iDialogue Academy | Generative AI for Salesforce

Generative AI for Salesforce

Learn to deploy practical AI applications on Salesforce.

Build the skills to design, configure, and operate enterprise-grade AI experiences across document automation, assistants, record insights, content generation, and customer workflows.

Training combines OpenAI platform depth, iDialogue runtime patterns, and real Salesforce implementation guidance.

Who this is for

Role-based training helps each team member focus on the outcomes they own.

Salesforce Partners

Deliver AI quick starts and repeatable implementations with stronger consulting margins and delivery consistency.

Leaders and Managers

Understand AI project failure modes, planning frameworks, and the operating model required to scale AI initiatives.

Business Analysts

Use natural-language-first design methods to define prompts, flows, and no-code AI process improvements.

Salesforce Admins

Deploy low-risk AI enhancements first, then expand to more advanced assistants with security and compliance guardrails.

Developers

Extend Flows, Apex and Lightning Web Components with agentic Apex controllers, flow actions, agents, skills, prompts, retrieval augmented generation (RAG) patterns, and production-ready integration techniques.

End Users

Become a GPT power user for faster outreach, stronger personalization, and improved day-to-day Salesforce productivity.

AI Architects

Lead teams from prototype to production with test, deployment, and ongoing alignment practices.

Certification paths

Each enrollment includes a live training session aligned to your role and same-day deliverables.

GPT Specialist / Admin

AI Practitioner / Developer

AI Expert / Architect

What you will deliver

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

Working prompts and grounded AI patterns

A configured Salesforce AI use case

A practical rollout and next-step framework

Course overview

Your session includes a role-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

GENERATIVE AI BASICS

Document generation evolving into generative AI
Generative AI manifesto
Prompt fundamentals
GPT tokens and completions
Exercise: OpenAI Playground

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

FLOW GPT BASICS

Record-triggered flows
Chatbot initialization flow
Exercise: Email-to-Case automation

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

TEST-DRIVEN DEVELOPMENT (TDD)

Writing AI model evaluation scripts
Asserting AI model behavior

RETRIEVAL AUGMENTED GENERATION (RAG)

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

CUSTOMER EXPERIENCE (CX) CHATBOTS

AI Rooms
Safety controls, grounding, and steering skills
Exercise: Email-to-Case autoresponse chatbot

BATCH PROCESSING

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

KAIZEN: 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 role
Configure working prompts, flows, or agent behaviors
Leave with practical next steps for production rollout

AI DevOps lifecycle

Kaizen AI DevOps framework

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

Teams use Kaizen to create a repeatable loop from model and skill development through packaging, deployment, onboarding, and ongoing alignment.

Frequently asked questions

Who is this course for?

Teams and individuals deploying AI on Salesforce, including 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 path 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 curriculum is primarily focused on natural language programming and prompting techniques. No programming experience is required.

Do you provide in-depth technical training?

Yes. We can personalize the training to cover advanced topics, such as generative AI techniques in Lightning Web Components (LWC) or customizing 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 build production-ready capability with confidence.