https://gptfy.ai/resources/demo/accelerate-onboarding https://vumbnail.com/856241128.jpg Accelerate Onboarding. Account 360 Demo 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. https://vimeo.com/856241128 https://player.vimeo.com/video/856241128 https://gptfy.ai/resources/demo/automate-follow-ups https://vumbnail.com/842369948.jpg Automate Follow-ups. Zero Manual Work Demo Sales reps spend five or more minutes writing every follow-up email. GPTfy cuts that to seconds by generating a context-aware draft directly from Salesforce opportunity data, freeing reps to focus on closing. https://vimeo.com/842369948 https://player.vimeo.com/video/842369948 https://gptfy.ai/resources/demo/business-value-dashboard https://vumbnail.com/855569543.jpg Business Value Dashboard Demo When leadership asks if your AI program is paying off, this dashboard gives you ROI, adoption, quality feedback, and performance signals you can defend in budget reviews. https://vimeo.com/855569543 https://player.vimeo.com/video/855569543 https://gptfy.ai/resources/demo/call-transcript-insights https://vumbnail.com/1096457016.jpg Call Transcript Insights Demo Most of what customers say lives in free-text fields that standard reports cannot touch. This demo shows how GPTfy reads that unstructured content, identifies the themes that matter to your business, and tags them as Salesforce topics; turning scattered text into cross-object intelligence. https://vimeo.com/1096457016 https://player.vimeo.com/video/1096457016 https://gptfy.ai/resources/demo/care-plan-management https://vumbnail.com/845158115.jpg Care Plan Management Demo Truncated task titles and cut-off goal definitions in Health Cloud care plan records force coordinators to click into every item just to understand what it says. GPTfy generates a unified care plan view; complete task names, goal definitions, and status; directly on the record page, with patient data anonymized before AI processing. https://vimeo.com/845158115 https://player.vimeo.com/video/845158115 https://gptfy.ai/resources/demo/case-progression-tracking https://vumbnail.com/852526451.jpg Track Progression. Automate Updates. Agents handling multiple open cases waste time re-reading comment threads every time they return to a record. This demo shows how GPTfy generates a sentiment journey table that shows the emotional arc of a case at a glance, saving the re-read entirely. https://vimeo.com/852526451 https://player.vimeo.com/video/852526451 https://gptfy.ai/resources/demo/copilot-document https://vumbnail.com/1124153001.jpg GPTfy + Copilot Document Use Case Demo Sales teams lose days drafting proposals manually from Salesforce data. GPTfy closes the gap by letting Microsoft Copilot pull live CRM context and generate a complete, structured Word document; service offerings, pricing, and timelines, without a single manual step. https://vimeo.com/1124153001 https://player.vimeo.com/video/1124153001 https://gptfy.ai/resources/demo/copilot-excel https://vumbnail.com/1119423041.jpg GPTfy + Copilot Excel Use Case Demo Sales and finance teams waste hours exporting Salesforce data into Excel. GPTfy eliminates that cycle by letting Microsoft Copilot reach directly into Salesforce and build forecast workbooks with charts, on demand, in one step. https://vimeo.com/1119423041 https://player.vimeo.com/video/1119423041 https://gptfy.ai/resources/demo/copilot-powerpoint https://vumbnail.com/1124129053.jpg GPTfy + Copilot PowerPoint Use Case Demo Service leaders spend hours gathering Salesforce data and manually building account review slides. GPTfy eliminates that overhead by letting Microsoft Copilot pull live CRM data and generate a structured, presentation-ready PowerPoint deck in seconds. https://vimeo.com/1124129053 https://player.vimeo.com/video/1124129053 https://gptfy.ai/resources/demo/csat-sentiment-analysis https://vumbnail.com/842369936.jpg Analyze Sentiment. Generate CSAT Insights. Service agents waste minutes reading through case histories before each call. This demo shows how GPTfy generates a sentiment-aware case summary in seconds, so reps focus on resolution, not research. https://vimeo.com/842369936 https://player.vimeo.com/video/842369936 https://gptfy.ai/resources/demo/deal-coaching https://vumbnail.com/938743794.jpg Deal Coaching Demo Sales methodology only works if reps follow it on every deal. This demo shows how GPTfy encodes your playbook into a plain-English prompt and applies it automatically to each opportunity, surfacing gaps and objections without manager intervention. https://vimeo.com/938743794 https://player.vimeo.com/video/938743794 https://gptfy.ai/resources/demo/deal-risk-detection https://vumbnail.com/856229920.jpg Detect Deal Risk; 30-Second Analysis Demo Sales managers can now surface deal risk signals across their entire pipeline without reading a single email thread. GPTfy analyzes opportunity activity history and returns structured sentiment scores in seconds. https://vimeo.com/856229920 https://player.vimeo.com/video/856229920 https://gptfy.ai/resources/demo/deepseek-in-salesforce https://vumbnail.com/1092360401.jpg DeepSeek in Salesforce Demo For IT architects and AI program leads who need model flexibility without rebuilding their Salesforce org, this demo shows how GPTfy connects to DeepSeek R1's reasoning model in minutes, with the same PII masking, security audit trail, and prompt builder that works with any AI provider. https://vimeo.com/1092360401 https://player.vimeo.com/video/1092360401 https://gptfy.ai/resources/demo/einstein-chatbot-24-7-support https://vumbnail.com/1010213427.jpg 24/7 Einstein Chatbot Support with GPTfy Demo This demo shows how GPTfy gives Einstein Chatbot the ability to answer account-specific questions from live Salesforce data in any language, while enforcing security boundaries that prevent the chatbot from answering questions outside its defined scope. https://vimeo.com/1010213427 https://player.vimeo.com/video/1010213427 https://gptfy.ai/resources/demo/einstein-chatbot-personalization https://vumbnail.com/1010211842.jpg Einstein Chatbot Personalization with GPTfy Demo Generic chatbot responses frustrate users who need account-specific answers. This demo shows how GPTfy connects Einstein Chatbot to individual Salesforce records; courses, grades, fees, and instructor comments; while enforcing security guardrails that prevent the AI from surfacing data it should not. https://vimeo.com/1010211842 https://player.vimeo.com/video/1010211842 https://gptfy.ai/resources/demo/email-to-case https://vumbnail.com/1127118236.jpg Email 2 Case Email-to-Case is reliable but manual; agents read, classify, route, and reply to every message by hand. This demo shows how GPTfy makes every incoming email pre-classified, pre-routed, and pre-answered using AI and your connected knowledge base. https://vimeo.com/1127118236 https://player.vimeo.com/video/1127118236 https://gptfy.ai/resources/demo/empathetic-email-responses https://vumbnail.com/851545275.jpg Automate Responses. Draft Empathetic Emails. Agents waste time deliberating over email tone and word choice before writing a single sentence. This demo shows how GPTfy generates a grounded, case-specific follow-up email in one click, so reps can focus on closing cases rather than composing messages. https://vimeo.com/851545275 https://player.vimeo.com/video/851545275 https://gptfy.ai/resources/demo/health-document-navigation https://vumbnail.com/868706981.jpg Health Document Navigation Demo Dense benefit documents buried in Salesforce cases slow down care teams who need quick answers to patient questions. GPTfy attaches the document to an AI prompt, extracts the relevant information, and surfaces a clean answer directly on the record page, so the answer is there on every future visit, no re-search required. https://vimeo.com/868706981 https://player.vimeo.com/video/868706981 https://gptfy.ai/resources/demo/intelligent-case-routing https://vumbnail.com/880229135.jpg Route Cases. Retrieve Knowledge Instantly. Manual case triage slows routing and wastes agent time. This demo shows how GPTfy reads unstructured case text, populates structured routing fields, and searches any knowledge base, so cases arrive in the right queue pre-analyzed and pre-answered. https://vimeo.com/880229135 https://player.vimeo.com/video/880229135 https://gptfy.ai/resources/demo/kb-article-generation https://vumbnail.com/1093954850.jpg KB Articles with AI in Salesforce Every resolved case contains institutional knowledge that disappears when the case closes. This demo shows how GPTfy captures that knowledge automatically, generating a complete, formatted KB article from case data and creating the Salesforce record in a single click. https://vimeo.com/1093954850 https://player.vimeo.com/video/1093954850 https://gptfy.ai/resources/demo/lead-email-generation https://vumbnail.com/855603701.jpg Generate Lead Emails. Automate Nurturing Demo When reps are pursuing multiple leads simultaneously, per-lead email time compounds fast. GPTfy reads the existing conversation on each Salesforce Lead record and drafts a targeted follow-up that advances the relationship without manual effort. https://vimeo.com/855603701 https://player.vimeo.com/video/855603701 https://gptfy.ai/resources/demo/llama-in-salesforce https://vumbnail.com/1094410843.jpg Llama in Salesforce Demo For organizations that want to use open source models like Meta Llama without buying additional platform components, this demo shows how GPTfy connects Salesforce to Llama on AWS in minutes, with native PII masking, a complete security audit trail, and the ability to automate AI across hundreds of records without user intervention. https://vimeo.com/1094410843 https://player.vimeo.com/video/1094410843 https://gptfy.ai/resources/demo/patient-360-view https://vumbnail.com/845135862.jpg Patient 360 View Generation Demo Care coordinators who inherit cases, handle reassignments, or work from a shared queue cannot afford to read through every case email before they engage a patient. GPTfy synthesizes Health Cloud case history into a complete patient 360 view, covering conditions, open questions, coverage discussions, and patient sentiment, so teams arrive at every interaction fully prepared. https://vimeo.com/845135862 https://player.vimeo.com/video/845135862 https://gptfy.ai/resources/demo/patient-assessment-summaries https://vumbnail.com/845138725.jpg Patient Assessment Summaries Demo Health Cloud assessment records are often stored in formats that require care staff to navigate away and manually decode. GPTfy runs an AI prompt against the assessment, anonymizes patient data, and returns a readable summary table right on the record page, eliminating the need to ever open the raw assessment view again. https://vimeo.com/845138725 https://player.vimeo.com/video/845138725 https://gptfy.ai/resources/demo/patient-communication https://vumbnail.com/858906617.jpg Patient Communication Automation Demo Health insurance support teams shouldn't choose between a personalized patient email and a fast one. GPTfy reads the full case conversation history in Health Cloud, anonymizes patient data, and generates a context-aware follow-up email draft in seconds, giving care staff a strong starting point without the grunt work. https://vimeo.com/858906617 https://player.vimeo.com/video/858906617 https://gptfy.ai/resources/demo/patient-data-analysis https://vumbnail.com/845106163.jpg Patient Data Analysis Demo Care coordinators shouldn't spend their time reading through long email chains to understand where a patient stands. GPTfy distills Health Cloud case comments into a concise summary and sentiment reading, with all patient identifiers anonymized before any data reaches an AI provider. https://vimeo.com/845106163 https://player.vimeo.com/video/845106163 https://gptfy.ai/resources/demo/patient-sentiment-monitoring https://vumbnail.com/850793385.jpg Patient Sentiment Monitoring Demo Waiting until a patient complaint reaches formal escalation is too late. GPTfy reads the sentiment of patient case interactions in Health Cloud, flags deteriorating relationships, and recommends corrective actions, giving care teams a chance to intervene early. https://vimeo.com/850793385 https://player.vimeo.com/video/850793385 https://gptfy.ai/resources/demo/pre-meeting-prep https://vumbnail.com/1096461413.jpg Pre-Meeting Prep with Perplexity Demo Manual pre-meeting research across LinkedIn, Google, and financial sites takes time reps do not have. This demo shows how GPTfy sends account and contact data to Perplexity Sonar and returns a comprehensive research briefing; formatted and cited; directly inside the Salesforce opportunity record. https://vimeo.com/1096461413 https://player.vimeo.com/video/1096461413 https://gptfy.ai/resources/demo/privacy-compliance https://vumbnail.com/872512163.jpg Implement Privacy Compliance Demo For legal, compliance, and risk teams, this demo shows how GPTfy addresses GDPR, CPRA, and other regional requirements inside Salesforce, including consent-gated record processing, human-in-the-loop controls for bias mitigation, AI temperature tuning to reduce hallucination, and automated audit trail retention. https://vimeo.com/872512163 https://player.vimeo.com/video/872512163 https://gptfy.ai/resources/demo/prompt-management https://vumbnail.com/883486176.jpg Manage Prompts and Govern Workflows Demo For Salesforce admins and AI program leads, this demo walks through GPTfy's complete prompt lifecycle: identifying the right use case, configuring multi-object data context with field-level PII masking, iterative testing, publishing to profiles via the prompt catalog, and tracking time saved and dollar ROI across your org. https://vimeo.com/883486176 https://player.vimeo.com/video/883486176 https://gptfy.ai/resources/demo/renewal-assessment https://vumbnail.com/857032515.jpg Renewal Assessment Demo 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. https://vimeo.com/857032515 https://player.vimeo.com/video/857032515 https://gptfy.ai/resources/demo/rfp-improvement https://vumbnail.com/1095652796.jpg Improve RFP with Salesforce + AI Deal desks and solution consultants spend hours reading dense RFP documents before they can write a single response line. This demo shows how GPTfy compresses that research into seconds using AI document analysis inside Salesforce. https://vimeo.com/1095652796 https://player.vimeo.com/video/1095652796 https://gptfy.ai/resources/demo/root-cause-detection https://vumbnail.com/850793385.jpg Detect Root Causes. Accelerate Resolution. Support agents spend too long manually parsing case comments to understand the problem. This demo shows how GPTfy runs root cause analysis in one click, delivering a structured problem statement, likely causes, and next steps without any manual investigation. https://vimeo.com/850793385 https://player.vimeo.com/video/850793385 https://gptfy.ai/resources/demo/security-architecture https://vumbnail.com/872432522.jpg Deploy Security Architecture Demo For CISOs and compliance teams evaluating AI in Salesforce, this demo shows exactly how GPTfy keeps sensitive data inside your Salesforce org, masks PII before AI ever sees it, and gives your organization complete control over which AI provider receives which data. https://vimeo.com/872432522 https://player.vimeo.com/video/872432522 https://gptfy.ai/resources/demo/snowflake-api-data-source https://vumbnail.com/1131821871.jpg GPTfy + Snowflake API Data Source Demo 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. https://vimeo.com/1131821871 https://player.vimeo.com/video/1131821871 https://gptfy.ai/resources/demo/snowflake-external-datasource https://vumbnail.com/1131890849.jpg GPTfy + Snowflake External Datasource Demo 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. https://vimeo.com/1131890849 https://player.vimeo.com/video/1131890849 https://gptfy.ai/resources/demo/snowflake-rag https://vumbnail.com/1131850206.jpg GPTfy + Snowflake RAG in Salesforce Demo Support reps no longer manually search technical documentation to answer case questions. GPTfy sends the case description to Snowflake Cortex, retrieves the relevant document, and surfaces an accurate, document-grounded AI answer directly inside the Salesforce case record. https://vimeo.com/1131850206 https://player.vimeo.com/video/1131850206 https://gptfy.ai/resources/demo/telephony-integration https://vumbnail.com/1126496552.jpg GPTfy + Telephony Integration Demo GPTfy's telephony integration makes Salesforce accessible by voice, no app, no login, no screen. Reps and customers call a number, ask in any language, and get live CRM data or knowledge base answers spoken back instantly. https://vimeo.com/1126496552 https://player.vimeo.com/video/1126496552 https://gptfy.ai/resources/demo/voice-call-log https://vumbnail.com/1096311298.jpg Speak to Call Log and Create Task with GPTfy Voice Sales reps spend too long on post-call admin. This demo shows how a 30-second voice note becomes a structured Salesforce activity record and follow-up tasks without any manual typing. https://vimeo.com/1096311298 https://player.vimeo.com/video/1096311298 https://gptfy.ai/resources/demo/voice-crm-update https://vumbnail.com/1033032827.jpg Update CRM with GPTfy Voice in 59 Seconds This one-minute demo shows the fastest path from a finished customer call to a logged, structured Salesforce activity record, using only your voice. https://vimeo.com/1033032827 https://player.vimeo.com/video/1033032827 https://gptfy.ai/resources/demo/what-is-rag https://vumbnail.com/1093022092.jpg What Is RAG? Retrieval-Augmented Generation in Salesforce Most organizations have years of valuable knowledge locked in disconnected systems. RAG; retrieval-augmented generation; makes that knowledge accessible by retrieving the right content at the right moment and grounding AI responses in your actual documentation, not generic AI training data. https://vimeo.com/1093022092 https://player.vimeo.com/video/1093022092 https://gptfy.ai/resources/demo/whatsapp-integration https://vumbnail.com/1126417967.jpg GPTfy + WhatsApp Integration Demo GPTfy turns WhatsApp into a live Salesforce interface, letting reps pull account data on the go and enabling customers to get instant AI-powered support without leaving the app they already use. https://vimeo.com/1126417967 https://player.vimeo.com/video/1126417967 https://gptfy.ai/resources/demo/whitespace-analysis https://vumbnail.com/1009651689.jpg Whitespace Analysis with AI in Salesforce Enterprise reps should spend their time selling, not reading 60-page quarterly filings. This demo shows how GPTfy distills prospect financial documents into actionable pitch intelligence; directly inside Salesforce. https://vimeo.com/1009651689 https://player.vimeo.com/video/1009651689 https://gptfy.ai/resources/demo/agent-builder https://vumbnail.com/1170085752.jpg Agent Builder: Create AI Agents in Salesforce Creating AI agents in Salesforce no longer requires deep development. Describe your use case, choose a template like sales or support, add skills and optional RAG, then expose the agent on the channels where your team already works. https://vimeo.com/1170085752 https://player.vimeo.com/video/1170085752 https://gptfy.ai/resources/demo/calendar-sync https://vumbnail.com/1169695898.jpg Calendar Sync: Google and Outlook to Salesforce Sales teams run 15–20+ meetings a week but often only a fraction get logged in Salesforce. Calendar Sync brings calendar events into the CRM, matches them to contacts and opportunities, and captures attendee emails for stakeholder visibility; autosync does it automatically so reps don't switch context. https://vimeo.com/1169695898 https://player.vimeo.com/video/1169695898 https://gptfy.ai/resources/demo/cpq-quote-creation-gptfy https://vumbnail.com/1167977944.jpg CPQ Quote Creation Demo Using GPTfy AI Assistant CPQ quote creation is often tedious and lengthy. The GPTfy AI assistant lets reps create quotes, add products, and configure bundles by asking in plain language; for bundled products it prompts for required options and then adds them to the quote. https://vimeo.com/1167977944 https://player.vimeo.com/video/1167977944 https://gptfy.ai/resources/demo/cpq-quote-creation-slack https://vumbnail.com/1168236195.jpg CPQ Quote Creation through Slack Reps often live in Slack. This demo shows creating a CPQ quote for an account from Slack, letting the bot ask for the price book when needed, then adding standard and bundled products—with full configuration—from the same channel; everything appears in Salesforce. https://vimeo.com/1168236195 https://player.vimeo.com/video/1168236195 https://gptfy.ai/resources/demo/email-sync https://vumbnail.com/1168219864.jpg GPTfy Email Sync: Gmail and Outlook to Salesforce Most sales email lives in Gmail or Outlook; only a fraction gets logged in the CRM. Email Sync brings inbox into Salesforce, matches threads to contacts and opportunities, and with autosync runs on a schedule you set; exclusions (e.g. marketing, internal) keep the CRM relevant so AI and Account 360 have full context. https://vimeo.com/1168219864 https://player.vimeo.com/video/1168219864 https://gptfy.ai/resources/demo/mcp https://vumbnail.com/1173238805.jpg MCP Server: Salesforce Data in Claude and ChatGPT Model Context Protocol (MCP) is a universal connector: one standard way for your AI to connect to Salesforce, email, calendar, or any system. GPTfy exposes your agent prompts as MCP tools so you get live CRM data inside Claude, ChatGPT, or other MCP clients without leaving the chat. https://vimeo.com/1173238805 https://player.vimeo.com/video/1173238805 https://gptfy.ai/resources/demo/task-sync https://vumbnail.com/1168626826.jpg GPTfy Task Sync: Google Tasks and Microsoft To Do to Salesforce Reps run their day in Google Tasks or Microsoft To Do, but those tasks rarely make it into Salesforce—so managers don't see what's being worked on. Task Sync brings tasks into the CRM, matches them to contacts and opportunities, and autosync runs on a schedule so there's one source of truth. https://vimeo.com/1168626826 https://player.vimeo.com/video/1168626826