API Data Sources
Enrich Salesforce data with external integrations through powerful API connections.
- REST API Integration
- Automated Data Enrichment
- Webhook Management
Deploy AI in Salesforce
All
15 of 15
BYOM
Seamlessly integrate your custom AI models into Salesforce infrastructure with complete control.
- Custom Model Integration
- Secure Model Deployment
- Performance Optimization
Communities Integration
Enhance your Experience Cloud with Gen AI to create intelligent community experiences.
- Smart Content Generation
- Intelligent User Assistance
- AI-Powered Personalization
Einstein Chatbot + AI
Augment your chatbot's capabilities with Gen AI for smarter customer interactions and automated support.
- Smart Response Generation
- Multilingual Support
- Context-Aware Conversations
External Object Integration
Connect external objects to your Salesforce org for comprehensive data integration.
- OData Connections
- Real-time Data Sync
- Intelligent Data Mapping
File Analysis
Uncover valuable information from your documents with AI-powered file analysis and insights.
- Intelligent Document Parsing
- Automated Data Extraction
- Content Insights & Analytics
Flow & Apex Integration
Automate AI processes and reduce coding efforts with seamless Flow and Apex integration.
- AI-Powered Flow Automation
- Apex AI Integration
- Process Optimization
Gmail/Outlook Integration
Utilize Gen AI within your email plugins for intelligent email composition and analysis.
- Smart Email Composition
- Email Sentiment Analysis
- Automated CRM Sync
GPTfy Agents
Deploy intelligent AI agents that work autonomously to complete complex tasks and workflows.
- Autonomous Task Execution
- Multi-Step Workflow Automation
- Intelligent Decision Making
GPTfy Voice
Think. Speak. Done. In 59 Seconds. Transform voice commands into structured Salesforce data instantly.
- Voice to CRM Updates
- Automated Meeting Notes
- Smart Voice Commands
ML Recommendation Engine
A metrics-driven prediction engine that achieves ML-like predictive power without deploying ML models in production.
- Lead Conversion Prediction
- Opportunity Scoring & Recommendations
- 91.3% Prediction Accuracy
Prompt Builder
Customize prompts to control AI behavior and ensure consistent, accurate responses.
- Custom Prompt Creation
- Prompt Templates Library
- Prompt Testing & Optimization
RAG
Extract insights from files and PDFs using advanced retrieval-augmented generation.
- Document Search
- Knowledge Extraction
- Contextual Responses
Security Trust Layer
Ensure data privacy and security with GPTfy's robust, enterprise-grade security framework.
- Data Masking & Privacy
- Compliance Management
- Audit Trails & Monitoring
MCP Server
Publish GPTfy agent prompts as MCP tools. Claude, ChatGPT, and any MCP-enabled client pull live Salesforce data on demand.
- Agent Prompts as MCP Tools
- Live Salesforce Data Access
- A2A Protocol Support
Frequently Asked Questions
GPTfy includes 14+ AI features covering chatbots, voice automation, file analysis, email integration, security, RAG, prompt builder, BYOM, ML recommendations, and more. All features are Salesforce-native and deploy through a single managed package.
No. GPTfy installs as one managed package from Salesforce AppExchange. All features are available immediately. Your admin controls which features are enabled for each user profile through standard Salesforce permission sets.
Yes. GPTfy supports BYOM (Bring Your Own Model). Connect OpenAI, Claude, Gemini, DeepSeek, Llama, or any model on Azure, AWS, or Google Cloud using your own API keys and existing cloud contracts.
All GPTfy features work across all Salesforce clouds. Sales-focused features like email sync and deal coaching are typically used on Sales Cloud. Service features like case routing and Einstein Bot integration are used on Service Cloud. Many features work across both.
GPTfy applies 4 layers of masking before data reaches the AI: field-level security (respects Salesforce permissions), regex detection (SSN, credit card, phone), admin-configured blocklists, and custom Apex enforcement. Raw data never leaves Salesforce.
GPTfy ships as a Salesforce managed package. Upgrades follow the standard AppExchange process — your admin approves updates, which deploy without downtime or code changes. Existing prompts and configurations are preserved across upgrades.