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The Complete Guide to Setting up the Cursor IDE and Claude for Salesforce Development

IMPORTANT NOTE: Prior to doing ANYTHING in this wiki, be aware, the pricing model for pretty much ALL of these paid AI agent tools are somewhat deceptive. Anything but the highest paid plan (typically $100-$200+) will result in you running out of prompts lightning quick (less than a day of development time potentially) in an enterprise codebase, and will require you to pay per request which gets expensive fast. This issue is exacerbated in Salesforce due to configuration items often being thousands of lines of xml, so anytime it updates an object or a profile you will likely burn through thousands of tokens.

However, If you are creating simple apps for extremely simple systems, or random small personal development projects, your token allocations will likely last much longer, but in an enterprise system where you need a ton of context with each agent transaction you will likely run out of tokens quick.

In Salesforce environments (unless you are on the highest paid plans for these AI tools) I would suggest writing prompts that make it clear that it is NEVER to touch or review configuration without explicit instruction to do so.

In this wiki we will go over everything you need to know to both setup the Cursor IDE for development in the Salesforce ecosystem, as well as how to prep your project to be able to prompt AI Cursor agents to create high quality code for your Salesforce org.

Table of Contents:

How to install and Setup the Cursor IDE for Salesforce Development
How to setup the Salesforce DX MCP Server for faster development
How to setup and effectively prompt Cursor's AI Agents
Techniques to help refine AI agent output
How to create slash commands for Claude