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GPTfy - Salesforce Native AI Platform

One View. Smarter Renewals.

GPTfy's Account 360 prompt aggregates opportunities, cases, and activity history into a single AI-generated view so you can assess renewal risk before making contact.

Sales managers navigating renewal conversations need a complete picture of the account, not a stack of separate record pages. This demo shows how GPTfy collapses that into one AI-generated view with sentiment, objections, and next best actions included.

Capabilities covered

Account 360 Prompt

  • Aggregates child object records from a single account into structured AI-generated tables.
  • Returns summaries, objections, next best actions, and revenue context for each opportunity.

Case Sentiment Analysis

  • AI reads case comments and activity history to classify customer sentiment.
  • Shows days open and intent alongside each case summary for a complete service picture.

PII Anonymization

  • Personally identifiable information is masked before data is sent to the AI model.
  • Keeps your Salesforce data inside your security perimeter while still enabling AI analysis.

Configurable AI Model

  • Run the Account 360 against any supported model — GPT-4, Gemini, Azure, Bedrock, or others.
  • Swap models to balance context size, cost, and speed based on your account complexity.

Use this video when

A sales manager wants to understand relationship health before initiating a renewal conversation with a key account

You need to detect churn signals across cases and opportunities without clicking through every child record

Your team manages high-volume renewal cycles and needs to triage accounts by health before making outreach decisions

You want to surface customer objections from past activity history and prepare responses before the renewal call

Revenue operations wants a repeatable AI-driven process for renewal assessment across the entire sales team

You are evaluating how AI can replace manual account research that currently takes sales managers 30 or more minutes per account

Frequently asked questions

The Account 360 prompt pulls data from all child objects associated with an account — opportunities, cases, activity history — and sends it through GPTfy to an AI model. It returns structured tables for each object, including summaries, customer objections, next best actions, sentiment scores, and days open for cases.

GPTfy anonymizes personally identifiable information before sending data to the AI provider. This means sensitive customer details are masked at the platform layer, so only sanitized data leaves your Salesforce org, in line with your data security policies.

An account-level assessment involves a large volume of related records across multiple child objects. GPT-4's larger context window allows GPTfy to send more of that information in a single request, producing a more complete and accurate view. The extra processing time is a worthwhile trade-off at this scope.

Yes. GPTfy prompts are written in plain English with embedded Salesforce field references. You can configure which objects feed into the Account 360 and what outputs the AI should generate — summaries, objections, sentiment labels, revenue totals, or any other signal relevant to your renewal process.

Without it, a sales manager navigates to each child object page separately, losing context as they switch between records. The Account 360 view collapses that into a single output so the manager can see outstanding cases, open opportunities, sentiment trends, and recommended actions in one place before making contact.

Watch it if you manage renewals in Salesforce and currently gather account intelligence by clicking through individual record pages. It is also useful if you are evaluating how AI can surface relationship health signals — sentiment, objections, churn indicators — without custom development.

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Book a 45-minute session and we'll walk through this use case using your own data.

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Video transcript
As a sales manager, whenever you're looking to renew your partnership with a customer or a client, you always want to evaluate your relationship with them before making your next move. Like if your relationship is in a rocky spot and you're detecting some churn, for example, you would want to be cautious in your approach when trying for a renewal with them. And the best way to evaluate your relationship with customers in Salesforce is to have a holistic understanding of all that is going on in the customer's account. As of right now, the best way to do this in Salesforce is to navigate to the individual record pages of all the child objects associated with the account. Taking a siloed approach to gain a holistic understanding is not only counterintuitive, but also time consuming. So getting the information on this account's child objects into a single view would allow you to take a more efficient and holistic approach to evaluating the relationship with your customer. And this is where we can use AI to help achieve that single view. So we're going to select this Account 360 OpenAI GPT-4 prompt and run GPTfy. And the nice part about GPTfy is that it allows you to pull information from child objects and then run your AI prompts using that information to get your desired responses. We also have data security in mind when doing this. So any PII gets anonymized before sending it to AI. So now what this Account 360 prompt does is that it will give us tables detailing each child object associated with this account. And because of the contextual capabilities of AI, it can look at activity history and case comments to identify things like sentiment, customer objections, next best actions, and more. And because we're running this on OpenAI's GPT-4 model, we can send more information over to AI. The trade off for this is that it takes a little more time to process, but on an account 360, that trade off becomes worth it. And here we go. 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 for cases, we once again get a summary as well as sentiment and days open and an intent. So now we have a unified view that gives us plenty of information to work with for evaluating your options for customer renewal. As you can see, we have a few outstanding cases with varying sentiments. And as for our opportunities with this customer, things seem to be progressing well without much churn. So instead of taking a siloed approach and having a disjoint understanding of this account, we now have this holistic view of this account's child objects to understand what is going well and what may not be going so well. And we can use that information to tailor our approach for pursuing a renewal with this customer.

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Last updated: February 2026