Add GPTfy Console to Lightning Page

Picture of Kalanithi Balasubramanian

Kalanithi Balasubramanian

Updated on March 14, 2024

Users use the GPTfy Console(Lightning component) to interact with the GPTfy app. Before proceeding with the configuration, ensure that a Data Context Mapping and an active Prompt exist for the object where GPTfy Console is being added.

Configuration Steps

Step 1: Open any Salesforce Record.

  • Log in to your Salesforce org.

  • Navigate to any Salesforce record. For Example, you can open an account record.

Step 2: Access the Lightning Page Editor

  • Click on the gear icon located in the upper-right corner of the page.

  • From the dropdown menu, select “Edit Page.” This action will launch the Lightning Page Editor.

Step 3: Add GPTfy Console

  • In the Page Editor, on the left-hand side, locate the custom component named “GPTfy Console”.

  • Drag and drop the “GPTfy Console” onto the details section of the page.

Step 4: Configure GPTfy Console

Step 5: Activate and Set as Org-Wide Default

  • After adding the GPTfy Console, click on the “Activate” button located in the top-right corner of the Lightning Page Editor.

  • A prompt will appear to confirm the activation. Click on “Activate” to proceed.

  • In the same prompt, enable the option to set the GPTfy Console as the org-wide default.

  • Click on “Save” to apply the changes.

Step 6: Verify Configuration

  • Save the page by clicking on the save icon located at the top of the Lightning Page Editor.

  • To exit the editor, click on the back arrow button.

  • The GPTfy Console should now be visible at the top of the details section of the record page.