Run GPTfy in Salesforce Gmail Plugin

Picture of Kalanithi Balasubramanian

Kalanithi Balasubramanian

Updated on June 4, 2024

This feature allows the user to run GPTfy via the Salesforce plugin on Gmail. This helps the user to run a particular prompt on a salesforce record on the Gmail salesforce plugin, which is related to an email.

Step-by-step procedure for configuring GPTfy on Gmail Salesforce Plugin as follows.

Prerequisites

  • Enable Enhanced Email for Gmail in Salesforce. Follow this article for more help.

  • Download and install the Salesforce extension from the Chrome Web store. Follow this article for more help.

  • Connect the Gmail plugin with a salesforce org by logging into it.

  • A Data Context Mapping and an active Prompt exist for the object.

  • Make sure a Visualforce page for the object is available. A Visualforce page for account objects has been added to the package.

Configuration Steps

Step 1: Open any Salesforce Record

  • Log in to your Salesforce org.

  • Navigate to any Salesforce record. For Example, you can open an account record.

Step 2: Access the Lightning Page Editor

  • Click on the gear icon located in the upper-right corner of the page.

  • From the dropdown menu, select “Edit Page.” This action will launch the Lightning Page Editor.

Step 3: Add GPTfy Console

  • In the Page Editor, on the left-hand side, locate the custom component named “GPTfy Console (Mobile)”.

  • Drag and drop the “GPTfy Console (Mobile)” onto the details section of the page.

Step 4: Add ‘AISalesforceExtensionAccountVF’ Visualforce page to account layout

  • Open Account page layout.
  • Add a section with single column above the account information section.
  • Click on the Visualforce pages on the left panel in the layout.

  • Drag and drop the ‘AISalesforceExtensionAccountVF’ on to the section that was created earlier.
  • Increase the height of the VF page by clicking the wrench icon and add preferred height value. Select show scrollbars
  • Click save.

Step 5: Run GPTfy from Gmail salesforce plugin

  • Link the org where GPTfy is installed, along with the salesforce Gmail Plugin, by logging into the org.

  • Open any account record, GPTfy console will be visible on the record page section created above.

  • Run any prompt by selecting any prompt from the dropdown and clicking the Run GPTfy button.
  • GPTfy runs, and a response from AI is shown on the console.
  • AI response record created, will have a hyperlink when clicked, and will land in the salesforce record page.

  • Once the Zoom-in icon is clicked, a new page opens inside Salesforce that will only show the response inside the console.

  • Copy option is also provided, for easy copying and pasting of any response generated.