Enable the GPTfy console on Outlook Mail

Picture of Kalanithi Balasubramanian

Kalanithi Balasubramanian

Updated on March 18, 2024

Enabling the GPTfy console on Outlook Mail is a breeze.

It allows you to execute specific prompts related to Salesforce records directly within your Outlook environment.

Follow these steps to configure GPTfy on the Outlook Salesforce Plugin.


  • Enable Enhanced Email for Gmail in Salesforce. 

  • Install the Salesforce Extension from the Microsoft AppSource

  • Log in to the Outlook plugin and connect with the Salesforce organization.

  • Ensure Data Context Mapping and an Active Prompt Exist for the Object.*

  • Make sure a Visualforce page exists for the Salesforce object ‘Account.’*

*If you can see the Prompt in Salesforce, then Step 4 & Step 5 are completed in Salesforce correctly.

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, locate the custom component named “GPTfy Console (Mobile)” on the left-hand side.
  • Drag and drop the “GPTfy Console (Mobile)” onto the details section of the page.

  • Click the “Save” button and then go back.

Step 4: Add the ‘AISalesforceExtensionAccountVF’ Visualforce page to the account layout.

  • Open Account page layout.
  • Add a single-column section above the account information section.
  • In the left panel, find “Visualforce Pages.”

  • Drag and drop the ‘AISalesforceExtensionAccountVF’ onto the newly created section.
  • Click the wrench icon on the Visualforce page.

  • Set your preferred height value and select “Show Scrollbars.”

  • Click “OK.”

Configure Outlook Integration

  • Go to Setup and search for “Outlook Integration And Lightning Sync.”

  • Enable the Outlook Integration feature.

  • In the “Microsoft® Outlook® Web App Domain” section, click “New.”

  • Fill in the information as directed and save.

Connecting Salesforce Org with Outlook

Now that Allowlist has been added:

  • Login to Outlook 365 web version.

  • Click on the three dots to log in to Salesforce org.
  • Confirm the connection.

  • Salesforce org is now connected with Outlook; you can view Account records!

  • Active prompts are visible in the GPTfy console by opening any Account record, and the user can run those prompts.

  • After running a prompt, the response appears in the Salesforce Extension frame.

  • Use scrollbars to view the complete response.

  • Copy responses and paste them into the email body for seamless communication.

Congratulations! You’ve successfully integrated Outlook with Salesforce and can now utilize GPTfy to enhance your responses.


  • Personalized and Prompt Responses: Reduce response times and enhance the quality of communication.

  • Streamlined Workflow: No more switching tabs! You can access Salesforce records, run prompts, and generate responses in your emails without interruption.

  • Centralized Communication: By consolidating communication channels, ensure consistency and clarity in messaging.

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