ChatGPT for Salesforce

ChatGPT has shown the world the potential of AI beyond simple chatbots. Join us and learn about How to use ChatGPT for Salesforce, It use cases, Integration and how you can implement it in Salesforce. Salesforce’s new marketing message is AI + Data + CRM. It all adds up to customer magic. At the heart of this magic is Generative AI or GPT, not ChatGPT. Learn how AI and ChatGPT can accelerate your Salesforce career.

What is ChatGPT?

ChatGPT is a chatbot launched by OPENAI in November 2022. It is built on top of Open AI GPT- 3.5 family of large  language models and is fine with both supervised and reinforcement learning techniques. Chat GPT is backed up by OPENAI (founded in San Francisco in late 2015 by Sam Altman, Elon Musk, and others).

It is an AI (Artificial Intelligence) chatbot or LLM (Large Language Model) that uses natural language processing (NLP) to interact through simple language, just like talking to a person. OpenAI is the company behind ChatGPT and they are heavily backed by Mircosoft.

What is OpenAI?

OpenAI is a company developing artificial intelligence in natural language processing (NLP). ChatGPT is a series of language models developed by OpenAI. It is designed specifically for use in chat applications. This model can be used to create an artificial intelligence chatbot that can communicate with people naturally. ChatGPT can successfully perform many NLP tasks, such as understanding the text, understanding relationships between words and sentences, generating responses, and more.

What is GPT-4?

Recently OpenAI has released GPT-4, the latest version of its hugely popular artificial intelligence chatbot ChatGPT. The new model can respond to images – providing recipe suggestions from photos of ingredients, for example, as well as writing captions and descriptions. It can also process up to 25,000 words, about eight times as many as ChatGPT. Millions of people have used ChatGPT since it launched in November 2022.

History of Large Language Models (LLMs)

It is the latest trend in the longstanding evolution of IT industry.

History of Large Language Models (LLMs)

How ChatGPT works?

You type a request a prompt much like a search request in Google, but using sentences like you would talk to a person. ChatGPT formulates an answer and presents it back in a remarkably natural, conversational style.

ChatGPT Prompts

Here is example of ChatGPT.

ChatGPT Example for Salesforce

What chatGPT can do for you?

Let understand what ChatGpt can do:

  • Natural language understanding
  • Context-aware conversation
  • Content Generation
  • Translation
  • Sentimental Analysis
  • Code Generation

Get started with ChatGPT for Salesforce

Here is the link to login to ChatGPT. You may struggle to get a login as the demand is so great. But once you do, you will be hooked and find you have spent hours exploring different scenarios and use cases.

Create Trigger using CHATGPT for Salesforce

Check below session how we can create Apex trigger and test class with in a minute for Salesforce.

YouTube video

Einstein GPT

This is a world’s first generative AI for CRM! Salesforce Einstein GPT #EinsteinGPT will allow you to generate trusted content from your CRM data. Means every piece of content generated, whether it’s an email, a report, a knowledge article or a piece of code, is highly relevant to your customer. Einstein GPT is currently in closed pilot.

Will ChatGPT replace Salesforce Developer?

For junior developers, ChatGPT could be used to accelerate their coding skills by creating a prompt and then looking at the ChatGPT answer. The other angle is for them to gain skills as a Prompt Engineer.

Check out our Implications of ChatGPT to Salesforce developers post.

Top Use Cases for ChatGPT in the Salesforce

Check out GPT-4 and Salesforce Potential features and scenarios.

  1. Natural Language Processing (NLP) and Chatbots.
  2. Predictive Sales.
  3. Personalized Communication.
  4. Predictive Sales Trends.
  5. Conversation Analysis.

Salesforce Integration with ChatGPT

Nowadays this question comes across every developer. They must have heard this from their friends or colleagues or may have seen some posts on social platforms. Check how Chat GPT Integration in Salesforce. Here are few steps.

  • Get API Key from OpenAI.
  • Use Apex Callout to integrate.
  • Call Apex class from Flow, LWC.
YouTube video

Open AI Limitations

As its AI Mode, it’s trained on data.

  • Results are stale, Limited knowledge till 2021
  • Information may be incorrect.
  • It may produce harmful instructions.
  • Content may be biased.
  • Another limitation is that the conversation stream between the prompt and the results has a maximum limit of 4,000 tokens, roughly equivalent to 16,000 characters or 150-250 sentences

Understanding the magic of GPT.

ChatGPT Security Risk

Uses user interaction history to train itself. Be careful with below security risk for ChatGPT.

  • Sensitive information can be answered to someone else.
  • Its just predicting next word from training data.


ChatGPT can be a big game changer for Salesforce and implementation. Let us know how you are using ChatGpt and any use case you can think about for Salesforce. Salesforce’s new marketing message is AI + Data + CRM. It all adds up to customer magic. At the heart of this magic is Generative AI or GPT, not ChatGPT.

Amit Chaudhary
Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.

He is a active blogger and founder of Apex Hours.

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