Field Mapper for Salesforce

Turn any extracted value into a perfectly created or updated Salesforce record - across objects, relationships, and rollups - without code.

Cloudfiles field mapper

Loved and trusted by leading companies

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Your Data is Useless Until it’s in the Right Fields

Even the best extraction breaks down at the last mile - mapping fields, handling picklists, normalizing values, and linking related objects.

55%

manual effort spent on field mapping

3x higher

higher error rate without validation

>4 days

lag between extraction & update

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We’ve Fixed It for You

Exactly how document-to-CRM mapping should work — accurate, reliable, and built for Salesforce
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1. Sync Salesforce Objects

Pull in Accounts, Contacts, Opportunities, Cases, or custom objects with fields and picklists.
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2. Map Extracted Data

Match values pulled from documents to Salesforce fields with simple drag-and-drop mapping and cleanup rules.
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3. Create & Update Records

Preserve object relationships and keeping your CRM accurate, connected, and ready to act.

The Triple Advantage

Get Speed, Precision andCompliance

90% Faster Go-Live

from test documents to production in days.

99.5% Accuracy

validated picklists and clean mappings.

100% Audit‑Ready

full run logs and version history.

Beyond This Use Case

If CloudFiles can extract hundreds of medical properties this easily… imagine what else you can do.

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Frequently Asked Questions

Can I update existing records?

Yes. Use External IDs or matching rules to update instead of creating duplicates.

How are picklists managed?

Values are validated, auto‑normalized, and safely defaulted if mismatched.

What about repeating fields like line items?

One‑to‑many mapping is supported for child records like OpportunityLineItems.

How do errors get handled?

Failed rows go to an error log (DLQ) for retry. Nothing is lost.

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Your Records Won’t Map Themselves

Book a 15‑min live demo and see CloudFiles Document AI turn extracted data into Salesforce records -instantly.

Book a Demo