Claude Code for Salesforce Development: MCP & Agent Workflow

Master Claude Code, MCP, and Agent Workflows for AI-Driven Salesforce Development from Scratch to Create Your Agent Team

Claude Code for Salesforce Development: MCP & Agent Workflows

What you’ll learn

  • Master Claude Code for Salesforce Development from fundamentals to advanced agent workflows.
  • Understand and optimize context, tokens, and scope for efficient AI-driven Salesforce development.
  • Build Apex classes, Validation Rules, Flows, and LWCs using Claude Code.
  • Generate Lightning Web Components from image mockups using AI.
  • Manage project memory effectively using CLAUDE. md for structured development.
  • Create and use custom slash commands to improve productivity and reusability.
  • Implement safe automation using permissions and settings . json in Claude Code.
  • Use checkpoints and rollback features for controlled AI-assisted development.
  • Integrate Salesforce, Jira, and GitHub using MCP for end-to-end workflows.
  • Read Jira stories, deploy to Salesforce, create branches, and raise pull requests using Claude.
  • Design and build specialized Salesforce Sub Agents in Claude Code.
  • Create and orchestrate a multi-agent Salesforce team to deliver a complete user story.

Course Content

  • Introduction –> 2 lectures • 6min.
  • Setting up Claude Code for Salesforce Development –> 3 lectures • 28min.
  • Hands-On Salesforce Development with Claude Code –> 4 lectures • 40min.
  • Advanced Workflows with Claude Code –> 7 lectures • 1hr 20min.
  • Claude Code Integrations with MCP –> 4 lectures • 1hr 3min.
  • Building Salesforce Agent Teams with Claude Code –> 4 lectures • 1hr 26min.

Claude Code for Salesforce Development: MCP & Agent Workflow

Requirements

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.

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