The Ultimate Document Processing Solution Built for Salesforce
As the ultimate AI solution for Salesforce, CloudFiles transforms your documents—automating data extraction, analysis, and processing in a snap. Try it out today!
Trusted by Leading Teams Worldwide
Watch Demo
Watch how CloudFiles Document AI automates data extraction and document processing in real time. This quick demo video brings the power of AI to your fingertips. Connect with our experts to see how Document AI can supercharge your workflows.
Don’t Just Process, Master your Documents
Extract, process, and automate your documents—without ever leaving Salesforce, powered by smart AI automation.
Unleash AI with Powerful Automation Features
CloudFiles combines the power of document AI with Salesforce automations to save time & efforts for businesses
AI Playground
Explore and refine your AI prompts with real-time testing. The AI Playground allows you to check how your prompts extract data from documents, ensuring accurate results before deploying them in live workflows.
- Use AI playground for prompt engineering
- Upload any type of doc and check AI output
Automated Processing
Automate data extraction from documents and map it directly into Salesforce fields. Streamline workflows by letting AI handle the heavy lifting, transforming unstructured data into valuable insights.
- Reduce manual data entry by 80%, allowing teams to focus on higher-value tasks.
- Process documents four times faster, turning static information into actionable Salesforce data
Algorithmic Natural Language Querying
Create simple prompts in natural language backed by powerful CloudFiles algorithm to pinpoint and extract the correct answer from your documents always.
- Simple queries that are refined by CloudFiles AI
- Specialized to extract CRM based structured data
- An AI that understands pages, questions & tables...
No File Left Behind— Image OCR, PDF Extract, Excel Parse & more...
CloudFiles AI can read and interpret any type of readable file format, may it be a PDF, Image, Excel, Doc etc... Additionally, CloudFiles AI understands handwritten as well as scanned text.
- Supports PDF, Images, Excels, Docs & more...
- Read handwritten text and scanned documents
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Split Merged Files Intelligently
CloudFiles AI can your large merged document and intelligently split it into multiple documents. Combined with our Document Management product, you can organize these files in external storages.
- Process large documents easily
- Split merged documents into separate files
- Organize further using CloudFiles Document Management
Document AI Test Drives
Experience real-world Document AI use cases instantly — no setup, no configuration. Fill your info to access the test drive org. Once the test-drive is open, navigate to this article within the Instructions tab of the Test Drive.
Guides, Case Studies & More
From real-world case studies to actionable guides — dive deeper into how leading firms streamline document workflows inside Salesforce.
Installation & Configuration
Complete setup guide covering installation, permissions, and storage integration — so you're ready to go in minutes.
AI Flows – Initial Setup Guide
Initial guide to set up Salesforce flows to Process files, get Document ID, & prepare for AI querying in minutes.
Document AI Tutorials
From document parsing to mass data extraction & insights — learn how to get the most out of CloudFiles AI
Explore Case Studies
Real stories, real impact — discover how teams solved complex document challenges with speed and precision.
Document Types
Explore how CloudFiles handles different document types and formats across industries, seamlessly.
ROI Calculator
See how much time and money you can save with Document AI. Use our calculator to measure real impact in your CRM workflows.
Power Use Cases of Document AI
Whether you're in finance, real estate, healthcare, or something in between, these use cases show what’s possible when AI meets documents. If any of these sound like your business — we’d love for you to try them…
Used across industries
Financial Services
Healthcare & Life Sciences
Technology & IT
Loved by Teams. Backed by Results.
Don’t just take our word for it—take theirs...
4.9/5
4.8/5
4.5/5
"CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."
Jeremy Ahoyo
Atlante
"CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!"
Vishal Talpallikar
Aviva
"CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."
Latha Davuluri
W. R. Grace & Co.
"CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"
Irwin Mencias
Mālama Solar
"Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce"
Mark Salib
BDA Partners
"CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce."
Victor Villalobos
The Financial Interior, LLP
"CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend."
Adam Ady
Anteriad
"CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."
Oscar Chacón
Sagicor Financial Corporation
"Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!"
Ed Pashkin
Rainforest Alliance
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CloudFiles’ document AI streamlines sales workflows by reducing data entry so that reps can focus on higher level tasks, boosting efficiency while saving time and money.
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