# CloudFiles - Document AI Built for Salesforce: Extract & Automate Every Document > CloudFiles is the ultimate AI solution for Salesforce. It transforms your documents - automating data extraction, analysis, and processing in a snap. *Document AI for Salesforce* ## Read, understand, and act on every document *inside* Salesforce 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. [Meet a documents expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-ai-hero) · [Get on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=94ed2229-b5d5-4ec7-b42f-734e4999eabc&utm_content=sf-docai) *Trusted by leading teams worldwide* Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight *What is CloudFiles Document AI?* ## One platform to read, understand, and *act on every document* 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. *By the numbers* ## The proof behind the platform - **4.9 ★** — Average rating on the AppExchange - **99.7%** — Accuracy extracting fields, signatures, and line items - **3x** — Faster file processing, from classification to record creation *The problem with documents in Salesforce* ## Salesforce was *never* built to read your documents 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. ### Without CloudFiles - Someone opens each file and keys the data into fields by hand, one document at a time. - Scanned and handwritten files can't be searched or extracted, so the data stays trapped in the PDF. - There's no way to ask a question of a document, compare versions, or classify files automatically, so every file is a manual read. ### With CloudFiles - AI reads each file and maps the extracted data straight onto Salesforce records, fields, lookups, and related child records, with no manual entry. - OCR and NLP handle scanned, printed, handwritten, and multilingual documents without conversion. - Ask a document a question in plain language, compare versions across a dataset, or let agents auto-label and route files. *What CloudFiles offers* ## Everything you need to turn documents into records - **Universal file intelligence** — Read printed, scanned, handwritten, and multilingual documents (PDFs, images, and Office files) without converting a thing. - **Intelligent queries & datasets** — 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. - **Document Mapper** — 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. - **Automation & agents** — Launch AI the moment files arrive, run function-specific agents, auto-label and split files, and trigger downstream Salesforce flows automatically. *How it works* ## Live in three steps Point CloudFiles at your documents, tell it what to pull, and let it write the data back to Salesforce, all without leaving the platform. - **Connect your files** — Authorize your storage or point CloudFiles at any file on a record. Your files stay where they live and are not copied into CloudFiles. - **Read, classify & query** — Extract fields, tables, and metadata, auto-label by document type, and query one file or a whole dataset in natural language. - **Map & act** — Use Document Mapper to write data to fields and related records, then trigger Salesforce flows, splits, or approvals automatically. ## Watch the *demo* See how CloudFiles Document AI automates data extraction and document processing in real time, and how it can supercharge your workflows. [Watch now](https://www.cloudfiles.io/salesforce/document-ai/demo) ## Don't just process, master your files Extract answers with Query, refine with Prompt Builder, automate tasks with AI agents, split files intelligently, compare documents, and trigger Salesforce flows. ## Features that power your document workflows From reading a blurry scan to updating a connected Salesforce record, these are the capabilities behind CloudFiles Document AI. ### Universal file intelligence Universal file intelligence Harness AI-powered OCR and NLP to read and understand any document, from crisp PDFs to blurry scans, across languages, formats, and storages. - Reads handwritten, printed, scanned, and multilingual content accurately. - Processes PDFs, images, Word, Excel, and PowerPoint without conversion. - Reads files where they live across Salesforce, SharePoint, Google Drive, OneDrive, and AWS S3. - Pulls structured text, tables, and metadata, not just surface-level text. [Learn more](/salesforce/features/universal-file-intelligence/) ### Intelligent queries & datasets Intelligent queries & datasets Ask questions of your documents in natural language and get structured answers back, then scale it across many files with datasets. - Use NLP-powered Q&A to surface answers buried deep in files. - Return results as summaries, tables, structured fields, or JSON/XML, and export to CSV, XLSX, or PDF. - Group processed files into a dataset to compare versions, spot changes, or validate across documents in one query. - Run multiple queries in a single batch action, and refine every prompt in the AI Playground before going live. [Learn more](/salesforce/features/intelligent-document-queries/) ### Document Mapper Document Mapper Turn what the AI reads into connected Salesforce records, with no code. - Map extracted data to fields, lookups, and picklists automatically. - Create or update both parent and child records, like an invoice and its line items. - Build mapping rules with the built-in List Builder and run them together in one pass. - Go straight from document to record, with no JSON or Apex to wire up. [Learn more](/salesforce/features/document-mapper-for-salesforce/) ### Automation & agents Automation & agents Keep document processing running on autopilot with event-driven AI, from the moment a file lands to the follow-up action. - Launch AI automatically from Salesforce records, connected storage, integrations, or manually. - Deploy function-specific agents for extraction, classification, and comparison, solo or in sync. - Auto-label documents by content (Invoice, Contract, KYC) and split merged PDFs into the right records. - Trigger downstream flows, approvals, and error handling via Salesforce Flows, Apex, REST API, or Agentforce. [Learn more](/salesforce/features/document-ai-automations-and-bulk-actions/) ### Actionable AI outputs 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. [Learn more](/salesforce/features/actionable-ai-outputs/) ## Don't know where to start? 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. [Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-ai-banner) ## Explore *test drives* 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. [Watch video](https://www.youtube.com/watch?v=wbWba4hVwYw) *CloudFiles vs. alternatives* ## Manual entry vs. other AI apps vs. *CloudFiles* Most buyers arrive comparing options. Here is the honest starting point. | Feature | Manual / native Salesforce | Other AppExchange AI apps | CloudFiles | |---|---|---|---| | Reads scanned, handwritten & multilingual files | ✗ | ✗ | ✓✓ | | Natural-language queries + a test playground | ✗ | ✗ | ✓✓ | | Query & compare across many documents (datasets) | ✗ | ✗ | ✓✓ | | Maps to fields, lookups & related records | ✗ | ✗ | ✓✓ | | Auto-labels & splits files by content | ✗ | ✗ | ✓✓ | | Runs natively inside Salesforce | ✓ | ✗ | ✓✓ | | Files stay in your storage, not used to train AI | ✗ | ✗ | ✓✓ | *Resources* ## Guides, case studies & more - **Installation & configuration** — Complete setup guide covering installation, permissions, and storage integration, so you're ready to go in minutes. [Learn more](https://help.cloudfiles.io/salesforce/document-ai) - **AI flows - initial setup guide** — Initial guide to set up Salesforce flows to process files, get a document ID, and prepare for AI querying, all in minutes. [Learn more](https://help.cloudfiles.io/salesforce/ai-flows-initial-setup-guide) - **Document AI tutorials** — From document parsing to mass data extraction and insights, learn how to get the most out of CloudFiles AI. [Learn more](https://help.cloudfiles.io/salesforce/document-ai-tutorials) - **Explore case studies** — Real stories, real impact - discover how teams solved complex document challenges with speed and precision. [Learn more](/salesforce/case-studies/) - **Document types** — Explore how CloudFiles handles different document types and formats across industries, seamlessly. [Learn more](/salesforce/document-types/) - **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. [Learn more](/salesforce/document-ai/roi-calculator/) *Popular use cases* ## Power use cases of document AI Whether you're in finance, real estate, healthcare, or somewhere in between, these use cases show what's possible when AI meets documents. - **AI-powered search** — Use natural language to search within large PDFs, legal documents, or scanned compliance files, without ever scrolling. [Learn more](/salesforce/use-cases/document-ai/ai-powered-search/) - **Document insights** — Use AI to derive meaning from documents: summaries, insights, emotional tone, or financial calculations. [Learn more](/salesforce/use-cases/document-ai/document-insights/) - **Document splitting** — 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. [Learn more](/salesforce/use-cases/document-ai/document-splitting/) ## Used across industries See how CloudFiles Document AI adapts to document workflows across the industries we serve. - **Financial services** — Automate KYC and loan document collection, share files securely, and track client engagement, right from CRM. Built for financial services compliance. [Learn more](/salesforce/industries/financial-services/) - **Healthcare & life sciences** — Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%. [Learn more](/salesforce/industries/healthcare/) - **Technology & IT** — Manage documentation, automate spec and contract workflows, and track engagement, all within the CRM using CloudFiles. [Learn more](/salesforce/industries/technology-and-it/) ## Loved by teams, backed by results 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." — **Nancy Jacobs, Ovalis Group** > "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." — **Sandy Harris, Fifth Season Investment** > "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." — **Rodney Ballener, Ovalis Group** ## Stay compliant & secure. 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. Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant) [Security overview](/security) *Take the CloudFiles audit* ## Get your document AI plan in 30 minutes 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. [Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-ai-footer) · [Get on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=94ed2229-b5d5-4ec7-b42f-734e4999eabc&utm_content=sf-docai-footer) ## Salesforce document AI FAQs **Q: What is document AI in Salesforce?** 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. **Q: Can AI automatically extract data from documents in Salesforce?** 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. **Q: What is the Document Mapper?** 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. **Q: How is CloudFiles Document AI different from MuleSoft IDP?** 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. **Q: Can I query or compare multiple documents at once?** 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. **Q: How does document AI improve document workflows in Salesforce?** 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. **Q: Are my documents used to train CloudFiles' AI models?** 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. **Q: What should you look for in a document AI solution for Salesforce?** 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.