Data Formatting Across Different Formats

Turn messy, inconsistent data into clean, Salesforce-ready records. CloudFiles Document AI doesn’t just extract information, it standardizes it before creating or updating your CRM.

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Loved and trusted by leading companies

Inconsistent Data Means Broken Salesforce

Even when data is extracted correctly, inconsistent formats break Salesforce rules - causing errors, failed updates, and hours of manual cleanup.

70%

of errors caused by inconsistent formats

40% records

need rework due to formatting issues

3+ days

avg delay caused by manual cleanup

We’ve Fixed It for You

Exactly how data extraction should work — simple, accurate, and reliable.

1. Upload & Relax

Drop medical forms into Salesforce or connected storage — Flow instantly routes them to AI for processing.

2. Targeted Extraction

AI identifies and extracts key clauses — renewal dates, SLAs, governing law, liability caps, payment terms, and more — even from scanned or multilingual documents.

3. Instant CRM Sync

Structured data is mapped to CRM fields such as Renewal Date, Termination Clause, & Payment Terms - enabling Flows, approvals, reminders, and reports without manual entry.

Stay compliant & secure.

CloudFiles is independently audited & certified against leading standards. Data residency is supported in the US, EU, UK, and AU. Files remain in your external storage and are not copied into CloudFiles or used to train our AI models.