Document AI for every Salesforce document workflow
Document AI reads a form, invoice or ID the moment it lands in Salesforce and writes every field straight into your records. See how, below.
Automate smarter with Document AI
Document AI runs differently depending on the file: OCR reads it, approval workflows check it against your own rules, document intelligence answers questions about it, and splitting breaks apart a bulk upload. Pick a workflow below.
AI-powered OCR
The moment a passport, invoice or purchase order lands in Salesforce, Document AI reads it, handwriting included, and turns every field into structured data automatically.
- Extract key values from IDs, passports and certificates the moment they're uploaded
- Read scanned invoices, purchase orders and quotes, including handwritten notes
- Populate Salesforce fields directly from the extracted values, no manual typing
- Parse an invoice or purchase order's line items into their own child records
Custom document approval workflows
Document AI checks a KYC form or compliance document against your own rules, flags what's missing or expired, and moves it forward only once it clears.
- Classify a document, check it's complete, and flag missing signatures automatically
- Mark an ID or certificate valid or expired automatically from its own extracted expiry date
- Reconcile extracted data against Salesforce or another document before approval
- Route a document through multi-level approval only once it passes every check
Document intelligence
Document AI answers questions about a file, summarizes it, and matches its names and figures to the right Salesforce record, even when they don't match exactly.
- Ask a document a question in plain language and get a direct answer back
- Summarize a lengthy contract or assessment form in seconds
- Match a name or figure in a document to the right Salesforce record, even abbreviated or reformatted
- Detect tone, sentiment or intent in written responses for rating or scoring
Document splitting & comparison
A bulk file from a partner can hold ten documents. Document AI finds where each one starts, splits it into its own records, and names every piece by what's inside it.
- Split a merged or bulk PDF into individual files, using your own instructions
- Name each split file automatically based on what's inside it
- Compare two contracts or agreements and flag clause-level differences
- Store every reconciled version back in Salesforce automatically
Not sure which use case fits you best?
Let our experts help. Book a 30-minute session and we'll map the exact Document AI workflow for your documents.
See these use cases in action
Approvals 40% faster with line item extraction
Salary tables spanning months of records are extracted into Salesforce line items automatically, so a verification request no longer waits on a manual read.
Approval time cut 50% with Document AI
Document AI extracts every field on a medical assessment form and applies the same conditional rules an assessor would, so approvals move without a full manual review.
Sales data accuracy up 25% with Document AI
Campaign details from RFPs, proposals and email threads are matched to the right Salesforce record through fuzzy matching, even when a name doesn't match exactly.
99.9% faster processing, 100+ data points extracted
High-volume intake forms are mined for over a hundred fields each, and bulk compliance files are split, renamed and routed automatically.
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.
Questions about Document AI in Salesforce
Yes. Document AI's OCR reads scans, images and handwritten documents in any layout, the same way it reads a typed one.
Yes. Document AI parses a purchase order, invoice or quote into fields and line items, creating a Salesforce child record for each line.
Yes. Document AI extracts the expiry date from an uploaded ID or certificate and marks it valid or expired automatically.
Only where you want one. Document AI reconciles extracted data against Salesforce or another document and routes it through approval only once it clears your own checks.
Yes. Document AI answers plain-language questions about a document and can summarize a lengthy contract or form in seconds.
Yes. Document AI fuzzy-matches an extracted name or figure to the correct Salesforce record, even when it's abbreviated or formatted differently.
Yes. Document AI detects where each document starts inside a bulk file, splits it into individual files, and names each one automatically.
Yes. Document AI compares two documents clause by clause, flags the differences, and stores the reconciled version back in Salesforce.
See Document AI in Action
Book a 30-minute demo and see how Document AI extracts, validates and routes your own documents in Salesforce.