Training course · Windsurf · Salesforce Development

Windsurf for Salesforce Developers

Develop with the Windsurf AI IDE and its Cascade agent: flows, memories, rules, workflows and safe use across the team.

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

“Windsurf 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 Windsurf in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Salesforce Development.

Windsurf is an AI-powered development environment built around its agent, Cascade. Cascade understands the structure of your project, follows your actions in the editor and terminal, and works with you according to the flow principle: you and the agent take turns on the same task without having to re-explain context over and over. In this two-day course you will learn how to use Cascade effectively for features, debugging and refactoring, and how to make the most of intelligent completion in your daily development work.

To keep results consistent across a team, you steer Cascade with global and workspace rules, rely on memories for lasting project knowledge and automate recurring procedures with workflows that run from a slash command. You will connect external tools through MCP, control how terminal commands are executed and decide which data Cascade is allowed to see. Finally, you will define rules for code review, security and data protection so that Windsurf can be used responsibly within your organisation and its existing processes.

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 Cascade productively in flow for features, debugging and refactoring.
  • You steer Windsurf’s context precisely and keep sensitive content protected.
  • You maintain memories and rules that reliably enforce your project conventions.
  • You automate recurring procedures with workflows and connect external tools via MCP.
  • 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 Getting to know Windsurf and Cascade
  • Installation, importing existing editor settings and basic configuration
  • Cascade in code and chat mode: when the agent edits and when it only advises
  • The flow principle: how Cascade takes your editor and terminal actions into account
  • Intelligent completion and inline commands in everyday development
Module 2 Steering context
  • Understanding codebase indexing and referencing relevant files or directories
  • Bringing documentation, web sources and terminal output into context
  • Excluding sensitive content from context with ignore files
  • Structuring sessions and starting afresh when the topic changes
Module 3 Memories and rules for consistent results
  • Reviewing and maintaining auto-generated and manually created memories
  • Creating and versioning global and workspace rules
  • Expressing architecture, style and testing guidelines as effective rules
  • Activating rules selectively by file pattern or occasion
Module 4 Workflows and automation
  • Defining recurring procedures as workflows and launching them via slash command
  • Building workflows for release preparation, testing or code maintenance
  • Connecting MCP servers for issue trackers, databases or internal services
  • Controlling terminal command execution with allow and deny lists

Day 2

Module 5 Quality, review and governance
  • Tracing Cascade’s changes, accepting them partially or reverting them
  • Using a test-driven approach and preview features for verification
  • Team settings, data protection options and handling of secrets
  • Defining review processes 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 program regularly in at least one language and are familiar with Git and 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 the Windsurf editor, Git and your usual toolchain installed; a Windsurf account with access to Cascade is required.

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.

  • Thu, 26 November 2026 – Fri, 27 November 2026 Online Request
  • Tue, 8 December 2026 – Wed, 9 December 2026 Berlin Request
  • Tue, 15 December 2026 – Wed, 16 December 2026 Online Request
  • Wed, 20 January 2027 – Thu, 21 January 2027 Online Request
  • Tue, 2 February 2027 – Wed, 3 February 2027 Hanover Request
  • Thu, 18 February 2027 – Fri, 19 February 2027 Online Request

Frequently asked questions

What does Windsurf mean by flows?

Flows describe the close collaboration between you and Cascade. The agent observes what you do in the editor and terminal and takes those actions into account in its next steps. As a result you do not have to keep explaining where you are, and you can move smoothly between doing the work yourself and delegating it to the agent.

How do memories, rules and workflows differ?

Memories store knowledge that Cascade has gathered while working or that you have explicitly recorded. Rules are guidelines you write that shape the agent’s behaviour permanently. Workflows are reusable sequences of steps for recurring tasks, launched with a slash command. Together they keep results consistent across the whole team.

Can I use Windsurf with my existing projects and languages?

Yes. Windsurf is language-agnostic and works with your existing toolchain, including build tools, package managers and test frameworks. Whether you work on back end, front end, data processing or infrastructure code, what matters is giving Cascade good rules and clear context. Each course variant adds the specific focus for your field.

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 “Windsurf 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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