Discover how AI agents can interact directly with Salesforce using Model Context Protocol. This practical course covers MCP foundations, Salesforce configuration, Claude and Cursor connectivity, custom Apex-powered MCP servers, CLI workflows, security controls, and implementation best practices for real-world enterprise environments.
Artificial intelligence is changing how Salesforce users interact with CRM systems. This course introduces Headless 360 development and Model Context Protocol (MCP), the framework that allows AI agents to connect directly with Salesforce without a browser. You will learn MCP fundamentals, explore the Salesforce Standard MCP Server, and connect Claude AI to a live Salesforce org to perform real-world tasks using natural language. Next, you will work with Cursor AI by configuring Salesforce External Client Apps, setting up OAuth and PKCE authentication, understanding MCP JSON tool definitions, and learning how AI clients discover and use MCP tools. You will also build Custom MCP Servers using Apex, deploy metadata, connect Cursor to custom implementations, and query MCP metadata through the Tooling API. The final module covers Claude Code CLI installation, configuration, Salesforce authorization, troubleshooting, and claude.json settings. You will also explore security and governance best practices, including access control, input validation, field-level security, SOQL protection, and secure tool design. By the end of this course, you will understand MCP architecture, connect AI agents to Salesforce, build custom MCP servers, and implement secure headless Salesforce solutions. This course is designed for Salesforce developers, administrators, architects, and technical professionals who want to understand the future of AI-powered Salesforce interactions. It is ideal for learners interested in MCP, Agentforce, Claude AI, Cursor AI, and headless CRM workflows. Professionals looking to modernize Salesforce implementations, build intelligent integrations, or expand their expertise in AI-driven automation will benefit from the practical demonstrations and hands-on implementation approach presented throughout the course. The course follows a progressive, hands-on methodology that starts with MCP concepts and Salesforce fundamentals before moving into live AI integrations. Learners configure Claude and Cursor, build custom Apex-powered MCP servers, explore CLI-based workflows, and conclude with security, governance, and production readiness best practices. This course is based on Salesforce Headless 360 Development - From Fundamentals to Implementation, by Simran Singh Aulakh. Copyright © 2026 Deepika Khanna All rights reserved. No part of this course may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews. Packt is one of the world's most prolific publishers of cutting-edge technical content. For over two decades we've made it our mission to curate and publish the knowledge of only the very best technical experts. We focus on real-world courses that help our customers get the job done, with coverage that extends across a wide range of established and cutting-edge technical topics. If you're an individual or an organisation that embraces learning by doing, Packt is the perfect fit for you.
