Automate Everything – From Storage to AI Extraction with Powerful CloudFiles Features
The Only Document Platform You’ll Ever Need – With Game-Changing Features for Document Management, Generation & AI-Powered Extraction!
From Generation to Processing, and everything in between!
CloudFiles is your full-stack solution for generating, managing, sharing, signing, and automating documents with the power of AI. Explore all the top features of Document Generation, Document Management and Document AI.
CloudFiles Doc Generation Features
Instantly generate on-brand documents by merging fields from Salesforce into customizable templates.
Template Builder
Design & customize templates inside Salesforce, ensuring consistent, on-brand document creation in half the time.
Automated Generation
Auto-generate contracts, proposals & reports 60% faster—reduce manual work and personalize documents instantly.
CloudFiles Doc Management Features
Effortlessly organize & manage external docs from SharePoint, Google Drive, AWS S3 etc… in Salesforce. Share with experience or external users.
Storage Integrations
Connect SharePoint, AWS S3, Google Drive & more to manage files inside Salesforce seamlessly—no app-switching needed.
File & Folder Management
Auto-create and organize folders linked to Salesforce records, ensuring structured storage and 2x faster file retrieval.
Salesforce Files Support
Free up 80% Salesforce storage by moving attachments & notes to external storage without losing accessibility or organization.
Automated Management
Automate file transfers, folder creation, metadata updates & record linking to cut manual effort and boost workflow efficiency.
CloudFiles Doc AI Features
Use AI-powered OCR to reduce data entry by extracting, classifying, and verifying your docs in seconds.
AI Playground
Test & refine AI prompts in real-time to ensure precise data extraction before deploying in live workflows.
Automated Processing
Extract data from documents & map it to Salesforce fields, reducing manual data entry by 80% and saving time.
NLP Queries
Ask questions in natural language & let CloudFiles AI extract structured data with page, table & context awareness.
Process All File Types
CloudFiles AI reads PDFs, images, Excel, scanned text & handwritten docs, ensuring accurate extractions every time.
File Splitting
AI intelligently splits large merged files into organized documents, enhancing document management efficiency.
Stay compliant & secure.
CloudFiles is independently audited & certified against leading standards. Data residency is supported in the US, EU, UK, and AU. Files remain in your external storage and are not copied into CloudFiles or used to train our AI models.
One Click Away from Smarter Docs
Book Your Personalized Demo NOW ! Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.