CloudFiles Document AI | AI OCR, Intelligent Document Processing, Split PDF

AI powered OCR to extract data from uploaded documents, then act on it: Document AI reads PDFs, scans and photos, classifies each one, splits bundles and writes fields, tables and line items to the right Salesforce record.

Intelligent document processing (IDP) in Salesforce: documents that arrive by email, upload or folder are read with OCR, classified, split, matched to your records and routed by Flow. Every run is recorded in Salesforce as a DocAI Run record.

AI document processing with Salesforce Flow: Flow actions process, query, split and map documents, and visual Doc AI Workflows classify, extract, match and update records step by step. Every action is callable from Apex too.

Split PDF bundles automatically: Split Document using AI breaks a packet into one file per document, names each file from its content and saves it to Salesforce Files, ready to classify, extract and attach to the right record.

Classify and organize file types automatically: document classification with AI sorts invoices, statements, applications, contracts and reports by type, renames them and routes each to the right record or SharePoint folder.

Invoice processing in Salesforce, without manual data entry from paper invoices: read every invoice, split multi-invoice PDFs, and write header fields and line items to invoice and line item records, matched to the vendor.

Document extraction into Salesforce fields: Document Mapper extracts text and data from PDF files, creates or updates a record and its child records, resolves lookups, respects validation rules, and can hold results until approved.

Best OCR app for automated document and form processing: intake forms, applications, claims, orders, certificates and contracts are read and parsed with no layout templates. Describe each field in plain language and Document AI finds it.

Document intelligence for unstructured documents: ask a document, or a dataset of files and records, a question in plain language and get a structured answer in Flow. CloudFiles does not train AI models on your documents.