Release Notes 1.5 (Feb-2024)

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Rohit Kamble

Updated on April 12, 2024

Release Date: 13-Feb-2024

AppExchange Link: Download GPTfy

We are constantly listening to our customers and their feedback, and are committed to delivering the best possible service to meet their needs.

In this release, we have added some new functionalities and enhancements to improve your experience with GPTfy.You can now:

  • Use COFi filters for AI mass processing
  • Support additional AI models from Azure and AWS
  • Access the GPTfy console on Outlook and Experience Cloud
  • Configure your API data source

New Functionalities

COFi Filters for AI Mass Processing

Cross-Object Filter Condition has been introduced to the AI Mass Processing feature. This allows the qualification of the parent record based on conditions applied to its child records during processing.

This helps you process a large batch of records more efficiently and accurately and avoids unnecessary or duplicate processing.

Support for Additional AI Models

We are expanding our AI Model Family!

GPTfy now supports Azure-based RAG and AWS-based RAG.

RAG can retrieve and generate answers from a large corpus of documents. This helps you access more information and knowledge and provides more accurate and relevant answers to your queries.

For example, this feature can generate case summaries with the most relevant information from your knowledge base or external sources.

GPTfy Console on Outlook Salesforce Plugin

Users can now execute the GPTfy prompt and generate responses in Outlook. GPTfy console has been optimized for this experience.

Accessing the GPTfy console on Outlook lets you use the AI prompts in your email and web platforms.

This helps you integrate the AI prompts with your existing workflows and tools and provides your users with a seamless and consistent experience.

GPTfy Console in Experience Cloud

GPTfy is now available on the Salesforce Experience sites. Customers can expose AI prompts to Portal users in a controlled manner. GPTfy console has been optimized for this experience.


Prompt Version Reinstate

It allows the user to store the versions of prompts. This helps revamp the older prompts that were working as expected. Whenever a user clicks the activate button, a new version gets created. Once the reinstate button clicks, the older version is brought in, and the status is made as a draft.

Updated Prompt UI

Prompt user interface is updated to enhance the user experience.

Prompts Availability

Prompts can now be conditionally made available on the GPTfy User Console. This helps control the number of prompts available on a record based on the record field values.

API Data Source

Customers can configure their own API Data source and bring in data that resides outside of Salesforce. This additional data is added to the JSON request that is sent out to the Gen-AI model.

This helps you leverage the data you already have and enhances the quality and diversity of the content generated by the AI prompts.

For example, this feature can generate whitespace analysis based on quarterly financial statements such as 10-Q of an Account.
This lets your Sales & Account team be better prepared for meetings with a new prospect and reduces the gruntwork they are doing manually today.

Prompt Deactivate Button

Admins can now deactivate prompts that are not being decommissioned.

Only Activated models are available

While creating the Prompt user can only select the Activated AI Model.

AI Settings

Enable/Disable prompt versioning and Enable/Disable Exception log have been added.

Response Mapping Framework

Response Mapping Framework feature is added to the AI Model. It Established a JSON node within the connection to map fields returned by the AI to corresponding fields in Security Audit records.

Connector class on AI Model

 Customers often need to call out their custom logic to establish a connection. Connector Class is designed to take care of such requirements. Connector Class can be added to the AI Model if named credentials are not required.

Delete Card

Delete button is given to the Cockpit cards to delete the unnecessary cards.

License Management

License Management is added on the AI Settings page. Users can manage the Pro and Enterprise license keys here.

Bug Fixes

  • Prompt Catalog list view columns are sortable now by Name, Object, etc.

  • Security filter is now applied in a specified order.

  • Retention is only enabled when there is a value in ‘Delete security record after (Days).

  • When a new purpose is created, and a prompt is added, the value in metrics shows the correct count.

  • AI Mass processing can be scheduled only when a prompt scheduler is added.

  • The GPTfy console will only be rendered to the licensed end user.

  • Metadata for cards were not brought in, so the cards for AI models were missing.

  • Metadata for data sources is not updating, so cards for AI data sources are not updating. 

  • When we save metadata for a card, creating duplicate AI models.

  • Only Custom AI Models can be deleted, the system throws an error when a user try to delete the managed package models.

Known Issues

  • Incorrect metrics in Activated AI Models and number shows on metrics.

  • Image processing issue – Docx format is not supported by cognitive service.

We’re always working to make things even better!

The problem that GPTfy is solving is to help you leverage the power of Generative AI in your Salesforce environment without any complex coding setup or worrying about security!

With GPTfy, you can create and execute AI prompts that can generate high-quality and relevant content for your business needs quickly and easily.

Install GPTfy and Bring AI in your Salesforce