Go-Live Process
Secure Implementation in Days, Not Months
Our streamlined implementation process gets you up and running with enterprise-grade AI securely and efficiently, with declarative configuration that requires zero coding.
The GPTfy Implementation Process
Our proven methodology ensures a smooth and secure integration of AI capabilities into your Salesforce environment with minimal IT involvement.
1. Discovery & Planning
We work with your team to understand your specific requirements, security needs, and use cases.
- Security assessment and compliance requirements
- Use case identification and prioritization
- Technical architecture and model selection
- Implementation timeline planning
Duration: 1-2 days
2. Secure Installation
Our certified implementation team handles the technical installation and configuration directly in your Salesforce org.
- AppExchange package installation
- Security protocol configuration and testing
- PII protection setup with regex patterns
- User permission and access control configuration
Duration: 1 day
3. AI Model Integration
Connect your preferred AI models with zero-click configuration through our declarative interface.
- AI model connection setup (OpenAI, AWS, Google, Anthropic, etc.)
- API key and endpoint configuration
- Model parameter optimization
- Fallback model configuration
Duration: 1-2 days
4. Security Layer Configuration
Configure GPTfy's multi-layered security controls to protect sensitive data and ensure compliance.
- Data masking rule configuration
- Field-level security settings
- Audit log configuration
- Data retention policy implementation
Duration: 1 day
5. Testing & Validation
Comprehensive testing ensures everything works as expected and meets security requirements.
- Security validation and penetration testing
- Functional testing across use cases
- Performance and load testing
- User acceptance testing with stakeholders
Duration: 1-2 days
6. Training & Go-Live
We train your team and provide a smooth transition to production use with ongoing support.
- Administrator training for ongoing management
- User training and best practices
- Documentation and knowledge transfer
- Go-live support and post-implementation review
Duration: 1 day
Zero-Click Integration
Declarative Configuration
Configure any Salesforce object (Standard or Custom) to work with AI through clicks, not code. Deploy AI capabilities in less than 30 minutes using intuitive configuration tools.
Pre-Built Templates
Access our library of pre-built prompts and configurations for common use cases in sales, service, and healthcare scenarios. Customize these templates to your specific needs.
Self-Service Administration
Easily manage your implementation after go-live. Add new AI models, update security rules, and adjust configurations through the intuitive admin interface without vendor dependency.
Implementation Requirements
Technical Requirements
- Salesforce Enterprise, Unlimited, or Performance Edition
- API access enabled
- Administrator access for installation
- Access to your preferred AI model provider
Team Involvement
- Salesforce Administrator (4-6 hours total)
- Security/Compliance Representative (2-3 hours)
- End User Representatives (1-2 hours for testing)
- IT Security (optional review)
Optional Components
- Custom AI model integration
- Advanced security rule development
- Custom prompt engineering
- Integration with external systems
"Liked the easy and click/no-code way to configure GPT LLMs on any Salesforce object (Standard or Custom) and go-live in days."
Ready to Implement Secure AI?
Schedule a technical consultation with our implementation team to discuss your specific requirements and timeline.
SCHEDULE IMPLEMENTATION CONSULTATION