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.

Install in Production or Dev Org

Install in Sandbox

For evaluation, install in a sandbox first. During setup, use Install for Admins Only.

2. Complete Quick Start

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

Open "iDialogue Admin", go to "Quick Start", and complete the guided connection.

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.

View Document Workflows

Open Agent Gallery

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.

Short video: update a Salesforce page layout and add the Lightning component.

Record-triggered document actions

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

Short video: add a Run Agent action to a Salesforce Flow.

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.