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OpenAI Gpt Action Salesforce

Gpt Action Salesforce

chatgptgpt_actions_libraryopenaigpt-4examplesopenai-apiopenai-cookbook
alph-notebooks/openai-cookbook / gpt_action_salesforce.ipynb

Introduction

This page provides an instruction & guide for developers building a GPT Action for a specific application. Before you proceed, make sure to first familiarize yourself with the following information:

This particular GPT Action provides an overview of how to connect to Salesforce, specifically, Salesforce Service Cloud. This schema detailed in this Action allows the user to pull case data and update cases directly from ChatGPT. The setup process to create Actions for other Salesforce Cloud solutions uses the same Connected App and authentication setup, but will require a different API schema.

Value + Example Business Use Cases

Value: Users can now leverage ChatGPT's natural language capability to connect directly to Salesforce

Example Use Cases:

  • Reduce average response time to customers
  • Reduce time to troubleshoot cases or issues
  • Ensure more consistent brand voice in reponse to customers when combined with knowledge and instructions in the GPT

Application Information

Application Key Links

Check out these links from the application before you get started:

Application Prerequisites

Before you get started, make sure you go through the following steps in your application environment:

  • Ensure you have permissions to create an App in Salesforce

ChatGPT Steps

Custom GPT Instructions

Once you've created a Custom GPT, copy the text below in the Instructions panel. Have questions? Check out Getting Started Example to see how this step works in more detail.

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OpenAPI Schema

Once you've created a Custom GPT, copy the text below in the Actions panel. Have questions? Check out Getting Started Example to see how this step works in more detail.

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Authentication Instructions

Below are instructions on setting up authentication with this 3rd party application. Have questions? Check out Getting Started Example to see how this step works in more detail.

Pre-Action Steps

Before you set up authentication in ChatGPT, please take the following steps in the application.

Before you set up authentication in ChatGPT, please take the following steps in the application.

  1. Navigate to Salesforce Setup

gptactions_salesforce.png

  1. Search for “App Manager”

gptactions_salesforce.png

  1. Click “New Connected App”
  2. Enter a Connected App Name
  3. Enter contact email (your email)
  4. Check the box to enable OAuth settings
  5. Insert a callback URL (use a placeholder like https://chat.openai.com/aip//oauth/callback for now, you’ll update this later when you create the Action in ChatGPT)

gptactions_salesforce.png

  1. Select “Selected OAuth Scopes” and grant the appropriate permissions. Scope these based on your internal security policies.

gptactions_salesforce.png

  1. Ensure the following boxes are checked:
  • Enable Client Credentials Flow
  • Enable Authorization Code and Credentials FLow
  • Enable Token Exchange Flow
  1. Ensure the following box is unchecked:
  • Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows

gptactions_salesforce.png

  1. Save your New Connected App
  2. Under “Consumer Key and Secret” click “Manage Consumer Details”. Verify your access using the code emailed to your account, and then copy the key and secret.
  • Salesforce Consumer Key = ChatGPT Client ID
  • Salesforce Consumer Secret = ChatGPT Client Secret

gptactions_salesforce.png

  1. Return to App page
  2. Click “Manage”
  3. Click “Edit Policies”
  4. Under OAuth Policies, check the “Enable Token Exchange Flow” box

gptactions_salesforce.png

  1. Click save!

In ChatGPT

In ChatGPT, click on "Authentication" and choose "OAuth". Enter in the information below.

  • Client ID: use Client ID from steps above
  • Client Secret: use Client Secret from steps above
  • Authorization URL: https://[inserturlhere].my.salesforce.com/services/oauth2/authorize
  • Token URL: https://[inserturlhere].my.salesforce.com/services/oauth2/token
  • Scope: full
  • Token: Default (POST)

Post-Action Steps

Once you've set up authentication in ChatGPT, follow the steps below in the application to finalize the Action.

  • Copy the callback URL from the GPT Action
  • Navigate back to your Connected App in Salesforce, and add your callback URL.

FAQ & Troubleshooting

  • Callback URL Error: If you get a callback URL error in ChatGPT, pay close attention to the screenshot above. You need to add the callback URL directly into Salesforce for the action to authenticate correctly
  • Internal Server Error: Ensure all the correct boxes are checked and/or unchecked in the OAuth settings for your connected app.

Are there integrations that you’d like us to prioritize? Are there errors in our integrations? File a PR or issue in our github, and we’ll take a look.