The CloudFiles: Split Document Using AI flow action solves this challenge by automatically analyzing and splitting merged PDF files stored in Salesforce or external cloud storage. Using advanced AI and OCR (Optical Character Recognition), the system scans the content of the file to intelligently detect where each new document begins, whether that’s the start of a new invoice, a contract section, or an application form and then separates the file into cleanly structured individual documents.

This feature uses AI-based content boundary detection to identify exactly where each document begins and ends, ensuring accurate and logical splits even in large, complex PDFs. It also performs OCR to convert scanned or image-based pages into fully searchable documents, improving accessibility and indexing. Once the processing is complete, the system automatically:

  • Publishes a document-split event that includes metadata for each split file, enabling real-time automation and seamless integration with Salesforce flows or downstream processes.
  • Uploads a searchable OCR-enhanced version of the original merged PDF for easier retrieval and indexing.
  • Auto-names each split file using AI, leveraging content such as invoice numbers, vendor names, or reference IDs to generate meaningful file names.

Together, these steps ensure every output file is organized, searchable, and ready for use with zero manual effort.

You can experience this firsthand through the Split Salesforce Files using AI testdrive, which lets you try the feature in real-time and see how effortlessly the process works.

Various industries benefit from Intelligent PDF Splitting, as it helps automate the handling of bulk, merged, or scanned documents. For example, finance teams can automatically split and name large bundles of invoices for faster reconciliation, while legal teams can separate merged contract PDFs into individual agreements for smoother compliance and review workflows.

Optional EnhancementsFor documents with very specific structures, you can guide the AI with simple instructions to improve precision. For example: “Each invoice starts with ‘Invoice Number’ and ends with ‘Subtotal.’ Split at each occurrence.” These hints help the system adapt to custom formats and deliver even more accurate results.

Together, these capabilities make Intelligent PDF Splitting a powerful tool for any organization dealing with high volumes of merged or scanned documents. By combining AI-driven boundary detection, automatic OCR enhancement, and event-based automation, it transforms document-heavy workflows into streamlined, error-free processes. Teams save time, improve accuracy, and maintain cleaner, more searchable document repositories across Salesforce and external storage platforms.

Try it out now using the Split External Files using AI Test Drive and experience hands-free document processing powered by CloudFiles.