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Install GPTfy

Picture of Kalanithi Balasubramanian

Kalanithi Balasubramanian

Updated on February 13, 2025

GPTfy is available on Salesforce AppExchange.

Step 1: Access the GPTfy Listing on Salesforce AppExchange

Step 2: Initiate the Installation

Click on Get It Now.

Step 3: Installation Steps

Choose where you want to install the package

Test GPTfy in Sandbox: Click on “Install in Sandbox.”

or

Set it up in Production: Click on “Install in Production.”

Step 4: Installation Steps

Note – Once the installation is finished, you can verify it by going to Setup -> Deployment Status.

Step 5: Assign Permissions

Now, it’s time to give users access to GPTfy.

  • Go to Setup -> Home -> Quick Find.

  • Search for “Permission Sets” and select “GPTfy Admin.”

  • Click on “Manage Permissions”.

  • Click on “Manage Assignments” and then “Add Assignment”.

  • Select the users who should have access to GPTfy and click “Next.”

  • Click “Assign” and then “Done”.

Step 6: Manage Licenses

Now, it’s time to give users access to GPTfy.

  • Go to Setup -> Home -> Quick Find.

  • Search for “Installed Packages”  

  • Click on “Manage License” near the SecureGPT Package

  • Click on “Add Users.”

  • Select the Checkbox against the user, for whom GPTfy license has to be given.

  • Choose all the users and Click ”Add” under selected users section.

  • Added users will be shown in the licensed users list. Depending on the number of users assigned, the number in used license will get added.
GPTfy
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