Configuration

this section is the foundation for using cloudfiles in salesforce it guides you through setting up your cloudfiles account, how to use the ai playground and much more this section is divided into four key sub sections 1 docid\ tyblqcdnynqzxfrzqp86w this section covers key features of the document ai playground in cloudfiles , including document upload & viewer – upload, securely store, and preview documents with zoom and download options in salesforce query panel – extract specific details using natural language prompts and track past queries for improved accuracy 2 docid\ gnxeluybyw0gsgdmuw8fo before you can start using cloudfiles, you need to connect your salesforce org with cloudfiles this section covers connecting your salesforce org – step by step process to set up your cloudfiles account verifying account status – confirm your cloudfiles account details and connection status in the settings tab once the account is successfully connected, you can explore cloudfiles features 3 docid\ uhzlnc8prssnibhrvtmi in this article, we describe how document mapper uses a configuration driven, ai powered approach to extract data from uploaded documents (such as invoices, purchase orders, agreements, and onboarding forms) and map it into salesforce record operations it explains how extracted values are normalized and used to create or update salesforce records, including support for related (child) record creation from repeating structures like line item tables, followed by a step by step walkthrough of the overall process 4 docid\ rsfrtdt8pp4qqiepvcu1 the settings section provides an overview of cloudfiles document ai agents, categorized into query, directquery, and split types with their supported versions it helps users understand available agent options and directs them to the functional agents article for guidance on choosing the right agent 5 docid\ kh obzleo2hkzhrtegyvu this guide explains how to track ai processing activity in cloudfiles, including monitoring processed pages, credits, and usage trends over time 6 docid\ f8l0kxwyoekrm20qrfygh controlling user access and permissions is crucial for maintaining security and efficiency this section covers user permissions – define and assign roles to control access license management – manage cloudfiles user licenses to ensure only authorized users have access