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Run GPTfy via Salesforce Plugin on Gmail

This feature allows the user to run GPTfy via the Salesforce plugin on Gmail. This helps the user to run a particular prompt on a Salesforce record on the Gmail Salesforce plugin, which is related to an email.

Step-by-step procedure for configuring GPTfy on Gmail Salesforce Plugin​

Prerequisites​

  • Enable Enhanced Email for Gmail in Salesforce. Follow this article for more help.
  • Download and install the Salesforce extension from the Chrome Web store. Follow this article for more help.
  • Connect the Gmail plugin with a Salesforce org by logging into it.
  • A Data Context Mapping and an active Prompt exist for the object.
  • Make sure a Visualforce page for the object is available. A Visualforce page for account objects has been added to the package.

Configuration Steps​

Step 1: Open any Salesforce Record​

  • Log in to your Salesforce org.
  • Navigate to any Salesforce record. For example, you can open an account record.

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Step 2: Access the Lightning Page Editor​

  • Click on the gear icon located in the upper-right corner of the page.
  • From the dropdown menu, select “Edit Page.” This action will launch the Lightning Page Editor.

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Step 3: Add GPTfy Console​

  • In the Page Editor, on the left-hand side, locate the custom component named “GPTfy Console (Mobile)”.
  • Drag and drop the “GPTfy Console (Mobile)” onto the details section of the page.

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Step 4: Add ‘AISalesforceExtensionAccountVF’ Visualforce page to account layout​

  • Open Account page layout.

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  • Add a section with single column above the account information section.

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  • Click on the Visualforce pages on the left panel in the layout.
  • Drag and drop the ‘AISalesforceExtensionAccountVF’ onto the section that was created earlier.

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  • Increase the height of the VF page by clicking the wrench icon and add preferred height value. Select "show scrollbars".

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  • Click save.

Step 5: Run GPTfy from Gmail Salesforce Plugin​

  • Log into the org and link the org where GPTfy is installed, along with the Salesforce Gmail Plugin.
  • Open any account record, GPTfy console will be visible on the record page section created above.
  • Run any prompt by selecting any prompt from the dropdown and clicking the Run GPTfy button.
  • Select the file if the user wants to process it.

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  • GPTfy runs, and a response from AI is shown on the console.

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  • AI response record created will have a hyperlink when clicked, and will land in the Salesforce record page.
  • Once the Zoom-in icon is clicked, a new page opens inside Salesforce that will only show the response inside the console.
  • Copy option is also provided, for easy copying and pasting of any response generated.