# Features - Doc Processing - Automation & Bulk Actions > Scale file processing with intelligence & control. CloudFiles Document AI automates workflow at all stage, from triggers to mapping to post-processing ## Automation & Bulk Actions in Document AI Scale document processing with intelligence and control. CloudFiles Document AI automates workflows at every stage — from triggers to mapping to post-processing — so teams can handle files at scale without manual effort. [Read Technical Guide](https://help.cloudfiles.io/salesforce/document-ai) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-document-ai-automations-and-bulk-actions-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 ## Features powering automations & bulk actions ### Multi-Source Triggers Multi-Source Triggers Automatically launch AI processing when files are added or updated in Salesforce, uploaded to connected storage, received via integrations, or initiated manually from CloudFiles components. - Detects changes in Salesforce records or external storage. - Supports SharePoint, Google Drive, OneDrive, AWS S3, and more. - Reduces lag by starting AI processing the moment files arrive. ### Developer Hooks Developer Hooks Give your dev team full control with the ability to trigger AI through Salesforce Flows, Apex, REST API, or AgentForce scripts — perfect for embedding intelligence into custom workflows. - Flexible developer-first control options. - Seamlessly integrates with existing automation logic. - Powers advanced use cases like batch processing or custom actions. [Learn More](https://help.cloudfiles.io/salesforce/apex) ### Scoped Processing at Trigger Scoped Processing at Trigger Set page ranges, choose processing scope, and define AI instructions right at the trigger stage for more accurate, context-aware results. - Avoids unnecessary bulk processing. - Improves accuracy with tailored AI instructions. - Useful for contracts, KYC sets, and medical records where precision matters. ### Post-Processing Event Actions Post-Processing Event Actions Instantly respond to outcomes — whether a document is processed, split, or encounters an error — by triggering follow-up flows, alerts, or corrective actions. - Build automated safety nets for error handling. - Trigger downstream Salesforce approvals, tasks, or updates. - Ensure every file gets the right follow-up, instantly. [Learn More](https://help.cloudfiles.io/salesforce/events) ### Document Mapper Document Mapper Automate data mapping by letting you build a list of mapping rules — including with the built-in List Builder — and execute them all together in a single automated run. - Saves hours of repetitive field-mapping work. - Supports bulk data extraction into Salesforce fields. - Works seamlessly with downstream workflows. ## 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 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) ## 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-document-ai-automations-and-bulk-actions-footer)