Document intelligence for Salesforce
Once a document has been read, CloudFiles can summarize it, match it against similar documents, interpret what's in an image, and score a response, all inside Salesforce, and all written back to the record.
Reading a document and understanding it are different steps
OCR and extraction tell you what a document says. Document intelligence is the reasoning layer on top of that.
With OCR alone
- You get the text or a specific field back, but nothing that compares it to another document or explains what it means.
- Two documents describing the same agreement in different words look unrelated.
- A long report or contract still has to be read start to finish to find the key points.
With document intelligence
- A long report, agreement, or form gets summarized automatically, down to the points that matter.
- Two documents worded differently but describing the same thing get matched to each other.
- Meaning gets read out of an image too, not just text, and the result writes back to the Salesforce record.
Top document intelligence use cases
How teams already put document reasoning to work inside Salesforce.
Image Interpretation
AI automatically detects key details from images. For example, extract from property images - like room type, furnishing, or condition - and updates Salesforce fields instantly.
Fuzzy Matching
Match similar or near-duplicate documents like partnership or vendor agreements even when titles, formats, or wording differ.
Document Summary
Generate concise, AI-powered summaries of long reports, agreements, or forms, helping Salesforce users grasp key points instantly.
Answer Sentiment Analysis
Analyze sentiment and tone in responses from medical, feedback, or assessment forms and assign AI-based ratings automatically.
Cross-Document Reasoning
Pull an answer from one document using a value already on the Salesforce record, for example, finding a specific claim or line item by the patient, vendor, or account name already stored on the record it's attached to.
Contract Clause Discovery
Find specific clauses, dates, and parties across a multi-page contract without reading it end to end.
Intelligence runs on what OCR already read.
AI-Powered OCR→
Intelligence reasons over text and images OCR has already turned into usable data. Without that first read, there's nothing to summarize or match.
Splitting & Comparison→
Comparison is a specific, narrower case of document intelligence: reading two versions of the same document and reasoning about exactly what changed between them.
Custom Document Approval Workflows→
A summary, a match result, or a sentiment score is something an approval rule can act on directly. Intelligence output becomes an approval input.
Purpose-built agents, not one generalist model
Specialized agents per task
Document intelligence runs on a set of purpose-built agents, one for querying a document, one for splitting, one for general questions, rather than a single model doing everything at once.
Custom instructions per business
You can set custom instructions that control how the AI interprets a document and formats its output, so results match how your team actually works.
Reads text and images alike
Image interpretation reads meaning out of a photo, such as the condition or furnishing visible in a property photo, alongside typed and scanned text.
Writes back automatically
A summary, a match, or a rating writes straight onto the Salesforce record it belongs to. It doesn't sit in a separate report.
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.
Your customers won't wait.
Book a demo and see CloudFiles summarize or match one of your own documents live.
Document intelligence, answered directly
OCR reads the characters on a page. Document intelligence reasons about what they mean: summarizing, matching similar documents, scoring a response, or interpreting an image. OCR is the input; intelligence is what runs on top of it.
Yes. It generates a concise summary of a long document so a Salesforce user can get the key points without reading the whole thing.
Yes, that's fuzzy matching: recognizing two documents (a vendor agreement written two different ways, for example) describe the same underlying thing even when the title, format, or exact wording differs.
Both. Image interpretation reads meaning out of a photo, like the condition or furnishing visible in a property photo, and writes structured results back to Salesforce.
Back onto the Salesforce record the document is attached to, as field updates, not into a separate report you have to go find.