Universal File Intelligence

introduction every organization relies on documents,contracts, invoices, ids, purchase orders, reports, and more but these files come in different formats, live across multiple systems, and are often scanned, handwritten, or multilingual traditional document processing tools struggle with this variety, creating delays, errors, and inefficiencies cloudfiles document ai eliminates these barriers by bringing intelligent document processing directly into salesforce unlike rigid systems, its core features include adaptive content intelligence – uses ocr and nlp to accurately read printed, handwritten, scanned, or multilingual documents, even from low quality images format agnostic reading – supports multiple file types such as pdf, docx, xlsx, pptx, csv, and images without requiring conversions omni source access – processes files from salesforce, external storage platforms, email, or e signature integrations without manual transfers large & selective processing – handles high volume documents efficiently and allows processing of only selected pages or sections as needed with cloudfiles document ai, teams can automate data entry, accelerate workflows, and reduce errors, transforming messy, unstructured files into reliable salesforce insights adaptive content intelligence business documents come in all shapes, sizes, and qualities from crystal clear pdfs to blurry id scans, from neatly typed invoices to hurried handwritten notes , traditional ocr often struggles to keep up adaptive content intelligence in cloudfiles document ai solves this problem by combining advanced ocr with natural language processing (nlp) it reads printed, handwritten, scanned, and multilingual content, even from low quality images, and returns structured data that salesforce can immediately use when a file is uploaded, cloudfiles document ai scans the content across pages and applies ai powered ocr to detect and extract text with high accuracy the best way to experience this is through the docid\ tyblqcdnynqzxfrzqp86w you can upload a sample file, a scanned pdf, a handwritten note, a multilingual id, or even a blurred image, and instantly preview the extraction accuracy before implementing it in flows or automations this adaptability opens up powerful workflows across industries for example a handwritten doctor’s prescription with unclear strokes can be digitized into structured data financial services teams can process blurry passports, driver’s licenses, and income proofs, automatically updating loan records in salesforce with adaptive content intelligence, cloudfiles document ai transforms unstructured, messy, or international documents into usable salesforce data , fast, accurate, and scalable no matter the industry or document type, cloudfiles ensures workflows don’t stall because of “unreadable” files test it now in the ai playground and see it in action f ormat agnostic reading documents comes in many forms , pdfs, docs, spreadsheets, presentations, or images traditional systems often require manual conversions, causing delays, errors, and extra work format agnostic reading in cloudfiles document ai solves this challenge by handling information across multiple file types without requiring conversions or extra tools whether it’s a pdf , word document, excel spreadsheet, powerpoint presentation, plain text file, or even an image , the system can read and process the content directly by supporting data in its native form, it accelerates workflows, eliminates compatibility barriers, and ensures users can work seamlessly with diverse documents when a file is uploaded, cloudfiles document ai automatically detects its format and processes it without any manual steps it extracts text, tables, and contextual data from diverse file types, ensuring insights are captured consistently this makes data extraction, analysis, and sharing seamless across teams and platforms this adaptability opens up powerful workflows across industries for example a purchase order received in docx format can be processed automatically, with order line items extracted and stored directly in the relevant salesforce record as shown in the below image a insurance team can process insurance claim documents available as pdf to extarct relevant information cloudfiles document ai supports a wide range of file types pdf docx xlsx pptx csv png and jpeg the extracted output is delivered in text format, which can be mapped to salesforce fields, passed into flows, or integrated with apis this ensures both flexibility and real time usability across workflows with format agnostic reading, cloudfiles document ai makes sure no document is left behind due to its format by removing the friction of conversions, it gives teams faster access to insights, reduces errors, and simplifies the way data flows across business systems try it today in this test drive omni source access business files rarely live in one place sales contracts may be attached directly in salesforce, project reports might sit in external storage, and new files often arrive via email or e signature apps traditional workflows force teams to download and re upload files into a single tool before using them, creating inefficiencies, delays, and version mismatches omni source access in cloudfiles document ai solves this by making all these files usable instantly whether a file is stored inside salesforce, linked from external storage, or received through integrations, cloudfiles can process it directly without any manual transfers this flexibility opens up powerful workflows across industries for example a hospital clerk processes a patient’s id from salesforce files, prescription pdf from email, and digitally signed consent, attaching structured data into health cloud cloudfiles supports a wide range of external storage providers you can refer to the external storage / library configuration docid 8vbmgcvvfd9ol4rnicecw article for more information with omni source access , cloudfiles document ai eliminates version mismatches, and delays teams can work with salesforce files, external storage files, and integration based files, without disrupting existing workflows large and selective processing documents aren’t always small and simple some are short kb sized files, while others are high volume with thousands of pages, detailed tables, or lengthy reports traditional systems often struggle with these large documents, slowing down, failing mid process, or forcing users to extract only a limited set of pages large & selective processing in cloudfiles document ai eliminates these barriers it can process high volume documents with multiple pages while maintaining accuracy and speed even better, users don’t need to process the entire file every time, they can target only the specific sections or pages that matter most , saving time and resources the best way to experience this is through the docid\ tyblqcdnynqzxfrzqp86w upload a large file, such as a multi hundred page pdf, choose whether to process all pages or a selected range, and instantly preview the extracted output mapped into salesforce fields this flexibility creates powerful workflows across industries for example a legal team receives a 1795 page contract with multiple cases instead of processing the entire document, they can select only the relevant pages, and the system extracts the required information, saving time and ensuring accuracy with large & selective processing, cloudfiles document ai makes working with big and complex documents effortless no matter the file size or number of pages, you can decide what to process and get results quickly test it now in the ai playground docid\ tyblqcdnynqzxfrzqp86w and see how cloudfiles handles both the largest and most selective document needs