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 - 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 - 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.