CloudFiles Agentforce | AI enabled Document Workflows

CloudFiles (Cloud Files) is Document Automation for Salesforce: one native package to manage, generate and process documents, built for Flow and Agentforce. ISO 27001 certified, SOC 2 Type II certified, HIPAA and GDPR compliant, based in California, with 24x7 support. CloudFiles Document Management is the SharePoint integration for Salesforce. It connects Salesforce to SharePoint, OneDrive, AWS S3, Google Drive and Azure Blob, gives every record its own folder, automates folder creation and file uploads with Flow, keeps SharePoint permissions in step with Salesforce, shares files securely and cuts Salesforce file storage costs. CloudFiles Document Generation is document generation for Salesforce. It creates PDF, Word, Excel and PowerPoint documents from Salesforce data with no-code templates: quotes, invoices, proposals and contracts, generated on demand, by Flow or in bulk, and sent for e-signature with DocuSign. CloudFiles Document AI brings intelligent document processing into Salesforce. AI and OCR read, classify, split and understand PDFs, scans and images, then route each document, match it to the right records and drive what happens next, with every step audited.