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GPTfy - Salesforce Native AI Platform

Snowflake Data. Inside Salesforce. Instantly.

GPTfy queries your Snowflake database via API and delivers AI-generated financial insights — holdings, allocations, transactions — directly inside Salesforce before your next client meeting.

Financial consultants no longer need to switch between Snowflake and Salesforce before client meetings. GPTfy queries Snowflake via API, combines that data with Salesforce context, and delivers a structured AI briefing — all in one prompt, no extra license required.

What this demo covers

API Data Source Connection

  • GPTfy sends an API call to Snowflake when a prompt runs inside Salesforce.
  • Snowflake data is injected into the AI prompt context automatically — no manual export.

Financial Portfolio Insights

  • Returns total portfolio values, vested and unvested positions, and weight allocations.
  • AI-generated stop actions and portfolio summaries delivered in a structured tile view.

No Additional License Required

  • Connects directly to Snowflake via API without requiring any additional data platform license.
  • Keeps your Snowflake and Salesforce investments independent of each other.

Pre-Meeting Briefing Workflow

  • Advisors run a single prompt to combine Snowflake financials with Salesforce relationship data.
  • Structured output replaces the manual process of logging into multiple systems before a meeting.

Use this video when

A wealth advisor prepares for a client review by pulling live portfolio data from Snowflake into their Salesforce account record

A financial consultant needs holdings and transaction history combined with Salesforce meeting notes before a pitch

A relationship manager wants a single AI-generated briefing that spans both their CRM and their data warehouse

A sales operations leader wants to give advisors Snowflake access inside Salesforce without provisioning separate logins

A financial services firm wants to reduce the time advisors spend switching systems before client-facing calls

A Salesforce admin wants to surface Snowflake data as AI insights without building a custom integration or acquiring additional licenses

Frequently asked questions

GPTfy sends an API call to your Snowflake database when a prompt is executed inside Salesforce. Snowflake returns the requested data — such as portfolio holdings or transaction records — to GPTfy, which then injects it into the prompt before sending it to your chosen AI model. The response is rendered inside Salesforce without the user ever leaving their workflow.

In the demo, GPTfy retrieves portfolio values, vested and unvested positions, weight allocations, transaction history, and stop actions from Snowflake. Any structured data stored in Snowflake tables that your admin configures in the GPTfy prompt can be surfaced as AI-generated insights inside Salesforce.

No. As demonstrated, GPTfy queries Snowflake directly via API without requiring any additional platform license. The connection is established through GPTfy's API Data Source feature using standard API credentials, keeping your Snowflake investment separate from any Salesforce licensing tier.

GPTfy supports any AI model your organization selects, including models from major providers. The Snowflake data is injected into the prompt context and sent to your chosen model for processing. The model's response is returned through GPTfy and displayed inside Salesforce.

GPTfy's security layer applies masking rules before the data reaches the AI model. Sensitive fields can be anonymized or omitted based on your configuration, and GPTfy does not retain any data after the AI response is generated. All data flow occurs within your controlled infrastructure.

Financial consultants and wealth advisors use this pattern to prepare for client meetings. Instead of logging into Snowflake separately to review holdings and then switching back to Salesforce for call logs and notes, the advisor runs a single GPTfy prompt that stitches both data sources together and delivers a structured pre-meeting briefing.

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Video transcript
Meet our friend Andrew. Andrew is a financial consultant at a wealth management company, and he's meeting with his client Global Spark tomorrow. Andrew's company keeps their account's financial holdings and financial transaction data in Snowflake, and data like call logs and meeting notes inside Salesforce. So before a meeting, Andrew would have to jump between Salesforce and Snowflake to really stitch the whole picture together. Let's see how GPTfy can transform this whole process for Andrew. What you see on the screen right now is the prompt that GPTfy has configured. This prompt is a set of instructions for AI to follow. AI will use these instructions to give financial insights on the account data it will get from Snowflake. This is the Snowflake environment where we can see the account holding and transaction data is stored. Now we are here inside Andrew's Salesforce on the Global Spark account, and we have selected that same prompt which I showcased earlier right here. Now, before Andrew runs this prompt, let's shed some light upon what's really happening in the background. Andrew is within Salesforce and is going to use GPTfy. When Andrew runs that prompt, GPTfy will send an API call to its Snowflake database, and the Snowflake database is going to send data back to GPTfy within Salesforce. Next, GPTfy is going to add that data to the prompt and send it to an AI model of Andrew's choosing. After the AI has generated a response, they will be brought back to GPTfy within Andrew's Salesforce. Best part of this whole process is that Andrew does not need any additional platform license for this to work. Let's see this prompt in action. Here it is — GPTfy has brought back the AI responses that were generated on the Snowflake data. Right away, Andrew gets the total portfolio values, the vested and unvested numbers, the weight allocations, the AI insights in a tile view. Andrew gets stop actions, and the full summary of all the portfolio holdings for this particular account. Within seconds, Andrew is equipped with all the information he will need before tomorrow's meeting to be best prepped for his client.

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Last updated: February 2026