Training course · Claude Code · Salesforce Development

Claude Code for Salesforce Developers

Agentic coding with Claude Code in the terminal and IDE: CLAUDE.md, subagents, hooks, MCP, CI pipelines and secure permissions.

Duration
2 days (14 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Claude Code for Salesforce Developers” is a hands-on course for roles such as Salesforce developers working with Apex and Lightning Web Components, Salesforce architects and technical leads and Salesforce administrators who also develop. Rather than learning Claude Code in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Salesforce Development.

Claude Code is Anthropic’s agentic coding assistant, working directly in your terminal and in popular IDEs. Rather than completing individual lines, it reads your repository, plans changes across multiple files, runs commands, executes tests and prepares commits. Over two days you will learn to use it with deliberate control: clear project instructions in CLAUDE.md, careful context management, and a workflow in which you set the direction as a developer and can trace every change the agent makes back to a clear intention.

The course is built around real engineering work: diagnosing bugs, delivering features, refactoring legacy code and filling gaps in test coverage. You will configure subagents for specialised tasks, enforce quality checks with hooks, connect external systems through the Model Context Protocol (MCP) and capture team knowledge as reusable skills. Finally, you will run Claude Code headless in CI pipelines and define permissions, sandboxing and approval rules so that its use remains defensible even in security-sensitive environments.

Salesforce orgs grow over the years into complex platforms of Apex classes, triggers, flows, Lightning Web Components and integrations. AI coding assistants and agents help Salesforce developers write Apex and LWC faster, generate test classes with meaningful coverage, account for governor limits early and move sprawling trigger logic into clean frameworks. They support SOQL optimisation, metadata analysis and the migration from Process Builder and workflow rules to Flow. Because Salesforce code must be multi-tenant aware, bulkified and security-conscious, AI needs targeted context and clear rules. In this course you learn to combine AI tools with Salesforce CLI, scratch orgs and your DevOps pipeline while reliably respecting sharing rules, field-level security and platform limits.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Salesforce developers working with Apex and Lightning Web Components
  • Salesforce architects and technical leads
  • Salesforce administrators who also develop
  • Integration developers building Salesforce interfaces
  • Salesforce consultancies and partner teams

Typical challenges we address

  • Governor limits, bulkification and trigger recursion cause hard-to-reproduce errors
  • Mandatory test coverage consumes a lot of time writing test classes
  • Mature orgs with overlapping triggers, flows and processes and no documentation
  • Security requirements such as CRUD and FLS checks and sharing are often forgotten in code

What you will be able to do

  • You use Claude Code for multi-step development tasks while keeping full control over every change.
  • You maintain a CLAUDE.md that effectively conveys project conventions, commands and architectural guidance to the agent.
  • You extend Claude Code with subagents, hooks, MCP servers and skills tailored to your team.
  • You integrate Claude Code into Git workflows and CI pipelines with traceable, test-backed results.
  • Develop Apex and Lightning Web Components with AI support that are bulkified, secure and within limits.
  • Generate meaningful test classes and analyse org metadata systematically with AI agents.
  • Integrate AI tools with Salesforce CLI, scratch orgs and your deployment pipeline.

Course outline

Day 1

Module 1 How Claude Code works
  • Installation, sign-in and use in the terminal, VS Code and JetBrains IDEs
  • Understanding the agentic loop: read, plan, act, verify
  • Using plan mode to agree on an approach before any code changes
  • Writing effective task briefs with goal, context and acceptance criteria
Module 2 Project context with CLAUDE.md and context management
  • Structuring CLAUDE.md at project, directory and user level
  • Documenting build, test and style conventions so the agent follows them reliably
  • Managing the context window with targeted file references, compaction and fresh sessions
  • Resuming sessions and breaking long tasks into manageable stages
Module 3 Extending Claude Code with subagents, hooks, MCP and skills
  • Defining subagents for code review, research or test generation
  • Using hooks to enforce formatting, linting or checks before and after tool calls
  • Connecting MCP servers for issue trackers, databases or internal documentation
  • Creating custom slash commands and skills for recurring team workflows
Module 4 Git workflows, testing and quality assurance
  • Creating branches, meaningful commits and pull requests with Claude Code
  • Test-first work: have tests written before the implementation
  • Reviewing diffs systematically and rejecting or refining changes
  • Organising parallel work with Git worktrees and multiple sessions

Day 2

Module 5 Headless operation, CI and security
  • Running Claude Code non-interactively in scripts and CI pipelines
  • Automated reviews and issue handling in GitHub or GitLab workflows
  • Configuring permission modes, allow and deny rules, and sandboxing
  • Handling secrets, prompt injection risks and organisation-wide policies
Module 6 Practice lab: Salesforce Development
  • Writing bulkified Apex
  • Generating test classes
  • Building Lightning Web Components
  • Optimising SOQL and performance
  • Analysing org metadata
  • Preparing for security review
Module 7 Data protection, quality & transfer to daily work
  • Salesforce orgs hold customer and sales data: you learn to share only metadata and anonymised samples with AI services, protect credentials and connected app secrets, implement GDPR requirements for data retention and clarify licensing questions around generated code in AppExchange packages.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Writing bulkified Apex

Generate trigger handlers, service classes and batch or queueable jobs that keep SOQL and DML out of loops, respect governor limits and apply patterns such as trigger frameworks consistently.

Generating test classes

Create meaningful Apex tests with test data factories, positive and negative cases, bulk scenarios and assertions that verify real logic rather than just coverage, including mocks for callouts.

Building Lightning Web Components

Develop LWC components with wire adapters, Apex controllers, Lightning Data Service and Jest tests, and migrate existing Aura components step by step. Accessibility and loading states are covered too.

Optimising SOQL and performance

Write selective queries, interpret Query Plan results, spot large data volume issues and propose alternatives such as custom indexes, skinny tables or asynchronous processing. This prevents timeouts as data grows.

Analysing org metadata

Evaluate retrieved metadata to document automations per object, dependencies between fields, flows and Apex, and unused components, and plan clean-up work. The result is finally up-to-date documentation.

Preparing for security review

Examine Apex and LWC for missing CRUD and FLS checks, SOQL injection, unsafe sharing settings and cross-site scripting, and implement fixes using user mode and stripInaccessible.

Possible hands-on projects

Automation map

A script that reads an org’s metadata and shows every trigger, flow and validation rule per object, including execution order, in one overview.

Test data factory generator

A tool that produces a reusable Apex factory from object and field definitions, with required fields and valid picklist values.

LWC dashboard component

A Lightning Web Component that aggregates an account’s key figures from several objects and displays them with filters and drill-down.

Prerequisites

You have hands-on programming experience in at least one language and are comfortable with Git and the command line. You already develop in Apex or Lightning Web Components and have a working knowledge of the Salesforce data model, governor limits and Salesforce CLI.

Technical requirements

Your own laptop with admin rights, Git, a Node.js runtime and an up-to-date editor; a Claude subscription or Anthropic API access is required for the exercises.

Data protection & compliance

Salesforce orgs hold customer and sales data: you learn to share only metadata and anonymised samples with AI services, protect credentials and connected app secrets, implement GDPR requirements for data retention and clarify licensing questions around generated code in AppExchange packages.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Mon, 23 November 2026 – Tue, 24 November 2026 Online Request
  • Thu, 3 December 2026 – Fri, 4 December 2026 Kaiserslautern Request
  • Tue, 8 December 2026 – Wed, 9 December 2026 Online Request
  • Wed, 16 December 2026 – Thu, 17 December 2026 Bremen Request
  • Thu, 7 January 2027 – Fri, 8 January 2027 Augsburg Request
  • Mon, 18 January 2027 – Tue, 19 January 2027 Online Request

Frequently asked questions

How is Claude Code different from traditional code completion?

Code completion suggests the next few lines, whereas Claude Code acts as an agent that handles whole tasks: it searches the repository, plans changes across several files, runs tests and commands, and corrects itself based on the results. You define the goal and review the outcome instead of steering every single line yourself.

Is Claude Code secure enough for enterprise use?

By default, Claude Code asks for approval before editing files or running commands. Permission rules, sandboxing, managed settings and hooks let you define precisely what the agent may do. During the course you learn to configure these mechanisms to match your security and data protection requirements and to assess risks such as prompt injection.

Does Claude Code work with my language and tech stack?

Yes. Claude Code is language-agnostic because it works with files, terminal commands and your existing build and test tooling. Whether you use Python, Java, TypeScript, Go, SAP-related code or infrastructure as code, what matters most is a well-written CLAUDE.md describing your commands and conventions. Each course variant adds the relevant domain focus.

How well do general-purpose AI assistants know Apex and Salesforce specifics?

Current models handle Apex syntax and common patterns well. Weaknesses show up around governor limits, bulkification and org-specific objects. With rule files covering your trigger framework, naming conventions and security standards, plus retrieved metadata as context, results become far more reliable. In the course you build exactly this context for your org.

Should an AI agent deploy straight into our Salesforce org?

We recommend letting agents work in scratch orgs or sandboxes and promoting changes to higher environments through version control and your deployment pipeline. That preserves reviews, test runs and approvals. Production orgs should be reachable by agents read-only at most, using a restricted user. You practise this way of working hands-on in the course.

How much does “Claude Code for Salesforce Developers” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 2 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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