Text Detection from Scanned Documents for Salesforce
Upload archived PDFs or images, and CloudFiles Document AI automatically extracts text with high accuracy — returning clean, indexed data that flows directly into Salesforce objects.
Loved and trusted by leading companies
Every Unsearchable Archive is a Block on Progress
Stacks of scanned PDFs, forms, and legacy documents waste time, create compliance risks, and keep organizations from using critical historical data inside Salesforce.
60%
of enterprise records remain unsearchable
5x higher
compliance risk with legacy archives
Weeks
of delays caused by manual retyping
We’ve Fixed It for You
1. Upload & Relax
3. Instant CRM Sync
2. Smart OCR + NLP Extraction
Your Automation, One Flow Away...
With CloudFiles Document AI + Salesforce Flow, every file upload becomes a trigger for instant intelligence.
See How It Works — Step by Step
From upload to searchable Salesforce records in seconds — here’s exactly how our text detection flow works.
Step 1. Upload & Trigger AI
Upload archived scans or PDFs to Salesforce or your integrated storage. CloudFiles detects uploads automatically and routes them for OCR processing.
- Works with bulk file uploads
- Handles low-resolution or multi-page documents
- Supports direct upload from Salesforce record pages
Step 2. Text Detection & OCR
CloudFiles AI applies optical character recognition combined with NLP to convert images into structured, editable text.
- Recognizes multiple languages
- Corrects noise, skew, and blur automatically
- Extracts metadata and key fields in context
Step 3. Sync Data Back to Salesforce
All extracted content is indexed, searchable, and mapped to Salesforce records for easy access and automation.
- Bulk insert for large archives
- Create or update records automatically
- Trigger follow-up workflows or approvals
Implementation Guide
Set up automated KYC data extraction from scanned documents — from upload triggers to AI-powered OCR and Salesforce field mapping. Follow the quick steps or book a demo for guided assistance.
The Triple Advantage
Get Speed, Precision andCompliance
90% Faster Retrieval
Search through decades of scanned files in seconds.
99.9% OCR Accuracy
Extract usable text from even degraded or handwritten scans.
100% Salesforce-Native
Integrated with Salesforce Flow and Apex — no middleware needed.
CloudFiles: Built to Do What Others Can’t
Manual entry is slow. Other tools fall short. CloudFiles gives you the smarter way to manage documents.
Beyond This Use Case
If CloudFiles can digitize decades of archives this easily… imagine what else it can do for your Salesforce documents.
Frequently Asked Questions
Everything you need to know before you start extracting text from scanned documents in Salesforce.
Does CloudFiles detect handwritten text?
Yes. Our OCR engine reads and converts handwritten text when legible.
Do I need templates for each document format?
No. AI adapts dynamically to different layouts without pre-training.
Can it process bulk archives?
Absolutely. Upload thousands of scanned files at once — CloudFiles processes them in batches.
Is it secure for sensitive records?
Yes. CloudFiles is SOC 2, ISO 27001, HIPAA, and GDPR compliant — ensuring enterprise-grade data protection.
Don’t Let Your Archives Collect Dust
Book a 15-min live demo and see how CloudFiles turns unsearchable scanned documents into Salesforce-ready data — instantly.
Book a Demo
