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Mastering Salesforce Headless 360: MCP & Agentic Enterprise

Name: Mastering Salesforce Headless 360: MCP & Agentic Enterprise
Rating: 4.7 (70 reviews)

Build Salesforce Headless Architecture with MCP, Agents, Claude, ChatGPT, Slack, Teams , Cursor & Agentforce Vibes 2.0

Highest Rated

Hot & New

Created bySalesforce Developer

Last updated 7/2026

English

English [Auto],

What you'll learn

Understand what Salesforce Headless 360 actually means and how Salesforce is evolving beyond the traditional CRM interface
Compare traditional Salesforce applications with modern headless architecture using APIs, MCP tools, and CLI commands
Understand MCP and how it acts as the backbone of Salesforce Headless architecture
Explore Salesforce Hosted MCP servers and understand the purpose and use cases of each server
Access Salesforce directly from Claude AI using Headless architecture
Access Salesforce directly from ChatGPT using Headless architecture
Understand the Salesforce Agentic Enterprise Architecture layer by layer
Learn how Salesforce Headless Architecture works internally between AI agents, MCP, APIs, and Salesforce backend systems
Build custom MCP tools using Flows and Apex for organization-specific business use cases
Build Custom MCP Tools Using Named Query API
Build Custom Reusable Prompts for External Applications
Create custom headless Salesforce experiences for external AI systems and applications
Access Salesforce business actions from Microsoft Teams using Copilot Agents
Work with Slack as the front door of Agentic Experience for Salesforce
Access Salesforce records and perform actions directly from Slackbot and Slack Canvas
Make Cursor IDE organization-aware using Salesforce Headless architecture
Use AI-assisted Salesforce development workflows with complete Salesforce org awareness
Understand and work with Agentforce Vibes 2.0 for Salesforce development
Make Agentforce Vibes 2.0 organization-aware using Salesforce Headless capabilities
Build scalable AI-native Salesforce development workflows using modern Headless architecture

Course content

9 sections • 34 lectures • 6h 42m total length

Course Introduction4:34
What Is Salesforce Headless 360?7:14
Explore Salesforce headless 360, enabling access to CRM data and logic from external apps and AI agents while the Salesforce UI remains, expanding interfaces like Slack, chat, voice, and MCP.
How Salesforce Is Making The Platform Headless11:32
MCP: The Backbone of Salesforce Headless Architecture13:45

Deep Dive into Salesforce Hosted MCP Servers18:26
Implement Salesforce headless 360 by exposing your Salesforce org to external services through APIs, MCP and CLI, exploring SObject read/mutate/delete tools, metadata context, and custom MCP servers.
Connecting and Accessing Salesforce from Claude AI15:28
Understanding Salesforce Agentic Enterprise Architecture5:42
Learn the headless 360 enterprise architecture with four layers—system of engagement, system of agency, system of work, and system of context—and how humans and AI collaborate across Slack and apps.
How Salesforce Headless Architecture Works3:15
See how headless architecture enables an AI agent to select and invoke the right MCP tools, including Salesforce, to fetch recent orders using the get order tool and its descriptions.
Connecting and Accessing Salesforce from OpenAI ChatGPT9:32

Building Custom MCP Tools with Named Queries for Custom Data Requirment17:11
Explore how named query api turns predefined soql into reusable rest endpoints and agent actions, enabling cross-object data access via headless 360 mcp tools with automatic endpoint activation.
Building API Catalog Assets from Apex REST Services23:27
Convert Apex REST services into MCP tools by creating an external service registration with an OpenAPI specification, then deploy and activate them in the API catalog.
Creating Custom MCP Tools from Apex Rest services7:16
Creating an Agentforce Agent for Headless AI Experiences15:37
Explore how to expose agent force agents as tools in an MCP server, using prompts as a tool, and enable external applications to access employee agents for headless AI experiences.
Using Agentforce Agents as MCP Tools5:47

MCP Prompts: Reusable Business Workflows for AI Agents19:31
Building Custom Reusable Business Prompts for External AI Applications20:19
Setting Up Data 360 & Agentforce Data Library for RAG-Powered Prompts11:37
Set up data cloud, create a data library, upload a pdf, and configure prompt templates that use a data retriever and rag to generate similar book recommendations from unstructured data.
Building RAG-Powered Prompts with Unstructured PDF Data for MCP Clients14:33
Creating Custom MCP Tools from Flex Prompt templates9:16
Discover how to turn prompt templates into tools in an MCP server, enabling any supporting app to auto select and run flex templates from natural language prompts.

Note About Cursor IDE and VS Code IDE0:17
Making Cursor IDE Org-Aware with Salesforce Headless MCP19:20
Introducing Agentforce Vibes 2.0 for Salesforce Development14:17
Install agent force vibes 2.0, an AI-powered Salesforce development assistant, and leverage MCP servers, skills, commands, sub-agents, lightning types, and agent script for faster development.
Making Agentforce Vibes 2.0 Org-Aware with Salesforce Headless MCP12:22

Working with Agentforce Employee Agent from Slack4:51
Deploy the deal agent to slack via the salesforce connection, then query the status of order 200 from any channel, with sharing options for visibility.
Working with Agentforce Slack Agent and Service Agent from Slack8:13
Deploy and manage Slack-based agents, including employee and service agents, using templates to auto-add topics like Slack knowledge and actions such as search, update, and share Slack canvases.

Setting Up Java, VS Code & Salesforce CLI5:46
Install and configure Java, Salesforce CLI, and VS Code to set up a Salesforce development environment, including environment variables, the Salesforce extension pack, and verifying sfdx and sf commands.
Setting Up Cursor IDE for Org-Aware Salesforce Development11:54
Download and install cursor IDE, sign in, and configure settings to enable Salesforce org-aware development; explore MCP integration, AI assistant, privacy mode, and model options for efficient coding.
Step by Step Defining API Specification for the API Operations17:51

Requirements

Basic knowledge of Salesforce Platform
Basic knowledge of Salesforce Flows

Description

Welcome to Mastering Salesforce Headless 360: MCP & Agentic Enterprise

Salesforce is rapidly evolving beyond the traditional CRM interface, and this course is designed to help you understand and practically implement the future of Salesforce using Headless Architecture, MCP, AI Agents, conversational interfaces, and modern AI-powered development workflows.

This is a complete hands-on course focused on Salesforce Headless 360, where you will learn how Salesforce capabilities can now be accessed outside the traditional Salesforce UI using APIs, MCP tools, CLI commands, AI agents, collaboration platforms, and external applications.

Throughout this course, you will deeply understand what Salesforce Headless actually means, why Salesforce is heavily investing into Headless Architecture, and how this architectural shift is transforming the Salesforce ecosystem in the AI era.

We begin with the foundations of Salesforce Headless 360 and compare the traditional browser-centric CRM experience with the modern Headless approach powered by APIs, MCP, AI agents, and conversational interfaces.

You will learn:

• What Salesforce Headless 360 really means
• Why MCP is becoming the backbone of Salesforce Headless Architecture
• How APIs, MCP tools, and CLI commands are making Salesforce headless
• How Salesforce Agentic Enterprise Architecture works internally
• How AI agents communicate with Salesforce using Headless Architecture
• How reasoning, orchestration, APIs, and MCP fit together in modern Salesforce systems

The course then moves into practical Salesforce Headless implementation.

You will explore Salesforce Hosted MCP servers in detail and understand the tools, capabilities, and use cases of each server.

You will then connect Salesforce Headlessly with:

• Claude AI
• ChatGPT
• Microsoft Teams
• Slack
• Cursor IDE
• Agentforce Vibes 2.0

This course also covers Custom MCP development for Salesforce.

You will learn how to expose organization-specific business actions using custom MCP tools built with Salesforce Flows and Apex so that external AI systems and applications can execute Salesforce business processes without depending entirely on Salesforce UI.

We will build practical Headless Salesforce experiences where AI systems can:

• Access Salesforce records
• Execute business actions
• Trigger workflows
• Use organization-specific business logic
• Understand Salesforce metadata and architecture
• Perform org-aware Salesforce development

The course also covers conversational Salesforce experiences using Slack and Microsoft Copilot Agents/ Teams.

You will learn how Salesforce Headless Architecture enables users to work with Salesforce directly from collaboration platforms without opening Salesforce UI.

We will explore:

• Slackbot integrations
• Slack Canvas
• Microsoft Copilot Agents
• Conversational Salesforce workflows
• Agentic Experiences using Slack and Salesforce

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

You will learn how Headless Salesforce Architecture enables AI coding assistants like Cursor and Agentforce Vibes 2.0 to become organization-aware by understanding Salesforce metadata, context, architecture, and business logic before generating solutions.

This course is ideal for:

• Salesforce Developers
• Salesforce Architects
• AI Engineers working with Salesforce
• Agentforce Developers
• Salesforce Consultants
• Anyone interested in Salesforce Headless Architecture and AI-native enterprise systems

By the end of this course, you will have a complete practical understanding of Salesforce Headless 360, MCP, Agentic Enterprise Architecture, AI-powered Salesforce workflows, and modern Headless Salesforce development.

If you want to stay ahead of one of the biggest architectural shifts happening in the Salesforce ecosystem, this course is for you.

Who this course is for:

All Salesforce Professional including Admin , Developers and Architects
Salesforce Professional who wants to build Headless Salesforce Experiance

Mastering Salesforce Headless 360: MCP & Agentic Enterprise

What you'll learn

Explore related topics

Course content

Foundations of Salesforce Headless 3604 lectures • 37min

Salesforce Hosted MCP & Headless Architecture5 lectures • 52min

Building Custom Headless Salesforce Experiences for Your Organization3 lectures • 43min

Advanced Custom Headless Salesforce Experiences5 lectures • 1hr 9min

Building Headless Experiences with Prompts , RAG : Build Powerful Prompts Tools5 lectures • 1hr 15min

Salesforce Headless Across Collaboration Platforms - Slack and Microsoft Teams3 lectures • 31min

AI-Assisted Salesforce Development with Salesforce Headless4 lectures • 46min

Agentic Experiences with Slack & Agentforce2 lectures • 13min

Resources3 lectures • 36min

Requirements

Description

Who this course is for: