Introduction
CloudFiles automation features ensure that every document is captured, processed, and acted upon the moment it enters your system. By combining multi-source triggers, AI-powered flow actions, and intelligent data mapping, CloudFiles enables fully automated, end-to-end document workflows inside Salesforce.
These capabilities work together to eliminate manual intervention, maintain data accuracy, and ensure documents drive business processes instead of slowing them down.
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The Multi-Source Triggers feature automatically detects and initiates processing for files added or updated across Salesforce, external storages, emails, and CloudFiles components. It ensures every document is instantly captured, analyzed, and routed through automated workflows, creating a unified and seamless document processing experience.
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CloudFiles AI Flow Actions bring intelligence and automation directly into document workflows. They enable you to process, query, and split documents using AI, transforming static files into structured, actionable data. Each action works together to ensure documents are intelligently processed, analyzed, and routed, creating seamless end-to-end automation within Salesforce.
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Document Mapper allows users to automatically create and update Salesforce records from uploaded files using AI. With its intuitive, no-code setup, it intelligently maps document data to Salesforce fields, saving hours of manual effort and ensuring accuracy across parent and child records.