Document AI

Updated Jul 9, 2026· 1 min read

This guide provides step-by-step instructions for installing, configuring, and using CloudFiles Document AI within your Salesforce org. Whether you're setting it up for the first time or optimizing your document processing workflows, this documentation covers everything you need. CloudFiles Document AI uses NLP and AI-powered OCR to extract key information from documents, including handwritten text and images, enabling intelligent data extraction, automation, and integration with Salesforce for efficient document management.

Get started with these key sections:

Installation: How to set up CloudFiles Document AI in your Salesforce instance — installing the package from the Salesforce AppExchange, understanding the included components, and reviewing the technical requirements for compatibility.
Configuration: A step-by-step process for setting up and integrating CloudFiles with Salesforce — connecting your Salesforce org, verifying account status, uploading documents, extracting insights using the AI Playground, monitoring usage trends, and managing user access and licenses.
Features: The different types of AI agents available in CloudFiles Document AI and how each can be used — from querying and analyzing documents to processing and organizing large files.

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