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GPTfy - Salesforce Native AI Platform

Onboard Reps. Skip the Clicking.

GPTfy's Account 360 prompt processes all opportunities and cases on a Salesforce account and surfaces structured summaries — including objections and next best actions — at the top of the account record page.

New sales reps lose days navigating individual opportunity records to understand their inherited accounts — GPTfy's Account 360 view collapses that into a single structured table on the account page, with hyperlinks to drill deeper when needed.

Capabilities demonstrated

Account 360 Prompt

  • Processes the Account record along with all associated opportunities and cases in a single prompt run.
  • Generates structured tables showing deal summaries, customer objections, next best actions, and revenue figures.
  • A separate case table gives reps visibility into open support issues alongside pipeline context.

Model Selection for Large Context

  • Uses OpenAI 4 to handle the larger context window required when an account has multiple opportunities and cases.
  • The processing time trade-off is worth it when the output replaces hours of manual record navigation.

Hyperlinked Navigation

  • Tables include direct hyperlinks to each opportunity record for reps who need to drill into the full detail.
  • Reps start with a complete account overview and navigate deeper only when a specific record requires attention.

Use this video when

A new sales rep takes ownership of an account portfolio and needs to understand every open deal before their first customer call

A territory realignment moves accounts between reps and managers need the transition to happen quickly without a long shadowing period

An account executive is preparing for a quarterly business review and needs a fast summary of all open opportunities and cases

A sales manager wants to review an account's full pipeline state before coaching a rep on their next steps

A rep covering for a colleague needs to get up to speed on unfamiliar accounts without asking the original owner for a manual walkthrough

Revenue operations wants to reduce the time-to-productivity metric for new hires by giving them structured account context from day one

Frequently asked questions

The Account 360 prompt processes the Salesforce Account record along with its associated cases and opportunities, anonymizes that information, and sends it to AI for processing. It returns structured tables showing each opportunity — with a quick summary, customer objection, next best action, and revenue — and a separate table covering open cases, all displayed at the top of the account record page.

The Account 360 view needs to process a large amount of information — potentially many opportunities and cases on a single account. The demo explains that OpenAI 4 can handle larger context windows and return more complete responses, making it the right model for this use case even though it takes slightly longer than a smaller model would.

Without this capability, a new rep needs to click into each opportunity individually to understand the deal status, customer objections, and next steps — a process that compounds quickly when an account has multiple open opportunities. With the Account 360 view, all of that information appears at the top of the account page in structured tables, so the rep can get up to speed before touching a single opportunity record.

Yes. The demo shows that the generated tables include hyperlinks. Clicking a hyperlink in the opportunity table navigates directly to that opportunity record page, so reps who need deeper detail can still drill down — but they start with a complete summary rather than navigating blind.

Before the account, opportunity, and case data is sent to the AI provider, GPTfy anonymizes the information. Raw CRM data stays inside your Salesforce org. Only the anonymized context travels to the AI model through GPTfy's security layer, so confidential account details are protected during processing.

It is most valuable when a new sales rep takes ownership of an account portfolio and needs to get up to speed without spending days navigating records, when an existing rep picks up a colleague's accounts due to a territory change, or when a manager wants to review an account's current state before a customer call without reading through every opportunity in sequence.

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Video transcript
So whenever you're onboarding new sales reps as a sales manager, one of the immediate challenges with that is getting them up to speed with whichever accounts and opportunities they're now responsible for handling with your normal view in Salesforce. There's no easy way to do that because you'd need to navigate to each opportunity individually to see their details and the time this takes can accumulate very quickly when your new sales reps have to do this for multiple opportunities. If there is a way to bring the details of all the opportunities on an account to a single view, this would save a lot of time in bringing your sales rep up to speed on their accounts. And with the help of AI, this becomes a reality. So you're gonna select the Account 360 Open AI 4 prompt, and we're gonna run GPTfy. And the reason why we chose Open AI 4 is that it can process a lot more information and return larger responses. The downside to this is that it takes more time for the response to generate, but when you need a lot of information processed like we do for an account 360, this trade off is well worth it. It's gonna take the information on this account along with its cases and opportunities, anonymize that information, then send it to AI for processing. And what this will do is that it will generate tables that provide details on the opportunities and cases on this account, which will help bring your new sales reps up to speed and familiarize themselves with their accounts right away. So yeah, here we have it. As you can see, our opportunity table gives us a quick summary, a customer objection, a next best action, and the revenue for winning the opportunity. And we also have a table showing details on cases. So with these tables at the top of the account record page, your new sales reps are now immediately equipped with the most important details on their accounts and associated opportunities that they're taking over before even needing to click on an opportunity record page. And if they still need to navigate to an opportunity record page, they can scroll down to the opportunities and click one of them, or they can click on one of the hyperlinks that our tables have generated. So if we click on this, it takes us right to the record page. So what this account 360 view that AI can help achieve. Your new sales reps can now get themselves up to speed without needing to take time to look through individual opportunity records and now they can get started with trying to win their opportunities.

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Last updated: February 2026