---
template: "marketing.peb"
title: "Install iDialogue for Salesforce"
displayName: "Get Started"
description: "Install iDialogue for Salesforce, complete Quick Start, and prepare your first sales document workflow."
category: "support"
contentType: "onboarding"
audience: "admin"
tags: "installation,onboarding,salesforce,sales-documents"
section: "support"
seoTitle: "Install iDialogue for Salesforce"
seoDescription: "Install iDialogue for Salesforce, connect your org with Quick Start, and prepare your first sales document workflow."
---

# Getting Started

Install **iDialogue v2.150** in Salesforce, complete Quick Start, and prepare your first sales document workflow.
A typical first-time setup takes **15-30 minutes**.

## 1. Install iDialogue

Choose the Salesforce org where you want to install the latest release.

<div class="content-cta-row">
  <wa-button variant="brand" href="https://login.salesforce.com/packaging/installPackage.apexp?p0=04tal000007Dth1" target="_blank" rel="noopener noreferrer">Install in Production or Dev Org</wa-button>
  <wa-button variant="brand" appearance="outlined" href="https://test.salesforce.com/packaging/installPackage.apexp?p0=04tal000007Dth1" target="_blank" rel="noopener noreferrer">Install in Sandbox</wa-button>
</div>
For evaluation, install in a sandbox first. During setup, use <strong>Install for Admins Only</strong>.

## 2. Complete Quick Start

Upon install, open the "iDialogue Admin" app, click the "Quick Start" tab, and follow the guided connection steps.

<figure class="media-video">
  <div class="media-video__frame">
    <video controls poster="/assets/img/start/quick-start-poster.jpg" aria-label="Quick Start connection for iDialogue">
      <source src="https://www.idialogue.app/assets/video/admin_quick_start.mp4" type="video/mp4">
    </video>
  </div>
  <figcaption>Open "iDialogue Admin", go to "Quick Start", and complete the guided connection.</figcaption>
</figure>

### Admin checkpoint: Review the Salesforce API connection user

When iDialogue agents work with Salesforce, they use the Salesforce API connection user configured during setup.
That user's Salesforce permissions are the primary control over the records, data, and actions available to an
agent.

Before enabling your first workflow:

- Confirm that the intended Salesforce API connection user is configured.
- Review the Salesforce data and actions that user is permitted to access.
- Align those permissions with the workflows your team plans to enable.

This gives Salesforce Admins a familiar control point for agent authority while users continue their iDialogue
conversations without having to re-teach the agent or repeat earlier discussions. Document generation, OCR, image
analysis, and transactional tasks do not create conversational memory. Customer data processed through the
iDialogue-managed OpenAI integration is not used to train OpenAI models, and requested artifacts can live in the
secure iDialogue repository to help reduce Salesforce file-storage use.

## 3. Choose a Starting Document Workflow

After Quick Start, choose one sales document workflow to validate first: a proposal, quote explainer, SOW draft,
account summary, or onboarding handoff document. The Agent Gallery can provide implementation examples, but
the starting point should be a concrete document outcome.

<div class="content-cta-row">
  <wa-button variant="brand" href="/solutions/proposals-sales-documents/index.html">View Document Workflows</wa-button>
  <wa-button variant="brand" appearance="outlined" href="/agent-gallery/index.html">Open Agent Gallery</wa-button>
</div>

## 4. Choose an Implementation Path

### Guided document workflows

For guided document workflows, update the Salesforce page layout and add the Lightning component where users
will collect inputs, review drafts, or run the document workflow.

<figure class="media-video">
  <div class="media-video__frame">
    <video controls poster="/assets/img/start/quick-start-lwc-poster.jpg" aria-label="Update a Salesforce page layout and add the Lightning component">
      <source src="https://www.idialogue.app/assets/video/admin_lwc_install.mp4" type="video/mp4">
    </video>
  </div>
  <figcaption>Short video: update a Salesforce page layout and add the Lightning component.</figcaption>
</figure>

### Record-triggered document actions

For record-triggered document actions, add a <code>Run Agent</code> action to a Salesforce Flow and map the
record context required for the document workflow.

<figure class="media-video">
  <div class="media-video__frame">
    <video controls poster="/assets/img/start/quick-start-flow-poster.jpg" aria-label="Add a Run Agent action to a Salesforce Flow">
      <source src="https://www.idialogue.app/assets/video/admin-flow-run-agent.mp4" type="video/mp4">
    </video>
  </div>
  <figcaption>Short video: add a Run Agent action to a Salesforce Flow.</figcaption>
</figure>

```mermaid
sequenceDiagram
    actor Admin as Salesforce Admin
    participant Setup as iDialogue
    participant Page as Salesforce Page

    Admin->>Setup: Install latest package
    Admin->>Setup: Open Quick Start tab
    Setup-->>Admin: API connection established

    alt Document Builder
        Admin->>Setup: Create or customize template
        Admin->>Setup: Publish template
        Admin->>Page: Add "Documents" Lightning web component to page layout
        Admin->>Page: Select "New Document"
    else Agent Gallery
        Admin->>Setup: Select an agent starting point
        Admin->>Setup: Install agent
        Admin->>Page: Add "AI Assistant" to page layout
    end
```

Need help during setup? Contact support@idialogue.app or [create a new case here](/support/request/index.html).