How to Integrate Salesforce With ChatGPT in 15 Minutes

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  • เผยแพร่เมื่อ 16 ก.ย. 2024
  • In this video, we will cover how to Integrate Salesforce with ChatGPT in 15 minutes. You’ll be chatting anywhere in Salesforce, no developer needed.
    You’ll be able to
    1. Use ChatGPT inside salesforce
    2. Allow specific team members to use it
    3. Report on the conversations that you and your team had
    4. Extend to other OpenAI API’s like image generation and text to speech.
    We’ll cover the first three points to get you started!
    We recommend also opening up our blog page as it has some content to copy and paste into certain areas. Find it here
    You can receive support by emailing jaredsimpson@looseslycanon.com
    looselycanon.c...
    #shorts #salesforce #chatgpt #salesforceadmin #salesforcedeveloper #automation #sales

ความคิดเห็น • 15

  • @desmondmcdonald8824
    @desmondmcdonald8824 ปีที่แล้ว

    This is seriously cool thanks for putting this up, one question, do you need the paid version of OpenAI?

    • @valstorm-official
      @valstorm-official  ปีที่แล้ว +1

      Thanks! Yes, you will need to pay for OpenAI to use this. You need the Pay as You Go plan with OpenAi which only charges you when you use its API. This is different from the monthly subscription to ChatGPT plus, which is not required.
      Depending on how much you use ChatGPT, the pay as you go plan could be much cheaper than the monthly subscription.
      That can be found here if you already have an account
      platform.openai.com/account/billing/overview

  • @atanudeysinger
    @atanudeysinger 11 หลายเดือนก่อน

    Very well done. Thanks! Can we integrate chatgpt with Salesforce to give us insight about any case or lead based on the field values? Like can it access contextual data and use AI to provide more analytical abilities?

  • @Eruner279
    @Eruner279 ปีที่แล้ว

    well done tutorial.
    Got a question about scenarios when openAI takes more time to generate an answer, how is the LWC or the logic behind able to wait for the answer? Because standard SFDC callout has 10 seconds until Timeout Exception error. Thanks

    • @valstorm-official
      @valstorm-official  ปีที่แล้ว +2

      I built in a catch where we pass off the request to an Async function and in that async logic, I can increase the timeout up to 120 seconds. I then use a platform event to return when the process is done. The LWC is subscribed to the platform event so when it sees one trigger, it will query the conversation ID that the platform event provides. This gives you the seamless experience of running a long callout and seeing it return to the LWC.
      There is a lot more that can be done with this using flows or apex to automate and create predefined prompts! Check it out in this other video
      th-cam.com/video/WgOIgFwuQ8o/w-d-xo.html

  • @carla13885
    @carla13885 ปีที่แล้ว

    Hi. I am writing to bring to your attention an issue I encountered while installing the packaging on the Apex class "TriggerFactory." 1. Apex compile failure
    Apex class TriggerFactory: line 46, column 13: Method does not exist or incorrect signature: void beforeInsert(List) from the type ITrigger. Why has it happened?

    • @valstorm-official
      @valstorm-official  ปีที่แล้ว

      Hey Carla, would you be willing to hop on a call to debug? This is a very specific error that'd be hard to troubleshoot over comments 😅
      This is my personal scheduling link
      calendly.com/jaredsimpson/call-with-jared-at-loosely-canon

  • @brandonlindsey25
    @brandonlindsey25 ปีที่แล้ว

    I integrated the component into my org but the chats never work. I followed every step exactly how you did in the video and i have no doubt i did it correctly but maybe something in my org is causing chat gpt to not talk back. Any ideas or suggestions?

    • @valstorm-official
      @valstorm-official  ปีที่แล้ว

      Hey so one issue someone face is that they did not sign up for OpenAIs Pay-As-You-Go plan AKA their API plan. You must set that up in your openai account so that you can use the API to interact with ChatGPT.
      If the was not the issue, book some time that works for you at my scheduling link and I'm sure we can quickly get you up and running!
      calendly.com/jaredsimpson/call-with-jared-at-loosely-canon

    • @valstorm-official
      @valstorm-official  ปีที่แล้ว

      Here is a direct link to where you can find the API plans
      platform.openai.com/account/billing/overview

    • @brandonlindsey25
      @brandonlindsey25 ปีที่แล้ว

      @@valstorm-official Once i sign up for that do i have to reconfigure the component in salesforce or will it just start working instantly?

    • @valstorm-official
      @valstorm-official  ปีที่แล้ว

      @@brandonlindsey25 it should start to work then.

    • @Jamesyisbatman
      @Jamesyisbatman ปีที่แล้ว

      @@valstorm-official Hi there, I've set up a plan to use it and I'm still getting the same issue described here. When I check my usage on OpenAI API it's down as none.