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Connect Salesforce to ChatGPT

Give ChatGPT governed access to Salesforce’s 21 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo ChatGPT setup guide

Set up

Add Salesforce to ChatGPT in four steps

Admins approve the server once. Everyone in ChatGPT then gets it through the same governed connection.

  1. 1

    Approve Salesforce in Runlayer

    Add Salesforce from the catalog and choose who can use it and which of its tools are allowed.

  2. 2

    Connect ChatGPT to Runlayer

    Admins publish the Runlayer Plugin and its skill to the whole ChatGPT organization. With direct tool listing turned on for your deployment, Salesforce’s 21 tools show up in ChatGPT’s own tool list.

    ChatGPT setup guide
  3. 3

    Sign in to Salesforce

    Sign in the way Salesforce requires. Runlayer holds the credentials so they stay out of the client’s configuration.

  4. 4

    Use Salesforce from ChatGPT

    Salesforce’s approved tools appear in ChatGPT. Every call is checked against policy and recorded.

Tools

21 Salesforce tools in ChatGPT

Runlayer policy decides which of these ChatGPT users can call. 7 read data only and 1 can change or delete data.

  • Create record

    Create a new Salesforce record.

  • Delete record

    Delete a Salesforce record by ID.

  • Describe object

    Get detailed metadata for a specific Salesforce sObject including all fields, their types, picklist values, relationships, and constraints.

  • Get limits

    Get the org's API usage limits including daily API calls, data storage, file storage, and other governor limits.

  • Get record

    Retrieve a single Salesforce record by its ID.

  • List objects

    List all sObjects (standard and custom objects) available in the Salesforce org.

  • Query

    Execute a SOQL (Salesforce Object Query Language) query.

  • Query more

    Retrieve the next page of results from a SOQL query.

See all 21 Salesforce tools

Control

What Runlayer can see and stop in ChatGPT

Some controls apply to every client at the gateway. Others depend on what ChatGPT exposes to Runlayer.

  • Gateway policy (available)

    Every Salesforce call from ChatGPT passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, ChatGPT as the client, the tool, and the policy and scanner decisions.

  • Compliance API import (available)

    OpenAI Compliance Logs Platform imports ChatGPT web chats for review.

  • Managed browser extension (available)

    Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.

  • Native enforcement adapter (not available)

    Runlayer has no device-side adapter for ChatGPT yet, so control happens at the gateway.

Frequently asked questions

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