What you'll learn:
- Understand what Model Context Protocol (MCP) is, how it works, and why Salesforce adopted it as the standard for AI agent integration
- Connect Claude AI to a live Salesforce org using the Salesforce hosted MCP Server (SObject Reads) and run queries in plain English
- Create and configure an External Client App in Salesforce with OAuth, PKCE, and the correct callback URLs for Claude and Cursor
- Set up Cursor AI as an MCP client and connect it to Salesforce using the MCP JSON configuration file
- Build a Custom Salesforce MCP Server using Apex classes with @InvocableMethod and deploy it using metadata XML
- Understand what happens behind the scenes when an AI tool connects to an MCP server and how tool definitions are stored locally
- Install Claude Code CLI on Windows, fix the PATH variable error, and configure Salesforce MCP in the claude.json file
- Authenticate a Salesforce org directly from the Claude CLI terminal and fix the Redirect URI Mismatch error
- Query Salesforce MCP metadata using the Tooling API in Developer Console to inspect MCP server definitions
- Control who can access your MCP server using OAuth policies, Admin approved users, and Permission Sets
- Apply 14 real-world MCP best practices covering Apex security, SOQL injection prevention, field-level security, input validation, and tool design
- Build Prompt Templates in Salesforce, add them to your Custom MCP Server, and invoke them directly from Claude Code
- Enable Salesforce Data Cloud, set up a data stream from CRM, and query Data Lake Objects through the Claude CLI using the Data Cloud MCP Server
- Create a Named Query API in Salesforce and expose it as a callable tool inside your MCP server, then test it end to end from Claude CLI
- Put a MuleSoft Omni Gateway in front of your Salesforce MCP server — Client Credentials flow, OAuth token retrieval, request routing, and rate limiting policies
The way you work in Salesforce is changing. This course shows you what comes next.
For years, Salesforce users have relied on a browser — navigating tabs, filling forms, and clicking through screens to get anything done. That era is ending. AI agents like Claude and Cursor can now connect directly to your Salesforce org through the Model Context Protocol (MCP) and take action on your behalf — no browser required. This course teaches you exactly how that works, from the ground up.
Salesforce Headless 360: Zero to Hero is a hands-on, practical course designed for Salesforce developers and admins who want to stay ahead of the agentic AI revolution. You will go from understanding what MCP is, to connecting Claude AI and Cursor to a live Salesforce org, to building your own Custom MCP Server using Apex, to controlling everything from the Claude Code CLI — all in one course.
Who This Course Is For
Salesforce developers who want to build AI-powered integrations using MCP
Salesforce admins who want to understand how AI agents interact with Salesforce data
Anyone exploring the Agentforce ecosystem and agentic AI in Salesforce
Developers already using Claude AI or Cursor who want to connect them to Salesforce
Salesforce professionals preparing for the future of headless, browser-free Salesforce interactions
Requirements
Basic understanding of Salesforce (Admin or Developer level)
A Salesforce Developer Edition or Sandbox org
A Claude AI subscription
Cursor AI installed
Node.js and npm installed on your computer (required for Claude Code CLI)
No prior experience with MCP or AI agent integration required — this course starts from zero
Why This Course
Model Context Protocol is not a future concept — Salesforce has already shipped it. MCP Servers are live in Salesforce Setup today. AI tools like Claude and Cursor already support MCP connections. The only thing missing is the knowledge of how to set it up, build on it, and do it securely. This course gives you all of that in one place.
By the end of this course you will have connected real AI agents to a live Salesforce org, built a working Custom MCP Server backed by Apex, and have a complete understanding of the 14 best practices that keep your MCP implementation secure, maintainable, and production-ready.
