Automate document processing into Salesforce

Automate exporting data from your documents into Salesforce by integrating the Affinda Platform with your Salesforce account. Achieve straight-through processing by eliminating manual data entry for good.

Get data from your documents into Salesforce

Lead capture

Automatically extract lead data from business cards, forms and email signatures to create or update Leads and Contacts in Salesforce â€“ with duplicate checking, faster data entry and improved conversion rates.

Contracts and proposals

Extract contract data including client details, values and terms from proposals and agreements to update Opportunities in Salesforce, trigger follow-up tasks and accelerate deal closure.

Invoice processing

Extract invoice data including customer details, amounts and due dates to update Account records in Salesforce and improve AR tracking, customer follow-up and unified visibility.

Support tickets

Extract customer details, serial numbers and issue descriptions from support requests to create Cases in Salesforce Service Cloud, route to the right teams and improve response times and customer satisfaction.

How to automate document processing into Salesforce

Affinda processes your documents in the background and sends data straight into Salesforce.

Automatically send your documents to Affinda

Upload, email or integrate your documents as soon as you receive them

AI agents extract and validate key data fields

Affinda's AI agents extract and transform your data with superior accuracy, thanks to advanced contextual understanding and machine validation.

See your data appear in Salesforce

Affinda sends your data straight into Salesforce, automatically populating all the extracted data fields.

Extract any information from any document, fast

Example of automated data extraction from a document in Affinda

Create models in seconds

Upload any document and watch Affinda instantly identify the data you need, helping you import data into Salesforce and automate document processing in just a few clicks.

Example of how to configure data transformations in the Affinda Platform

Cleanse and transform data

Affinda automatically transforms extracted document data into the format Salesforce expects, ensuring it's ready to use the moment it arrives. Need custom field mapping? Just describe what you want in plain language and Affinda handles the rest.

Apply business logic

Use natural language to define validation rules and apply your business logic to extracted data. This ensures every field meets your requirements and enables seamless document processing into Salesforce.