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GPTfy - Salesforce Native AI Platform

Architecture Matters

Your Models. Your Rules. Your Org.

GPTfy runs natively inside Salesforce and connects to any AI model through Named Credentials, no additional data platforms, no per-conversation fees, and no restriction on which AI provider you use.

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Open architecture versus closed architecture, the choice enterprise AI teams face

Why AI Architecture Is a Multi-Year Decision

The AI platform you deploy today determines which models your teams can use, how your compliance team certifies outputs, and whether your costs grow predictably or unpredictably as adoption scales.

01

Your AI Contracts Go Unused

Many enterprises have existing Azure OpenAI, AWS Bedrock, or Google Vertex AI agreements. A platform that uses only its own bundled models forces you to pay for AI infrastructure twice; once under your enterprise agreement and again under the platform's model licensing.

02

A New Data Platform Enters the Stack

Some platforms require a separate data platform to ground AI responses in your CRM data. That's a separate SKU, separate licensing, and typically months of configuration before your first production prompt can run in your org.

03

Adoption Drives Unpredictable Cost

Per-conversation pricing creates an inverse relationship between success and budget predictability. A 100-agent service team at 50 interactions per day generates meaningful volume that compounds quickly when billed per interaction.

The GPTfy Approach

Open Architecture in Practice

Your Existing Stack

Built on What You Already Have.

GPTfy's Data Context Mapping grounds AI responses in your existing Salesforce data; standard objects, custom objects, related lists, up to three levels deep. No separate data platform SKU, no additional licensing, and no months of infrastructure configuration before your first production prompt runs.

For customers who already have Salesforce Data Cloud, GPTfy connects directly to Data Cloud DMO and DLO objects as well, giving you the full breadth of your data assets without any additional setup. The entire configuration lives in the no-code Prompt Builder, accessible to any Salesforce admin from day one.

Any Model

Connect Any Provider. One Configuration.

BYOM means any AI provider; connected through Salesforce Named Credentials, the same secure mechanism Salesforce already uses for all external callouts. OpenAI, Azure OpenAI, Anthropic, Google Vertex AI, AWS Bedrock, DeepSeek, Llama, Grok or any custom endpoint you host internally.

Each provider is registered as an AI Model record in GPTfy's Cockpit once. Once active, it's available to any prompt in your org. If your organization already has enterprise AI contracts, GPTfy routes through those, no duplicate licensing required.

Prompt-Level Control

Right Tool for Every Job.

In GPTfy, the AI model is a configuration on each individual prompt, not a global org setting. A case summarization prompt runs on a fast, cost-effective model. A complex financial analysis routes to a reasoning-class model. A Canvas Prompt can orchestrate three different models in a single Salesforce record view, each doing what it does best.

When a better model launches, you update a configuration, not a contract. Your prompt logic, data context mappings, security layers, and automation actions remain untouched. No re-architecture. No regression testing. No vendor migration project.

Total Cost of Ownership

Two Pricing Architectures

The structure of your AI costs is a product of your architecture choice.

Open Architecture

GPTfy

Platform licenseFixed per-user / month
Data platformYour existing Salesforce objects
AI model costsYour existing contracts
ImplementationDays to weeks
Cost as adoption scalesFlat; predictable

Fixed pricing regardless of conversation volume. See pricing details.

Closed Architecture

Typical Single-Vendor AI

Platform licensePer-conversation pricing
Data platformSeparate SKU; additional licensing
AI model costsBundled (vendor's models only)
ImplementationMonths
Cost as adoption scalesVariable; grows with volume

Total cost varies with conversation volume, data platform licensing, and model fees.

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Key Takeaways

  • GPTfy's BYOM architecture connects any AI model to Salesforce through Named Credentials. OpenAI, Azure OpenAI, Anthropic, Google Vertex AI, AWS Bedrock, DeepSeek, Llama, or any custom endpoint.
  • The AI model is a configuration on each individual prompt, not a global org setting; different prompts can route to different models, enabling cost optimization and specialized capabilities.
  • Data Context Mapping grounds AI responses in your existing Salesforce data without a separate data platform and for organizations that have Salesforce Data Cloud, GPTfy connects directly to Data Cloud DMO and DLO objects as well.
  • Fixed per-user pricing means AI adoption goals and cost structure reinforce each other; the more your teams use AI, the more value per dollar, not the more you pay per interaction.
  • GPTfy is AppExchange Security Reviewed and runs as a Salesforce-native managed package; raw data never leaves your infrastructure, only masked payloads leave through Named Credentials.

Frequently Asked Questions

Yes. GPTfy's BYOM architecture connects to any AI provider through Salesforce Named Credentials. If your organization has enterprise agreements with Azure OpenAI, AWS Bedrock, Google Vertex AI, or direct contracts with providers like Anthropic, OpenAI, or Google, GPTfy routes prompts through those existing agreements, no duplicate AI licensing required.

No. GPTfy works with your existing Salesforce objects; standard, custom, related lists; through Data Context Mapping in the no-code Prompt Builder. There is no additional data platform SKU, no separate licensing, and no months-long configuration before your first production prompt runs. GPTfy is fully compatible with Salesforce Data Cloud: for customers who have it, GPTfy connects directly to Data Cloud DMO (Data Model Objects) and DLO (Data Lake Objects), giving you access to the full breadth of your unified data assets.

Yes. GPTfy is compatible with Salesforce Data Cloud and can connect to Data Cloud's DMO (Data Model Objects) and DLO (Data Lake Objects) directly through Data Context Mapping. If your organization has Data Cloud, GPTfy can pull from unified customer profiles and data lake objects as grounding context for your prompts; the same way it works with any other Salesforce object. Data Cloud is not required to deploy GPTfy; organizations without it use standard and custom Salesforce objects instead.

In GPTfy, the AI model is a configuration on each individual prompt, not a global org setting. A case summarization prompt can run on a fast, cost-effective model. A complex account analysis prompt can route to a reasoning-class model. A Canvas Prompt can orchestrate three different models in a single Salesforce record view. When a better model launches, you update a configuration, not a contract.

GPTfy applies four layers of data masking before any data reaches an AI provider: field-value masking, regex pattern masking (SSNs, phone numbers, emails), blocklist masking, and custom Apex-based masking for complex business logic. Raw data never leaves your infrastructure, only masked, processed payloads are sent through Named Credentials to your configured AI provider. Every interaction is logged in a Security Audit record.

GPTfy charges a flat rate per user per month regardless of conversation volume. A 100-agent service team handling 50 AI interactions per day generates roughly 5,000 interactions daily; predictable under fixed pricing, and potentially significant under per-conversation models. Fixed pricing means your AI adoption goals and your cost structure reinforce each other instead of working against each other.

GPTfy is a managed package that installs from the Salesforce AppExchange in hours. The no-code Prompt Builder lets admins build and deploy production prompts the same day without data platform setup, custom development, or complex infrastructure configuration.

Yes. GPTfy supports any AI endpoint through Named Credentials, including proprietary or fine-tuned models hosted on your own infrastructure. For organizations with custom authentication or processing requirements, GPTfy also supports custom Connector Classes and Processing Classes. Apex interfaces that let any endpoint participate in the same prompt-level selection and security framework as commercial LLMs.

Explore More

Bring Your Own Model

Connect any AI model to Salesforce through Named Credentials. OpenAI, Azure, Bedrock, Gemini, or any custom endpoint.

Prompt Builder

No-code prompt governance with version control, A/B testing, and Data Context Mapping.

Security & Compliance

Four-layer PII masking, audit trails, and enterprise compliance built into every AI interaction.

Pricing

Fixed per-user pricing with unlimited AI interactions and no per-conversation fees.

ROI Calculator

Calculate your specific cost and time-to-value estimate.

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