Enterprise AI, inside your SalesforceEnterprise AI, inside your Salesforce

A rep speaks for about twenty seconds and GPTfy writes a Salesforce Task associated to the right Contact and the right Opportunity. No call is recorded. The rep dictates their own note, so what gets filed is their judgement of what mattered rather than a transcript of a meeting.

Where the audio sits

As a Salesforce file on the record, inside your own org. Your retention and deletion rules govern it, because it is an ordinary file in your storage.

Who touches it

Speech to text is an outbound call through a Named Credential you create in your org, to the endpoint you name. GPTfy keeps no copy of the audio or the text, and holds no data centre of its own.

What it writes to

Task by default, on the standard WhoId and WhatId lookups. Event or a custom object you already use are both configurable, so a recap object you built yourself is a valid target.

Whose permissions

It runs as the person who pressed the button. Sharing rules, field level security, validation rules and record types all still apply, and can still reject the write.

The rest of the Task

Type Call. Status Completed. ActivityDate 2026-09-08. OwnerId Marcus Feld, Enterprise AE. It lands on the Contact and the Opportunity timelines.

Why two Opportunities did not confuse it

Two were open on Northlake Diagnostics. The note names the renewal, so the Task associated to Northlake Renewal FY27 and not to the other one.

Notice

Whether a dictated note needs notice where you operate is your counsel’s determination, not ours.