Best Practices for Using GPTfy

GPTfy mixes smart AI with Salesforce to make tasks easy and quick. No matter how you use GPTfy, this is for you. Read on to learn how to use AI fully in your Salesforce.

Free Trial
Quick Setup

Free Trial
Quick Setup

Free Trial
Quick Setup

Free Trial
Quick Setup

Salesforce Devs & IT Pros Dive into GPTfy

Key Features & Setup

GPTfy enhances Sales, Service, and other Salesforce areas with AI automation while ensuring data security during AI interactions. It delivers direct AI insights within Salesforce. Users can utilize the BYOK approach for personalization and start with GPTfy’s installation, configuration, credential setup, and prompt integrations.

Tech Aficionados & Salesforce Users, , Unleash GPTfy

AI-Driven Salesforce Enhancement:

You can seamlessly integrate GPTfy with third-party tools, REST API, and Salesforce Flows. In your Sales Cloud, processes are refined and accelerated, while the Service Cloud allows you to elevate your service quality and foster proactive client interactions. 

Demo Lovers & AI Enthusiasts, Explore GPTfy's Capabilities

Insightful Demonstrations & AI Tools

Experience GPTfy’s impact on Salesforce via a quick demo. Explore the AI Dashboard, sentiment analysis, custom emails, and full account views. Boost your Salesforce with AI insights, supported by use cases, whitepapers, and integration strategies.

Curious Minds & All, Unravel GPTfy's Features

Understanding & Optimizing GPTfy

Understand the nuances of GPTfy, from its foundational features to its commitment to compliance and setup steps. Harness the full potential of GPTfy for your smooth and optimized user experience.

Frequently asked questions

What is GPTfy?

GPTfy is the Salesforce-native, enterprise-grade solution that accelerates your Salesforce integration with ChatGPT.

How does GPTfy work?

GPTfy anonymizes and securely sends relevant Salesforce data to ChatGPT and other AI services for processing. It brings back the results right inside Salesforce. This lets your Sales, Customer Success, Marketing, and other Salesforce users benefit from AI-based automation.

How much time does it take to implement GPTfy?

GPTfy comes with drop-in integration and takes less than an hour to set up. The integration may require more time depending on the AI selected and your requirements. Contact us to understand your needs and provide a better estimate.

Is GPTfy GDPR, CCPA, CPRA, and HIPAA compliant?

GPTfy processes data on the Salesforce platform before sending it to the AI server. For Salesforce’s compliance with various regulations, please refer to https://compliance.salesforce.com/en.


AI-related regulatory requirements depend on your integration and security choices. Please contact us so that we can help address this better.

How can I get started with GPTfy?

Schedule a meeting with us to get started with ChatGPT integration in Salesforce. During the meeting, we will understand your needs and get you started.