The Ultimate Document Processing Solution Built for Salesforce
As the ultimate AI solution for Salesforce, CloudFiles transforms your documents—automating data extraction, analysis, and processing in a snap. Try it out today!
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Don’t Just Process, Master your Documents
Extract, process, and automate your documents—without ever leaving Salesforce, powered by smart AI automation.
Unleash AI with Automations !
CloudFiles combines the power of document AI with Salesforce automations to save time & efforts for businesses
AI Playground
Explore and refine your AI prompts with real-time testing. The AI Playground allows you to check how your prompts extract data from documents, ensuring accurate results before deploying them in live workflows.
- Use AI playground for prompt engineering
- Upload any type of doc and check AI output
Automated Processing
Automate data extraction from documents and map it directly into Salesforce fields. Streamline workflows by letting AI handle the heavy lifting, transforming unstructured data into valuable insights.
- Reduce manual data entry by 80%, allowing teams to focus on higher-value tasks.
- Process documents four times faster, turning static information into actionable Salesforce data
Algorithmic Natural Language Querying
Create simple prompts in natural language backed by powerful CloudFiles algorithm to pinpoint and extract the correct answer from your documents always.
- Simple queries that are refined by CloudFiles AI
- Specialized to extract CRM based structured data
- An AI that understands pages, questions & tables...
No File Left Behind— Image OCR, PDF Extract, Excel Parse & more...
CloudFiles AI can read and interpret any type of readable file format, may it be a PDF, Image, Excel, Doc etc... Additionally, CloudFiles AI understands handwritten as well as scanned text.
- Supports PDF, Images, Excels, Docs & more...
- Read handwritten text and scanned documents
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Split Merged Files Intelligently
CloudFiles AI can your large merged document and intelligently split it into multiple documents. Combined with our Document Management product, you can organize these files in external storages.
- Process large documents easily
- Split merged documents into separate files
- Organize further using CloudFiles Document Management
Used across industries
CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
Financial Services
Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.
Healthcare & Life Sciences
Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.
Technology & IT
Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.
Stay compliant & secure.
Always.
We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
Document management is a game-changer.
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
"CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."
Jeremy Ahoyo
Atlante
"CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!"
Vishal Talpallikar
Aviva
"CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."
Latha Davuluri
W. R. Grace & Co.
"CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"
Irwin Mencias
Mālama Solar
"Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce"
Mark Salib
BDA Partners
"CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce."
Victor Villalobos
The Financial Interior, LLP
"CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend."
Adam Ady
Anteriad
"CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."
Oscar Chacón
Sagicor Financial Corporation
"Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!"
Ed Pashkin
Rainforest Alliance
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CloudFiles’ document AI streamlines sales workflows by reducing data entry so that reps can focus on higher level tasks, boosting efficiency while saving time and money.
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