https://login.salesforce.com/packaging/installPackage.apexp?p0=04tgL00000006zt
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tgL00000006zt

Add your Openai key to OpenAIConfig – And assign users to AI Record Insight Perm permission set to start using.

Excited to share my latest project: OpenAI Chat for Salesforce! This free Lightning Web Component (LWC) brings the power of OpenAI directly into your Salesforce environment, helping you analyze records, generate predictive recommendations, and suggest next steps—all in real-time.

Imagine chatting with an AI assistant that understands your Salesforce records, masks sensitive data for security, and delivers concise, actionable insights formatted in Markdown. Whether you’re summarizing complex records, planning follow-ups, or exploring what’s next, this tool has you covered.

Key features:

  • Seamless integration with any Salesforce object
  • Context-aware responses based on record data
  • Built-in copy-to-clipboard for easy sharing
  • Secure data handling with sensitive field masking

It’s easy to install, and ready to supercharge your productivity. I’d love to hear your feedback or ideas for enhancements.