CloudFiles Document AI

Highlights

• AI powered OCR to extract data from uploaded doc Use AI-powered OCR and NLP to extract fields, tables, and line items from uploaded PDFs, scans, photos, and handwritten documents automatically inside Salesforce — no manual data entry needed.
• Automate document scanning and OCR for Salesforce Automatically scan & run OCR on Salesforce file attachments of any format — PDFs, images, scanned forms, & photos. Extract structured data from unstructured documents at scale without leaving Salesforce.
• Best OCR app for automated document & form processing Process intake forms, contracts, invoices, & claims using AI-powered OCR. Extract accurate answers from any file type — typed, scanned, or handwritten; and write results directly to Salesforce fields
• AI powered document parsing for high volume claims Parse high volume claims, insurance forms, and complex documents using AI. Extract multiple fields, tables, and summaries simultaneously with precision-driven, context-aware algorithms built for scale.
• Integrate intelligent OCR for automated processing Integrate intelligent OCR with Salesforce workflows using Flow actions & Apex. Trigger extraction on upload, automate routing, record creation, & task assignment based on document content automatically.
• Integrate computer vision for automated document processing and classification Detect document structure, extract content, and route files to the right Salesforce records and external storage without manual review.
• Extract field data from PDF documents and automate file extraction in Salesforce Automatically and write it to Salesforce records. Automate file extraction & downloading for data migration, offline business intelligence, and large dataset processing.
• AI document comparison tool to detect changes & missing fields Compare contracts, forms, & reports to spot missing fields, edits, & mismatches across different file types & layouts. Detect changes with field-level precision and skip costly manual reviews
• Best AI tool to glean insights from unstructured files Use AI agents & prompt builder to glean insights from unstructured Salesforce data. Split, query, and analyze documents of any format — ask like a human, get structured answers back instantly.