CloudFiles for Salesforce

Document AI Pricing

Extract, classify, and act on document data automatically inside Salesforce.

Document Intelligence

  • AI-powered OCR & NLP
  • Multi-language support
  • Multi-agent extraction & classification
  • Intelligent document queries

Automation & Actions

  • Event-driven processing
  • Bulk actions & mapping
  • Actionable AI outputs
  • Mobile support

Enterprise Support & Trust

  • Trust Portal
  • Account Manager
  • Migrations
  • Implementation
  • Procurement
  • Org-based pricing

Automation & Extensibility

  • Automations
  • Apex customization
  • Experience Cloud

Powerful on their own. Better together.

Document AI extracts, classifies, and acts on document data on its own. Combine it with Document Management, Document Generation, and Document Sharing and those insights flow straight into your files, templates, and shared links — one connected layer inside Salesforce.

CloudFiles products connecting document workflows across your CRM

Frequently asked questions

Document AI uses AI-powered OCR and NLP with multi-agent extraction and classification to pull structured data out of your documents, answer intelligent queries, and turn that data into actionable outputs — all on the Salesforce record.

Yes. Extraction and classification support multiple languages, so global teams can process documents in the languages they actually work in.

It's powerful on its own, but better together: outputs from Document AI feed directly into the files managed by Document Management, the templates in Document Generation, and the links in Document Sharing.

CloudFiles uses org-based Enterprise pricing scoped to your whole Salesforce org, so cost doesn't scale awkwardly with every seat. Talk to sales and we'll map a plan to your team, with custom procurement, invoicing, and security-review support included.

Security and compliance are built into CloudFiles from the ground up: your data is encrypted in transit and at rest, access is governed by granular role-based permissions, and with Mirror Drive your files stay in your own connected cloud storage. Our self-serve Trust Portal has the current details on our security and compliance program.