学习利用模型上下文协议(MCP)将Claude AI连接至Salesforce，实现自然语言查询、代码生成与自动化任务，提升开发效率。
原始标题：Salesforce Mcp With Claude Ai & Claude Code
这是一门聚焦前沿技术的实战型高级开发课程，核心教导如何利用 Anthropic 的模型上下文协议（Model Context Protocol, 简称 MCP），将 Claude AI 及 Claude Code 命令行工具直接与 Salesforce 开发环境（Developer Org）进行深度无缝对接。
Published 8/2026
Created by Hirday Lamba
MP4 | Video: h264, 1920×1080 | Audio: AAC, 44.1 KHz, 2 Ch
Level: All Levels | Genre: eLearning | Language: English | Duration: 15 Lectures ( 3h 22m ) | Size: 1.5 GB
Connect Claude AI to Salesforce using Model Context Protocol (MCP) to query data, build LWC, Apex, and automate tasks.
What you’ll learn
⚡ Connect Claude AI and Claude Code directly to Salesforce Developer Orgs using Model Context Protocol (MCP) without third-party middleware.
⚡ Query Salesforce data in natural language, perform CRUD operations, and trigger business actions using conversational AI prompts.
⚡ Generate, test, and deploy Apex, Flows, and Lightning Web Components (LWC) directly from your IDE using Claude Code and Git CLI workflows.
⚡ Convert existing Salesforce automations into custom MCP tools to execute end-to-end business workflows like lead triage and case escalation.
⚡ Implement AI governance, manage field-level permissions, handle data readiness, debug failure modes, and control Anthropic API usage costs.
Requirements
❗ Basic knowledge of Salesforce Administration and Development concepts (SOQL, Apex, Flows).
❗ A free Salesforce Developer Edition Org.
❗ Basic familiarity with command line / terminal tools, VS Code, and Git.
❗ An active Anthropic account (Claude AI / Claude Code access).
Description
Welcome to the ultimate hands-on guide to integratingSalesforce with Claude AI and Claude Code using the Model Context Protocol (MCP)!
Traditional integrations often require complex third-party middleware, connected apps, or heavy manual configuration. In this course, you will learn how to connect Claude directly to your Salesforce Developer org using MCP servers, enabling seamless, bidirectional AI actions directly within your development environment.
What You Will Master in This Course
✨Model Context Protocol (MCP) Setup: Learn how to plug Claude AI and Claude Code into local Salesforce DX projects and Developer Edition orgs.
✨Conversational SOQL & Data Management: Perform complex data queries, retrieve insights, and update records using plain natural language without writing manual SOQL queries or reports.
✨AI-Assisted Development: Use Claude Code to generate, unit test, and deployApex, Lightning Web Components (LWC), and Salesforce Flows.
✨Full Developer Workflow: Go from user story/ticket to GitHub Pull Request (PR) entirely inside your command line workflow.
✨Custom MCP Tools: Learn how to wrap existing Salesforce automations into custom tools for AI agents.
✨AI Governance, Security & Safety: Scope field-level permissions, enforce guardrails, and understand failure modes when working with AI agents in enterprise CRM setups.
✨Platform Comparison: Understand how Claude + MCP stacks up against native Salesforce Agentforce solutions.
Whether you are aSalesforce Developer, Architect, or Admin looking to stay ahead of the AI curve, this step-by-step course gives you practical, real-world skills to build AI-driven Salesforce solutions today
Who this course is for
⭐ Salesforce Developers & Architects looking to streamline development, testing, and deployment using Claude AI & Claude Code.
⭐ Salesforce Admins & Consultants wanting to leverage Model Context Protocol (MCP) to automate tasks and interact with data in natural language.
⭐ AI Engineers & Solutions Architects looking for practical, production-ready examples of integrating LLMs with enterprise CRM platforms like Salesforce.
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