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?
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.
Next Steps:
Now that you’ve explored the powerful post-install features of GPTfy, you are ready to take the next steps in utilizing its full potential.
- With the updated prompt structure, you can quickly adapt to your specific use case without extra configuration. The pre-packaged prompts will now be available and activated automatically, saving you time and effort.
- As part of the new updates, GPTfy Cards will now also be imported seamlessly when the package is installed. These cards enhance the customization of your GPTfy environment and ensure that you are equipped with ready-to-go configurations from the start.
By following these steps, you can immediately begin leveraging GPTfy’s AI capabilities within Salesforce, ensuring seamless integration and an optimized workflow