GPTfy

GPTfy is presented as an Agentforce alternative distributed as a managed package from the Salesforce AppExchange, also listed on Microsoft AppSource. It connects to the AI models a company already contracts for via Salesforce Named Credentials, supports 15+ models, and applies four masking layers (field-value masking, regex patterns, blocklist keywords, and custom Apex handlers) before any model call, covering 16 of 18 HIPAA PHI identifiers. Every run writes a Security Audit Record in the org. The page describes voice notes filed as Salesforce Tasks, natural-language questions answered from Salesforce data (including in Microsoft Teams), proposed record changes that require human confirmation before writing, plain-English report queries, and read-only connections to Snowflake data and an MCP server. It states 100+ pre-built prompts, a typical go-live of 2 to 3 weeks, and that it has passed the Salesforce Security Review. Several security details (execution context, FLS and sharing, sub-processors) are marked TBC on the page.

Key features

• Bring your own AI model (OpenAI, Claude, Gemini and 15+ models) via Salesforce Named Credentials
• Four-layer PII masking before any model call, covering 16 of 18 HIPAA PHI identifiers
• Security Audit Record written for every run
• No Data Cloud or separate data platform required
• Voice notes dictated by users and filed as Salesforce Tasks associated to Contacts and Opportunities
• Natural-language questions answered from Salesforce data, including in Microsoft Teams or Copilot
• Proposed record changes shown as a diff and written only after user confirmation
• Plain-English queries that return matching Salesforce records
• Reads Snowflake data via the Salesforce Lightning OData connector and offers an MCP server for approved assistants
• 100+ pre-built prompts, editable by admins without a developer
• Five permission sets installed with the managed package

Best suited for

• Salesforce teams wanting to use their own AI model contracts inside the CRM
• Organizations with PII or HIPAA-related data concerns seeking masking before model calls
• Teams evaluating an alternative to Agentforce that avoids Data Cloud
• Sales and service teams wanting AI-assisted notes, record updates, and queries inside Salesforce

Pricing

Per user, per month, fixed by seat. The page states pricing is not per conversation or per token.