# CloudFiles x Salesforce - Document AI Use Cases > Document AI reads forms, invoices and IDs on Salesforce records, extracts every field, and writes the result back automatically. See real use cases. *Document AI use cases* ## 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. [Talk to a document expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-document-ai-hero) *Trusted by leading teams worldwide* 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 *Document AI by workflow* ## 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 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 [Learn more](https://www.cloudfiles.io/salesforce/document-ai/use-cases/ai-powered-ocr) ### Custom document approval workflows 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 [Learn more](https://www.cloudfiles.io/salesforce/document-ai/use-cases/custom-document-approval-workflows) ### Document intelligence 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 [Learn more](https://www.cloudfiles.io/salesforce/document-ai/use-cases/document-intelligence) ### Document splitting & comparison 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 [Learn more](https://www.cloudfiles.io/salesforce/document-ai/use-cases/splitting-and-comparison) ## 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. [Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-document-ai-banner) *Real results* ## 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. [Read the case study](https://www.cloudfiles.io/salesforce/case-studies/workforce-services-firm) - **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. [Read the case study](https://www.cloudfiles.io/salesforce/case-studies/healthcare-services-firm) - **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. [Read the case study](https://www.cloudfiles.io/salesforce/case-studies/media-entertainment-giant) - **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. [Read the case study](https://www.cloudfiles.io/salesforce/case-studies/medical-legal-services-firm) ## 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) ## Questions about Document AI in Salesforce **Q: Can Document AI read handwritten forms and scanned documents, not just typed text?** Yes. Document AI's OCR reads scans, images and handwritten documents in any layout, the same way it reads a typed one. **Q: Can Document AI pull line items out of an invoice or purchase order into Salesforce?** Yes. Document AI parses a purchase order, invoice or quote into fields and line items, creating a Salesforce child record for each line. **Q: Can Document AI tell whether an uploaded ID or certificate has expired?** Yes. Document AI extracts the expiry date from an uploaded ID or certificate and marks it valid or expired automatically. **Q: Does a document still need a person to review it before it's approved?** 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. **Q: Can I ask a question about a document instead of reading the whole thing?** Yes. Document AI answers plain-language questions about a document and can summarize a lengthy contract or form in seconds. **Q: Can Document AI match a name in a document to the right Salesforce record if it's spelled differently?** Yes. Document AI fuzzy-matches an extracted name or figure to the correct Salesforce record, even when it's abbreviated or formatted differently. **Q: Can Document AI split one large file from a partner into the separate documents it contains?** Yes. Document AI detects where each document starts inside a bulk file, splits it into individual files, and names each one automatically. **Q: Can Document AI compare two versions of a contract and flag what changed?** 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. [Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-document-ai-footer)