SyncOnAI360

OpenAI models

OpenAI models, working on your real Salesforce org.

Choose OpenAI models for the chat and the agents, and use OpenAI for meeting transcription and image generation, all inside one governed workspace.

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SyncOnAI 360

AI architect for Salesforce

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In one paragraph

SyncOnAI 360 can run its chat and specialist agents on OpenAI models, chosen separately for each. OpenAI also powers meeting transcription into pages and image generation in the chat, which need an OpenAI key in the workspace on every plan for now. OpenAI does not train on API traffic, and stored keys are encrypted.

Separate model settings: chat and agents
2Separate model settings: chat and agents
Features that use OpenAI on every plan
2Features that use OpenAI on every plan
Training on API traffic
0Training on API traffic
Key per workspace, tested before use
1Key per workspace, tested before use

01The problem

Why teams want model choice on Salesforce

Different teams standardise on different AI providers, and some work suits one model better than another. A Salesforce tool that locks you to one provider, or leaves model use ungoverned, makes that harder.

  1. 01

    Provider lock-in

    A tool tied to one model provider overrides the company's own choice.

  2. 02

    Scattered keys

    Each person uses their own key in their own tool, with no workspace control.

  3. 03

    Meetings unrecorded

    Discovery calls and design decisions are lost because nobody wrote them down.

  4. 04

    No guardrails

    A model's output reaches the org by copy and paste, with no checks.

02choose

How do you run SyncOnAI 360 on OpenAI models?

Under Settings, Models, choose the model the chat uses and, separately, the model the agents use, from OpenAI and Anthropic. Chat and agents can run on different providers.

Whichever model answers, it reads the synced org through tools, shows the tools it used, and turns anything it drafts into a proposal with named checks, validation against the org and approval for production.

  • Chat and agents set separately
  • OpenAI or Anthropic
  • Same tools and guardrails either way

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

03transcribe

How are meetings transcribed into Salesforce documentation?

Press the microphone beside New page, choose the browser tab with the call, and its audio is transcribed as you go using OpenAI's speech model. When you stop, the transcript is saved as a page beside the org and project it concerns.

Pages are searchable from the Knowledge Hub and the chat, so decisions from a discovery call can be cited when the work is planned.

  • Any call in a browser tab
  • Saved as a page
  • Searchable and cited later

Knowledge Hub

Documentation, patterns, your orgs and pages

  • [1] Salesforce documentationFault connectors and error handling in Flows
  • [2] Your orgCase_Intake_Route: 2 elements without a fault path
  • [3] DependenciesEscalate_High_Priority runs after it on save
  • [4] PagesRunbook: Service automation standards

04images

What else uses OpenAI?

Image generation in the chat runs on OpenAI's image model. Together with meeting transcription, it needs an OpenAI key in the workspace on every plan for now, even where other AI is included.

The settings page says which features need which key, so nobody discovers a missing key in the middle of a client call.

  • Image generation in chat
  • OpenAI key needed for both, for now
  • Stated in settings

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

05key

How is an OpenAI key stored and checked?

Paste the key under Settings, API keys; one key per workspace. Test checks that it works before anyone relies on it. Keys are encrypted under a key held in a cloud key management service and never shown in full after saving.

On the Free plan your key powers all AI, billed by OpenAI. Paid plans include AI for the chat and agents.

  • One key per workspace
  • Tested on save
  • Encrypted, never shown in full

Workspace security

Settings · Security

  • Configuration onlyMetadata and code. CRM records stay in Salesforce.
  • Isolated per customerEnforced by the database and tested every release.
  • Keys in Google Cloud KMSCredentials encrypted under a per-customer key.
  • Second admin for productionThe author can never approve their own change.
  • Hosted in the United StatesEvery subprocessor listed with its region.

06data

Does OpenAI train on your Salesforce data?

No. OpenAI does not train on API traffic, whichever account a request uses. SyncOnAI 360 sends the context a request needs and never stores your CRM records.

OpenAI appears on the subprocessors page with what it receives and where.

  • No training on API traffic
  • Records never stored
  • Listed as a subprocessor

Workspace security

Settings · Security

  • Configuration onlyMetadata and code. CRM records stay in Salesforce.
  • Isolated per customerEnforced by the database and tested every release.
  • Keys in Google Cloud KMSCredentials encrypted under a per-customer key.
  • Second admin for productionThe author can never approve their own change.
  • Hosted in the United StatesEvery subprocessor listed with its region.

07conventions

How do OpenAI models follow your org's conventions?

Org rules set naming conventions, forbidden patterns and the preferred automation type for each org, and anything the model drafts is built inside them. Before building, the chat checks what already exists, so it extends what is there rather than adding a second way of doing the same thing.

Specialist agents add their own instructions and skills, and their tools can be allowed, denied or held for confirmation, whichever model runs them.

  • Org rules the model must follow
  • Existing solutions checked first
  • Agent tools under your control

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

08How it works

Using OpenAI models

Choose, connect, work.

  1. 01

    Choose

    Set the chat and agent models under Settings.

  2. 02

    Add a key

    Needed on Free, and for transcription and images.

  3. 03

    Test

    Check the key works before you rely on it.

  4. 04

    Work

    Ask, build, transcribe, and ship through proposals.

09Before and after

OpenAI on Salesforce, loose versus governed

Without

With SyncOnAI 360

One provider imposed by the tool

OpenAI or Anthropic, per setting

Keys in every person's tools

One encrypted workspace key

Meetings lost after the call

Transcripts saved as pages

Output pasted into the org

Drafts become checked proposals

10Who uses it

Who uses OpenAI models

ConsultanciesTranscribe discovery calls into pages beside the client's org, and keep requirements searchable.Platform teamsRun the workspace on the provider the company has already approved.Delivery managersTurn meeting decisions into documented work without a separate note-taking tool.IT and platform leadersControl which keys are used and see that no provider trains on the traffic.

11Questions

Frequently asked questions

Yes. The chat and the agents can each be set to an OpenAI model under Settings, Models.

Meeting transcription runs on OpenAI's speech model, so it needs an OpenAI key in the workspace on every plan for now.

Yes. Image generation in the chat runs on OpenAI's image model and needs an OpenAI key for now.

No. OpenAI does not train on API traffic.

Encrypted under a key held in a cloud key management service, and never shown in full after saving.

Yes. The chat and the agents can run on different providers.

Not for the chat and agents, where AI is included. Transcription and image generation still need an OpenAI key for now.

No. Anything it drafts becomes a proposal with checks, validation and approval.

Pro, Team and Business include AI, so no key is needed. Free runs on your own Anthropic or OpenAI key, and Enterprise can include AI or use your own provider agreement.

Yes. Change the model setting at any time; your orgs, history and proposals stay as they are.

It is saved as a page in the workspace, searchable from the Knowledge Hub and the chat.

Yes, on your own OpenAI key, billed by OpenAI. The same key also covers transcription and image generation.

12Keep exploring

Related

AnthropicClaude models behind the chat and agentsPages and Meeting NotesDocs, decisions and transcripts beside the workAI AgentOrg-aware chat and specialist agentsSalesforce AI AgentsSpecialists with their own tools and limitsSubprocessorsWho processes data, and wherePricingEvery feature on every plan

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  • Anthropic
  • OpenAI