No Data/Agent Cloud Required.

100% Salesforce Native

No Data/Agent Cloud. 100% Salesforce Native

Post Install Features

Picture of Kalanithi Balasubramanian

Kalanithi Balasubramanian

Updated on April 9, 2025

Congratulations on installing GPTfy!

Here’s what you need to know…before you “Start your AI Engines.”

We have designed GPTfy to be a quick and easy experience for you to try out AI.

  • No Manual Effort
  • Instant Activation
  • Enhanced Security

1. Quick Setup, Zero Hassle

Test GPTfy instantly with a pre-configured AI model connection.

  • No manual setup required—GPTfy automatically creates a Named Credential during installation.

  • Skip external configurations—this package includes a default AI connection (OpenAI on Azure).

Want to use your own AI model or API key?
Set up your own model or key

2. Pre-Built Prompts, Ready to Go

No prompt engineering is needed—

GPTfy comes with a library of pre-packaged prompts activated by default after the installation.

  • Use them right away—no extra configuration is required.

3. Built-In Trust Layer for Data Protection

Secure sensitive information with multi-layered masking—natively inside Salesforce.

  • Automatically detect and anonymize PII, PHI, MNPI, and more data.

     

  • Designed to help you meet compliance standards like HIPAA, FINRA, and others.

     

Works out of the box—configure masking in just a few clicks.
See how masking works

GPTfy
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