Document AI Use Cases -> Data Extraction
CloudFiles’ Document AI helps you transform static, unstructured files into dynamic Salesforce records. Whether it’s a PDF, a scanned image, or a handwritten form, our AI extracts the right data fields — so your teams can focus on action, not data entry.
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Key Use-Cases of Data Extraction
Simple Property Extraction
Extract fields like name, address, ID numbers, or contact info from structured files like KYC forms or utility bills and map them to Salesforce.
Mass Property Extraction
Pull multiple fields from long or complex forms — ideal for processing medical intake packets, insurance applications, or HR documents with inconsistent layouts.ddd
Table & Line Item Extraction
Parse invoices and POs to extract rows of data like item names, quantities, and pricing — and sync to finance or procurement records in Salesforce.
Text Detection from Scanned Documents
Convert scanned documents or legacy files into searchable, structured data — perfect for audits, compliance, and digitization.
Text Detection in Images & Handwritten Documents
Extract data from mobile captures like ID photos, or from forms or notes using advanced image & text recognition.
Data Formatting & Cleanup
Automatically format values like dates, phone numbers, and currency to match your Salesforce setup — ensuring data consistency.
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