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Agent passport
GPTfy AI + Salesforce
Let your Sales & Support users chat directly with Salesforce data - Easily & Securely.
- Category
- Productivity
- Registry category
- Marketing & Sales
- Vendor
- GPTfy
- Location
- Not disclosed
- Reviews
- Not rated (0 reviews on the listing)
- Listed on
- Microsoft Marketplace
- Pricing
- Not stated
Overall Provenance
3.0/10Moderate
High 7–10Moderate 3–6.9Low 0–2.9
Each fact carries one Provenance score: the average of its Disclosure and Evidence scores, the same rule the page uses for the overall score. Click any score to see the math behind it.
Vendor Provenance
Who actually operates this agent.
0.5 / 10
Data element
Answer
Provenance
Source
Legal entity
GPTfy
Publisher is a handle with no company record
Low
No source on record
HQ address
Not disclosed
No headquarters on the listing or an outside record
Low
No source on record
Ownership
Not disclosed
No ownership on record
Low
No source on record
Industry
Not disclosed
Low
No source on record
Employee count
Not disclosed
Low
No source on record
Founded
Not disclosed
Low
No source on record
Revenue
Not disclosed
Low
No source on record
About
Let your Sales & Support users chat directly with Salesforce data - Easily & Securely.
Publisher description
High
Marketplace listing (opens in a new tab)marketplace.microsoft.com
Build Provenance
What the agent is built on.
2.9 / 10
Data element
Answer
Provenance
Source
Foundation model
Not disclosed on this listing
Low
No source on record
Training data (model)
Not disclosed on this listing
No source discloses model training data
Low
No source on record
Agent framework / tools
Not disclosed on this listing
Low
No source on record
Hosting model
Paas; cloud providers: Salesforce
From the certification page
High
Certification page (opens in a new tab)docs.microsoft.com
Version history
1.0.2
Registry saw 4 distinct listing states across 11 captures
High
Marketplace listing (opens in a new tab)marketplace.microsoft.com
Reach Provenance
How the agent is distributed and adopted.
4.4 / 10
Data element
Answer
Provenance
Source
Distribution channel(s)
Microsoft Marketplace
Via Microsoft 365
High
Marketplace listing (opens in a new tab)marketplace.microsoft.com
Review volume & rating
Not available
No ratings on the listing
Low
No source on record
Comments (pros)
Not available
No review text on record, so no pros could be drawn from user comments
—
No source on record
Comments (cons)
Not available
No review text on record, so no cons could be drawn from user comments
—
No source on record
Listing tenure
Not disclosed
No listed since date; last updated 2026-04-16
—
No source on record
Multi-channel presence
Single-channel
Listed on Microsoft Marketplace only in the registry
High
Marketplace listing (opens in a new tab)marketplace.microsoft.com
Public community signal
Not disclosed
No public GitHub, Discord or community metrics found
Low
No source on record
# installs
Not reported
Popularity index 0.47 on the marketplace; not an install count
—
No source on record
Listing type
Self attested app
From the listing
High
Marketplace listing (opens in a new tab)marketplace.microsoft.com
Data Provenance
What the vendor discloses about data handling.
2.9 / 10
Data element
Answer
Provenance
Source
Operational data sources
Does not process Microsoft customer data
From the certification page
High
Certification page (opens in a new tab)docs.microsoft.com
Data residency
Not disclosed
Low
No source on record
Retention & deletion
Not disclosed
Low
No source on record
Published documentation
Legal links on the listing: Privacy Policy, License Terms
Links on the listing; documents not fetched by the registry
High
Marketplace listing (opens in a new tab)marketplace.microsoft.com
Privacy Policy (opens in a new tab)privacy.cloudcompliance.app
License Terms (opens in a new tab)store.office.com
Data access requirements
Not explicitly disclosed
No OAuth scope or permission list found on the listing
Low
No source on record
Compliance Provenance
What standards the vendor meets, and who verified them.
4.1 / 10
Data element
Answer
Provenance
Source
Security
SOC 2
Does the app comply with Service Organization Controls (SOC 2)? Yes
Vendor self-attested for this agent
High
Certification page answer (opens in a new tab)learn.microsoft.com
ISO/IEC 27001
Is the app International Organization for Standardization (ISO 27001) certified? Yes
Vendor self-attested for this agent
High
Certification page answer (opens in a new tab)learn.microsoft.com
ISO/IEC 27002
None on record
—
No source on record
ISO/IEC 27017
Does the app comply with International Organization for Standardization (ISO 27017)? Yes
Vendor self-attested for this agent
—
Certification page answer (opens in a new tab)learn.microsoft.com
SOC 3
Does the app comply with Service Organization Controls (SOC 3)? Yes
Vendor self-attested for this agent
—
Certification page answer (opens in a new tab)learn.microsoft.com
CSA STAR
Has the app been Cloud Security Alliance (CSA Star) certified? Yes
Vendor self-attested for this agent
—
Certification page answer (opens in a new tab)learn.microsoft.com
Privacy
GDPR
None on record
Low
No source on record
COPPA
None on record
—
No source on record
FERPA
None on record
—
No source on record
ISO/IEC 27018
Does the app comply with International Organization for Standardization (ISO 27018)? Yes
Vendor self-attested for this agent
—
Certification page answer (opens in a new tab)learn.microsoft.com
Health
HIPAA
Does the app comply with the Health Insurance Portability and Accounting Act (HIPAA)? Yes
Vendor self-attested for this agent
High
Certification page answer (opens in a new tab)learn.microsoft.com
HITRUST CSF
Does the app comply with Health Information Trust Alliance, Common Security Framework (HITRUST CSF)? Yes
Vendor self-attested for this agent
—
Certification page answer (opens in a new tab)learn.microsoft.com
Financial
SOC 1
Does the app comply with Service Organization Controls (SOC 1)? Yes
Vendor self-attested for this agent
—
Certification page answer (opens in a new tab)learn.microsoft.com
PCI DSS
None on record
—
No source on record
SOX
None on record
—
No source on record
Government
FedRAMP
Is the app Federal Risk and Authorization Management Program (FedRAMP) compliant? Yes
Vendor self-attested for this agent. One other source says otherwise: not found by the vendor's web domain on 2026-08-27
Moderate
Certification page answer (opens in a new tab)learn.microsoft.com
SettleTop search (opens in a new tab)fedramp.gov
CMMC
None on record
Low
No source on record
NIST SP 800-171
Does the app comply with NIST 800-171? Yes
Vendor self-attested for this agent
—
Certification page answer (opens in a new tab)learn.microsoft.com
AI
NIST AI RMF
None on record
Low
No source on record
Platform
3rd party certification
Microsoft 365 App Certification (self attested)
Certification page hosted by the marketplace operator
High
Certification page (opens in a new tab)docs.microsoft.com
Marketplace listing (opens in a new tab)marketplace.microsoft.com
What the publisher says
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.
Main Features:
Show the rest of the publisher’s description (18 more lines)
- 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
5 imagesLinked repositories
Unknown
Unknown means this listing does not publish a repository. It is not a statement that the code is closed.
Publisher resources
Sources
- Marketplace listingMicrosoft Marketplace (opens in a new tab)
- Certification pagedocs.microsoft.com (opens in a new tab)
- Legal linkPrivacy Policy (opens in a new tab)
- Legal linkLicense Terms (opens in a new tab)
- Company recordOutside company data, matched on gptfy.ai
Reading the score
Disclosure · how many sources corroborate it
NoneNo source has it. Shown red, because Unknown means Unknown.
1 sourceA single place has it. A listing and its certification page and policy docs on one marketplace count as one source.
2+ contestedTwo or more sources cover it but they do not agree. The disagreement is shown, never dropped.
2+ agreeingTwo or more genuinely separate sources agree: another marketplace, or an outside record.
Steps below are possible but not automated yet, so today they sit open.
SettleTop confirmedSettleTop confirms it directly.
Evidence · what kind of evidence backs it
NoneNo source discloses it.
PublicPublicly available info, such as reviews, listing age, or vendor firmographics like legal entity and headquarters.
Vendor statedThe vendor's own claim on its marketplace listing, website, or policy documents.
Self-attestedThe vendor's self-attested certification or operator program, a marketplace program rather than an independent audit.
Steps below are possible but not automated yet, so today they sit open.
Vendor providedThe vendor hands SettleTop the underlying material, such as an SBOM or a data policy.
Vendor attestedThe vendor signs an attestation to SettleTop.
SettleTop verifiedSettleTop verifies it directly.
The SettleTop steps above are possible but not automated yet, so today they sit open and a perfect 10 is out of reach. Open information like firmographics and reach has fewer steps to climb, so it sits a little higher for the same visible evidence.
Information shown here reflects the best available information at the time of assessment and may be incomplete, outdated, or subject to change. It should be independently verified before being relied upon for any decision. SettleTop is not liable for any errors, omissions, or decisions made in reliance on this information.
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