Intelligent Document Processing: unlocking the power of unstructured data with data cloud document AI from Salesforce

As a trusted Salesforce partner, VISEO helps businesses implement Data Cloud Document AI to transform complex, unstructured content into structured, valuable information—automatically and at scale.

What is Intelligent Document Processing with Data Cloud Document AI?

Intelligent Document Processing refers to the AI-driven automation of extracting, classifying, and analyzing information from unstructured and semi-structured documents. Data Cloud Document AI, Salesforce’s latest innovation, combines Large Language Models (LLMs) with OCR, NLP, and machine learning to streamline document workflows across industries.

VISEO integrates this powerful technology into your systems, enabling faster decision-making, increased accuracy, and reduced manual effort.

Why Intelligent Document Processing Matters

Unlock hidden insights from unstructured data

Documents often contain key information buried deep within contracts, invoices, or forms. IDP with Data Cloud Document AI surfaces this data for real-time insights—helping you spot opportunities, reduce risks, and make smarter decisions.

Automate and accelerate business operations

Manual data entry is slow and error-prone. VISEO implements Intelligent Document Processing to automatically capture and structure data, freeing up your teams to focus on high-value tasks.

Improve accuracy and ensure compliance

With AI-powered extraction and classification, Data Cloud Document AI reduces human errors, enforces data consistency, and helps organizations stay audit-ready.

How VISEO Implements Intelligent Document Processing with Salesforce

VISEO’s team of experts helps companies deploy Data Cloud Document AI quickly and efficiently. Here’s how the implementation works:

1. Document Ingestion
   
   Documents (PDFs, emails, images, scanned files) are passed into the system.
2. AI-Driven Extraction
   
   Using LLMs, OCR, and NLP, the system detects and extracts relevant data, even from complex layouts.
3. Data Structuring
   
   Information is categorized and stored in Data Lake Objects (DLOs)—the foundation of Data Cloud’s intelligent data architecture.
4. Workflow Integration
   
   Extracted data flows into your existing systems—Salesforce, ERP, and more—automating tasks like invoicing, contract management, and compliance checks.
5. Advanced Features
   
   Structured content is vectorized for semantic search, indexed in real time, and linked with knowledge graphs for enriched analytics.

Technology behind Data Cloud Document AI

Salesforce’s Data Cloud Document AI leverages advanced AI technologies to enable enterprise-grade Intelligent Document Processing:

• Optical Character Recognition (OCR): Converts images, scans, and PDFs into searchable text
• Natural Language Processing (NLP): Interprets and classifies context-sensitive data
• Machine Learning (ML): Improves accuracy through continuous learning
• Robotic Process Automation (RPA): Connects IDP to core business workflows
• Knowledge Graphs: Enable richer enterprise data mapping and understanding

What’s next for Intelligent Document Processing?

As AI technology advances, Intelligent Document Processing is evolving toward:

• Real-time processing with low latency
• Conversational AI interfaces for document interaction
• Multimodal AI that understands text, images, and voice together
• Predictive analytics that identify trends and anomalies
• Deep integration with enterprise knowledge systems and search

VISEO ensures your implementation of Data Cloud Document AI remains future-ready, secure, and scalable.

Get Started with VISEO

Intelligent Document Processing is more than just automation—it’s a competitive advantage. With VISEO’s support, your organization can fully unlock the potential of Data Cloud Document AI, turning unstructured content into structured value.