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Getting Started with GPTfy

Bring AI to Your Salesforce.

What is GPTfy?​

GPTfy is a Salesforce-native, enterprise-grade product that brings AI right into your CRM. It helps optimize your sales process, enhance customer interactions, and drive revenue growth. Your teams can generate smart and personalized responses, analyze data, and automate repetitive work.

Why Use GPTfy?​

With GPTfy, you get:

  • AI-powered insights tailored to your sales or service data
  • Context-aware analysis from records using your preferred AI model
  • Prompt-driven workflows to streamline everyday business tasks
  • Secure data handling with full audit and compliance controls
  • Seamless integration into existing Salesforce records—no extra tools needed

Note: All within your Salesforce workspace.

Where GPTfy Delivers Value?​

Use CaseWhat You Gain
Answering customer inquiriesFast, accurate, and brand-consistent AI responses
Reducing manual admin effortHands-free automation of repetitive tasks and CRM updates
Monitoring AI and team impactLive dashboards showing usage trends, outcomes, and ROI
Capturing field conversationsOne-tap voice capture, file analysis, and instant transcription
Enforcing data governanceBuilt-in masking, retention controls, and full audit visibility

Who Should Use GPTfy?​

GPTfy is designed for Salesforce-based teams across:

  • Sales: Reps, managers, and leaders who want to spend less time typing and more time closing
  • Service: Support teams who need fast, consistent answers from complex data
  • Compliance & IT: Teams who need visibility, control, and peace of mind over AI usage

How is GPTfy better than other Salesforce AI solutions?​

Salesforce is a powerful platform, but traditional workflows often come with friction. GPTfy enhances these areas with configurable AI, intuitive automation, and enterprise-grade security.

Main Components of GPTfy​

1. AI Model Flexibility​

  • GPTfy enables you to (BYOM) Bring Your Own Model—whether it’s Azure OpenAI, Google Vertex AI, AWS Bedrock (Claude), Deepseek and others.
  • Use your preferred AI model provider—no vendor lock-in
  • Switch models anytime without breaking workflows
  • Customize behavior to align with your organization’s goals

2. Dynamic Data Context Mapping​

  • Map complex object relationships, including parent-child structures up to 3 levels deep
  • Apply filters, limits, and field-level visibility controls
  • Automatically mask or exclude sensitive fields before sending data for AI processing

3. Prompts & Prompt Builder​

  • Use built-in prompt templates for common use cases
  • Create dynamic prompts using merge fields and structured formats like JSON
  • Configure prompt actions to update fields, create records, invoke flows or Apex
  • Apply grounding rules for ethical and content-specific guardrails
  • Set visibility conditions and enable user input for interactive prompting
  • Create prompt versions to track changes and revert when needed

4. Security Layers​

  • Enforce enterprise-wide data security policies with built-in compliance support for HIPAA, PHI, PCI DSS, FINRA, PII, MNPI, and more.
  • You can detect, mask, and block sensitive content before it reaches the model
Three-layer security system:​
  • Layer 1: Record-specific field value-based masking
  • Layer 2: Global format-based (Regex) pattern recognition
  • Layer 3: Global blocklist value-based filtering
  • Configure masking scope and values at the field level
  • Optimize sensitive data detection by matching complete words and ignoring special characters

5. Security Audit & Compliance​

  • Track prompt actions and their execution status
  • Maintain comprehensive audit logs for compliance reviews
  • Enable automated data retention policies
  • Collect and track user feedback on AI responses
  • Enforce response validation

6. Additional Features​

  • AI Mass Processing for batch operations on multiple records
  • Voice recorder for voice-to-text transcription (via Google Chirp or Kensho Scribe)
  • File processing to analyze attachments and files
  • Dashboards for ROI tracking, AI insights, and quality monitoring
  • License management with Starter, Pro, and Enterprise tiers

Process Flow​

The setup and execution flow for using GPTfy typically involves the following steps: alt text

Step 1: Install GPTfy from AppExchange​

Install GPTfy via Salesforce AppExchange and assign required permissions.

Run the post-install script to auto-configure:

  • Pre-built AI prompts
  • Model integration settings
  • Secure data mappings

Import a Named Credential for secure API access.
Apply security filters to control prompt and data visibility.

Step 2: Connect Your AI Model​

Establish a link between GPTfy and your preferred AI service through the AI Model segment.

Step 3: Configure Data Context Mapping​

  • Map relevant fields from standard, custom, or external Salesforce objects.
  • Mask or exclude sensitive fields to maintain data compliance.

Step 4: Create or Customize Prompts​

  • Use prebuilt prompts for common sales, service, and compliance use cases.
  • Customize or create new prompts tailored to your business requirements using the prompt builder.

Step 5: Add GPTfy Console to Salesforce Records​

Embed the GPTfy Console within Salesforce objects such as Account, Case, Opportunity, or Contact.

Step 6: Execute Prompts and Get AI Responses​

  • Choose a prompt from the Console interface.
  • Allow users to run AI-driven actions directly from the record view.
  • Receive real-time AI-generated summaries, next steps, or other outputs relevant to the record as per your prompt.

Step 7: Review via Security Audit Logs​

  • Access the Security Audit Dashboard to view prompt execution history.
  • Monitor prompt usage, and review inputs and outputs.

Note: By following this process flow, Salesforce users can ensure a smooth setup to enhance productivity and deliver exceptional customer experiences.

Next Step​

Start using GPTfy today
Install from AppExchange or Book a Demo to see GPTfy in action.