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.

Document AI Playground

Loved and trusted

by companies across industries — from finance, real estate to healthcare.

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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.
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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.
Document AI Playground

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.
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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.
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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.
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Used across industries

CloudFiles’ streamlines marketing and sales workflows, boosting efficiency while saving time and money.

fin

Financial Services

Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.

Banking
Insurance
Wealth
Assets
Construction & Real Estate

Construction & Real Estate

Simplify contracts, manage listings, and streamline approvals. Securely handle blueprints, permits, and compliance while enhancing team collaboration.

Engineering
Real Estate
Services
tech

Technology & IT

Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.

Software
Hardware
Cloud
ITSM

CloudFiles Use-Cases

See how CloudFiles helps streamline workflows in Salesforce

fin

Organize KYC Docs

Wealth managers upload, organize & verify KYC docs right from Asset records in half the time

gov

Quick Templates Selection

Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly

food

Meal Planning

Food companies generate meal plans and send them as email attachments for their audience

trans

Auto KYC Entry

Transportation companies classify KYC docs automatically & pull relevant info into fields

health

Digitize Medical Records

Hospitals digitize medical prescriptions by auto-reading them into checklist fields

people

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.

Salesforce appexchange ratings

4.9/5

Capterra

4.8/5

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4.5/5

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