4 Areas of Your Salesforce+AI Process Architecture
Learn the key concepts and understand the process for integrating Salesforce and AI from an architecture point of view.
June 26, 2024
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This article explains one aspect of Salesforce + AI Process architecture; if you haven’t read that, do so, and then learn about Data, AI, and Context in detail here.
What?
This guide explains how to use AI in Salesforce by combining internal and external data sources, such as objects and your knowledge base.
Who?
Salesforce admins, builders, coders, business leaders, and support team managers who want to bring more context and data to AI Models in Salesforce.
Why?
What can you do with it?
Data context mapping means carefully picking which data to send to an AI from your Salesforce. This includes:
The goal is to give AI the right information while keeping data safe and making everything work well. It’s important to be specific about what data you send to keep it secure and save time processing it.
GPTfy helps you set up data context mapping in Salesforce:
GPTfy has a security layer that helps you to secure your sensitive data. It consists of three layers:
These help you hide private data such as names, emails, phone numbers, and other sensitive information before sending it to AI. You can also replace real company names with “Company One” or “Company Two” to keep them private.
Bringing in data from other systems can make your AI work better:
This gives your AI a bigger picture of your business without copying all the data into Salesforce. It helps get info like GL entries or RMA data from outside Salesforce.
You can also use GPTfy's API Data Source to send external web and API with your Salesforce data for AI processing.
GPTfy lets you connect your company’s knowledge base to AI:
Check out this video to see how you can use KB in Salesforce for AI
While both help with using data, they’re different:
Choose based on how much data work you need to do. For many cases, data context mapping is enough and easier to use.
Compatible with Pro, Enterprise & Unlimited editions. Save on licensing costs.
Data context mapping is a powerful way to improve Salesforce AI. It lets you choose exactly what data to use, protect private information, and even integrate knowledge from outside Salesforce.
With tools like GPTfy, you can set this up without needing to be a tech expert.
Saurabh is an Enterprise Architect and seasoned entrepreneur spearheading a Salesforce security and AI startup, with inventive contributions recognized by a patent.
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