CloudFiles AI Playground: Intelligent Document Processing in Salesforce
The Document AI Playground in CloudFiles provides an interactive environment to explore and test AI-powered document processing capabilities within Salesforce. It allows users to upload documents, extract data, and automate data entry using advanced AI models.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
The Challenges of Extracting Data from Documents
Manually searching through documents to find specific details is time-consuming, prone to errors, and limits productivity.
Slow & Inefficient Searches
Scanning lengthy contracts, invoices, or reports just to find one key detail wastes valuable time.
Lack of Experimentation Space
Most AI-driven document tools work behind the scenes, offering little room for users to test and refine data extraction in real time.
Unstructured Data Complexity
Extracting information from PDFs, scanned images, and handwritten text is tricky—most systems fail to process them accurately.
Limited AI Customization
One-size-fits-all AI models don’t allow businesses to refine and optimize document queries based on their unique needs.
- Every second saved on each field extraction really adds up over the course of a month.
- The math is simple for CRM users.
These limitations lead to inefficient document handling, wasted time on manual searches, and missed insights—ultimately slowing down workflows and reducing overall productivity.
Unlock the Power of CloudFiles AI Playground
The AI Playground isn’t just a feature—it’s a sandbox for innovation, allowing you to explore how AI can enhance document handling in Salesforce. Here’s how it works -
Upload and Query
Upload PDFs, images, or scanned files and interact with them using AI-powered natural language queries.
- Supports PDFs, images, and scanned files, stored securely in Salesforce.
- Enables real-time document preview and interaction.
- Processes both structured (forms, tables) and unstructured (free text) documents.
AI-Powered Extraction & Classification
Extract key details, summarize documents, and classify files (e.g., invoices, contracts, IDs) with simple prompts.
- Uses NLP to extract key details like totals, IDs, and contract terms.
- Classifies documents into categories (invoices, contracts, IDs, etc.).
- Summarizes long documents into concise insights.
Real-Time Query Refinement
Modify and refine your prompts iteratively to improve accuracy and get precise extracted information.
- Modify prompts iteratively for more precise results.
- Stores query history for comparison and optimization.
- Compare different prompts and results to fine-tune document understanding.
Multi-Language & Handwriting Recognition
Process queries in multiple languages and extract data from both printed and handwritten text, making scanned documents searchable.
- Extracts and translates text from multiple languages.
- Recognizes handwritten text using AI-powered OCR.
- Supports industry-specific terminology for accurate processing.
Secure & Scalable Integration
Files are stored and processed securely within Salesforce, ensuring compliance and seamless document intelligence.
- Encrypts data for compliance and secure document handling.
- Seamlessly integrates with Salesforce records and workflows.
- Provides role-based access control to restrict sensitive queries.
Used across industries
CloudFiles’ 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.
Construction & Real Estate
Simplify contracts, manage listings, and streamline approvals. Securely handle blueprints, permits, and compliance while enhancing team collaboration.
Technology & IT
Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.
CloudFiles Use-Cases
See how CloudFiles helps streamline workflows in Salesforce
Organize KYC Docs
Wealth managers upload, organize & verify KYC docs right from Asset records in half the time
Quick Templates Selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
Meal Planning
Food companies generate meal plans and send them as email attachments for their audience
Auto KYC Entry
Transportation companies classify KYC docs automatically & pull relevant info into fields
Digitize Medical Records
Hospitals digitize medical prescriptions by auto-reading them into checklist fields
Share with customers
Insurance agents share risk management collateral with experience users to engage them
CloudFiles AI Playground 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 AhoyoAtlante
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 TalpallikarAviva
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 DavuluriW. 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 MenciasMālama 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 SalibBDA 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 VillalobosThe 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 AdyAnteriad
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 ChacónSagicor 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 PashkinRainforest Alliance
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 AhoyoAtlanteCloudFiles 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 TalpallikarAvivaCloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. 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 MenciasMālama SolarFlawless 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 SalibBDA PartnersCloudFiles 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 VillalobosThe Financial Interior, LLPCloudFiles' 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 AdyAnteriadCloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor Financial CorporationUsing 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 PashkinRainforest Alliance
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 AhoyoAtlanteCloudFiles 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 TalpallikarAvivaCloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. 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 MenciasMālama SolarFlawless 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 SalibBDA PartnersCloudFiles 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 VillalobosThe Financial Interior, LLPCloudFiles' 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 AdyAnteriadCloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor Financial CorporationUsing 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 PashkinRainforest Alliance
"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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