Category
Productivity
Key features
Bring your own AI model
Four layer data masking and audit logs
100+ editable prebuilt prompts
01 — Overview
What is
GPTfy
GPTfy is a Salesforce native AI app, installed as a managed package, that lets teams use their own AI model such as OpenAI, Claude or Gemini on CRM data. It masks sensitive data before each model call, logs an audit record, and offers prebuilt prompts, voice notes that file as Tasks, natural language record search and AI suggested record updates. Sales, service and RevOps teams use it to cut admin work and get AI help without moving data out of Salesforce.
02 — Who it’s for
Ideal Customer Profile
Built for mid-market and enterprise Salesforce customers, especially sales, service and RevOps leaders plus admins and architects who handle security review, in industries like financial services, healthcare and insurance.
03 — Capabilities
Key Features
Bring your own AI model
Four layer data masking and audit logs
100+ editable prebuilt prompts
Voice notes saved as Salesforce Tasks
Natural language record search
Confirmed AI record updates
MCP server and Microsoft Teams app
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is GPTfy used for?
It brings generative AI into Salesforce so sales and service teams can summarise records, dictate notes, search data in plain English and update records with AI help.
Which AI models does GPTfy support?
You connect your own model contract through Salesforce Named Credentials. OpenAI, Claude and Gemini are supported, with more than 15 models in total.
Is GPTfy secure for regulated data?
It applies four masking layers before any model call, covering 16 of 18 HIPAA PHI identifiers, writes an audit record per run, and has passed Salesforce security review.
What does GPTfy integrate with?
Beyond Salesforce Sales, Service and CPQ, it connects to Snowflake, Microsoft Teams, Copilot, Outlook, Twilio, WhatsApp, Slack and Gmail, and offers a read only MCP server. It is listed on AppExchange and Microsoft AppSource.