# Features - Doc Processing - Intelligent Document Queries > Ask questions in plain language and get accurate, context-aware answers from your documents. Extract, validate, and present information & more ## Intelligent Document Queries Ask questions in plain language and get accurate, context-aware answers from your documents. Extract, validate, and present information in the format you need — faster and smarter. [Read Technical Guide](https://help.cloudfiles.io/salesforce/document-ai) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-intelligent-document-queries-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 Intelligent Document Queries ### NLP-Powered Q&A NLP-Powered Q&A Ask questions in plain language and get clear, context-aware answers instantly. No complex syntax, just simple and accurate responses. - Understands intent and context for better accuracy. - Works with any document type or content structure. - Delivers results instantly for faster decision-making. ### Multi-Format Output Multi-Format Output Get answers in the format that suits you best — from plain text for quick reads to structured datasets for in-depth analysis. Whether you need an at-a-glance summary, a detailed table, or a visual chart, outputs are tailored to match your workflow. - Supports multiple output styles including summaries, bullet points, tables, charts, and JSON/XML for system integrations. - Adapts results for both visual consumption and analytical processing. - Export outputs as CSV, XLSX, PDF, or image files for sharing, reporting, or archival. [Learn More](https://help.cloudfiles.io/salesforce/configuration) ### Deep Data Extraction Deep Data Extraction Extract structured text, tables, and metadata directly from your documents and enrich it with Salesforce data. - Pulls key data points without manual review. - Merges extracted data with CRM for deeper insights. - Works with large and complex datasets. ### Prompt Builder Prompt Builder Experiment, test, and refine your queries in a dedicated interactive workspace designed for precision. Whether you’re exploring new ways to extract data or optimizing prompts for recurring tasks, the Prompt Builder gives you complete control over the process. - Run ad-hoc tests to explore different query approaches and refine logic. - Compare results side-by-side to identify the most accurate and relevant output. - Save and reuse optimized prompts for faster, more consistent results in future workflows. ### Cross-Document Queries Cross-Document Queries Query across multiple related documents (uploaded together or linked to a record) and get one consolidated answer — perfect for comparison, duplicate detection, and validations. - Ask one question across many documents and get a single result. - Compare values across files (before/after, version vs version). - Detect duplicates and mismatches automatically in Salesforce flows. [Learn More](https://help.cloudfiles.io/salesforce/query-documentdataset) ## 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-intelligent-document-queries-footer)