CloudFiles x Salesforce case studies
Discover how companies across finance, healthcare, real estate, and more use CloudFiles' document management, generation, and AI products to automate workflows, simplify file handling, and boost productivity in Salesforce.
Explore customer success stories
See how real teams supercharged their document workflows with CloudFiles.
Document approval efficiency up 50%
CloudFiles facilitates selective file sharing between SharePoint and Salesforce Experience Cloud.
25% productivity lift
Discover how BDA Partners streamlined document management, enhanced compliance, and improved operational efficiency.
Sales-to-service handover efficiency up 35%
CloudFiles simplifies document organization and automates folder hierarchies.
Approval time cut 50% with Document AI
CloudFiles automates medical assessment approvals with smart extraction, rule-based checks, and AI-powered response scoring.
99.9% faster processing, 100+ data points extracted
CloudFiles streamlines legal workflows with AI-driven data extraction, document splitting, and secure compliance.
Sales data accuracy up 25% with Document AI
CloudFiles captures data and applies fuzzy matching across multi-format sales documents, helping media teams extract RFP details quickly and accurately.
Approvals 40% faster with line item extraction
CloudFiles automates extraction of key fields and salary details from employee verification documents directly into Salesforce.
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