Release Date: 06-Dec-2024
AppExchange Link: Install GPTfy
New Features
- Prompt Action Framework:Prompt page now includes “Actions” tab. Prompt engineers can optionally define the actions that need to get triggered after the prompt has fired successfully. Supported actions include:
- Update Field: Update field on the same or any related record
- Create Record: Create a record related to the record where prompt was fired
- Invoke Flow: Invoke an Autolaunched flow and pass on the prompt response
- Invoke Apex: Call out an Apex class that has implemented the GPTfy interface
- Open a Form: Allow users to pre-fill a form based on the AI response
- GPTfy Voice: Users can easily record voice notes directly within Salesforce, which are then sent to the AI for transcription, and the text is attached to the relevant record. Users receive notifications when the transcription is completed, allowing them to review the text if necessary. The sales team can extensively utilize this feature to document pre-sales conversations.
- Asynchronous AI Framework: GPTfy has implemented an enterprise-grade framework to enable asynchronous callouts for Voice. This framework will be used for Files, Images, and any other Asynchronous processing.
- Compatibility with Kensho Scribe(Asynchronous): GPTfy Voice is now compatible with Kensho Scribe and can process voice-to-text messages for up to 3 minutes. Kensho integration is designed to work with or without Lightning Web Security enabled.
- Compatibility with Google Chirp(Synchronous): GPTfy Voice is now compatible with Google Chirp V1. This allows synchronous voice-to-text for up to 30 seconds.
- Compatibility with Google Chirp(Asynchronous): GPTfy Voice is now compatible with Google Chirp V1. This allows Asynchronous voice-to-text communication for up to 3 minutes.
- AI Mass Process Monitoring: AI Mass Processing Scheduled Run page now allows to Abort job and shows a summarized view of the record count of processed, errored, retried, etc.
Enhancements
- Clone Prompt: Cloning Prompt optionally also allows data context mapping to be cloned.
- AI Settings – Voice Configuration: UI has been enhanced to support multiple Voice providers and Synchronous and Asynchronous integrations.
- Track Prompt Actions on Security Audit: Actions fired for a given GPTfy prompt through AI Mass Processing or GPTfy. User Console is logged as a related record under the Security Audit record page.
- Track polling attempts on Security Audit: Polling attempts for a given GPTfy Asynchronous AI prompt are logged as related records under the Security Audit record page.
- Prompt Grounding Rules Readability: Grounding Rules on the Prompt detail page are rendered in an easy-to-read format.
- Exception Log UX: Extra buttons have been removed from the Exception Logs record page layout to improve UX.
- Optimization of Security Layer -Regex: Regex-based pattern identification code has been refactored to optimize it for complex scenarios. Earlier complex regexes were triggering an exception.
- AI Mass Processing Buttons: Schedule/Unschedule buttons are conditionally rendered. Ensuring superior UX
Bug Fixes
- Apex Class Permissions: Resolved an error where non-GPTfy users encountered missing Apex class permissions.
- Reference Field on Data Context Mapping: Saving a reference field in Data Context Mapping was not working; it has been fixed now.
- External Object Data Extraction: Users can extract external object data at level 3 with custom filtering conditions.
- AI Mass Processing Exception Handling: AI Mass processing could not handle API Data Source exceptions. This has been resolved, and GPTfy will retry any such error record.
- AI Mass Processing Scheduling: Cron expression generated for Thursday was “THR” instead of “THU.
- Currency Field Extraction: Fixed an issue where Percentage and Currency Fields were incorrectly extracted as numbers in prompt extraction.
- Version Reinstate: JSON prompt version reinstating is has been fixed.
Known Issues
- The “Profile” option in the Voice configuration setup is currently not functional in this release. If used, it may lead to unexpected issues. It is planned to be enabled in a future release.
- When open a form, use time field with action as a hardcoded or reference field; the format it shows on the UI after running doesn’t allow us to save the record.
- When the user selects fields in Data Context Mapping while searching and click on save. It is only saving the last selected field.
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.
