Michael Leach’s Post

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Intelligent Document Processing (IDP) and Generative AI/GPT for Salesforce

In the latest iDialogue Flow CPQ+AI release, transactions are divided into guided chat prompts and Auto-Launched flows. This is the traditional Model-View-Controller (MVC) development pattern many developers are familiar with, where the “View” is implemented as a GPT AI Agent and the Controller is an auto-launched flow that handles validation and record INSERT. This division of responsibility aligns well with the job functions of Business Analyst (BA) and Salesforce Developer; where the BA defines product bundles and add-ons using natural language expressions that are passed to Flows for more deterministic validation and record handling. This implementation is far faster because the BA's requirements and specifications are immediately executable "code" that offers real-time feedback.

Chris Pearson

Salesforce Engineering Director | Business Application Development | Working with AI | chatCPt

3mo

Michael Leach can you share more details around which industries are adopting this very forward thinking quoting and pricing architecture? Would love to hear more about where the pricing data is stored (presumably in a standard price book object) as well.

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