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Congratulations on installing GPTfy!

Here’s what you need to know… before you “Start your AI Engines.”
We’ve designed GPTfy to be a quick and easy experience for trying out AI—without the setup headaches.

No Manual Effort​

Instant Activation​

Enhanced Security​

1. Quick Setup, Zero Hassle​

  • Test GPTfy instantly with a pre-configured AI model connection.
  • No manual setup required—GPTfy automatically creates a Named Credential during installation.
  • Skip external configurations—this package includes a default AI connection (OpenAI on Azure).

Want to use your own AI model or API key?
👉 Set up your own model or key

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2. Pre-Built Prompts, Ready to Go​

  • No prompt engineering needed—GPTfy comes with a library of pre-packaged prompts.
  • Prompts are activated by default after installation.
  • Use them right away—no extra configuration required.

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3. Built-In Trust Layer for Data Protection​

  • Secure sensitive information with multi-layered masking—natively inside Salesforce.
  • Automatically detect and anonymize PII, PHI, MNPI, and more.
  • Designed to help meet compliance standards like HIPAA, FINRA, and others.
  • Works out of the box—configure masking in just a few clicks.

👉 See how masking works

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Next Steps​

Now that you’ve explored the powerful post-install features of GPTfy, you’re ready to take the next step:

  • With the updated prompt structure, you can quickly adapt GPTfy to your specific use case without extra configuration.
  • The pre-packaged prompts are already available and activated—saving you time and effort.
  • GPTfy Cards are also seamlessly imported upon installation to enhance customization of your environment.

By following these steps, you can immediately begin leveraging GPTfy’s AI capabilities within Salesforce, ensuring seamless integration and an optimized workflow.