AI extracts data from any document and creates Salesforce records automatically. Set up in minutes, no code required.

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PDF
Images
Email
Text
Excel
Word

See it in action

Drop a document and watch DocStorm extract data instantly

DocStorm — Business Value Propositions

1

Speed Drives Adoption, Adoption Drives Data Quality

Minutes of manual entry become seconds. That speed difference matters—not just for efficiency, but because friction kills adoption. When entering data is effortless, people actually do it. Your CRM fills up with reliable, actionable information instead of empty records.

2

One Tool, Unlimited Document Types

Because DocStorm is built on LLM technology rather than rigid OCR templates, you're not locked into predefined document categories. Invoices today, contracts tomorrow, handwritten field inspection reports next week—whatever your business throws at it. The same tool adapts to your imagination, not the other way around.

3

Intelligence Beyond Extraction

This isn't just about pulling data off a page. The LLM foundation means DocStorm can summarize lengthy documents, surface action items, and add contextual understanding that traditional OCR simply can't deliver. You're not just digitizing documents—you're making them actionable.

4

Zero Integration Overhead, Enterprise-Grade Trust

Built natively on Agentforce means no third-party vendors, no external data flows, no authentication complexity to maintain. Your data stays within Salesforce's security perimeter—backed by decades of cloud security expertise and their foundational commitment to trust.

Everything you need

Powerful features that make document processing effortless

AI-Powered Extraction

Einstein AI automatically identifies and extracts structured data from any document with high accuracy.

Quick & Easy Setup

Configure extraction mappings in minutes through an intuitive wizard. No programming required.

Smart Duplicate Detection

Prevent duplicate records with exact and fuzzy matching using intelligent algorithms.

Hierarchical Records

Create parent and child records in one workflow. Perfect for Accounts with Contacts or Orders with Line Items.

Native Salesforce

Built entirely on the Salesforce platform. No external systems, no data leaving your org.

Type-Safe Conversion

Automatic conversion to correct Salesforce field types: dates, currencies, picklists, and more.

How it works

Three simple steps to transform your workflow

1

Configure once

Set up extraction mappings in minutes using the no-code wizard. Map document fields to Salesforce objects.

2

Drop any document

Drag and drop documents into the vortex. PDFs, images, emails, text files all work seamlessly.

3

Records created

AI extracts data and creates Salesforce records instantly. Review the results and save.

Built for every industry

See how teams across different sectors use DocStorm

Insurance
Policies & Claims
Legal
Contracts
HR
CVs & Resumes
Finance
Invoices
Healthcare
Patient Forms
Sales
Quotes & Orders

Ready to transform your workflow?

Start processing documents in seconds. Any document to any Salesforce record.

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