components use Account.Rating: two Flows, one report and a validation rule. This covers every component this token can see.

3 calls recorded in your workspace activity log

07conventions

How do Claude models follow your org's conventions?

Org rules set naming conventions, forbidden patterns and the preferred automation type for each org, and anything the model drafts is built inside them. Before building, the chat checks what already exists, so it extends what is there rather than adding a second way of doing the same thing.

Specialist agents add their own instructions and skills, and their tools can be allowed, denied or held for confirmation, whichever model runs them.

  • Org rules the model must follow
  • Existing solutions checked first
  • Agent tools under your control

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

08How it works

Using Claude models

Pick the model, keep the guardrails.

  1. 01

    Choose

    Set the chat and agent models under Settings.

  2. 02

    Connect a key

    On Free, add your Anthropic key; paid plans include AI.

  3. 03

    Ask

    Answers come from the synced org, with the tools shown.

  4. 04

    Propose

    Changes become proposals with checks and approval.

09Before and after

Claude on Salesforce, on its own versus in SyncOnAI 360

Without

With SyncOnAI 360

General Salesforce knowledge

Your org's metadata and source in every answer

Output pasted into Setup

Drafts become checked, approved proposals

A key in every person's tools

One workspace key, encrypted, or AI included

Uncertain data use

No training on API traffic, records never stored

10Who uses it

Who chooses Claude models

Salesforce developersUse Claude for Apex, components and reviews, grounded in the org's own patterns.Salesforce adminsAsk about the org and draft configuration in plain language, with every change held as a proposal.Independent consultantsStart free on your own Anthropic key, then move to a plan with AI included.IT and platform leadersStandardise on one governed way to use Claude on Salesforce.

11Questions

Frequently asked questions

It can. The chat and the agents can each run on Anthropic's Claude models, chosen under Settings, Models.

Only on the Free plan. Paid plans include AI.

No. Anthropic does not train on API traffic.

Yes. Each has its own model setting.

Encrypted under a key held in a cloud key management service, and never shown in full after saving.

Yes, read-only, through the Model Context Protocol server.

SyncOnAI 360 keeps metadata, not CRM records. Record data is only read live when a question needs it.

No. Anything it drafts becomes a proposal with checks, validation and approval.

Pro, Team and Business include AI, so no key is needed. Free runs on your own Anthropic or OpenAI key, and Enterprise can include AI or use your own provider agreement.

Yes. Change the model setting at any time; your orgs, history and proposals stay as they are.

12Keep exploring

Related

OpenAIOpenAI models, transcription and imagesClaudeYour Salesforce org inside Claude, read onlyAI AgentOrg-aware chat and specialist agentsSalesforce AI AgentsSpecialists with their own tools and limitsSubprocessorsWho processes data, and wherePricingEvery feature on every plan

Start in 5 minutes. No card required.

Connect your Salesforce org. Run your first health scan. Ask your first question. See what you've been missing.

Start free, connect my orgBook a demo with SyncOnAI
  • Anthropic
  • OpenAI