Table of Contents
GPTfy Product Architecture & Security - Salesforce + AI
Table of Contents
…and why not?
When new tech joins the force, it brings challenges and scope. Similarly, when planning to implement AI, every organization faces some common challenges around security, privacy, compliance, ROI, use cases, etc. .
In this article, you will learn how GPTfy, an AI enablement tool in Salesforce, reduces security risks and lets you use AI securely inside Salesforce.
Why do you need GPTfy to securely use Salesforce + AI?
If data breaches can happen to corporates like Samsung, Sony, Meta, and such, it can happen to you.
So, how do you secure your AI Instance from risks like data breaches, trojan attacks, overfitting, etc.?
…Because you’re spending a considerable amount of money for it and feeding it your data to work with.
What is GPTfy?
GPTfy brings the power of generative AI to your Salesforce platform, like ChatGPT, Cohere, Anthropic, Claude, Bard, and more. It bridges the gap between Gen AI and your Salesforce org.
Product Overview: Under The Hood
GPTfy was developed by Cloud Compliance, a Salesforce AppExchange Partner for half a decade now. It’s built on native Salesforce technologies to ensure a familiar and efficient user experience.
Custom UI: Designed in Salesforce Lightning.
Configuration: Uses custom object metadata and settings.
Native Automation: All processes and APIs are crafted within Salesforce.
And GPTfy adheres to Salesforce’s security model, which means –
No external web callouts unless you or your admin configures it.
All APIs are hosted within the Salesforce org, with access restricted to API-authorized users.
GPTfy's Multi-Layered Security Approach
GPTfy comes with multi-layered security, which means –
It does not access third-party data stores.
It processes and stores data only on your Salesforce org.
This ensures your sensitive data remains on Salesforce and prevents it from flowing into the AI model.
In addition, it supports BYOM (bring-your-own model) from an AI standpoint. You can run Salesforce with your chosen vendor in any region, ensuring data residency and compliance.
Note: GPTfy only connects with instances you have explicitly configured and authorized. This means you have full control over the security of your AI model.
Data Masking and Data De-Masking
GPTfy masks your PII data before it’s sent to AI and then de-masks it when AI generates the output for a prompt in detail.
Steps involved in Data Masking / Data De-Masking –
Step One – Extract
It extracts data from your Salesforce objects, whether they are custom-managed packages or standard objects.
Step Two – Mask
Our solution replaces real data with decoy data from all Salesforce objects and processes it through your preferred AI platform, such as Azure’s OpenAI.
Step Three – De-mask
Post-processing, It restores the data to its previous version (original data) in Salesforce with capabilities to automatically update fields.
External Data, Salesforce, AI and Security
You may have more than one data source. GPTfy can pull data from non-Salesforce sources.
If you’re using more than one data source, then O-Data security and the security for these external systems are again in your control.
Whether it’s Salesforce data, data coming from external systems, or going to AI, your organization controls how security, compliance, and legal requirements are met.
Release & Update
Every release of GPTfy submitted to the AppExchange is secure and has gone through a Checkmarx code scan. We literally spend hundreds of hours on testing.
Once all of it is done, your team deploys it to production, and our team remotely provides support.
GPTfy makes sure that your PII data never leaves the Salesforce Org, and your reps can use AI to its maximum potential securely.
Seems secure enough?
Check out GPTfy for more on Salesforce and AI and how it helps you get all the benefits of AI inside Salesforce securely.
Generative AI is here and will explode and become part of every industry and revolutionize them. We will see things we have never seen before.