# CloudFiles - All Features

> The Only Document Platform You’ll Ever Need – With Game-Changing Features for Document Management, Generation & AI-Powered Extraction!

## 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!

[Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-hero)

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## 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.

[Learn More](https://www.cloudfiles.io/salesforce/document-generation)

## 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.

[Learn More](https://www.cloudfiles.io/salesforce/document-management)

## 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.

[Learn More](https://www.cloudfiles.io/salesforce/document-ai)

## 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.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

[Security overview](/security)

## 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.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-footer)