AI in Salesforce: what to activate, and how Big Bang does it

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In short

Salesforce delivers AI through Agentforce, its platform for autonomous agents, now powered by Claude as its default reasoning model under the Claudeforce partnership, protected by the Einstein Trust Layer and configured with Prompt Builder. Data 360, formerly Data Cloud, unifies the data those agents use. Salesforce Hosted MCP Servers, generally available since 2026-04-29, let Claude, ChatGPT or another MCP client work with Salesforce under each user’s permissions.

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Native AI features

Feature	What it does	Status	What Big Bang does
Agentforce	Autonomous agents that act on Salesforce data and processes; includes a native MCP client.	Generally available; licensing varies	Design, configure and test agents
Einstein Trust Layer	Security controls for generative AI: masking, zero data retention, audit.	Generally available	Configure masking and audit
Prompt Builder	Builds reusable prompt templates grounded in Salesforce data.	Generally available	Write and govern prompt templates
Data 360 (formerly Data Cloud)	Unifies customer data used by agents and analytics.	Generally available; licensing varies	Assess need, model and connect data
Salesforce Hosted MCP Servers	Expose Salesforce to Claude, ChatGPT or any MCP client.	Generally available since 2026-04-29, Enterprise Edition and above	Enable per server, define access
Agentforce in Certinia and Rootstock	Both are native Salesforce applications and use the platform’s Agentforce and Einstein capabilities.	Depends on your edition and version	Review vendor AI features case by case

Verified on 2026-10-27 against vendor documentation. Availability depends on your edition, version and region.

Connect your assistant

Salesforce Hosted MCP Servers are the governed way to connect an assistant such as Claude to Salesforce.

Each server is off until an administrator turns it on in Setup.
Access goes through an External Client App with OAuth, and calls run as the user: sharing rules and field-level security apply.
Big Bang decides with you which servers to enable, starts with read access, and tests what each profile can see.

Where the Curation Layer fits

In Salesforce, the Metric Registry is stored as a custom object in your org.

Each metric links to the report, query or flow that computes it, with its owner and validation date.
A Big Bang agent in native mode runs as Apex or an Agentforce agent that may only call registry metrics.
For Certinia and Rootstock, finance and operations metrics live in the same org as the registry.

FAQ

Do I need Agentforce to connect Claude to Salesforce?

No. Salesforce Hosted MCP Servers let Claude work with Salesforce data without an Agentforce agent. Agentforce is useful when you want agents that act inside Salesforce itself.

What is Data 360?

Data 360 is the new name of Salesforce Data Cloud since October 2025. It unifies customer data from several sources so agents and analytics work on the same profile.

Does Big Bang cover AI in Certinia and Rootstock?

Yes, as part of the Salesforce ecosystem. Both run on the Salesforce platform and benefit from Agentforce and Einstein. Their own AI features are reviewed with the vendor before any activation.