Enrich Salesforce Context. Make AI Smarter.
richer AI responses
increased response rates
Developers, Connect Any REST API
Custom Apex Connector Interface
Implement ccai.AIDataSourceInterface to easily plug in any REST-based API, deserialize extracted Salesforce context, invoke external APIs, and merge returned JSON.
Named Credential–Based Authentication
Secure API calls using Salesforce's Named Credentials, eliminating hard-coded secrets and providing declarative authentication management.
Business Analysts, Enrich Customer Data
Enhanced Segmentation
Pull in external engagement data via third-party APIs and let AI highlight accounts trending toward churn, enabling preemptive retention campaigns.
Dynamic KPI Dashboards
Fuse real-time financial or operational metrics from ERP APIs into your Salesforce analytics, then use GPTfy prompts to generate narrative summaries.
IT Teams, Ensure Security and Scale
Future-Proof Architecture
Standardize on Named Credentials and the AI Data Source framework to rapidly onboard new API integrations as the business evolves—no new code patterns required.
Centralized Governance
Manage all external API connections within Salesforce's security model. Audit logs and PII-scrubbing ensure data residency and privacy regulations are consistently enforced.
Why Teams Choose GPTfy API Data Source
Declarative Context Mapping
Map Salesforce object fields to your connector through a simple UI. GPTfy automatically extracts fields, feeds them to your connector, and includes the enriched output in the AI payload.
Seamless Cockpit Integration
Set up Named Credentials, register Apex connectors, activate Data Sources, and map fields entirely through the GPTfy Cockpit without external middleware.
Built-In Security & Audit Trails
Every API Data Source call is logged with before/after JSON in a security-audit record, meeting compliance requirements out of the box.
Real-World Use Cases
Hyper-Personalized Outreach
Enrich Account records with firmographic data from Explorium or similar APIs to craft outreach messages referencing the prospect's exact market segment.
Next-Best-Action Recommendations
Combine usage data with CRM history to have AI suggest upsell or renewal offers at the optimal time—e.g., when usage exceeds license tiers.
Accurate Revenue Forecasting
Leaders get a live view of booked vs. billed revenue with enriched data from billing APIs. AI-driven insights enable smarter cash-flow management.
Data-Driven GTM Alignment
Correlate marketing engagement metrics with opportunity progression to validate channel ROI, ensuring budgets are allocated to effective campaigns.
Technical Capabilities
Custom Apex Connector
Implement ccai.AIDataSourceInterface to plug in any REST-based API, deserialize Salesforce context, and merge returned JSON for AI processing.
Named Credential Security
Create External and Named Credentials in Salesforce to securely authenticate API calls without exposing secrets in your code.
Universal API Compatibility
Support for any OIDC or OAuth-secured REST API, whether firmographics, demographic services, or internal BI endpoints.
Context-Aware AI
Intelligently feed enriched data to AI prompts, ensuring responses incorporate both Salesforce records and external system insights.
AI with Context. Decisions with Confidence.
See how GPTfy's API Data Source enhances your Salesforce data with external insights in just 30 minutes. We'll demonstrate implementation tailored to your business needs.
Book 30 mins. See API Data Source in action.100% Salesforce Native. AppExchange Security Approved.
Every API Data Source call is logged with before/after JSON in a security-audit record. You can inspect original data, PII-removed data, and the merged JSON that went to AI—meeting compliance requirements out of the box.