GPTfy AI + Salesforce
GPTfy · Marketing & Sales
Certification per Microsoft Marketplace.
Evidence tier Publisher Attested · 9 captures on record
What the publisher says
As described on Microsoft Marketplace.
GPTfy AI for Salesforce: Access Your Salesforce Data Directly in Microsoft 365 Copilot
GPTfy AI for Salesforce creates a secure, bidirectional connection between Microsoft 365 Copilot and your Salesforce data. This integration allows Sales & Service Teams, Financial Advisors, and Healthcare professionals to access, query, and interact with their Salesforce information without leaving Microsoft 365 applications.
Show the rest of the publisher’s description (19 more lines)
Main Features:
- Salesforce Data Access: Query account details, contact information, opportunities, and other Salesforce records directly through Microsoft 365 Copilot in Microsoft Teams, Word, PowerPoint and other Microsoft 365 applications
Problems Solved:
- Eliminate context switching between Salesforce and Microsoft applications
- Reduce manual data entry and repetitive tasks
- Improve data accuracy in customer communications
- Enhance customer intelligence through AI-powered insights
- Streamline workflow for sales and service professionals
- Simplify user authentication and security management across platforms for users working within Microsoft 365 who want to access their CRM data without switching applications
Requirements and Limitations:
- Account Requirement: To use this app, users must have active Salesforce and Microsoft 365 Copilot subscriptions
- Supported Languages: Currently available in English only
- Setup Required: Organization administrator must install and configure GPTfy in their Salesforce environment
- Data Access: Limited to Salesforce data the user has permission to access in their Salesforce organization
- Authentication: Compatible with Microsoft Entra ID, Active Directory, SAML 2.0, OAuth 2.0, and other standard SSO protocols
GPTfy transforms productivity by bringing your Salesforce data directly to your Microsoft 365 workspace, maintaining enterprise-grade security and compliance standards.
Get started in under an hour with our pre-packaged prompts and no-code setup. Experience how GPTfy can help your team work smarter by accessing complete customer information wherever they work.
Get Started:
Book a demo or visit our website at GPTfy to learn more and set up GPTfy for your organization
Preview
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Agent build and provenance
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The layer-by-layer build, the evidence behind each claim, the risk basis and the cross-marketplace links are open to any account. Some rows are disclosed, some the source leaves Unknown; a free account shows you which.
Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27the vendor self-attests this, but it is not in the registryregistry recordas observed 2026-08-27
- NIST SP 800-171Claimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-25
- CSA STARClaimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-25
- ISO/IEC 27001Claimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-25
- ISO/IEC 27017Claimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-25
- SOC 2Claimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-25
- SOC 3Claimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-25
- ISO/IEC 27018Claimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-25
- HIPAAClaimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-25
- HITRUST CSFClaimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-25
- SOC 1Claimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-25
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Vendor
External enrichment
Sources
Publisher resources
2 linksLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
Evidence risk is the share of the build you cannot see before you deploy, not a security rating. Sign in to see the layer-by-layer basis for this band.