Architect, Deploy, Scale.
Configure agent skills using Agentic prompts with JSON schema and Apex interface integration for CRUD operations inside Salesforce
of companies abandoned most of their AI initiatives in 2025, up from 17% the year before (S&P Global, 2025)
Your team is doing work AI agents should handle
While your competitors deploy autonomous agents, your team runs multi-step manual workflows.
To process one support escalation
Your support team manually routes cases, looks up account history, checks entitlements, and creates follow-up tasks. Every escalation requires context-switching across multiple Salesforce objects. See how agents automate this at /resources/demo/intelligent-case-routing.
“Tried Agentforce for a while, and found it a bit rigid and slower to set up. Then tried GPTfy, and the experience was noticeably better. It's faster to deploy, feels more natural in conversations.”
- Dinesh Kumar, Developer, 2SD Technologies
Automate with Salesforce FlowsTo research and draft account summaries
Sales reps copy data from Opportunities, Contacts, and Cases into documents or notes apps. They search emails, check previous interactions, and manually compile account narratives for executive briefings.
“Found the deployment to be easy. Just took me 10 minutes. Pre-configured prompts and the complimentary Open AI connection helped me test this App quick.”
- Salman Khan, Release Manager, IBM
Build prompts with Agentic promptsRunning autonomous workflows in Salesforce
You have Flows and Process Builder, but no AI orchestrating them conversationally. Teams still manually decide which automation to trigger and when - there's no intelligent layer executing business logic based on natural language requests.
“Liked the easy and click/no-code way to configure GPT LLMs on any Salesforce object and go-live in days.”
- Gurditta Garg, Chief Salesforce Evangelist, Motorola
Secure this with Security Layer100% Salesforce-Native Agents
Agents Run Inside Your Org via Managed Package
All agent data and session state lives in Salesforce with no external middleware. Watch agents handle deal risk detection live.
Audit Records via AI Security Trail for Every Conversation
Every conversation creates audit records for compliance. Query via the audit trail for session analysis.
Configure Agent Skills
Define Agentic Prompts With JSON Schema for Skill Execution
Build skills in the Prompt Builder and link to Flows or Apex for CRUD and automation.
Deploy Agents via Salesforce Utility Bar and App Manager
Add agents to utility bars with profile-based access control. Watch agents automate follow-ups autonomously.
RAG-Powered Agent Responses
Ground Agent Responses in Salesforce Knowledge via RAG Sync
Index Knowledge articles via RAG Sync. Agents retrieve verified content before every response.
Profile-Based Agent Visibility Through Salesforce Permission Controls and Rules
Sales reps see the opportunity agent; support sees the case agent. See agents handle intelligent case routing.
Why Choose GPTfy Agents
100% Salesforce Native Architecture
Your agent data never leaves your infrastructure, eliminating external API risks while maintaining existing security protocols.
Complete Interaction Auditability
Every conversation creates Security Audit records with client source, thread ID, and session status for compliance.
Developer-Friendly REST Access
Integrate agents programmatically through REST endpoints while maintaining the same security and audit capabilities.
Powerful Capabilities
Agent Skills Execute Business Logic Through Salesforce Flows
Link Agentic prompts to Salesforce Flows and Apex classes implementing AIAgenticInterface for CRUD operations, workflow automation, and dynamic record management.
RAG Sync Grounds Responses
Index Salesforce Knowledge into vector stores so agents retrieve verified information during conversations.
Multi-Channel Access Maintains Consistency
Enable agents through Utility Bar, GPTfy Console, or REST API while preserving audit trails.
Session Management Protects Data
Configure TTL settings and thread-based context to balance conversation continuity with security requirements.
Key Takeaways
- Agent skills link Agentic prompts with JSON schema to Apex classes implementing AIAgenticInterface for CRUD operations.
- RAG Sync indexes Salesforce Knowledge into vector stores so agents retrieve verified content before every response.
- Deploy agents via Salesforce Utility Bar with profile-based visibility controlling which teams access which agents.
- Session management with configurable TTL settings and thread-based context balances continuity with security requirements.
- Every agent conversation creates Security Audit records with client source, thread ID, and session status for compliance.
- REST API endpoints enable programmatic agent integration while maintaining the same security and audit controls.
Frequently Asked Questions
Agent Skills use Agentic-type prompts with JSON schema definitions and Apex interface implementations. This enables agents to perform dynamic business operations based on conversational context, while standard prompts follow predefined templates. Watch agents execute skills in the deal risk detection demo at /resources/demo/deal-risk-detection.
When the TTL (Time To Live) expires, the chat session is marked as expired in Security Audit records. Users see a configurable TTL message and can reinstate previous sessions using the User Context ID to resume conversations.
No. Agents respect Salesforce profile and permission set restrictions. Only users with assigned profiles can access specific agents, and agent skills execute within the security context of the implementing Apex classes.
RAG Sync indexes Salesforce Knowledge or custom objects into vector stores. When users ask questions, agents retrieve relevant knowledge to provide contextually accurate responses grounded in your organization's verified information.
Technical configuration requires Salesforce admin access to create agents, define skills, and configure utility bars. Development resources are only needed for custom Agent Skill Apex classes implementing AIAgenticInterface.
Every agent conversation passes through GPTfy's Security Layer, which applies PII masking before any data reaches the AI model. Agent interactions create Security Audit records capturing the client source, thread ID, session status, and full conversation context. Session TTL settings automatically expire inactive conversations to limit data exposure. Profile-based access controls restrict which agents are available to which user roles, and all CRUD operations executed by agent skills respect Salesforce field-level security.
See an AI Agent Execute Skills Live
We'll configure an agent with skills, show it executing CRUD operations via Apex interface, and demonstrate RAG-grounded responses - all in 30 minutes with your org.
Explore More Features
Flow Integration
Execute agent skills through Salesforce Flows
Security Layer
PII masking and audit trails for every agent interaction
DeepSeek in Salesforce
Chain-of-thought reasoning at lower cost for complex agent tasks.
Gemini in Salesforce
Connect Google Gemini to Salesforce AI agents via Named Credentials.
Deal Risk Detection Demo
Watch an AI agent detect and flag deal risks autonomously
Intelligent Case Routing Demo
See agents route and resolve cases without manual triage