From Setup to Success — All in One Place

Introduction

The AI Connector allows users to seamlessly integrate OpenAI’s ChatGPT capabilities into Salesforce via a managed package. The tool enables advanced AI usage directly from the Salesforce interface with features like Chat Completions, Completions, Image Generation, and Moderation. This documentation provides a comprehensive, step-by-step guide for setting up and using the application effectively.

1. AI Capabilities Matrix
2. Supported File Formats
3. Authentication Setup
4. Feature Configuration (AI Configurator)
5. Creating & Managing AI Model Configurations
6. Making AI Requests and Viewing Responses
7. Custom Flow Integration with AI Request Action
8. Notes
9. Conclusion