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
Head over to the GPTfy Listing on AppExchange.
Step 2: Initiate the Installation
Click Get It Now.
Step 3: Choose Installation Environment
Select where you want to install GPTfy:
- Sandbox: Click Install in Sandbox to test in a non-production environment
- Production: Click Install in Production to deploy directly into your live org
Step 4: Installation Steps
Email the GPTfy team at info@gptfy.ai
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.
Congratulations! You’ve successfully installed and configured GPTfy for your Salesforce org.