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 Integrate Salesforce and ChatGPT 

 

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Putting Salesforce Inside the Conversation

Salesforce and OpenAI expanded their partnership to bring Salesforce into ChatGPT and OpenAI models into Salesforce. With the Agentforce Sales app in ChatGPT, reps access, analyze, and update Salesforce from the chat window. Inside Salesforce, OpenAI models power agents and prompts in Agentforce. Concept helps you sort out what your licenses include, configure the connection against your data model, and roll it out with clear rules. We stay platform-neutral on AI. If ChatGPT is where your team works, we build there.

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Working with Salesforce in ChatGPT

Reps stop toggling between tabs to answer basic questions about their book of business. Below are some common examples.

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Querying Your Pipeline in Plain Language

Which opportunities close this quarter? Which accounts have no open deal? Reps ask in ChatGPT and get answers from Salesforce records, scoped to their access.

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Reviewing Customer Conversations Before the Next Touch

Before a follow-up, reps review recent activity and conversation history on an account, so the next email builds on the last one.

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Keeping Salesforce Current from the Chat Window

Reps update opportunities and log next steps from ChatGPT as they work. Fewer updates wait until Friday afternoon, and forecasts reflect the week as it happened.

Every portal and org is different. We take pride in embedding ourselves in your team, learning how your people work today, and designing the connection, permissions, and routines around your process. We work alongside our clients to build a setup that fits their business.

 

Meet Some of Our Salesforce Gurus

Joe Stephan

Vice President, Operations

Jared Soell

Director, CRM Agency

Hayden Grover

Director, Marketing Services

Salesforce and ChatGPT Integration Implementation

Our team can implement, customize, and configure the Salesforce and ChatGPT integration so you get the most out of both platforms.

Training and Onboarding

We provide training and onboarding designed to reinforce your business processes and the day-to-day management of the Salesforce and ChatGPT integration.

Management & Administration

Whether just wrapping up a new implementation or if you have an existing integration up and running but are struggling with adoption, reporting, or implementing new features, Concept is here to help as an ongoing source of support.

Partner With Our Integrated Team

The Salesforce and ChatGPT integration is a powerful tool, but working with a great team can help fit it to your needs and processes for that “just-right” feeling.

Using OpenAI Models Inside Salesforce

The partnership also runs the other direction. OpenAI models are available within Agentforce 360. Below are some common examples.

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Building Agents and Prompts on OpenAI Models

Your org builds AI agents and prompt templates in Salesforce on OpenAI models, using your Salesforce data and permissions as the foundation.

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Adding AI to Agentforce Sales

Agentforce Sales draws on OpenAI models for richer context and faster analysis inside the tools your sellers already use.

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Using ChatGPT in Slack

The ChatGPT app for Slack lets teams summarize threads, draft content, and surface insights inside the channels where deals and projects get discussed.

Sorting Out Editions, Licenses, and Fit
AI features in Salesforce depend on your edition and Agentforce licensing, and the options change often. We review what your org already owns, what each team needs, and where ChatGPT, Agentforce, or a standard Salesforce automation fits best. You buy what you use and skip what you don't.
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Setting Guardrails Before You Scale
ChatGPT sees only what each user is permitted to see in Salesforce. We help you set the rest of the rules: which teams get write access, which data stays out of AI conversations, and where a person reviews output before it reaches a customer or a forecast. Need a pilot with one sales team first? Done. Training on how to verify AI answers against reports? No problem. A rollout plan your admins own? We agree.

Connecting Your Techstack 

Integrated systems are faster, more accurate, and give every team the same view of the customer.

Curious about what systems we help connect?

Our Latest CRM Content 

 Bridge Salesforce and the Rest of Your Techstack 

HubSpot Implementation

Our team can implement HubSpot across your entire organization. Our process customizes and configures the platform based on your unique needs to ensure you get the most out of your Hub.

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Integrations 

Enhance your HubSpot by integrating other key systems and applications across your organization. Whether you’re planning to integrate a new app with your Hub, or an existing stack, we can help.

As a partner of both Salesforce and HubSpot, we are uniquely positioned to help you integrate these two powerhouse systems.
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HubSpot Hubs Support

 

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Marketing Hub

Sales Hub

Service Hub
Drive revenue and streamline marketing efforts with tools that connect you to your audience effectively, all while optimizing investments with powerful analytics. Enhance productivity and customer connections with comprehensive sales tools, designed to scale with your organization’s growth. Build lasting customer relationships with a suite of service tools that streamline communication and enhance team productivity.

 

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CMS Hub

Operations Hub

Commerce Hub
Empower your marketing and development teams with a CMS that offers flexibility, security, and personalized customer experiences. Maintain clean, curated customer data and automate business processes for a unified view of customer interactions, delivering seamless experiences. Streamline your commerce operations with robust tools for billing, subscriptions, and revenue collection, integrated seamlessly with your CRM.

 

Our Technology Partners

In addition to our HubSpot partnership, we also proudly partner and have experience integrating additional solution providers to help our clients reach their business needs.