What's In the Package
Installing the CloudFiles Document AI | OCR, Text Extraction, Classification managed package enables AI-driven document processing within Salesforce. The package includes tools for OCR, text extraction, and document classification to streamline data management and automation.
The CloudFiles app is accessible via the App Launcher in Lightning Experience. This app enhances productivity by allowing users to seamlessly switch between apps and includes all admin related pages.
The Lightning app includes Lightning page tabs of utilities like "Home", "Document AI", and "Settings". You can even append other navigation items to the Lightning app that you find relevant.
Manage the App: Edit and configure the app in App Manager under Lightning Experience Setup.
The CloudFiles app includes default permissions to manage access to its features. The Super Admin permission grants access to advanced features, including the AI Playground.
The package includes CloudFiles Flow Actions and Screen Flow Components, enabling Process automation through Flow Builder and Dynamic user interfaces with Screen Flows.
File types supported by AI Flow Actions include :
- PDF .pdf
- Images (JPEG, PNG etc.) .jpeg .png
- CSV .csv
- TXT .txt
- JSON .json
CloudFiles supports event-driven automation with:
- Platform Events: Trigger events for operations related to CloudFiles functionality.
- Event Records: Automatically create custom "CloudFiles Event" records, which can be leveraged in workflows and triggers.
Extend CloudFiles functionalities using Apex to build advanced, custom integrations for your Salesforce org.