GPTfy Workspace Sync for Salesforce: 4-Week Implementation

About GPTfy

GPTfy is a Salesforce-native AI platform built by PlumCloud Labs. GPTfy is listed on Microsoft AppSource and the Salesforce AppExchange, and is trusted by enterprise customers in financial services, insurance, healthcare, and manufacturing to automate data capture and drive AI-powered workflows.

About This Service

Sales reps spend most of their day in Microsoft Outlook, yet a large share of their email, calendar, and task activity never makes it into Salesforce. The result is incomplete pipeline data, thin stakeholder maps, and forecasting that depends on records nobody enters. Studies show that up to 60% of meaningful sales activity goes unlogged when organizations rely on manual data entry.

This 4-week fixed-fee engagement deploys GPTfy Workspace Sync into your Microsoft 365 and Salesforce environments. When the engagement is complete, every Microsoft Outlook email, calendar event, and Microsoft To Do task is captured server-side using Microsoft Graph and intelligently linked to the right Account, Contact, Lead, and Opportunity in Salesforce. There are no browser plugins or desktop add-ins to install, and reps do not change how they work.

Agenda

Week 1 - Discovery and Microsoft Azure Setup

• Kickoff call and requirements review
• Microsoft Azure App Registration created in your tenant
• Microsoft Graph delegated permissions configured for Mail, Calendars, and Tasks
• Authentication setup using Microsoft Entra ID (with optional integration to your existing identity provider)

Week 2 - Salesforce Configuration and Policy Authoring

• GPTfy AI Settings configured for sync frequency, lookback windows, batch sizes, and matching precedence tuned to your organization
• Workspace Processing Policies authored for relevance filtering, record linking, and profile-based or user-based routing
• Exclusion rules configured to filter out internal, HR, legal, and non-business traffic before it reaches Salesforce

Week 3 - Pilot and Validation

• Pilot user enablement across a representative user group
• End-to-end validation across Email Sync, Calendar Sync, and Task Sync
• Tuning of matching precedence and exclusion rules based on pilot results

Week 4 - Production Rollout and Handover

• Production scheduler activation across your full user base
• Admin walkthrough and runbook handover
• Go-live support and 5 business days of post-go-live hypercare

Deliverables

• Microsoft Azure App Registration configured in your tenant with the correct Microsoft Graph permissions
• GPTfy Workspace Sync configured for one-way server-side activity capture from Microsoft Exchange Online to Salesforce
• Up to three Workspace Processing Policies authored for your business rules
• Exclusion rules configured to filter internal and non-business traffic
• Production sync scheduler enabled and validated
• Admin handover documentation and runbook
• 5 business days of post-go-live support

What You Get

• Every Microsoft Outlook email automatically captured and matched to Accounts, Contacts, Leads, and Opportunities in Salesforce
• Calendar events linked to the right deals with attendees auto-resolved
• Microsoft To Do tasks synced to Salesforce activities
• Auto-created Contacts from CC and BCC lists, with email signature parsing for titles, phone numbers, and LinkedIn profiles
• Fuller visibility into buying committees inside Salesforce, replacing the typical 2–3 tracked contacts per deal
• Audit-ready activity logs with zero rep effort

Built for Regulated Enterprises

GPTfy Workspace Sync runs entirely inside your own Microsoft Azure tenant and Salesforce org. No third-party servers see your email content. The architecture supports zero-trust deployment, full audit trails, and bring-your-own-model AI for organizations in financial services, insurance, healthcare, and manufacturing that require strict data governance.

Prerequisites

• An active GPTfy product subscription (this is a services-only engagement and does not include the GPTfy product license)
• Salesforce Enterprise, Unlimited, or Developer Edition with Named Credentials enabled
• The GPTfy managed package installed in your Salesforce org
• Microsoft 365 with Microsoft Exchange Online, or Microsoft Exchange Server reachable through Microsoft Graph
• Microsoft Entra ID administrator access to create an application registration
• A named project sponsor and access to a Salesforce System Administrator during the engagement

Pricing

Fixed fee of $10,000 USD for a 4-week engagement. This is a delivery service only and does not include the GPTfy product subscription.

Microsoft, Microsoft 365, Microsoft Azure, Microsoft Entra ID, Microsoft Exchange Online, Microsoft Exchange Server, Microsoft Graph, Microsoft Outlook, and Microsoft To Do are trademarks of the Microsoft group of companies. Salesforce is a trademark of Salesforce, Inc.