Mastering Salesforce Headless 360(SIforce) MCP & Claudeforce

Welcome to Mastering Salesforce Headless 360 (SIforce) MCP & Claudeforce

Salesforce is rapidly evolving beyond the traditional CRM interface. This course is designed to help you understand and practically implement the next generation of Salesforce through Headless 360, SIforce, MCP, Headless Experience Layer (HXL), Claudeforce, AI agents, conversational interfaces, and AI-powered development workflows.

This is a complete hands-on course focused on how Salesforce capabilities can be accessed and used beyond the traditional Salesforce UI.

You will learn how Salesforce can connect with AI applications, collaboration platforms, development environments, MCP clients, and external interfaces, while still working with your Salesforce data, metadata, business logic, and security model.

We begin with the foundations of Salesforce Headless 360 and explore how the traditional browser-centric Salesforce experience is evolving toward a headless architecture powered by APIs, MCP, AI agents, external applications, and conversational interfaces.

You will learn:

• What Salesforce Headless 360 really means

• Why Salesforce is moving toward Headless Architecture

• How SIforce fits into the evolution of Salesforce

• How APIs, MCP tools, and headless capabilities expose Salesforce outside the traditional UI

• How Salesforce Agentic Enterprise Architecture works

• How AI agents communicate with Salesforce

• How reasoning, orchestration, APIs, MCP, and AI applications work together

• How Salesforce can become accessible through multiple AI and collaboration interfaces

Salesforce Headless Architecture and MCP

The course goes deep into Salesforce Hosted MCP servers and how they can expose Salesforce capabilities to external AI applications.

You will understand the available tools, capabilities, and practical use cases and then connect Salesforce with multiple external applications.

We will work with:

• Claude and Claudeforce

• ChatGPT

• Perplexity

• Google Gemini

• Microsoft Teams

• Slack

• Cursor IDE

• Agentforce Vibes 2.0

You will see how Salesforce can become accessible from different AI interfaces rather than requiring users to constantly return to the Salesforce UI.

Claudeforce: Salesforce Inside Claude

A dedicated flagship section covers Claudeforce, the Salesforce and Anthropic experience that brings Salesforce capabilities directly into Claude.

You will learn how to:

• Understand what Claudeforce is

• Connect Claude with Salesforce

• Configure the Claudeforce plugin and connector

• Work with Salesforce Sales Skills from Claude

• Use Salesforce data directly from Claude

• Invoke prebuilt Salesforce skills

• Build a complete Salesforce Sales Dashboard using Claude and live Salesforce data

• Understand how Salesforce permissions and approvals work in the experience

You will also build a complete dashboard from a single prompt using live Salesforce data.

Headless Experience Layer: Build UI Once, Use Everywhere

The course also covers the Salesforce Headless Experience Layer (HXL) and how it can transform a traditional AI text response into a rich UI experience.

You will build an HXL experience from scratch and learn how to:

• Understand the Headless Experience Layer

• Enable HXL

• Create Custom Lightning Types

• Create HXL UiWidgets

• Build custom UI experiences

• Create and use UI Resources

• Connect UI Resources with tools

• Render structured responses instead of plain text

• Build reusable headless UI experiences

• Test the complete HXL experience end to end

The core concept is:

Build UI Once. Use Everywhere.

The same headless experience can be surfaced through different AI applications and MCP-compatible interfaces.

Custom MCP Development for Salesforce

The course also covers building custom MCP capabilities for Salesforce.

You will learn how to expose organization-specific business capabilities through custom MCP tools using Salesforce Flows and Apex.

This allows external AI systems and applications to interact with Salesforce business logic without depending entirely on the traditional Salesforce UI.

We will build practical headless experiences where AI systems can:

• Access Salesforce records

• Execute business actions

• Trigger workflows

• Use organization-specific business logic

• Work with Salesforce metadata

• Understand Salesforce architecture and context

• Perform organization-aware Salesforce development

Salesforce with Slack and Microsoft Teams

The course covers conversational Salesforce experiences through collaboration platforms.

You will learn how Salesforce Headless Architecture can allow users to work with Salesforce from platforms such as Slack and Microsoft Teams without constantly opening Salesforce.

Topics include:

• Slack integrations

• Slack Canvas

• Salesforce through Slack

• Microsoft Copilot Agents

• Microsoft Teams

• Conversational Salesforce workflows

• Agentic experiences using collaboration platforms

AI-Assisted Salesforce Development

A dedicated section focuses on AI-assisted Salesforce development and organization-aware coding workflows.

You will explore how tools such as Cursor and Agentforce Vibes 2.0 can work with Salesforce metadata, context, architecture, and business logic to provide more organization-aware development experiences.

You will learn how AI-powered development workflows can:

• Understand Salesforce metadata

• Work with organization context

• Understand existing architecture

• Work with Salesforce business logic

• Generate and modify Salesforce code

• Assist with Salesforce development directly from AI-powered development environments

Agentforce and Headless Architecture

The course also explores how Agentforce fits into the broader Headless and SIforce architecture.

You will work with:

• Agentforce Agents

• Agentforce Sub-Agents

• Multi-Agent Orchestration

• Specialized Agents

• Headless Agents

• Data 360-powered Agentforce experiences

• Agentforce Vibes

• AI-driven Salesforce workflows

This helps connect the different pieces of the Salesforce AI ecosystem and understand when to use agents, MCP, headless interfaces, external AI applications, and HXL.

What You Will Build

Throughout the course, you will build practical solutions rather than learning the concepts only through theory.

You will work with:

Salesforce → MCP → AI Applications

Salesforce → Claudeforce → Claude

Salesforce → HXL → Rich UI Experiences

Salesforce → Slack / Teams → Conversational Experiences

Salesforce → Cursor / Agentforce Vibes → AI-Assisted Development

Salesforce → Agentforce → AI Agents and Multi-Agent Experiences

By the end of the course, you will have a practical understanding of how these technologies fit together and how Salesforce can operate as a headless, AI-accessible enterprise platform.

Who This Course Is For

This course is designed for:

• Salesforce Developers

• Salesforce Architects

• Salesforce Consultants

• Agentforce Developers

• AI Engineers working with Salesforce

• Salesforce Administrators interested in AI and Headless Architecture

• Developers working with MCP and AI applications

• Anyone interested in Salesforce SIforce

• Anyone learning Salesforce Headless 360

• Anyone interested in building AI-native enterprise applications

You do not need to master every technology before starting. The course is designed to take you through the concepts and practical implementations step by step.

By the end of the course, you will have a complete practical understanding of Salesforce Headless 360, SIforce, MCP, Headless Experience Layer, Claudeforce, Agentforce, AI-powered development, conversational Salesforce experiences, and modern headless enterprise architecture.

If you want to understand where Salesforce is heading as it moves beyond the traditional CRM interface and deeper into AI-native, headless, and agentic enterprise experiences, this course is built for you.