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GPTfy - Salesforce Native AI Platform

Snowflake Records. Native in Salesforce.

GPTfy makes Snowflake financial accounts, holdings, and transactions visible as native Salesforce objects — then generates AI insights from them with a single pre-configured prompt.

Instead of logging into Snowflake separately, financial advisors open the client's account inside Salesforce and see live Snowflake financial data as native records. One GPTfy prompt click delivers inflow, outflow, cash runway, and anomaly insights — all without leaving Salesforce.

What this demo covers

External Data Source Setup

  • Snowflake tables configured as Salesforce external objects via Named Credentials.
  • Financial accounts, holdings, and transactions appear natively inside Salesforce records.

Live Data Verification

  • External objects are a real-time read-through to Snowflake — not a copy or snapshot.
  • The demo verifies that the same five accounts visible in Salesforce match Snowflake directly.

One-Click AI Insights

  • Pre-configured GPTfy prompts run against the external object data with a single click.
  • Returns inflows, outflows, net flow, cash runway analysis, anomalies, and transaction summaries.

Pre-Meeting Advisor Workflow

  • Financial advisors open the client's Snowflake account record directly inside Salesforce.
  • A single prompt delivers a structured client financial briefing without switching systems.

Use this video when

A financial advisor needs to review client transaction history inside Salesforce before a meeting without logging into Snowflake

A wealth management firm wants Snowflake financial accounts visible as Salesforce records for relationship managers

A sales operations leader wants advisors to work entirely inside Salesforce even when their financial data lives in Snowflake

A Salesforce admin wants to surface external financial data as native objects without importing or replicating it

A compliance team wants all client financial data browsable inside Salesforce for audit trail and governance purposes

An analyst needs inflow, outflow, and anomaly insights from Snowflake transaction data generated as AI summaries inside Salesforce

Frequently asked questions

GPTfy configures a Salesforce External Data Source pointing to your Snowflake environment via Named Credentials. Snowflake tables — such as financial accounts, holdings, and transactions — are then mapped as external objects that appear natively inside Salesforce, just like standard Salesforce objects, without requiring data migration or replication.

The External Datasource approach makes Snowflake tables visible as native Salesforce objects that users can browse and navigate like any other record. The API Data Source approach queries Snowflake dynamically when a prompt runs. Both are supported by GPTfy — the External Datasource pattern is better for browsable financial record views, while API Data Source is better for on-demand querying.

Yes. Because the external objects are a live read-through to Snowflake — not a copy — the data in Salesforce always reflects the current state in your Snowflake database. The demo validates this by showing the same five financial accounts displayed in both Salesforce and the Snowflake environment.

The demo shows GPTfy generating inflow and outflow amounts, net flow, cash runway analysis, anomaly detection, and a summary of recent high-impact transactions. These insights are produced by pre-configured prompts that run against the external object data with a single click.

No. Snowflake is connected as an external data source through Salesforce Connect and GPTfy's Named Credential configuration. No additional data platform license is needed for GPTfy to surface that data and generate AI insights from it inside Salesforce.

The advisor opens the client's external Snowflake account record inside Salesforce, selects the Account Transaction Insight prompt, runs GPTfy, and receives a structured AI summary of the client's recent financial activity — inflows, outflows, cash runway, and anomalies — all from Snowflake data, without leaving Salesforce or logging into a separate system.

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Video transcript
This demo will showcase how we can use Snowflake database as an external data source within Salesforce — to access Snowflake data in Salesforce and, with the help of GPTfy, use AI to generate insights from that data right within Salesforce. What you see on the screen right now is a setup of an external data source, which we have created here in our Salesforce. You can see the named credentials as Snowflake and all the external objects that are within this data source. We can see there are financial accounts, financial holdings, and financial transactions. Let's see what financial accounts are being shown to me in my Salesforce. I see that there are five financial accounts that are displayed right here. Just to verify this information, let's jump to our Snowflake environment and look up the financial accounts there. This is my Snowflake database, and under our database we have a financial account section, and under which we can see that there are five accounts — and these are the same accounts which are being shown to me in my Salesforce. Moving further, let's open a financial account. Let's say that I am a financial advisor and I'm meeting Apex Financial Services tomorrow, and I just need to really get myself up to speed on their account holdings and their account transactions, just to be better prepared for the meeting tomorrow. Here inside the Apex Financial Services account, I have two pre-configured prompts which will provide me account holding and transaction insights when executed. I'm going to choose the account transaction prompt and run GPTfy. As a result, GPTfy has given me all the insights for the Apex Financial Services. The inflow and outflow amounts, net flow, along with AI insights showcasing information — cash runways, anomalies, recent high-impact transactions that my client has made. All in tile view, all with one click. All this information will help me prepare better before meeting my client.

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Last updated: February 2026