Claude Code for Salesforce Development: MCP & Agent Workflow

Claude Code for Salesforce Development: MCP & Agent Workflows

Salesforce development is evolving.

This course teaches you how to move beyond basic prompting and start building production-grade AI workflows inside real Salesforce projects using Claude Code.

This is a complete, end-to-end guide to mastering Claude Code for Salesforce development, from fundamentals to building a coordinated Salesforce Agent Team that can deliver a full user story.

If you are a Salesforce Developer, Salesforce Admin, Technical Architect, or AI enthusiast working in the Salesforce ecosystem, this course will show you how to leverage Claude Code, MCP (Model Context Protocol), and multi-agent systems to build faster, smarter, and more structured workflows.

What You Will Learn

Foundation and Setup

• What Claude Code is and how it works inside a terminal-first workflow

• Step-by-step setup of Claude Code for Salesforce DX projects

• Essential slash commands and custom commands

• Efficient context management and token optimization

• Plan Mode vs Edit Mode and structured AI reasoning

Core Salesforce Development with Claude Code

• Building Apex classes including Batch Apex

• Creating Validation Rules and Record-Triggered Flows

• Managing CLAUDE. md memory for persistent project context

• Using image mockups to generate Lightning Web Components

• Understanding Context, Tokens, Scope, and best practices for LLM-driven development

• Checkpoints and rollback strategies for safe AI-assisted coding

• Permission management using settings json for secure automation

Advanced AI Workflows and Productivity

• Building reusable custom slash commands

• Running Claude safely with controlled read and write permissions

• Designing structured AI workflows instead of ad-hoc prompts

• Optimizing token usage and reducing unnecessary context consumption

MCP (Model Context Protocol) and Enterprise Integrations

• Introduction to MCP architecture

• Enabling Salesforce MCP for intelligent deployments

• Connecting Claude Code with Salesforce, Jira, and GitHub

• Reading Jira user stories directly from Claude

• Creating Git branches and raising Pull Requests automatically

• Executing end-to-end workflows across multiple enterprise systems

This course teaches real-world DevOps workflows integrated with Salesforce DX, GitHub repositories, and Jira-based agile processes.

Multi-Agent Systems and Salesforce Agent Teams

• Understanding Sub Agents in Claude Code

• Creating specialized Salesforce agents (Design, Admin, Dev)

• Defining workflows using claude . md

• Scaling from a core team to a 7-Agent Salesforce architecture

• Coordinating Design, Development, Testing, Code Review, DevOps, and Documentation agents

• Delivering a complete Salesforce user story using shared memory and structured collaboration

You will learn how to architect and orchestrate AI-driven Salesforce teams using modern agent-based workflows.

Why This Course Is Different

This is not just another AI tutorial.

It focuses specifically on:

• Salesforce DX development

• Apex and Flow automation

• Lightning Web Components

• Enterprise Git workflows

• Agile Jira integration

• AI agent architecture

• Context engineering

• Token-efficient AI workflows

By the end of this course, you will be able to:

• Use Claude Code professionally inside Salesforce projects

• Connect Salesforce, GitHub, and Jira using MCP

• Optimize context and token usage

• Build reusable slash commands

• Implement safe automation permissions

• Design and deploy multi-agent Salesforce systems

• Deliver real user stories using AI coordination

Who This Course Is For

• Salesforce Developers who want to integrate AI into their daily workflow

• Salesforce Admins exploring automation and AI-assisted configuration

• Technical Architects designing AI-enabled enterprise workflows

• DevOps engineers working with Salesforce DX and GitHub

• Anyone interested in Agentic AI within the Salesforce ecosystem

AI-driven development is the future of Salesforce.

This course shows you how to implement it correctly.

If you are ready to move from basic AI prompts to production-grade AI workflows and agent-based Salesforce systems, this course is for you.