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 Car...