Map Fields. Test. Deploy.

The no-code prompt creation process is handled through an intuitive UI that guides you through each step. You can map Salesforce context, set grounding rules, and define AI actions in a single interface with minimal clicks. The system supports both free-form text instructions and structured JSON prompts with predefined components, allowing you to create sophisticated prompts without writing any code. Watch the prompt management demo at /resources/demo/prompt-management for a full walkthrough.

The system provides production-ready governance controls including multi-select grounding rules for bias avoidance, industry compliance, and brand voice. It features automatic versioning to snapshot JSON definitions, with the ability to revert to prior versions and reinstate older drafts. The system also includes visibility rules and profile gating to ensure all AI outputs align with company standards.

Prompts can be tested instantly with any Salesforce record through the built-in testing interface. The system maintains comprehensive audit logs that track all AI interactions for compliance. Once tested, prompts can be organized into a business-purpose catalog, grouped by category, and managed in bulk for streamlined deployment across your organization. The system also supports point-and-click field mapping to ensure your AI always has the exact data context it needs.

The Prompt Builder supports profile-based visibility controls, so each team only sees prompts relevant to their function. Administrators can organize prompts into categories (Account Intelligence, Case Resolution, Opportunity Analysis), assign them to specific user profiles, and manage permissions centrally. Version history and rollback are available per prompt, enabling safe iteration without disrupting other teams' live prompts.

Every prompt execution passes through GPTfy's Security Layer, which applies field-level PII masking before data reaches the AI model. Administrators can restrict sensitive prompts to specific user profiles using visibility rules and require compliance approval for prompts that access PHI or financial data. All prompt executions are logged in AI_Response__c records with the original prompt, masked version, and AI response for audit purposes.

GPTfy provides a Flow-invocable action that triggers any Prompt Builder prompt from within a Salesforce Flow. The Flow passes the record ID, and GPTfy's Data Context Mapping resolves all configured fields, applies grounding rules, and sends the prompt to the AI via the configured AI Connection. This enables fully automated AI processing on record creation, stage changes, or any Flow-supported trigger without writing Apex. See the automated follow-ups demo at /resources/demo/automate-follow-ups.