Document AI

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 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 it enables intelligent data extraction, automation, and integration with salesforce for efficient document management get started with these two key sections installation docid\ rfxciqrbejmpsmbczexam this section explains how to set up cloudfiles document ai in your salesforce instance it includes steps for installing the package from the salesforce appexchange , understanding included components, and reviewing technical requirements for compatibility configuration docid\ amnhmxwixyngnaxerbkwd this section provides a step by step process for setting up and integrating cloudfiles with salesforce it covers connecting your salesforce org, verifying account status, and exploring key features you'll learn how to upload documents, extract insights using the ai playground, monitor usage trends, and manage user access and licenses