Turn Text Into Searchable Intelligence.

Organizations have valuable insights trapped in unstructured data across case comments, call transcripts, emails, and meeting notes. But traditional reporting tools can't analyze this content to identify patterns or trends. Teams manually search through records hoping to find relevant information, while critical operational insights, customer sentiment patterns, and compliance issues remain buried in text descriptions that can't be systematically analyzed. AI transforms unstructured text into searchable, reportable topics by automatically extracting key insights and tagging them. Using Salesforce's built-in topics feature, it turns scattered information into organized, cross-object intelligence. Let me show you how to surface interesting insights from unstructured data using Salesforce topics. I'm looking at a case record with extensive unstructured content in descriptions, comments, and related communications. I'm going to run this GPTfy prompt that analyzes all unstructured data and watch what happens. So first, I'll go to the dropdown and then select case topic identification, and then I'll hit run GPTfy. GPTfy pulls the content, sends it to our LLM, and identifies relevant themes based on our specific criteria — like operational issues, customer sentiment, and key business topics. Looking at the results, you can see GPTfy has automatically identified hashtags like claims processing, urgent request, customer frustration, and other themes. These tags are based on our prompt configuration that surfaces the type of insights we want to track. You can also customize the prompt to identify topics specific to your organization — whether it's operational categories, customer sentiment themes, product issues, or compliance requirements. The AI follows your criteria for what constitutes relevant content or tagging, ensuring your topics align with your analytical priorities. After I refresh the page, you'll see all these insights are now tagged as Salesforce topics on this case record. But here's where it gets powerful. I can click on claims processing and see everything in Salesforce tagged with that topic, regardless of object type. This demonstrates the unique power of Salesforce topics — it works across all objects to connect related content. You can isolate records by office location and see all opportunities, cases, and meeting notes related to your New York office. You can analyze by product, region, customer, or operational issues like payments, refunds, or returns. You can even track compliance-related content like HIPAA or FINRA mentions across your entire org. Topics work on almost all Salesforce objects, with a limit of a hundred topics per record. And since topics are stored as separate objects, you can export this enriched data to your BI system for advanced trend analysis and reporting. GPTfy's bring-your-own-model approach means you can use any LLM that best understands your industry's terminology and context. You can fine-tune topic extraction for different business units while maintaining consistent tagging across your organization. Your business users get searchable insights across unstructured data instead of manually hunting through individual records. Your analysts receive topic-enriched data that enables reporting on previously unanalyzable content. Your compliance and operations teams can systematically track themes and patterns across all customer interactions. The result: organized intelligence from unstructured data, powered by AI that transforms scattered text into systematic insights using Salesforce's native capabilities.