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CloudFiles

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Overview

CloudFiles is all-in-one document platform for Salesforce. Use Document AI to extract data with OCR, classify documents, run natural language queries, split files, & process any format. Use Document Management to automate workflows end-to-end. Integrate Salesforce with SharePoint, Google Drive, Amazon S3 & more. Use Document Generation to Generate quotes, contracts & more with smart templates. Backed by 24x7 support and enterprise-grade compliance — CloudFiles powers your entire document stack.

https://www.cloudfiles.io/
location, 315 - CloudFiles (Moscone North,

AppExchange Link

CloudFiles Document Management - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR

CloudFiles Document Generation - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Is5tTUAR

CloudFiles Document AI - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Is056UAB

Sponsored Sessions

  • Yes
    Administrator
    Agentforce 360 Platform
    Beginner
    Theater
    All Sessions
    Salesforce Events Mobile App required. Please bring your headphones and use Live Session Audio to hear audio and view captions.
    This session showcased a comprehensive demonstration of document automation within Salesforce, emphasizing how businesses can streamline their document management processes using customizable tools. The presenter explained a four-tier automation process that included folder creation, file categorization, AI-powered verification, and document generation, all integrated with external storage solutions like SharePoint, Google Drive, and Dropbox. Key features included AI-driven data extraction, validation, and natural language queries, allowing users to perform tasks like identifying document types, checking expiration dates, and generating receipts or reports. The automation tools were highlighted as highly flexible, enabling organizations to adapt the processes to their unique requirements and significantly reduce manual effort while improving efficiency and accuracy in document handling workflows.
    <html><head></head><body><p>• The automation process demonstrated included folder creation, file categorization, AI-powered verification, and customizable document generation, all seamlessly integrated with Salesforce and external storage platforms like SharePoint and Google Drive.</p><p>• AI capabilities allowed for advanced document analysis, such as extracting information, running validations, and performing natural language queries, making it possible to automate complex tasks like verifying signatures or comparing data across documents.</p><p>• The tools provided by the app enable organizations to save time and enhance accuracy, with use cases such as healthcare document extraction and government contract generation reducing manual work from hours to minutes while ensuring compliance and precision.</p></body></html>
    https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987394020001hTvK
    Understand how Salesforce Flows can power end-to-end document automation across your existing cloud storage systems.
    Explore real-world use cases of Document AI, Management, and Generation in action across SharePoint, AWS, and Google Drive.
    Learn how to identify automation gaps in your document workflows and implement solutions that scale with your enterprise.
    <a href="https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987394020001hTvK">Report a Concern</a>
    Theater
    Live Session Audio Icon
    This session is first come, first seated. You do not have a reserved seat.
    Visible
    Yes
    Moscone South
    Content Pavilion
    Thursday, Oct 16
    1:00 p.m. Thursday, Oct 16
    Industry leaders are using Salesforce Flows to automate document-heavy tasks. Learn how automation-powered document AI, management, and generation can streamline workflows for custom enterprise needs.

    , Co-Founder, COO, Cloudfiles Technologies

    • Thursday, Oct 161:00 PM - 1:20 PM PDT

    • Every year, Dreamforce exceeds my expectations in value and actionable takeaways — it’s truly worth every minute.

    Ali Waguespack

    Senior Delivery Manager, Kicksaw