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!

CloudFiles Document AI
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Loved and trusted

by companies across industries — from finance, real estate to healthcare.

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Don’t Just Read, Master your Documents

Extract, process, and automate your documents—without ever leaving Salesforce, powered by smart AI automation.

CloudFiles storage integration

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
Learn More
Document AI Playground
#1 Tool to Test & Refine AI Prompts within Salesforce

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
Learn More
Automated Processing
Only Tool to Automate Data Extraction in Salesforce

Used across industries

CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.

fin

Financial Services

Automate loan documents, securely manage KYC forms, streamline policy handling, and ensure compliance with regulations. Speed up client reporting and improve data privacy with AI-powered workflows.

Banking
Insurance
Wealth
Assets
health

Healthcare & Life Sciences

Securely manage patient data, automate insurance claims, and streamline regulatory document sharing. Ensure compliance with HIPAA while reducing manual data entry by 80%.

Providers
Payers
Pharma
MedTech
tech

Technology & IT

Efficiently manage product documentation, automate contracts and proposals, and track compliance documents. Securely share technical specs and audit files with advanced analytics and data privacy controls.

Software
Hardware
Cloud
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Stay compliant & secure.

Always.

We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.

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Document management is a game-changer.

But don’t just take it from us.

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    "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."

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    Jeremy Ahoyo

    Atlante

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    "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!"

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    Vishal Talpallikar

    Aviva

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    "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."

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    Latha Davuluri

    W. R. Grace & Co.

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    "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"

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    Irwin Mencias

    Mālama Solar

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    "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"

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    Mark Salib

    BDA Partners

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    "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."

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    Victor Villalobos

    The Financial Interior, LLP

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    "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."

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    Adam Ady

    Anteriad

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    "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."

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    Oscar Chacón

    Sagicor Financial Corporation

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    "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!"

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    Ed Pashkin

    Rainforest Alliance

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    Book a demo

    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.

    Book a demo

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