Data Formatting Across Different Formats

Turn messy, inconsistent data into clean, Salesforce-ready records. CloudFiles Document AI doesn’t just extract information, it standardizes it before creating or updating your CRM.

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Loved and trusted by leading companies

Inconsistent Data Means Broken Salesforce

Even when data is extracted correctly, inconsistent formats break Salesforce rules - causing errors, failed updates, and hours of manual cleanup.

70%

of errors caused by inconsistent formats

40% records

need rework due to formatting issues

3+ days

avg delay caused by manual cleanup

We’ve Fixed It for You

Exactly how data extraction should work — simple, accurate, and reliable.

1. Upload & Relax

Drop medical forms into Salesforce or connected storage — Flow instantly routes them to AI for processing.

2. Targeted Extraction

AI identifies and extracts key clauses — renewal dates, SLAs, governing law, liability caps, payment terms, and more — even from scanned or multilingual documents.

3. Instant CRM Sync

Structured data is mapped to CRM fields such as Renewal Date, Termination Clause, & Payment Terms - enabling Flows, approvals, reminders, and reports without manual entry.

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