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No Data Cloud / Agentforce Required
Available on AppExchange

SLA Security. HIPAA Compliance.

IT & Admin Dashboard
100%

HIPAA-ready with zero PII exposure

80%

faster CSAT improvements with audit automation

Security Teams, Protect Sensitive Data

Zero-Trust, Salesforce-Native Architecture

GPTfy runs entirely within your Salesforce org with no external data or agent cloud needed. All AI calls and security controls leverage Salesforce's Shield encryption through integrated platform infrastructure.

Multi-Layer Data Masking & Anonymization

Prevent sensitive data (PII/PHI) from reaching LLMs by applying multi-layer anonymization and pattern filters. De-mask results securely in-org while maintaining complete audit trails across all interactions.

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Multi-Layer Security Masking
BYOM Zero-Trust Architecture

Enterprise Architects, Control Your Data

Granular AI Access Control

Fine-tune prompt access at User, Profile, and Object levels with field-level security. Opt specific record types in or out of AI processing using permissions that respect user consent and regulatory requirements.

BYOM: Bring Your Own Models

Connect to OpenAI, Anthropic Claude, Google Vertex AI, or Azure OpenAI while maintaining complete architectural control. Keep sensitive information within security boundaries using direct authenticated connections.

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Compliance Officers, Verify & Trust

Regulatory & Residency Controls

Implement out-of-the-box support for GDPR, CCPA/CPRA, HIPAA, FINRA, and FedRAMP requirements. Assign AI workloads to region-specific LLM instances and enforce data-residency policies through intelligent mapping.

Transparency & Auditability

Monitor every AI interaction through comprehensive security-audit records that track inputs, masked payloads, and model responses. Generate compliance reports and audit trails with single-click access through management console.

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Regulatory Compliance Controls

Enterprise Security Framework

Maximize SLA Compliance

Combine Salesforce Shield, mutual-TLS Named Credentials, and GPTfy's multi-layer masking to meet stringent SOC2 and audit requirements through integrated security architecture.

Reduce PII Exposure by 100%

Field-level masking, regex pattern detection, and comprehensive blocklists prevent sensitive data from reaching AI models while maintaining context through advanced pattern recognition.

Lower Audit Costs by 80%

On-demand compliance reports showing masked data, timestamps, and policy details satisfy SOX, GDPR, and HIPAA requirements with automated documentation generated through our reporting engine.

Business Value by Stakeholder

Sales Teams & CAC

Sales reps generate call scripts and summaries with confidence, knowing PII is automatically masked and customer acquisition costs improve through compliant AI processes.

Analysts & KPIs

Business analysts feed unstructured documents into AI without manual redaction, improving key performance indicators through automated anonymization and accelerated insights.

Executives & ROI

Leadership teams can roadmap AI enhancements with documented compliance, delivering measurable return on investment through transparent security practices and risk mitigation.

IT & SLA Management

IT teams implement declarative setup with permission-set controls and masking rules, meeting service level agreements through reduced support tickets and code-free configurations.

Comprehensive Stakeholder Coverage

Infosec & FCR

Security teams achieve first-contact resolution for vulnerabilities by combining Salesforce Shield, mutual-TLS credentials, and multi-layer masking through comprehensive security controls.

Compliance & CSAT

On-demand reports of masked data with timestamps and policy details increase customer satisfaction scores by ensuring SOX, GDPR, and HIPAA requirements are met through automated documentation.

Legal & Pipeline

Zero-copy architecture and in-org processing minimize external data-transfer clauses, accelerating your sales pipeline through streamlined legal reviews and contractual compliance.

Privacy & Net Retention

Support DSARs and right-to-be-forgotten requirements by controlling which fields feed AI and auto-purging logs after your retention period, improving customer trust and retention rates.

"When implementing AI, our regulatory team had significant concerns about PII exposure and compliance risk. GPTfy's security framework satisfied all our requirements—from multi-layer masking that prevents sensitive data from ever leaving Salesforce to comprehensive audit logs documenting every interaction. It gave us the confidence to safely scale AI across our healthcare operations."
- CISO, Leading Healthcare Provider

Improve SLAs. Increase CSAT.

Discover how GPTfy's Security Framework enables compliant AI that drives measurable KPIs. In just 30 minutes, we'll demonstrate our security controls with examples tailored to your industry's regulatory requirements using our proven ROI methodology.

Book 30 mins. See compliance ROI in action.

100% Salesforce Native. AppExchange Security Approved.

Unlike other AI solutions that send sensitive data to external systems without masking, GPTfy runs in your Salesforce Org with multi-layered PII protection. Ensure complete HIPAA, GDPR, FINRA, and SOC2 compliance with our comprehensive security architecture.