Salesforce to OpenAI
Power intelligent agents & AI applications with comprehensive Salesforce history
Solution Overview
Replicate Salesforce Data to Fuel OpenAI and ChatGPT
Unlock AI-ready intelligence with GRAX for Salesforce — enabling seamless integration between your CRM data and OpenAI and ChatGPT. GRAX continuously replicates your Salesforce history, up to every version of every record, directly to your cloud (AWS, Azure, GCP, or others). OpenAI gets instant access to comprehensive historical context, available for OpenAI applications, custom GPT models, and your enterprise AI initiatives.
Deploy once and automatically feed your AI applications with the richest, most complete Salesforce dataset available. Build smarter agents, enhance customer experiences, and unlock predictive insights with the data foundation that enterprise AI demands.
GRAX Replicate & Activate Features
- Continuous Data Replication Highest fidelity data capture available
- Bring Your Own Cloud Azure, GCP, AWS, and others
- 100% Your Cloud Fulll control and data ownership
- Built-In Parquet Data Lake
- Quick Deploy Data Lakehouse
- Automated Schema Handling
- Global Search & Query Engine
- Join Data Sources Via Lookup
- On-Platform Analytics
- Replicate Unlimited Objects
- Unlimited Fields Support
- Unlimited Endpoints Bring your data anywhere
Align Salesforce Data with your cloud and data strategy
How Salesforce to OpenAI Works
Simply turn on GRAX to start replicating down all versions of your Salesforce data. All your objects and its fields are securely captured into your cloud environment — Azure, GCP, AWS, and others — and ready for downstream consumption any tools of your choosing, including OpenAI applications, custom GPT models, and enterprise AI tools.
GRAX is a profound solution that will help companies learn from the past, and thus optimize the path forward.
Listen nowEric Kavanagh
CEO, The Bloor Group
We can sleep safely now knowing we have comprehensive backup that is easy to use and makes us compliant with everything from GDPR to FERPA.
Bogdan Mihailov
Chief Technical Officer
Thanks to GRAX, that process has now been automated and saved our team valuable time to work on items more pressing.
Sabre
Principle Product Manager
… we all can go about our daily lives without thinking of it. That’s what my definition of a good archive platform does.
Global Wearable Technology Retailer
VP, Customer Success
…the best Salesforce vendor I have ever worked with, and I’ve worked for Salesforce and with Salesforce for years…
US Investment Firm
Operations Manager
Don’t Wait to Unlock Your Data
Get your Salesforce data where you need it with clicks, not code.
Salesforce to OpenAI FAQs
How do I integrate/connect Salesforce data with OpenAI?
GRAX provides the missing link between your Salesforce history and OpenAI applications through automated data replication to your cloud (Azure, AWS, GCP, and others). Simply connect your Salesforce org to GRAX, run your initial data replication job, connect GRAX to OpenAI, and you can start querying all your Salesforce history in minutes.
Can I use my Salesforce data to train custom OpenAI models?
Yes, GRAX makes all of your Salesforce history ready for AI training datasets. Unlike weekly exports or traditional point-in-time snapshots, GRAX continuously captures up to every version of each record, creating rich time-series datasets made available for your custom models.
Why choose GRAX over other vendors for OpenAI?
GRAX provides unmatched data completeness and historical context that most other vendors lack. While other tools access only capture daily snapshots, GRAX captures data with the highest fidelity possible — giving OpenAI the full Customer 360 from deal progressions to active cases. This comprehensive context enables smarter responses, better predictions, and deeper business insights.
Is this a real-time or batch data replication solution for OpenAI?
GRAX offers continuous batch replication with high frequency — often near real-time depending on your environment’s configuration. This ensures your replicated data is always fresh and available same-day for OpenAI applications.
What happens if the Salesforce schema changes? And how does schema management work in GRAX?
GRAX automatically replicates data down into your cloud environment — Azure, GCP, AWS, and others. You deploy GRAX once, and GRAX keeps your cloud data lake and OpenAI in sync without any manual intervention. GRAX automatically maintains the schema during Salesforce data replication. If your Salesforce schema changes (e.g., new fields), GRAX replicates to match — no manual mapping or schema updates needed — ensuring your AI applications don’t break when Salesforce fields change. Once in your cloud data lake, your Salesforce data is available for querying in OpenAI.
Can I build custom agents and copilots with GRAX data?
Yes, GRAX provides the foundation of comprehensive data history that agentic AI requires. Whether you’re building custom ChatGPT applications, Salesforce Agentforce bots, or proprietary AI agents, GRAX gives you easy access to all of your Salesforce history, empowering agents that understand full customer context rather than just current state.
How is my Salesforce data secure with GRAX?
GRAX runs fully inside your own cloud environment, giving you 100% data ownership and full control over data residency, security policies, and access permissions.
Can I replicate just a sub-set or specific objects?
With GRAX, you can securely replicate any and all supported objects from Salesforce into your cloud. Once in the cloud, you can select which objects you like for your cloud data lake. OpenAI can then access that data seamlessly, making it fully available for your queries.
What additional engineering or development resources are required for implementation / deployment?
No additional resources are required. GRAX is a clicks, not code solution with automated data replication and schema handling. There is zero-code required for deploying or operating GRAX.
What Salesforce history can OpenAI access with GRAX? Does it support standard objects and custom objects?
Yes, GRAX replicates both standard and custom Salesforce objects and fields into your cloud of choice — making it continuously available in your cloud data lake for lightning fast query access. GRAX also automatically updates the schema to match changes in your Salesforce configuration so that you are always able to query the most up to date information.
Seamless Salesforce Data Replication
More Salesforce Integrations
GRAX empowers you to bring your Salesforce data anywhere.
