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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
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.
100% Salesforce-Native & Compliant
No external data transfers, and your documents are never used for AI training — enterprise grade compliance.
Resources to Help You Dive Deeper
Discover how CloudFiles delivers real impact — one feature, use case, and customer at a time.
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.
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