iDialogue Academy | Generative AI for Salesforce

Generative AI for Salesforce

Build practical AI capability on Salesforce.

iDialogue Academy helps teams progress from everyday agent use to configured Salesforce automation and production-ready AI architecture.

Training combines prompt fundamentals, iDialogue agent development patterns, and real Salesforce implementation guidance.

Who this is for

Capability-based training helps each team member build the right skills for their role and maturity level.

Salesforce Partners

Deliver AI quick starts and repeatable implementations with stronger consulting margins, clearer delivery stages, and reusable agent patterns.

Leaders and Managers

Understand AI maturity, project failure modes, rollout planning, and the operating model required to scale agentic work.

Business Analysts

Translate business needs into prompts, agent behaviors, spreadsheet outputs, and no-code AI process improvements.

Salesforce Admins

Install agents, customize instructions, manage data context, and deploy low-risk AI enhancements with security guardrails.

Developers

Extend Salesforce Flows, Apex, and Lightning Web Components with agent tools, Dialogue Script patterns, background execution, and production-ready integration techniques.

End Users

Use page-layout assistants to generate quotes, summarize records, draft outreach, create campaign content, and improve day-to-day Salesforce productivity.

AI Architects

Design secure, scalable agent systems across Salesforce permissions, customer context, knowledge retrieval, orchestration, and lifecycle governance.

Certification paths

Each path reflects a practical maturity level, from using agents effectively to building and governing production AI systems.

Prompt & Agent Fundamentals

Agent Builder

Agent Architect

What you will deliver

Each session is designed to produce practical, same-day output your team can use immediately.

Reusable prompts and agent usage patterns

A configured Salesforce agent or AI workflow

A scalable architecture and rollout framework

Course overview

Your session includes a maturity-based subset of modules from the full Academy curriculum.

GETTING STARTED

Salesforce Dev Org / Sandbox / Production
OpenAI Developer Account
OpenAI Playground
OpenAI API key
iDialogue for Salesforce

PROMPT & AGENT FUNDAMENTALS

Generative AI basics for Salesforce users
Prompt fundamentals and reusable favorites
Working with page-layout assistants
Using agent tools to generate useful outputs
Exercise: create a role-specific assistant workflow

AI MODELS AND SKILLS

Add AI Assistant to Case
Case record prompts
Edit the Case AI model
Add a chatbot skill

GROUNDING PROMPTS

System prompt templates
Grounding prompts with CRM records
Describing SObjects for use in prompts
Exercise: build a multi-skill chatbot

AGENT BUILDER

Install agents from the Agent Gallery
Customize agents with Agent Builder
Invoke Salesforce Flows from an agent
Intro to Dialogue Script and version control

DOCUMENT PROCESSING

AI document processing overview
OCR and text extraction
File GPT basics and chat-with-files patterns
Flow extraction of document details
JSON mode

DOCUMENT GENERATION PATTERNS

Static document merge
Dynamic document content
Flow-triggered document generation
GPT document generation

ENRICHMENT PROMPTS

Document compliance rules and enrichment skills
Contract setup and analysis
Exercise: document compliance

DATA CONTEXT AND KNOWLEDGE

Data Context Definition (DCD) basics
Default context for Salesforce records
Knowledge as dynamic retrieval
Vector store design for agent rules and reference material

RETRIEVAL AUGMENTED GENERATION (RAG)

Add semantic search skills
Create a vector space for chatbot knowledge
Index document libraries and search across files

AGENT ARCHITECT

Security, sharing, and permission set design
Customer 360 context architecture
Background agent processing
Agent orchestration with Salesforce Flows

BATCH PROCESSING

Push vs. pull generative AI experiences
Batch record summarization
Exercise: account summary batch

AI DEVOPS METHODOLOGY

Test-driven development lifecycle
AI model and skill development
Package, publish, deploy, onboarding, and monitoring
Retrospective and continuous alignment

SAME-DAY IMPLEMENTATION

Prioritize the highest-value use case for your maturity level
Configure working prompts, flows, agents, or architecture patterns
Leave with practical next steps for production rollout

AI DevOps lifecycle

AI DevOps framework

The course teaches a practical methodology for reliably testing, deploying, and monitoring AI applications on Salesforce.

Teams use iDialogue Agent DevOps to mature from prompt and agent fundamentals into configured automation, governed architecture, and continuous improvement.

Frequently asked questions

Who is this course for?

Teams and individuals building AI capability on Salesforce, including end users, consultants, admins, developers, architects, and managers.

How is training delivered?

Enrollment includes a group or individual online training session (2–4 hours), hands-on exercises, and access to a Pro tier subscription for 3 months.

Is a self-paced program available?

Yes. The Pro tier subscription is available for self-paced learning or for building agentic applications.

Is a Learning Management System (LMS) available?

This is planned for a future release. At this time, training is personalized for the individual or group.

Are certifications provided?

Yes. Certificates are issued by maturity level upon completion of the hands-on exercises.

What is included with enrollment?

Guided sessions, course modules, hands-on exercises, and a 3-month iDialogue Pro tier subscription with monthly credit allocation.

Do I need Apex or Lightning coding experience?

The first path requires no programming experience. Agent Builder and Agent Architecture can be personalized for admins, developers, and technical teams.

Do you provide in-depth technical training?

Yes. We can personalize the training to cover advanced topics, such as Dialogue Script, background agents, Salesforce Flow orchestration, Lightning Web Components (LWC), or custom system agents.

Does this require consumer ChatGPT?

No. The focus is enterprise API-led implementations and secure Salesforce-native experiences.

Equip your Salesforce team with practical AI delivery skills.

Start with guided training, leave with same-day deliverables, and mature from agent fundamentals to production-ready architecture.