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
14 of 14
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
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. The BYOM (Bring Your Own Model) feature lets you connect OpenAI, Claude, Gemini, Azure OpenAI, Llama, Deepseek, or any API-compatible model. GPTfy handles the Salesforce integration, security, and prompt management regardless of which model you choose.
Most features work across both Clouds. Voice, email generation, deal coaching, and sentiment analysis are popular with Sales Cloud. Case summarization, intelligent routing, knowledge articles, and chatbot integration are popular with Service Cloud. RAG, file analysis, and security work across all Clouds.
Every AI request passes through GPTfy's security layer which masks PII before data leaves Salesforce, enforces field-level security, logs all AI interactions in an audit trail, and supports GDPR, HIPAA, and SOC 2 requirements. Data never leaves your infrastructure's security boundary.
GPTfy delivers three or more managed package releases per year through AppExchange. Upgrades install automatically with zero downtime and no manual migration steps. New features become available to your admin immediately, and existing prompt configurations remain untouched during the upgrade process.