Automate Intake Form Processing in Salesforce with CloudFiles

Streamline intake form handling across industries, languages, and formats — with CloudFiles Document AI, Management, and Generation, all within Salesforce

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by companies across industries — from finance, real estate to healthcare.

Intake Forms we process across Industries

A wide range of industry-specific intake forms, all handled seamlessly with CloudFiles

Healthcare

Patient intake form, Consent form, Pre-appointment questionnaire (Health History Form or Patient Health Questionnaire (PHQ))

Finance

KYC intake form (Customer Information Form) , Credit application form, Risk profiling form/ Investor Questionnaire.

Education

Student Enrollment Form, Course Registration Form, Counseling Intake Form

Legal

Client Onboarding Form, Incident Intake Report (Incident Report Form), Conflict Check Form

HR / Staffing

Job Application Form, Employee Onboarding Form, Skills Assessment Form

Others

Web-to-Case Forms, Event Registration Forms, Partner Onboarding Forms

What you can do with Intake Forms using CloudFiles

Mass data extraction into Salesforce fields

Automatically extract key data points — from names and checkboxes to tables and handwritten text — all from a single intake form, whether it's a scanned image, PDF, or digital file.

Auto-extract from structured/unstructured forms
Map extracted fields directly into standard or custom Salesforce objects
Extracts any number of fields — no template dependency

Validate & Reconcile Data

Automatically validate extracted values against Salesforce data based on your custom document approval workflows — ensuring only accurate, approved data enters your system.

Run match rules on email, phone, ID fields
Flag discrepancies for manual review or trigger Flow updates
Supports custom deduplication and multi-step approval logic

AI-Based Scoring for Descriptive Responses

Analyze long-form or subjective answers (like symptoms, issues, goals) and assign tags, sentiment scores, or prioritization values.

Convert free text to structured scores
Update record fields based on AI output
Trigger actions based on scoring thresholds

Automated Document Organization & Storage

Auto-organize uploaded intake forms into mapped folders in SharePoint, Google Drive, or OneDrive — driven by Salesforce metadata like record type, status, or submission source.

Configure folder logic via Flows
Sync documents with external storage
Enable version control and audit trails

Generate follow-up documents

Trigger document generation (e.g. welcome letter, consent form, onboarding checklist) based on submitted intake form data.

Populate templates like consent forms or welcome letters
Trigger generation via Flow or record updates
Store or send directly from Salesforce

Why use CloudFiles for Intake Forms?

One tool to extract, validate, organize, and act on every intake form.

Purpose-Built for Salesforce

While most tools stop at uploading files or parsing them elsewhere, CloudFiles is fully native to Salesforce. Intake forms are processed, stored, and acted on — all from within Salesforce.

AI Without Complexity

No need to train model. Our Document AI comes with pre-built automations tailored to intake form formats across industries.

Works With Any Storage

Already collecting intake forms via SharePoint, Google Drive, or email? CloudFiles connects to them all — no migration needed.

One Tool, Three Powers

CloudFiles brings document management, generation, and AI together. From extracting data to generating contracts, it’s one smooth intake-to-action pipeline.

Built for Scale

Handle thousands of forms effortlessly. Whether it's hospital onboarding, school admissions, or mass KYC — CloudFiles supports bulk operations, smart sorting, and data integrity.

Compliance-Ready

Need HIPAA, GDPR, or financial regulation adherence? CloudFiles provides secure storage, audit trails, and fine-grained access control.