Uploaded July 2026 | Updated September 2026, 1 week ago
For 25 years, @salesforce meant clicking through screens. Not anymore. Watch Ning Taylor, Technical Advisor at Salesforce, demo Headless 360 by connecting Salesforce live to both Claude and ChatGPT in just a few clicks. Ask questions about your pipeline, update opportunities, visualize @Tableau data, and see rich dynamic cards render natively in ChatGPT — all without opening a browser.
Salesforce's security model comes built in, and your data stays yours.
This is what the agentic CRM era looks like.
*Resources & Links:*
Explore Headless 360: salesforce.com/headless
Learn how Salesforce is pioneering the #1 Agentic CRM: salesforce.com/crm
What is agentic CRM?: salesforce.com/crm/what-is-crm/agentic-crm
Timestamps
00:00 - Introduction to Headless 360 CRM
01:03 - Connect Salesforce to Claude AI
01:34 - View Pipeline Visualizations with Tableau
01:50 - Update Opportunity Status in Claude
02:58 - Connect Salesforce to ChatGPT & View Dynamic Cards
World Tour Boston 2026
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#Agentforce #Salesforce #CRM #AgenticCRM #AIAgents #DigitalTransformation #AITransformation #SalesforceHeadless #HeadlessPlatform #Headless360 #SalesforceHeadless360 #EnterpriseAI #AutonomousAI
Twitter: twitter.com/salesforce
LinkedIn: linkedin.com/company/salesforce
Instagram: instagram.com/salesforce
Facebook: facebook.com/salesforce
About Salesforce:
Improve customer relationships with Salesforce, the #1 AI CRM where humans with agents drive customer success together. Our integrated platform pairs your unified customer data with trusted agents that can assist, take action autonomously, and hand off seamlessly to your employees in sales, service, marketing, commerce, and more.
Disclaimer: This video is for demonstration purposes only. All account data depicted is fictional and does not contain personally identifiable information (PII). This content is intended solely to illustrate product functionality in a simulated environment.
For 25 years, @salesforce meant clicking through screens. Not anymore. Watch Ning Taylor, Technical Advisor at Salesforce, demo Headless 360 by connecting Salesforce live to both Claude and ChatGPT in just a few clicks. Ask questions about your pipeline, update opportunities, visualize @Tableau data, and see rich dynamic cards render natively in ChatGPT — all without opening a browser.
Salesforce's security model comes built in, and your data stays yours.
This is what the agentic CRM era looks like.
*Resources & Links:*
Explore Headless 360: salesforce.com/headless
Learn how Salesforce is pioneering the #1 Agentic CRM: salesforce.com/crm
What is agentic CRM?: salesforce.com/crm/what-is-crm/agentic-crm
Timestamps
00:00 - Introduction to Headless 360 CRM
01:03 - Connect Salesforce to Claude AI
01:34 - View Pipeline Visualizations with Tableau
01:50 - Update Opportunity Status in Claude
02:58 - Connect Salesforce to ChatGPT & View Dynamic Cards
World Tour Boston 2026
--------------
#Agentforce #Salesforce #CRM #AgenticCRM #AIAgents #DigitalTransformation #AITransformation #SalesforceHeadless #HeadlessPlatform #Headless360 #SalesforceHeadless360 #EnterpriseAI #AutonomousAI
Twitter: twitter.com/salesforce
LinkedIn: linkedin.com/company/salesforce
Instagram: instagram.com/salesforce
Facebook: facebook.com/salesforce
About Salesforce:
Improve customer relationships with Salesforce, the #1 AI CRM where humans with agents drive customer success together. Our integrated platform pairs your unified customer data with trusted agents that can assist, take action autonomously, and hand off seamlessly to your employees in sales, service, marketing, commerce, and more.
Disclaimer: This video is for demonstration purposes only. All account data depicted is fictional and does not contain personally identifiable information (PII). This content is intended solely to illustrate product functionality in a simulated environment.
