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What is CloudFiles Document AI?

Proof in the numbers

Real Data Showcasing Why CloudFiles Document AI Is the #1 Document Processing Platform for Salesforce

5★

Rating on Salesforce AppExchange for performance, support & reliability

99.9%

Accuracy rate in extracting data from semi-structured and unstructured documents

80%

Reduction in manual data entry time with automated extraction

4× Faster

Document processing compared to traditional OCR-based methods

70%

Decrease in operational costs through automation of verification, extraction & entry workflows

1M+

Documents processed across industries — from finance and healthcare to real estate and legal

Is CloudFiles the perfect fit?

Don't waste weeks guessing. In 30 minutes, we'll audit your workflow, identify automation gaps, and build your roadmap.

Trusted by leading teams worldwide

Get started in 2 minutes

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

Your documents don’t just sit there. They work for you.

Why teams choose CloudFiles Document AI

#1 Tool to Test & Refine AI Prompts in Salesforce

Experiment, iterate, and perfect your prompts and AI flows directly in Salesforce — no guesswork, full control.

Only Tool That Automates Data Extraction

Seamlessly pull values from uploaded documents into fields, records, and workflows — no manual effort required.

AI That Reads, Thinks & Flags — Like Humans, Only Faster

Auto-detect missing data, inconsistencies, and approvals. Your smart assistant for document review.

100x Faster Document Processing

Speed up every document processing task — from reading, extraction, insights, approval to splitting — with blazing speed.

Built for Real-World Docs

Handles handwritten notes, scanned pages, PDFs, images, emails, blur-prone files, and multilingual content — no formatting needed.

Runs Natively in Salesforce

Your documents stay in your own storage, and are never used for AI training — enterprise-grade compliance.

Resources to help you dive deeper

Explore Features

Discover the powerful features behind CloudFiles Document AI — built for real-world performance.

Explore Use-Cases

Unlock powerful use cases — from data extraction and AI-powered search to document approval

Explore Case Studies

Real stories, real impact — discover how teams solved complex document challenges with speed and precision.

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.

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.

SOC 2
Type II
HIPAA
Compliant
ISO 27001
Certified
GDPR
Compliant

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