---
template: "academy.peb"
title: "iDialogue Academy"
description: "Generative AI for Salesforce training paths for consultants, admins, developers, architects, and leaders."
displayName: "Academy"
category: "academy"
contentType: "guide"
audience: "end-user"
tags: "academy,generative-ai,salesforce,training"
section: "academy"
seoTitle: "iDialogue Academy | Generative AI for Salesforce"
seoDescription: "Learn to deploy and scale generative AI on Salesforce with role-based training, certifications, and a practical AI DevOps framework."
---

<section class="academy-hero">
  <span class="academy-hero__eyebrow">Generative AI for Salesforce</span>
  <h2>Build practical AI capability on Salesforce.</h2>
  <p>
    iDialogue Academy helps teams progress from everyday agent use to configured Salesforce automation and production-ready AI architecture.
  </p>
  <p>
    Training combines prompt fundamentals, iDialogue agent development patterns, and real Salesforce implementation guidance.
  </p>
  <div class="academy-cta-row">
    <a class="academy-button academy-button--primary" href="https://buy.stripe.com/7sIdUt0BTcMTaAgbII">Sign up for the course</a>
  </div>
</section>

<section class="academy-section">
  <h2>Who this is for</h2>
  <p>Capability-based training helps each team member build the right skills for their role and maturity level.</p>
  <div class="academy-grid">
    <article class="academy-card">
      <h3>Salesforce Partners</h3>
      <p>Deliver AI quick starts and repeatable implementations with stronger consulting margins, clearer delivery stages, and reusable agent patterns.</p>
      <img src="/assets/img/academy/partner.png" alt="Salesforce partner training path" />
    </article>
    <article class="academy-card">
      <h3>Leaders and Managers</h3>
      <p>Understand AI maturity, project failure modes, rollout planning, and the operating model required to scale agentic work.</p>
      <img src="/assets/img/academy/leader.png" alt="Leadership training path" />
    </article>
    <article class="academy-card">
      <h3>Business Analysts</h3>
      <p>Translate business needs into prompts, agent behaviors, spreadsheet outputs, and no-code AI process improvements.</p>
    </article>
    <article class="academy-card">
      <h3>Salesforce Admins</h3>
      <p>Install agents, customize instructions, manage data context, and deploy low-risk AI enhancements with security guardrails.</p>
    </article>
    <article class="academy-card">
      <h3>Developers</h3>
      <p>Extend Salesforce Flows, Apex, and Lightning Web Components with agent tools, Dialogue Script patterns, background execution, and production-ready integration techniques.</p>
    </article>
    <article class="academy-card">
      <h3>End Users</h3>
      <p>Use page-layout assistants to generate quotes, summarize records, draft outreach, create campaign content, and improve day-to-day Salesforce productivity.</p>
    </article>
    <article class="academy-card">
      <h3>AI Architects</h3>
      <p>Design secure, scalable agent systems across Salesforce permissions, customer context, knowledge retrieval, orchestration, and lifecycle governance.</p>
      <img src="/assets/img/academy/ai-architect.png" alt="AI architect training path" />
    </article>
  </div>
</section>

<section class="academy-section">
  <h2>Certification paths</h2>
  <p>Each path reflects a practical maturity level, from using agents effectively to building and governing production AI systems.</p>
  <div class="academy-three-up">
    <div class="academy-pill">Prompt & Agent Fundamentals</div>
    <div class="academy-pill">Agent Builder</div>
    <div class="academy-pill">Agent Architect</div>
  </div>
</section>

<section class="academy-section">
  <h2>What you will deliver</h2>
  <p>Each session is designed to produce practical, same-day output your team can use immediately.</p>
  <div class="academy-three-up">
    <div class="academy-pill">Reusable prompts and agent usage patterns</div>
    <div class="academy-pill">A configured Salesforce agent or AI workflow</div>
    <div class="academy-pill">A scalable architecture and rollout framework</div>
  </div>
</section>

<section class="academy-section">
  <h2>Course overview</h2>
  <p>Your session includes a maturity-based subset of modules from the full Academy curriculum.</p>
  <div class="academy-module-table">
    <table>
      <tbody>
        <tr>
          <td>
            <h3>GETTING STARTED</h3>
            <ul>
              <li>Salesforce Dev Org / Sandbox / Production</li>
              <li>OpenAI Developer Account</li>
              <li>OpenAI Playground</li>
              <li>OpenAI API key</li>
              <li>iDialogue for Salesforce</li>
            </ul>
          </td>
          <td>
            <h3>PROMPT & AGENT FUNDAMENTALS</h3>
            <ul>
              <li>Generative AI basics for Salesforce users</li>
              <li>Prompt fundamentals and reusable favorites</li>
              <li>Working with page-layout assistants</li>
              <li>Using agent tools to generate useful outputs</li>
              <li>Exercise: create a role-specific assistant workflow</li>
            </ul>
          </td>
        </tr>
        <tr>
          <td>
            <h3>AI MODELS AND SKILLS</h3>
            <ul>
              <li>Add AI Assistant to Case</li>
              <li>Case record prompts</li>
              <li>Edit the Case AI model</li>
              <li>Add a chatbot skill</li>
            </ul>
          </td>
          <td>
            <h3>GROUNDING PROMPTS</h3>
            <ul>
              <li>System prompt templates</li>
              <li>Grounding prompts with CRM records</li>
              <li>Describing SObjects for use in prompts</li>
              <li>Exercise: build a multi-skill chatbot</li>
            </ul>
          </td>
        </tr>
        <tr>
          <td>
            <h3>AGENT BUILDER</h3>
            <ul>
              <li>Install agents from the Agent Gallery</li>
              <li>Customize agents with Agent Builder</li>
              <li>Invoke Salesforce Flows from an agent</li>
              <li>Intro to Dialogue Script and version control</li>
            </ul>
          </td>
          <td>
            <h3>DOCUMENT PROCESSING</h3>
            <ul>
              <li>AI document processing overview</li>
              <li>OCR and text extraction</li>
              <li>File GPT basics and chat-with-files patterns</li>
              <li>Flow extraction of document details</li>
              <li>JSON mode</li>
            </ul>
          </td>
        </tr>
        <tr>
          <td>
            <h3>DOCUMENT GENERATION PATTERNS</h3>
            <ul>
              <li>Static document merge</li>
              <li>Dynamic document content</li>
              <li>Flow-triggered document generation</li>
              <li>GPT document generation</li>
            </ul>
          </td>
          <td>
            <h3>ENRICHMENT PROMPTS</h3>
            <ul>
              <li>Document compliance rules and enrichment skills</li>
              <li>Contract setup and analysis</li>
              <li>Exercise: document compliance</li>
            </ul>
          </td>
        </tr>
        <tr>
          <td>
            <h3>DATA CONTEXT AND KNOWLEDGE</h3>
            <ul>
              <li>Data Context Definition (DCD) basics</li>
              <li>Default context for Salesforce records</li>
              <li>Knowledge as dynamic retrieval</li>
              <li>Vector store design for agent rules and reference material</li>
            </ul>
          </td>
          <td>
            <h3>RETRIEVAL AUGMENTED GENERATION (RAG)</h3>
            <ul>
              <li>Add semantic search skills</li>
              <li>Create a vector space for chatbot knowledge</li>
              <li>Index document libraries and search across files</li>
            </ul>
          </td>
        </tr>
        <tr>
          <td>
            <h3>AGENT ARCHITECT</h3>
            <ul>
              <li>Security, sharing, and permission set design</li>
              <li>Customer 360 context architecture</li>
              <li>Background agent processing</li>
              <li>Agent orchestration with Salesforce Flows</li>
            </ul>
          </td>
          <td>
            <h3>BATCH PROCESSING</h3>
            <ul>
              <li>Push vs. pull generative AI experiences</li>
              <li>Batch record summarization</li>
              <li>Exercise: account summary batch</li>
            </ul>
          </td>
        </tr>
        <tr>
          <td>
            <h3>AI DEVOPS METHODOLOGY</h3>
            <ul>
              <li>Test-driven development lifecycle</li>
              <li>AI model and skill development</li>
              <li>Package, publish, deploy, onboarding, and monitoring</li>
              <li>Retrospective and continuous alignment</li>
            </ul>
          </td>
          <td>
            <h3>SAME-DAY IMPLEMENTATION</h3>
            <ul>
              <li>Prioritize the highest-value use case for your maturity level</li>
              <li>Configure working prompts, flows, agents, or architecture patterns</li>
              <li>Leave with practical next steps for production rollout</li>
            </ul>
          </td>
        </tr>
      </tbody>
    </table>
  </div>
</section>

<section class="academy-section">
  <h2>AI DevOps lifecycle</h2>
  <h3>AI DevOps framework</h3>
  <div class="academy-split">
    <div>
      <p>
        The course teaches a practical methodology for reliably testing, deploying, and monitoring AI applications on Salesforce.
      </p>
      <p>
        Teams use iDialogue Agent DevOps to mature from prompt and agent fundamentals into configured automation, governed architecture, and continuous improvement.
      </p>
    </div>
    <div>
      <img src="/assets/img/academy/kaizen.svg" alt="AI DevOps lifecycle diagram" />
    </div>
  </div>
</section>

<section class="academy-section">
  <h2>Frequently asked questions</h2>
  <div class="academy-faq">
    <details>
      <summary>Who is this course for?</summary>
      <p>Teams and individuals building AI capability on Salesforce, including end users, consultants, admins, developers, architects, and managers.</p>
    </details>
    <details>
      <summary>How is training delivered?</summary>
      <p>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.</p>
    </details>
    <details>
      <summary>Is a self-paced program available?</summary>
      <p>Yes. The Pro tier subscription is available for self-paced learning or for building agentic applications.</p>
    </details>
    <details>
      <summary>Is a Learning Management System (LMS) available?</summary>
      <p>This is planned for a future release. At this time, training is personalized for the individual or group.</p>
    </details>
    <details>
      <summary>Are certifications provided?</summary>
      <p>Yes. Certificates are issued by maturity level upon completion of the hands-on exercises.</p>
    </details>
    <details>
      <summary>What is included with enrollment?</summary>
      <p>Guided sessions, course modules, hands-on exercises, and a 3-month iDialogue Pro tier subscription with monthly credit allocation.</p>
    </details>
    <details>
      <summary>Do I need Apex or Lightning coding experience?</summary>
      <p>The first path requires no programming experience. Agent Builder and Agent Architecture can be personalized for admins, developers, and technical teams.</p>
    </details>
    <details>
      <summary>Do you provide in-depth technical training?</summary>
      <p>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.</p>
    </details>
    <details>
      <summary>Does this require consumer ChatGPT?</summary>
      <p>No. The focus is enterprise API-led implementations and secure Salesforce-native experiences.</p>
    </details>
  </div>
</section>

<section class="academy-cta-band">
  <h2>Equip your Salesforce team with practical AI delivery skills.</h2>
  <p>Start with guided training, leave with same-day deliverables, and mature from agent fundamentals to production-ready architecture.</p>
  <div class="academy-cta-row">
    <a class="academy-button academy-button--primary" href="https://buy.stripe.com/7sIdUt0BTcMTaAgbII">Sign up for the course</a>
  </div>
</section>