Salesforce Sales Cloud and ChatGPT integration

Q: What data sources are available for Salesforce Sales Cloud?

Salesforce Sales Cloud connector provides the following 0 data sources:

Q: Who is the ChatGPT integration for?

adenin’s ChatGPT integration is a popular choice for Customer Service, Marketing and Sales teams at small to large organizations. The data sources that are built into Salesforce Sales Cloud are incredibly simple to integrate into ChatGPT and don't require any technical know-how. The adenin platform completely handles authenticating with Salesforce Sales Cloud and then loads your data into an Adaptive Card layout that, in turn, will be embedded into ChatGPT.

Q: Do I have to be a developer to use the ChatGPT integration with Salesforce Sales Cloud?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Salesforce Sales Cloud is just one of many examples. As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Salesforce Sales Cloud integration, which you can set up yourself in just a few, completely code-free, steps (see instructions). Then with the built-in Card designer we automatically generate a layout from your Salesforce Sales Cloud data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us - just reach out to one of the team. Lastly, there will be the ChatGPT integration which is self-explanatory to install. Just check the installation instructions section for more details.

Q: How does adenin ensure my Salesforce Sales Cloud data is safely delivered to ChatGPT?

We use the secure OAuth standard which means you authorize adenin accessing your Salesforce Sales Cloud data and in turn authorize us to share this data with ChatGPT. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case ChatGPT) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Harness the power of AI, OpenAPI, and top-notch security with adenin’s application integration of Salesforce Sales Cloud and the AI-fueled ChatGPT chatbot. This intuitive, developer-friendly integration allows you to funnel data from your Salesforce Sales Cloud directly through ChatGPT, making it easier than ever to extract valuable insights, start new requests, and make submissions all from one place.

Features

Leverage AI: Use ChatGPT, an AI-driven chatbot, to query your Salesforce Sales Cloud data or initiate new transactions
OpenAPI: Seamlessly integrate this SaaS app into your existing setup using the open and flexible OpenAPI
Secure: Rest assured knowing that adenin takes care of your data security

Benefits

Streamlined workflows: No more switching apps. Handle all your Salesforce Sales Cloud tasks directly through the ChatGPT interface
Increased productivity: Reduce time spent looking for information by asking ChatGPT directly for the data you need
Developer-friendly: Easy to use and integrate, thanks to an OpenAPI and a robust set of developer tools
Secure Data Handling: With adenin’s commitment to data security, your information is in safe hands

Start your free account with adenin today. Let us help you simplify your workflows, boost your productivity, and secure your data.

About adenin’s ChatGPT channel

With the adenin custom GPT you can turn your chat into a veritable business assistant. Simply ask it to look up some data, check what tasks you have to due, or enquire about company policies.Through ChatGPT's smartness it's easier than... Read more

Alternative chatbot to ChatGPT

Microsoft Teams

Frequently asked questions about ChatGPT Salesforce Sales Cloud integration (FAQ)

What data sources are available for Salesforce Sales Cloud?

Salesforce Sales Cloud provides the following 0 data sources:

Is the ChatGPT integration free?

Yes, ChatGPT is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as ChatGPT are free, the use of adenin (including using data from Salesforce Sales Cloud) incurs usage charges according to your plan. See the pricing page for details →

Who is the ChatGPT integration for?

adenin’s ChatGPT connector is a popular choice for Customer Service, Marketing and Sales teams at small to large organizations. The data sources that are built into Salesforce Sales Cloud (see above) are incredibly simple to integrate into ChatGPT and don't require any technical know-how. The adenin platform completely handles authenticating with Salesforce Sales Cloud and then loads your data into an Adaptive Card layout that, in turn, will be embedded into ChatGPT.

Do I have to be a developer to use the ChatGPT integration with Salesforce Sales Cloud?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Salesforce Sales Cloud is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Salesforce Sales Cloud integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your Salesforce Sales Cloud data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the ChatGPT integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my Salesforce Sales Cloud data is safely delivered to ChatGPT?

We use the secure OAuth standard which means you authorize adenin accessing your Salesforce Sales Cloud data and in turn authorize us to share this data with ChatGPT. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case ChatGPT) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install Salesforce Sales Cloud integration for ChatGPT

With adenin you can easily integrate any business app into ChatGPT

1. Add Salesforce Sales Cloud to adenin
2. Integrate adenin into ChatGPT

Click the Add button below
Add Salesforce Sales Cloud to adenin
Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Salesforce Sales Cloud integration will start.
Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Salesforce Sales Cloud account and more attributes (if they are required).
At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Salesforce Sales Cloud API.
Salesforce Sales Cloud
Your Card will now appear on your adenin dashboard.
Modify or embed your Salesforce Sales Cloud Adaptive Card from the ··· button in the top right-hand corner of your card:
Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.
By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Salesforce Sales Cloud works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s ChatGPT integration to your ChatGPT account.

Simply follow the button to enter adenin GPT's start screen.

To sign up you will need a ChatGPT Plus account. Once you have that simply ask adenin GPT your first question.

Questions can be answered only from apps you previously added to your adenin account.

After your first question ChatGPT will need to link your adenin and OpenAI account by asking like this:

Click the Sign in with app.adenin.com button and then Allow adenin to share your account with OpenAI.

Once that's done you sometimes have to ask the GPT chat the same question again.

adenin GPT will require constant access to your adenin account, therefore we recommend you click the Always allow button to streamline the process.

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How are you liking this new chatbot? Please share your feedback with the team by using the chat button. We'd love to hear what works or doesn't work so well.