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Upgrading to GPTfy 1.8.1

When upgrading from the old version, there are a few important things to keep in mind listed below.

ROI Dashboard

  • Go to View ReportEdit → click the Gear Icon
  • Choose Money Saved → Save and Run
  • Repeat the same steps for Saving by Profile, Object, and Role

Import Prepackaged Cards

Import the Card configurations from the attached file GPTfy 1.8 Cards.json, which includes all the prepackaged cards like:

  • AI Model
  • API Data Source
  • Prompt Catalogs

Prompt Builder

If the org has been using our Flexi Page as default, then the Prompt Builder will be shown as expected.

If not:

  • Go to Prompt
  • Open any prompt
  • Click Edit Page
  • Add the Prompt Component
  • Activate and Save

Prompt Object Picklist

  • Go to Prompt object in Object Manager
  • Edit the Type picklist
  • Remove the picklist value Custom from there

Lightning Record Page Layout

When upgrading the package, layout changes are applied to the Lightning Record Page included in the package.
To ensure users see the updates:

  • Make sure the Managed Package Lightning Page is assigned
  • Do not use a custom page