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Mastering Salesforce Headless 360: From Zero to Hero
Bestseller
Highest Rated
Rating: 4.8 out of 5(97 ratings)
845 students

Mastering Salesforce Headless 360: From Zero to Hero

Master Model Context Protocol (MCP) in Salesforce — Build Custom MCP Servers, Connect Claude AI, Cursor, and Use Claude
Bestseller
Highest Rated
Created byDeepika Khanna
Last updated 7/2026
English
English [Auto],

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

Course content

11 sections • 47 lectures • 4h 37m total length

  • What is Headless 360? Use AI to Control Salesforce Without a Browser7:01

    Explore headless 360, replacing browser interactions with an AI agent connected to Salesforce via MCP, enabling creation, retrieval, and updates of records through plain-English prompts, without a browser.

  • What is MCP (Model Context Protocol)? How AI Agents Talk to Salesforce11:37

    Discover the model context protocol (MCP), a universal standard for AI to system communication, enabling single MCP servers to connect AI models to Salesforce, Gmail, and more with reusable capabilities.

  • Salesforce Standard MCP Server Overview5:43

    Learn how Salesforce MCP servers enable AI tools to read and create records. Activate standard MCP servers and create custom ones, adding tools like Apex actions and flows.

  • Step-by-Step Overview: Connect Claude AI to Salesforce Using MCP2:27

    Connect Claude AI to Salesforce via the MCP server by creating a client app, obtaining the client ID and secret, and enabling read access to query Salesforce accounts and cases.

  • How to Connect Claude AI to Salesforce via MCP7:24
  • Testing Claude AI with Live Salesforce Data5:49

    Test Claude AI with live Salesforce data by querying accounts, creating and updating records, and verifying a case linked to United Oil and Gas, noting deletion isn't supported.

Requirements

  • Basic knowledge of Salesforce is required — you should know what objects, records, and fields are (Admin or Developer level)
  • A free Salesforce Developer Edition org
  • A Claude AI subscription
  • Node.js and npm installed on Windows — required to install Claude Code CLI in Module 3
  • No prior experience with MCP, AI agents, or agentic Salesforce is required — this course starts from zero and builds up step by step

Description

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.


Who this course is for:

  • Salesforce Developers who want to learn how to connect AI agents like Claude and Cursor to a live Salesforce org using MCP
  • Salesforce Admins who want to understand how Model Context Protocol works and how AI agents interact with Salesforce data without a browser
  • Salesforce Architects who want to design and build secure, production-ready Custom MCP Servers backed by Apex business logic
  • Agentforce enthusiasts who want to go beyond clicks and forms and explore the agentic, headless future of Salesforce
  • Developers already using Claude AI or Cursor who want to supercharge their workflow by connecting these tools directly to Salesforce
  • Salesforce professionals preparing for AI-driven roles and looking to add MCP, Claude Code CLI, and agentic integration skills to their resume
  • Developers who have heard about MCP but do not know where to start and want a structured, zero-to-hero path with real hands-on demos
  • Anyone interested in building AI-powered Salesforce integrations without relying on third-party middleware or custom REST APIs

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