Document AI

Installation

The Installation section guides you through setting up CloudFiles Document AI in your Salesforce org for AI-powered document processing. It includes OCR for text extraction, automated data extraction, and document classification to streamline workflows and reduce manual effort.

This section is divided into two key sub-sections -

1 - Installing from the Salesforce AppExchange

The CloudFiles managed package is available on the Salesforce AppExchange. This subsection covers:

  1. Pre-requisites – System Administrator access is required.
  2. Step-by-step installation guide – Instructions for finding CloudFiles on AppExchange and approving third-party access.
  3. Post-installation steps – Configure your CloudFiles account.

2 - What's In the Package

Installing CloudFiles provides access to tools and features for AI-powered document processing. This subsection covers:

  1. CloudFiles Lightning App – Available in Salesforce’s App Launcher.
  2. Custom Permissions – Manage user access with predefined roles .
  3. Flow Actions & Components – Automate document processes using Salesforce Flows, CloudFiles Flow Actions and Platform Events.
  4. Apex Support – Extend functionality with custom Apex code.



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