Document AI
Features
Automation & Bulk Actions
docid\ pan4ksn8lv1q5fk1usy7p 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 ai flow actions docid\ d1ueg0wbcwfduu4wdfe67 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 document mapper docid\ bxqfbycvc7ii0idrrubc 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