Training course · GitHub Copilot · Salesforce Development

GitHub Copilot for Salesforce Developers

Use GitHub Copilot professionally: completions, chat, agent mode, the coding agent for issues and PRs, code review and enterprise policies.

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

“GitHub Copilot for Salesforce Developers” is designed for roles such as Salesforce developers working with Apex and Lightning Web Components, Salesforce architects and technical leads and Salesforce administrators who also develop and shows step by step how to use GitHub Copilot productively, safely and transparently in Salesforce Development – from the fundamentals to advanced workflows.

GitHub Copilot has grown from simple code completion into a broad AI platform that supports the entire development lifecycle. In the editor you work with inline suggestions, next edit suggestions and Copilot Chat; in agent mode Copilot handles tasks across multiple files and runs commands. On GitHub itself, the coding agent picks up assigned issues and delivers pull requests. In this two-day course you will learn how to use each of these building blocks deliberately and fit them cleanly into your existing development process.

Beyond hands-on editor work, the course covers control and quality. Custom instructions and prompt files give Copilot the project knowledge it needs, MCP adds further tools, and Copilot code review complements human reviewers. For those responsible for teams and organisations, we look at policies at organisation and enterprise level, content exclusions, model availability and usage reporting. Together, these lay the groundwork for a secure, transparent and genuinely effective Copilot rollout across the entire company.

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 Copilot completions, chat and agent mode purposefully for your everyday development tasks.
  • You capture project knowledge in custom instructions and prompt files to improve output quality.
  • You delegate suitable issues to the coding agent and review its pull requests properly.
  • You integrate Copilot code review sensibly into your existing review process.
  • 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 Copilot in the editor: completions and chat
  • Accepting, rejecting and steering inline and next edit suggestions efficiently
  • Using Copilot Chat for explanations, debugging and test generation
  • Setting context precisely with files, selections, workspace and chat variables
  • Model selection and differences between VS Code, Visual Studio and JetBrains IDEs
Module 2 Agent mode and extensions
  • Planning multi-step tasks in agent mode and executing them under control
  • Feeding terminal commands, test runs and error output into the agent loop
  • Connecting MCP servers for additional tools and data sources
  • Reviewing changes, accepting them partially or rolling them back
Module 3 Project knowledge through custom instructions
  • Writing repository-wide instructions on architecture, style and testing
  • Creating path-specific instructions and reusable prompt files
  • Combining personal and organisation-wide guidance sensibly
  • Refining instructions continuously based on output quality
Module 4 Coding agent and code review on GitHub
  • Writing issues the coding agent can implement reliably
  • Reviewing, commenting on and iterating over the agent’s pull requests
  • Using Copilot code review as an additional check in the PR process
  • Configuring the agent’s development environment with setup steps and Actions

Day 2

Module 5 Administration, policies and security
  • Licence assignment and policies at organisation and enterprise level
  • Content exclusions, model availability and public code filters
  • Using audit logs and usage metrics to steer adoption
  • Clarifying security risks, secrets and accountability for AI-generated code
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 develop software regularly, work with Git and GitHub issues and pull requests, and use a modern IDE. 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 VS Code or a JetBrains IDE, the Copilot extension installed and a GitHub account with an active Copilot licence; the coding agent requires a suitable plan.

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.

  • Tue, 24 November 2026 – Wed, 25 November 2026 Online Request
  • Mon, 30 November 2026 – Tue, 1 December 2026 Munich Request
  • Wed, 9 December 2026 – Thu, 10 December 2026 Online Request
  • Thu, 7 January 2027 – Fri, 8 January 2027 Online Request
  • Tue, 12 January 2027 – Wed, 13 January 2027 Hanover Request
  • Mon, 18 January 2027 – Tue, 19 January 2027 Online Request

Frequently asked questions

What is the difference between agent mode and the coding agent?

Agent mode runs inside your IDE: you work interactively with Copilot, see every step and approve commands. The coding agent, by contrast, works autonomously on GitHub once you assign it an issue, uses its own execution environment and opens a pull request that you then review just as you would a contribution from a colleague.

How can we make sure Copilot complies with our company policies?

At organisation and enterprise level you can enable or block specific features, models and extensions. Content exclusions keep sensitive files out of the context, and audit logs make usage traceable. During the course we show how to align these controls with data protection, information security requirements and your internal coding standards.

Is the course worthwhile if we already use Copilot?

Yes, especially then. Many teams rely on completions alone and barely touch chat, agent mode, custom instructions or the coding agent. The course shows how to use these features in a structured way, improve results with project knowledge and avoid common pitfalls. Experienced users benefit most from the sections on review and governance.

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 “GitHub Copilot 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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