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Install GPTfy

Picture of Kalanithi Balasubramanian

Kalanithi Balasubramanian

Updated on April 11, 2025

Using AI in Salesforce with GPTfy is a breeze.

Follow these steps to install GPTfy, assign user access, and get started in your Salesforce org.

Step 1: Visit GPTfy on Salesforce AppExchange

Step 2: Initiate the Installation

Click Get It Now.

Step 3: Choose Installation Environment

Select where you want to install GPTfy:

Step 4: Installation Steps

We’ll help you with post-install configuration and enablement.

Note – Once the installation is finished, navigate to Setup → Deployment Status to confirm successful installation

Step 5: Allocate GPTfy Licenses

  • In Setup → Quick Find, search Installed Packages

  • Click Manage License near the SecureGPT Package
  • Click Add Users
  • Check the boxes for users to assign licenses

  • Click Add under the selected user’s section

Note- You’ll now see these users listed under licensed users, and your license count will reflect the assignment.

GPTfy
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