AI-Powered File Splitting in Salesforce

Automatically split merged PDF files into individual documents using AI-powered processing. No manual intervention—just seamless document separation and organization within Salesforce or external storage.

AI file splitting
Loved and trusted

Meet AI-powered File Splitting in Salesforce

AI-Driven Smart Splitting

  • Intelligently detects and separates individual documents within a merged PDF.
  • Eliminates the need for predefined separators or manual identification.

Automated File Handling & Organization

  • Saves split files directly in Salesforce or external storage (Google Drive, SharePoint, OneDrive, AWS S3, Dropbox, Box).
  • Ensures files are attached to the correct Salesforce records instantly.

Event-Driven Processing & Flow Automation

  • Uses Salesforce Flow Builder to automate file splitting without manual intervention.
  • Triggers post-processing actions like approvals, notifications, and external sharing.

Supports Both Salesforce & External Storage Files

  • Works with Salesforce Files (ContentDocument format) and external cloud storage.
  • Ensures seamless integration between Salesforce and external storage platforms.

Scalable & High-Volume Processing

  • Handles large file batches efficiently without system lag.
  • Supports bulk document processing, making it ideal for enterprise-scale operations.

CloudFiles Use-Cases

See how CloudFiles helps streamline workflows in Salesforce

Organize KYC docs

Wealth managers upload, organize & verify KYC docs right from Asset records in half the time

Daily reporting

Technology companies create custom records for specific sales uploads for reporting purposes

Quick templates selection

Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly

Incident reporting

HR teams generate custom incident documents using a variety of screen flow inputs

Auto KYC entry

Transportation companies classify KYC docs automatically & pull relevant info into fields

Digitize medical records

Hospitals digitize medical prescriptions by auto-reading them into checklist fields

Split large forms

Law firms split identity documents which are often sent in a cumbersome, combined format by the client

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.

SOC 2
Type II
HIPAA
Compliant
ISO 27001
Certified
GDPR
Compliant

CloudFiles AI File Splitter is a game-changer.

But don’t just take it from us.

"

CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!

Vishal TalpallikarAviva
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CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.

Victor VillalobosThe Financial Interior, LLP
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CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.

Latha DavuluriW. R. Grace & Co.
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CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.

Jeremy AhoyoAtlante
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Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce

Mark SalibBDA Partners
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CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!

Irwin MenciasMālama Solar
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CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.

Oscar ChacónSagicor Financial Corporation
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CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.

Adam AdyAnteriad
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Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!

Ed PashkinRainforest Alliance

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