# Features - Doc Processing - AI Playground > CloudFiles' AI Playground lets users test AI-powered document processing in Salesforce—upload, query, and extract data interactively. ## CloudFiles AI Playground: Intelligent Document Processing in Salesforce The Document AI Playground in CloudFiles provides an interactive environment to explore and test AI-powered document processing capabilities within Salesforce. It allows users to upload documents, extract data, and automate data entry using advanced AI models. [Read Technical Guide](https://help.cloudfiles.io/salesforce/document-ai-playground-test-drive) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-ai-playground-hero) *Loved and trusted* Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight ## Unlock the power of CloudFiles AI Playground ### Upload and Query Upload and Query Upload PDFs, images, or scanned files and interact with them using AI-powered natural language queries. - Supports PDFs, images, and scanned files, stored securely in Salesforce. - Enables real-time document preview and interaction. - Processes both structured (forms, tables) and unstructured (free text) documents. [Learn More](https://help.cloudfiles.io/salesforce/ai-playground) ### AI-Powered Extraction & Classification AI-Powered Extraction & Classification Extract key details, summarize documents, and classify files (e.g., invoices, contracts, IDs) with simple prompts. - Uses NLP to extract key details like totals, IDs, and contract terms. - Classifies documents into categories (invoices, contracts, IDs, etc.). - Summarizes long documents into concise insights. [Learn More](https://help.cloudfiles.io/salesforce/using-ai-for-simple-data-extraction-from-kyc-files) ### Real-Time Query Refinement Real-Time Query Refinement Modify and refine your prompts iteratively to improve accuracy and get precise extracted information. - Modify prompts iteratively for more precise results. - Stores query history for comparison and optimization. - Compare different prompts and results to fine-tune document understanding. [Learn More](https://help.cloudfiles.io/salesforce/ai-playground) ### Multi-Language & Handwriting Recognition Multi-Language & Handwriting Recognition Process queries in multiple languages and extract data from both printed and handwritten text, making scanned documents searchable. - Extracts and translates text from multiple languages. - Recognizes handwritten text using AI-powered OCR. - Supports industry-specific terminology for accurate processing. [Learn More](https://help.cloudfiles.io/salesforce/ai-playground) ### Secure & Scalable Integration Secure & Scalable Integration Files stay in your own storage and are processed securely in the data-residency region you choose, ensuring compliance and seamless document intelligence. - Encrypts data for compliance and secure document handling. - Seamlessly integrates with Salesforce records and workflows. - Provides role-based access control to restrict sensitive queries. [Learn More](https://help.cloudfiles.io/salesforce/ai-playground) ## 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 - **Quick templates selection** — Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly - **Meal planning** — Food companies generate meal plans and send them as email attachments for their audience - **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 - **Share with customers** — Insurance agents share risk management collateral with experience users to engage them [Explore All Use-Cases](https://www.cloudfiles.io/salesforce/use-cases) ## CloudFiles AI Playground is a game-changer. But don’t just take it from us. > "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 Ahoyo, Atlante** > "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 Talpallikar, Aviva** > "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 Davuluri, W. R. Grace & Co.** > "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 Mencias, Mālama Solar** > "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 Salib, BDA Partners** > "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 Villalobos, The Financial Interior, LLP** > "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 Ady, Anteriad** > "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 Chacón, Sagicor Financial Corporation** > "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 Pashkin, Rainforest Alliance** ## 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) ## The Challenges of Extracting Data from Documents **Q: Slow & Inefficient Searches** Scanning lengthy contracts, invoices, or reports just to find one key detail wastes valuable time. **Q: Lack of Experimentation Space** Most AI-driven document tools work behind the scenes, offering little room for users to test and refine data extraction in real time. **Q: Unstructured Data Complexity** Extracting information from PDFs, scanned images, and handwritten text is tricky—most systems fail to process them accurately. **Q: Limited AI Customization** One-size-fits-all AI models don’t allow businesses to refine and optimize document queries based on their unique needs. - Every second saved on each field extraction really adds up over the course of a month. - The math is simple for CRM users. ## Book Your Personalized Demo You are one Click Away from Smarter Docs. 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-ai-playground-footer)