Uploaded November 2024 | Updated September 2026, 2 weeks ago

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Integrating Salesforce with external systems can be challenging due to authentication, API configuration, and workflow complexities. In this video, you'll learn how to integrate Salesforce with ChatGPT using the Salesforce REST API.

📋 ChatGPT Action schema download: patreon.com/posts/resource-file-116318644

📘Salesforce REST API Reference: developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm

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00:00 - Intro
01:08 - Demo: Creating records with ChatGPT
02:18 - Updating and deleting Salesforce records via ChatGPT
03:31 - Setting up Salesforce connected app
04:45 - Configuring OAuth and API access
05:41 - Setting up custom GPT in ChatGPT
06:59 - Testing the integration with account creation

#ChatGPT #Salesforce #CRM #OpenAI