CloudFiles Document AI | Image OCR, PDF Extract, Doc Classification & more...
CloudFiles Document AI is one of the leading AI apps that brings intelligent document processing natively into Salesforce. With advance OCR, NLP & smart algorithms, it’s like an invisible assistant — 10x faster & smarter, 99.9% accurate & fully compliant CloudFiles supports numerous industries, use cases, & document types. Connect with our experts to explore your business needs. Explore the CloudFiles suite- from Document AI to Document Management, Generation & e-Signature - to power all stages of your document lifecycle 📚 Education: Extract course grades & calculate GPAs from transcripts with AI-driven logic 💰 Finance: Split loan packages, extract financial data & automate approval/compliance workflows 🏥 Healthcare: Summarize intake forms & medical records for faster triage & diagnosis 📜 Legal: Extract & highlight clauses, then route contracts through custom approval flows 🏠 Real Estate: Split bulky property files, rename using content & sync to Salesforce or external storage 🛡️ Insurance: Collate & summarize claim documents to assist adjusters in faster decisions 👥 HR: Classify resumes by role, summarize experience & score candidates using sentiment cues
Top keywords
- document6×3.82%
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- approval2×1.27%
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Milestones PM+ Free Edition - Customizable Project Management
Passage Technology partnered with Salesforce in 2012 to provide a managed version of the Salesforce Labs app, Milestones PM, and continues supporting project management efforts with Milestones PM+®. •Portfolio, Program, Project, Milestone Gantt charts and Kanban boards •Reusable project templates •Custom project types •Task to-do checklist •Task timer •Log issues •Risk documentation •Budget; Expense tracking •Enhanced scheduling: set durations, weekends, holidays, non-working days; automatic date shift cascading •Dependencies: parent/child, predecessor/successor, sub-Tasks/sub-Milestones, approval processes •Status checks at-a-glance: Project calendar; Summary view •Import data from Milestones PM, CSV, XML files •Interactive Gantt chart: share, email, print, PDF •Resource planning & resource allocation: users/contacts, finder, skills, teams, capacity, utilization •Time tracking (on any object): time sheets, approval manager, non/billable hours •Assignment Notification emails •Activity (event/task) sync and reminder alerts •Create projects from Opportunities, Cases, any record (Project Creation button) •Quick start services available with Starter Packs
Top keywords
- project6×4.05%
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- approval2×1.35%
- gantt2×1.35%
- resource2×
