Start by uploading a document into Salesforce or any connected storage. The flow automatically detects the file and sends it to CloudFiles Document AI for processing.

• Works with multiple sources — Salesforce records, SharePoint, Google Drive, OneDrive, and m
• Detects both new uploads and file updates, so nothing slips through.
• Upload files right where you work

Once the file is processed, AI runs targeted Natural Language Queries to pull out details like Name, DOB, Address, License Number, or any other field you define. You decide what to extract, how to format it, and even which page ranges to scan.

• Combine multiple queries in one flow for complete field coverage.
• Apply scoped processing (page ranges, sections, or field-specific rules) for greater accuracy.

The extracted values are automatically mapped to Salesforce fields and updated in real time. Whether you’re updating Contacts, Accounts, or custom objects, the flow ensures your CRM is always populated with clean, compliant, and ready-to-use data.

• Use the Document Mapper to define rules and map multiple fields in bulk.
• Trigger post-processing actions like approvals, alerts, or downstream flows.
• Ensure data consistency with automatic formatting and compliance-ready updates.