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CloudFiles Agentforce | AI enabled Document Workflows

Extend Agentforce to work with your files

Overview

CloudFiles extends Agentforce to work with your documents. Use CloudFiles & Agentforce to create documents, classify files, extract information from files, and for file management in an external storage like SharePoint, AWS s3, Google Drive etc.

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See How CloudFiles Agentforce | AI enabled Document Workflows Works

  • - Add OCR capabilities to your files, without any dependency on file formats - Classify and summarize documents - Automatically generate documents using templates - Automate document management - Keep files in an external storage like SharePoint, AWS s3

CloudFiles extends Agentforce to work with your documents. Use CloudFiles & Agentforce to create documents, classify files, extract information from files, and for file management in an external storage like SharePoint, AWS s3, Google Drive etc.

Categories

Business Needs
Productivity
Customer Service
Case Management
Industries
Education
Energy
Healthcare & Life Sciences
Personas
Administrator
Business Operations Manager
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

More from CloudFiles

  • CloudFiles Document Management | SharePoint Integration, AWS S3, Google Drive
    by CloudFiles
    Document Automation for Salesforce by Cloud Files: the SharePoint integration that keeps Salesforce files in SharePoint, AWS S3, Google Drive or Azure Blob, right on the record. Flow creates folders and uploads files, and Salesforce storage costs drop.
    ProductivityDocument Management

  • CloudFiles Document AI | AI OCR, Intelligent Document Processing, Split PDF
    by CloudFiles
    Document Automation for Salesforce. Document AI is intelligent document processing (IDP) inside Salesforce: AI OCR reads PDFs and scans, then Flow classifies, splits and extracts each document, matches it to records and writes it where it belongs.
    ProductivityContract Management

  • CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign
    by CloudFiles
    Document generation for Salesforce: quotes, proposals, contracts and invoices from Opportunities and any object. DocGen document automation: document generation in PDF, Word and PowerPoint, by Flow or in bulk, with DocuSign e-signature. By Cloud Files.
    Sales ProductivityQuotes & Orders