AI for Sales Cloud Can AI clone a top sales rep in Salesforce? A plain English guide on using GPTfy to create a Deal Coach framework directly inside Salesforce Read More »
Get Started 6 About GPTfy Install GPTfy Add GPTfy Console to Lightning Page Post Install Features Overview of Cockpit Setup Wizard
Configure GPTfy 13 Import/Export for Cards Configuration GPTfy console Usage Tracking: Capture usage for each period Configuring Grounding Rules in Salesforce Create Prompt Add Prompt Components and Processing Actions
Integrate your AI 6 Create BYOM connection – AWS/Bedrock-Anthropic Create BYOM Connection on Google Vertex AI Create BYOM connection – Open AI on Open AI Create BYOK connection Create AI Model API Data Source
Deploy your AI 4 Going Live – Migrate your AI from Sandbox to Prod Run GPTfy in Salesforce Gmail Plugin Enable the GPTfy console on Outlook Mail GPTfy console on Experience cloud
Release Notes 6 Release Notes 1.6 (April-2024) Release Notes 1.5 (Feb-2024) Release Notes 1.4 (Dec-2023) Release Notes 1.3 (Oct-2023) Release Notes 1.2 (Sep-2023) Release Notes 1.1.1 (Aug-2023)