CloudFiles Document AI extracts fields, classifies files, answers questions, and maps the data straight onto Salesforce records automatically, all inside Salesforce, without your files ever leaving your storage.
CloudFiles Document AI brings AI-powered OCR and language understanding directly into Salesforce. It reads the files in your connected storage (PDFs, scans, images, and Office files), extracts and validates the data, and maps it straight to Salesforce fields, lookups, picklists, and related records, creating or updating parent and child records with no code. It runs natively inside Salesforce, your files stay where they live and are not copied into CloudFiles, and your documents are never used to train our AI models.
Average rating on the AppExchange
Accuracy extracting fields, signatures, and line items
Faster file processing, from classification to record creation
Every invoice, contract, and form that lands on a record still has to be opened, read, and typed in by hand. Salesforce stores the file, but it can't tell you what's inside it or put the data where it belongs. CloudFiles changes the starting point.
Read printed, scanned, handwritten, and multilingual documents (PDFs, images, and Office files) without converting a thing.
Ask documents questions in plain language, run batch queries, and group files into datasets to compare or validate across many documents at once. Refine every prompt in the AI Playground first.
Map extracted data straight to Salesforce fields, lookups, picklists, and related records, creating or updating parent and child records in a single no-code run.
Launch AI the moment files arrive, run function-specific agents, auto-label and split files, and trigger downstream Salesforce flows automatically.
Point CloudFiles at your documents, tell it what to pull, and let it write the data back to Salesforce, all without leaving the platform.
Authorize your storage or point CloudFiles at any file on a record. Your files stay where they live and are not copied into CloudFiles.
Extract fields, tables, and metadata, auto-label by document type, and query one file or a whole dataset in natural language.
Use Document Mapper to write data to fields and related records, then trigger Salesforce flows, splits, or approvals automatically.
See how CloudFiles Document AI automates data extraction and document processing in real time, and how it can supercharge your workflows.
Extract answers with Query, refine with Prompt Builder, automate tasks with AI agents, split files intelligently, compare documents, and trigger Salesforce flows.
From reading a blurry scan to updating a connected Salesforce record, these are the capabilities behind CloudFiles Document AI.
Harness AI-powered OCR and NLP to read and understand any document, from crisp PDFs to blurry scans, across languages, formats, and storages.
Ask questions of your documents in natural language and get structured answers back, then scale it across many files with datasets.
Turn what the AI reads into connected Salesforce records, with no code.
Keep document processing running on autopilot with event-driven AI, from the moment a file lands to the follow-up action.
Convert intelligence into impact by automating downstream actions - update records, manage files, generate new documents, or even compare cross-doc data.
You don't have to figure it out alone. Book a 30-minute session with our experts and we'll guide you through what matters for your use case. 87% of people who book a demo get their answers in the very first call.
Experience real-world document AI use cases instantly, no setup required. Fill in your info to access the test-drive org, then open the article from the Instructions tab.
Most buyers arrive comparing options. Here is the honest starting point.
CloudFilesRead by a person
Often print/PDF only
OCR + NLP, any format
Not possible
Varies by vendor
Ask, batch, and test live
Not possible
Rare
Built in
Typed by hand
Often JSON/Apex to map
No-code Document Mapper
Manual
Varies
Automatic on upload
Native (storage only)
Often middleware
Native flows & Apex
Stored in Salesforce
Often copied or cached
Not copied into CloudFiles
Complete setup guide covering installation, permissions, and storage integration, so you're ready to go in minutes.
Initial guide to set up Salesforce flows to process files, get a document ID, and prepare for AI querying, all in minutes.
From document parsing to mass data extraction and insights, learn how to get the most out of CloudFiles AI.
Real stories, real impact - discover how teams solved complex document challenges with speed and precision.
Explore how CloudFiles handles different document types and formats across industries, seamlessly.
See how much time and money you can save with Document AI. Use our calculator to measure real impact in your CRM workflows.
Whether you're in finance, real estate, healthcare, or somewhere in between, these use cases show what's possible when AI meets documents.
Use natural language to search within large PDFs, legal documents, or scanned compliance files, without ever scrolling.
Use AI to derive meaning from documents: summaries, insights, emotional tone, or financial calculations.
Split, rename, and route documents to the right record. Whether it's a single PDF with multiple documents or a bulk upload, CloudFiles routes each one automatically.
See how CloudFiles Document AI adapts to document workflows across the industries we serve.
Automate KYC and loan document collection, share files securely, and track client engagement, right from CRM. Built for financial services compliance.
Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.
Manage documentation, automate spec and contract workflows, and track engagement, all within the CRM using CloudFiles.
Don't just take our word for it, take theirs.
After testing multiple solutions, CloudFiles Document AI was the only one that worked reliably every time. The only dependable Document AI we found, and with white-glove service, expert onboarding, and strong enablement, the experience has been outstanding.
CloudFiles Document AI strengthened our Flow-driven document processing in Salesforce, extracting data from complex documents and cutting manual entry. We run document classification, PDF splitting, file routing, and SharePoint sync through Salesforce Flows.
CloudFiles Document AI extracts data and formats it Salesforce-ready before it lands in SF, with proper dates and clean currency values. Document Generation handled appending documents too, and their support made implementation seamless.
CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage - CloudFiles never re-hosts them - and are not used to train our AI models.
Book a free 30-minute CloudFiles audit. We map your document workflow live, show you where manual reading and re-keying are hiding, and demo the exact AI setup for your org. You leave with a clear plan, whether or not you buy.
Document AI uses artificial intelligence to read, classify, and extract information from documents, automating document workflows and cutting manual data entry. CloudFiles Document AI runs these capabilities directly inside Salesforce document workflows.
Yes. Document AI extracts structured data from files such as invoices, agreements, and forms. With CloudFiles, that data flows straight into Salesforce records, reducing manual input and improving consistency.
The Document Mapper is CloudFiles' no-code mapping engine. It takes the data the AI extracts and maps it to Salesforce fields, lookups, and picklists, and can create or update both parent and child records (for example, an invoice and its line items) in a single automated run, with no JSON or Apex to wire up.
Both use AI to extract data from documents, but they hand off very differently. MuleSoft Intelligent Document Processing primarily returns the extracted data as JSON or an Apex class that your team still has to map into Salesforce through Flow. CloudFiles maps the data directly to Salesforce fields, lookups, picklists, and related records with the no-code Document Mapper, and reads files where they live in your own storage. If the goal is to turn documents into connected Salesforce records without building the mapping layer yourself, CloudFiles gets you there with far less setup.
Yes. Group processed files into a dataset and run one query across all of them. Teams use this to compare contract versions and surface only what changed, such as clauses, dates, or payment terms, and to validate or de-duplicate across related documents.
It reads each file, extracts and classifies the content, maps it to the record, and triggers downstream actions, so teams stop opening and re-keying documents by hand. CloudFiles combines this with generation, storage, and automation for end-to-end workflows.
No. Your files remain in your external storage and are not copied into CloudFiles or used to train our AI models. CloudFiles is independently audited for SOC 2 Type II and certified to ISO 27001, with HIPAA and GDPR compliance.
Accurate extraction, native Salesforce integration, direct mapping to records, workflow automation, scalability, and clear data-handling. Solutions like CloudFiles that combine AI with document generation, storage, and management in one platform give a more complete approach.
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