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Upgrading to GPTfy Version 1.9 – Prompt Action Migration Guide

When upgrading from the old version to the new one, there are a few important things to keep in mind as listed below:

Action Required for JSON Prompts with Processing Actions​

If a JSON prompt has prompt processing action added within a prompt component, after upgrading to version 1.9, you must manually transform Prompt Processing Actions into the new Prompt Action format.

Ensure that all Prompt Processing Actions are replaced with Prompt Actions, and test the updated prompts to confirm proper functionality.

Detailed Migration Steps​

  1. Run the SOQL query below to check whether any prompt processing action exists within your prompt components:

    SELECT Id, 
           ccai__AI_Prompt_Component__r.ccai__AI_Prompt__r.name,  
           ccai__AI_Prompt_Component__r.Name, 
           ccai__Destination_Field__c, 
           ccai__Append_Timestamp__c 
    FROM ccai__AI_Response_Processing__c

    This will return:

    • The name of the Prompt
    • The name of the Prompt Component
    • The Target Field where the value should be pasted
    • Whether the Append Timestamp option is enabled

  2. Extract and keep the list returned from the SOQL query — you will use this after the upgrade.

  3. After upgrading, open each affected prompt and go to the Actions tab.

  4. The functionality of the Target Field and Append Timestamp is now managed under the Prompt Action tab.

  5. Locate each updated action in the Prompt Action tab:

    • Open each action
    • Update the correct AI Response node value for each
    • Save the action

  6. Activate the prompt after saving the changes.

Why This Matters​

The problem that GPTfy is solving is to help you leverage the power of Generative AI in your Salesforce environment — without any complex coding setup or security concerns!

With GPTfy, you can create and execute AI prompts that generate high-quality and relevant content for your business needs quickly and easily.

Install GPTfy and Bring AI into your Salesforce!

Click here to install GPTfy from AppExchange