Updating fields manually slows your process and invites errors. GPTfy allows you to automatically populate multiple fields based on AI-generated responses, saving time and improving record quality.
Let’s dive in!
- Create custom actions for your prompts.
- Fine-tune for length, tone and language.
- Auto-update fields with AI response data.
1. Set Up a JSON Prompt
Navigate to GPTfy → Prompts Tab.
Click New Prompt → Select Type: JSON.
Save your new prompt.
Step 2: Add Prompt Components
In the Prompt Components panel, click New.
A pop-up window appears. Fill in:
Component Name
Target Object (must match your Mapping)
Action (defines what AI should generate)
Length, Language, Tone, Format
Note- Toggle Prefix/Postfix in AI Settings → Preferences.
When enabled, each AI response is automatically wrapped with your configured prefix and suffix text.
Step 3: Configure Prompt Component Advanced Settings
- Constraint Value: Define strict word limits, sentiment constraints, etc.
- Additional Instructions: Give AI extra details.
Tip: Additional Instructions can now be dynamically entered by users if 'Allow User Input' is enabled, enhancing response relevance.
Step 4: Create and Map Actions
To auto-update Salesforce fields based on AI outputs:
- Navigate to the Actions Tab on your prompt.
Click New Action → Choose:
Update Field
Fill in:
Target Object (must match your Prompt Component Object)
Field to update
AI Response Node (choose which part of AI output to map)
Append Timestamp (optional)
⚡ Important: Object in Object Manager → Picklist Values and the Mapping must match to enable correct Action execution.
Note- Users can also update and delete the created prompt component.
Step 5: Test Your Setup
- Use the Test tab inside Prompt Builder.
- Select a test record.
- Click Run to validate AI-generated responses and field updates.
Additional Best Practices
Always test prompt updates on sandbox records first.
Use Additional Instructions to fine-tune the output for different contexts.
Ensure proper Field Mapping in Data Context Mapping to avoid missing data during updates.
Key Benefits
Save hours of manual updating effort.
Ensure consistency in customer-facing communications.
Empower your teams to move faster with accurate CRM updates.