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 Files
Make every document searchable and actionable with CloudFiles Document AI. Extract answers with Query, refine with Prompt Builder, automate tasks with AI Agents, split files intelligently, compare documents, and trigger powerful Salesforce flows
Unleash AI with Powerful Automation Features
CloudFiles combines the power of document AI with Salesforce automations to save time & efforts for businesses
Universal File Intelligence
Harness AI-powered OCR and NLP to read, understand, and process any document — from crisp PDFs to blurry scans — across languages, formats, and storages.
- Reads handwritten, printed, scanned, and multilingual content with accuracy.
- Processes PDFs, images, Word, Excel, PowerPoint, and more without conversion.
- Connects seamlessly with Salesforce, SharePoint, Google Drive, OneDrive, and AWS S3.
Multi-Agent AI with Custom Control
Empower your workflows with AI agents, each designed for a specific task — from extraction to classification — working solo or in sync for maximum accuracy.
- Deploy function-specific agents for precise results at scale.
- Combine agents to tackle complex, multi-step document workflows.
- Configure and control agent behavior for tailored automation.
Intelligent Document Queries
Ask questions, analyze, and interrogate your documents using natural language — and get structured answers, insights, and exports instantly.
- Use NLP-powered Q&A to surface answers buried deep in files.
- Extract insights in multiple formats like text, tables, or structured fields.
- Leverage the Prompt Builder to refine and run advanced queries.
- Run same query across multiple related documents to compare data, spot duplicates, or validate information
Automation & Bulk Actions
Keep document workflows running on autopilot with event-driven AI — from triggers and scoped processing to bulk mapping and downstream actions.
- Launch AI automatically via multi-source triggers or custom developer hooks.
- Define scopes, page ranges, and instructions right at the trigger stage.
- Run bulk mapping, error handling, and event-driven follow-ups seamlessly.
Actionable AI Outputs
Convert intelligence into impact by automating downstream actions — update records, manage files, generate new documents, or even compare cross-doc data.
- Auto-update Salesforce records, workflows, and approvals.
- Manage storage with smart file actions like copy, move, or delete.
- Generate, split, or compare documents with AI-powered precision.
Feeling overwhelmed by Features?
You don’t have to figure it out alone. Book a 30-min session with our experts and we’ll guide you through what really matters for your use case. 87% of people who book a demo with us get their answers in the very first call.
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
Stay compliant & secure.
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 DemoSalesforce Document AI FAQs
Learn how AI is used to extract, process, and automate documents in Salesforce, and how solutions like CloudFiles Document AI simplify these workflows.
What is document AI in Salesforce?
Document AI in Salesforce refers to the use of artificial intelligence to process, analyze, classify, and extract information from documents. It helps automate document workflows and reduces manual data entry. Solutions like CloudFiles Document AI extend this by integrating AI capabilities directly within Salesforce document workflows.
How does document AI improve document workflows in Salesforce?
Document AI improves workflows by automatically extracting data, classifying documents, and triggering actions based on document content. With solutions like CloudFiles Document AI, these capabilities are combined with document generation, storage, and automation to streamline end-to-end document processes.
How is document AI used in Salesforce environments?
Teams use document AI to process invoices, contracts, forms, and other documents by extracting key information and integrating it into Salesforce workflows. CloudFiles Document AI helps connect this extracted data with document generation, storage, and workflow automation within Salesforce.
What are the benefits of document AI for Salesforce teams?
Document AI improves efficiency, accuracy, and scalability by automating repetitive tasks and reducing errors. CloudFiles uses its AI to enhance these benefits by integrating AI-driven processing with document management and automation, enabling teams to handle large document volumes more effectively.
Can AI automatically extract data from documents in Salesforce?
Yes. Document AI solutions can extract structured data from documents such as invoices, agreements, and forms. With CloudFiles Document AI, this data can be directly integrated into Salesforce workflows, reducing manual input and improving consistency.
What should you look for in a document AI solution for Salesforce?
An effective document AI solution should support accurate data extraction, seamless Salesforce integration, workflow automation, and scalability. Solutions like CloudFiles Document AI that combine AI capabilities with document generation, storage, and management in a single platform provide a more complete and efficient approach.
