# Installation

The Installation section guides you through setting up CloudFiles Document AI in your Salesforce org for AI-powered document processing.

> Kind: Guide · Updated: Jul 4, 2026

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:Pre-requisites – System Administrator access is required.Step-by-step installation guide – Instructions for finding CloudFiles on AppExchange and approving third-party access.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:CloudFiles Lightning App – Available in Salesforce’s App Launcher.Custom Permissions – Manage user access with predefined roles .Flow Actions & Components – Automate document processes using Salesforce Flows, CloudFiles Flow Actions and Platform Events.Apex Support – Extend functionality with custom Apex code.Note If you're on a paid plan, reach out to the CloudFiles support team for further assistance, at - support@cloudfiles.io