Connect APIs. Amplify Data Intelligence.

The API data integration is highly secure, using Salesforce's Named Credentials for authentication and eliminating hard-coded secrets. All API calls are logged with before/after JSON in security-audit records, ensuring compliance requirements are met out of the box. The system also supports PII-scrubbing and maintains data residency requirements through centralized governance within Salesforce's security model.

The system supports integration with any OIDC or OAuth-secured REST API, including firmographics services, demographic data providers, internal BI endpoints, and more. Through the custom Apex connector interface, you can easily plug in any REST-based API, deserialize Salesforce context, and merge returned JSON for AI processing. This flexibility allows you to enrich your Salesforce data with insights from virtually any external source.

Declarative context mapping allows you to map Salesforce object fields to your connector through a simple UI in the GPTfy Cockpit. The system automatically extracts the mapped fields, feeds them to your connector, and includes the enriched output in the AI payload. This eliminates the need for custom code and provides a user-friendly way to configure data enrichment workflows without technical expertise. See the Snowflake API data source demo at /resources/demo/snowflake-api-data-source for a walkthrough.

Named Credentials provide several key benefits: they eliminate hard-coded secrets from your code, offer declarative authentication management, and work natively with Salesforce's security model. This approach ensures that API credentials are stored securely, can be easily rotated, and provide centralized governance for all external API connections. It also simplifies the development process by handling authentication automatically.

Yes. GPTfy supports batch Apex execution for API Data Source enrichment, so you can schedule nightly or weekly jobs that enrich records across your entire org. For example, you can run a batch job that enriches all Accounts with firmographic data from an external API, then feed that enriched context into AI prompts for account scoring. Each enrichment call is logged with audit records for compliance.

Create an Apex class implementing the ccai.AIDataSourceInterface. The interface receives the Salesforce record context as JSON, makes the REST callout to your external API using Named Credentials, and returns the enriched JSON payload. Register the connector in the GPTfy Cockpit, map Salesforce fields to connector parameters through the Data Context Mapping UI, and activate the Data Source. No middleware or external infrastructure is required.