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OpenAI Key Setup

OpenAI models can power the Activity Summarizer, Extractor, and ToolboxAI tools. To use OpenAI, you'll need an API key from OpenAI and a few dollars of credit on your OpenAI account.

1. Create an OpenAI account​

If you don't already have one, sign up at platform.openai.com.

2. Add billing to your OpenAI account​

  1. In the OpenAI Platform, go to Settings → Billing.
  2. Add a payment method and add credit to your account — $20 is a reasonable starting amount. ToolboxAI calls the OpenAI API on a pay-as-you-go basis, so your account needs an active payment method before any requests will succeed.
  3. To avoid surprise charges, go to Settings → Limits → Edit Budget and set a monthly budget (e.g. $20) — OpenAI will alert you as you approach it.

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3. Create an API key​

  1. In the OpenAI Platform, go to Settings → API keys.
  2. Click Create new secret key.
  3. Give it a name (e.g. "ToolboxAI"). If you'd rather not grant a full-access key, choose Restricted and scope it to only what ToolboxAI needs instead of All.
  4. Click Create secret key.
  5. Copy the key. OpenAI will only show it to you once, so make sure to copy it before closing the dialog.

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4. Turn off API call logging​

By default, OpenAI logs data from your API calls (chat completions and other processed outputs) so it's reviewable within your organization. Turn this off before connecting ToolboxAI so your prompts and responses aren't retained.

  1. In the OpenAI Platform, go to Settings → Organization Settings → Data controls → Data retention.
  2. Under API call logging, select Disabled.
  3. Click Save.

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If your organization needs stricter guarantees (for example, HIPAA or other compliance requirements), OpenAI also offers Zero Data Retention and Modified Abuse Monitoring — these require applying for eligibility with OpenAI first.

5. Add the key to ToolboxAI​

  1. In Salesforce, go to App Launcher → ToolboxAI.
  2. Click the Settings tab.
  3. Under AI Connections, paste your key into the OpenAI field.
  4. Click Save.

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Once saved, any tool set to an OpenAI model in Tool Settings will use this key automatically.

OpenAI's security and compliance documentation​

OpenAI maintains SOC 2 Type II and ISO 27001/27017/27018/27701 certification for its API platform. If your organization needs this documentation for your own vendor security review, you can request access directly through OpenAI's Trust Portal — no relationship with ToolboxAI is required, since this is OpenAI's own account and infrastructure, not something ToolboxAI operates on your behalf.

OpenAI API reference​

ToolboxAI calls OpenAI's Responses endpoint (/v1/responses) directly with your API key. Full request/response schemas, authentication headers, and sample requests are documented in OpenAI's official API reference for this endpoint.