Features

CloudFiles Document AI uses a multi-agent system that gives users fine-grained control over how AI processes and queries documents. Each specialized agent, whether for document querying, direct text-based queries, or document processing is optimized for a specific function, ensuring accuracy and consistency. With Precision Prompting, users can define tone, format, and rules to get reliable, business-ready outputs. Upcoming Specialized Agents will further enhance automation for targeted document types like invoices and compliance forms.

CloudFiles Document AI brings intelligent document processing directly into Salesforce, seamlessly handling handwritten, scanned, and multilingual files through Adaptive Content Intelligence. It supports multiple file types without conversions via Format-Agnostic Reading and processes files from Salesforce, external storage, or email using Omni-Source Access. With Large & Selective Processing, users can handle massive documents or specific sections efficiently. Together, these features automate data extraction, ensure accuracy, and deliver structured, ready-to-use Salesforce insights.

CloudFiles Document AI combines advanced OCR with Natural Language Processing (NLP) to help businesses quickly find, analyze, and act on information. NLP-Powered Q&A lets users ask questions in plain language and get precise answers from documents. Multi-Format Output enforces consistent, structured outputs like json, csv etc, removing the need for manual reformatting. Deep Data Extraction pulls structured text, tables, and metadata from across pages and merges results directly with Salesforce for a unified view.

The Automation & Bulk Actions section introduces CloudFiles' end-to-end document automation capabilities in Salesforce. It covers multi-source triggers, AI-powered flow actions, and Document Mapper, showing how documents are automatically captured, processed, and converted into accurate Salesforce data with minimal manual effort.

The Actionable AI Outputs section explains how CloudFiles uses AI to transform documents from static files into intelligent, automated workflows in Salesforce. It covers AI-driven document management, AI-powered document generation, and intelligent PDF splitting, highlighting how documents are automatically understood, organized, generated, and prepared for downstream automation with minimal manual effort.