Salesforce Headless 360: your data on every screen, even inside your AI chat
Your customer information is neatly stored in one place, but your team spends the day working somewhere else: in a dealer portal, in Teams, in an AI chat. Whenever someone needs to check something about a customer, it means logging in, searching and retyping. That takes time, and before long the data in one place no longer matches the data in another.
Headless means your data and the rules that come with it are separate from the screen. Salesforce calls this Headless 360. Every channel can then show and update the same current data, whether that’s a custom portal or your AI chat. We make sure those connections work securely and grow with your organisation.
Why headless? From one screen to every channel
One source, every channel
Your data and the rules that come with it live in one place. A portal, an app or an AI chat shows exactly what the Salesforce screen shows, so everyone works from the same facts.
Information where your team already works
A dealer sees their orders in the portal, an account manager pulls up a customer update in the chat. Nobody has to log in first and click through tabs.
Ready for what's next
Adding a new channel or a new AI? You connect it to the same data.
Want more control?
What this means for your organisation
One truth, every channel
- The same up-to-date data in every channel
- No double entry between systems
- Permissions and rules apply everywhere
Work faster
- Answers in the chat instead of searching
- Log conversations by dictating them
- Self-service for dealers and customers
Adaptable for the future
- New channels without a new build project
- Free to choose your AI vendor
- A scalable foundation for further growth
All about headless and Salesforce MCP
From the basics to a complete architecture: these four articles explain how it works and how to get started.
Headless 360
What headless actually is, what’s new about it and why the foundation matters more than the label.
Salesforce MCP
Talk to your Salesforce data in your AI chat, with real-world examples and three points on security.
Set up MCP in Claude
Connect Salesforce to Claude in five steps, with a screenshot for each step.
MCP architecture
Here’s how to connect multiple systems to one AI chat, with one question, one tool and your choice of AI vendor.
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Headless 360: new label, familiar principle
Headless has been around for years. The idea comes from the world of websites and webshops, such as a headless CMS or headless commerce. Within Salesforce, you have long been able to expose your data to other channels through APIs. In 2026, Salesforce gave that principle a name of its own: Headless 360. At Hapert Trailers, for example, we built a dealer portal where dealers configure and place orders and then track them, entirely outside the Salesforce screen. What’s new is mainly what you use it for.
Headless and AI: chat with your data through Salesforce MCP
That new use comes from AI. With Salesforce MCP, you connect your Salesforce data directly to the AI chat you already use, such as Claude or Copilot. An MCP (Model Context Protocol) works like a universal power socket: one standard connection that lets an AI look up and update information in another application. That way, you pull up a customer update ahead of a conversation, log the conversation afterwards by dictating it, and create a chart for the management team on the fly.
Where do you start?
A connection works best on a solid foundation. An AI answers with the same confidence whether your data is right or wrong, so it helps when the work happens in Salesforce, records are kept up to date and permissions are set up properly. You can also simply start small, with one read-only connection, and use the AI itself to see where your data still has gaps. If you then want to connect more systems, we build a layer together that grows with you.
Strategic insights on Headless 360
Chat with your data
Connect Salesforce to Claude. Chat with your data and create reports on the fly.
Jaäl Pekelder
Sales Consultant
From first connection to a scalable foundation
You start small and secure, and expand once it delivers value. That way you stay in control of what the AI can see and do.
Check the foundation
Together, we look at your data, processes and permissions. That way you know up front whether a connection will deliver reliable answers, and what you need to fix first.
First connection, small and secure
We set up a first connection, for example a portal or Salesforce MCP in your AI chat. We start with read-only, so you can see what it delivers at your own pace.
Scale up to more sources
Want to query your ERP or ticketing system too? Then we build an MCP layer with custom tools, so your AI gives the complete answer in one go.
Safeguard and keep growing
We set up who can use which tools, capture your way of working in Agent Skills and help you think through the choice of AI vendor and subscription.
Frequently asked questions
What exactly is Salesforce Headless 360?
Headless 360 is the name Salesforce gives to decoupling your data and business rules from the standard Salesforce screen. Through APIs and MCP, other channels, such as a portal, an app or an AI chat, can show and update the same data.
Is headless new to Salesforce?
The principle has existed for years: through the Salesforce APIs, other channels could already reach your data. What’s new is mainly the name, and the standard connection to AI through Salesforce MCP.
What's the difference between headless and Salesforce MCP?
Headless is the principle: your data is separate from the screen. Salesforce MCP is a concrete application of that, built specifically for AI. It’s the standard connection that lets your AI chat read and update your Salesforce data.
Which AI tools can I connect?
Any AI that supports MCP, such as Claude and Copilot. Because MCP is a standard, you can switch later or use multiple AI tools side by side.
Is it safe to connect my Salesforce data to an AI?
An MCP doesn’t give your AI any new permissions: it works with the permissions of the user you connect it to. You decide which tools to switch on, ideally starting with read-only. Do check what your AI vendor is allowed to do with your data, because that differs per subscription. We’re happy to help you think that through.
Does my data need to be perfect first?
A solid foundation helps, because an AI bases its answers on what’s in the system. That said, you can start small, and even use the AI to discover where your data has gaps.
Can I switch AI vendors later?
Yes. If you work with your own MCP layer, your tools are separate from the chat you put in front of them. If you switch from Claude to Copilot, or something new comes along, you only replace the front end.
Ready to connect?
For customer-focused processes, automation and digital interaction across sales, service and portals.
Get started on your own
Want to set up Salesforce MCP yourself? Follow our step-by-step guide for Claude.