Claude, Salesforce, Zapier automation?

I recently copied and pasted the “Train My AI Assistant Onboarding Prompt” into Claude. I’m in a business development role, and Claude suggested connecting it to my Salesforce account to generate a daily call sheet based on my tasks and deliver it to my inbox each morning.

From there, I was directed to use Zapier, which initially led me to a $50 user fee. After running into issues getting everything set up, I was then told I’d need a paid Zapier plan at $19/month to make this work.

I’m trying to figure out if the AI Advantage Bootcamp will help me navigate something like this, or if the group format is more focused on broader concepts rather than specific, hands-on situations like this.

Would appreciate any insight from others who have gone down a similar path.

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