Create a Sales Program with AI Tools

Scenario

Jordan, an Enablement admin at Northstar Analytics, a fictional company, needs a new class of sales development representatives (SDRs) ready by next Monday. Getting a class ready in the Enablement builder means creating the program, adding exercises, attaching learning content, defining a milestone, publishing, and assigning each person.

Jordan connects a coding agent to the Headless 360 Model Context Protocol (MCP) Server (Beta) and describes the program in one message. The agent checks that Enablement is licensed, offers a template or a from-scratch plan, and waits for Jordan to confirm the plan, the content links, the milestone measure, and the enrollment list. After Jordan approves, the agent builds and publishes the program and enrolls the class. Jordan then opens the published program and confirms the assignees.

Note

Headless 360 MCP Server is a beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this beta service is at the Customer's sole discretion. For more information, see Headless 360 MCP Server (Beta).

Requirements

• Design and Deliver Enablement Programs permission, and a content management system (CMS) authoring permission on the Enablement workspace. Any one CMS authoring permission is enough. The org needs an Enablement permission set license (Enablement, not Enablement Lite). Turning on Enablement creates the Enablement workspace.

• A coding agent, such as Agentforce Vibes or Claude Code, connected to the Headless 360 MCP Server (Beta) with access to the sales program skills. Agentforce Vibes doesn't need a separate installation. Agentforce Vibes installs, turns on, and updates AI Skills automatically. Manage them from the Skills page, under Toolkit, in Agentforce Vibes. For Claude Code, install the Salesforce Development plugin, which provides Salesforce-specific skills and org context through hosted Model Context Protocol (MCP) servers.

Suggested Technology and Experience

Creating a sales program with AI tools is for Enablement admins who are comfortable with Setup and with running a coding agent against a connected org. No specific model or prior skill experience is required.

Related Documentation

• Guidelines for Assembling Enablement Programs

• Salesforce Hosted MCP Servers

• Salesforce Development Plugin

• Get Started with Agentforce Vibes

Tips for the Coding Agent

• Describe the program in one message. Include the goal, duration, content links, who to enroll, and the start date. For example: "Create a two-week SDR onboarding program. Watch this intro video [URL], read the playbook [URL], add a milestone for the first qualified meeting, and enroll Priya and Marco starting Monday."

• Review the plan before the agent builds. If you provide only a goal, the agent drafts a starting plan for you to edit. Confirm the plan, the content links, the milestone measure, and who to enroll before the agent publishes the program.

• Approve creation, publishing, and enrollment. Read operations don't need approval. Changes in Setup and changes to records do.

• Give the agent real URLs for videos and documents. The agent uses only the videos, documents, and filenames you provide. Never paste credentials into a prompt. The agent acts as your authenticated user through the connected org.

Limits on Creating a Sales Program

• Creating a sales program with a coding agent creates an internal Enablement program (program type Enablement). It doesn't create a partner program or an Enablement Lite program.

• A program can have at most one outcome milestone. Other checkpoints are ordinary milestones, and each milestone needs a real measure and a target. If no measure in the org matches the goal, the agent says so instead of inventing one.

• Publishing makes the program available for enrollment. You can't reverse program status changes after people are enrolled.

• You can't reuse the template structure. Template content isn't copied. You still provide links, or turn content tasks into action items such as shadowing or a role-play.

• Enrollment starts on a weekday, today, or later. A weekend date moves to Monday.

• You can't enroll people who don't have the Enablement user permission.

• When you delete a learning item or a measure, you can't restore it.

• Coaching feedback on a sales call is a separate learning capability. It needs the Einstein for Sales add-on. This task doesn't create it.