---
template: "marketing.peb"
title: "Product: AI for Salesforce Documents and Files"
displayName: "Product Overview"
description: "Generate Salesforce documents and understand files with eSignatures, intelligent document processing, OCR, and customer-facing Experiences."
category: "product"
contentType: "overview"
audience: "end-user"
tags: "product,salesforce,document-generation,intelligent-document-processing,idp,ocr,esignatures"
section: "product"
showGetStartedCta: true
getStartedCtaNote: "Install the iDialogue Salesforce package to begin."
seoTitle: "AI for Salesforce Documents and Files | iDialogue Product"
seoDescription: "Explore Salesforce document generation, eSignatures, intelligent document processing, image OCR, Experiences, Document Rooms, and the iDialogue platform."
---

## Generate documents. Understand files.

iDialogue is a Salesforce document intelligence layer for creating customer-ready content and understanding the
files already connected to CRM records.

Use Salesforce data and approved templates to generate proposals, quote explainers, agreements, handoff documents,
and customer Experiences. Use Intelligent Document Processing (IDP) to read PDFs, Office files, spreadsheets,
images, and uploads for OCR, extraction, summaries, review, and Document Q&A.

Generation and file understanding share the same foundation: Salesforce records and Files, the Salesforce API
connection user configured by the Salesforce Admin, enabled agent capabilities, workflow settings, and
workflow-specific review options for consequential actions.

## Continue the dialogue. Complete the task.

iDialogue is designed for an ongoing business dialogue, not a series of disconnected prompts. Approved
conversation context carries forward, so people can pick up where they left off without re-teaching an agent or
repeating earlier conversations.

Document generation, OCR, image analysis, and transactional steps work differently. They process the task at
hand without creating conversational memory. Requested files and completed artifacts can live in the secure
iDialogue repository, helping teams reduce Salesforce file-storage use.

Customer data processed through the iDialogue-managed OpenAI integration is not used to train OpenAI models. When
an agent works in Salesforce, it acts through the Salesforce API connection user configured by the Salesforce
Admin, keeping authority aligned with that user's permissions.

## Product at a glance

![iDialogue platform for document generation and intelligent document processing](/assets/img/svg/idialogue_platform_one.svg)

*Salesforce records and Files support two outcomes: Generative AI for Documents and Experiences, and Intelligent
Document Processing for OCR, extraction, summaries, and Q&A.*

## Product capabilities

### [Document Generation](/product/document-content-processing.html)
Generate review-ready business documents from Salesforce context, approved templates, and reusable workflows.

### [ESignatures](/product/esignatures.html)
Move approved PDF documents through signer and countersigner workflows inside Document Rooms.

### [Intelligent Document Processing](/product/intelligent-document-processing.html)
Read, summarize, question, and extract useful information from Salesforce Files.

### [Image OCR](/product/image-ocr.html)
Prepare readable text from business cards, receipts, scans, photographs, and other supported image workflows.

### [Experiences & Document Rooms](/product/customer-experience.html)
Publish approved content or assemble documents, members, invitations, activity, and signatures for customer-facing
workflows.

### [Platform & Architecture](/product/ai-agent-runtime.html)
Connect Salesforce records and Files to selected AI and processing services through configured agents, skills,
tools, Connections, and workflows.

## Supporting capabilities

These pages remain available as deeper implementation and governance context:

- [Salesforce Context](/product/data-context-builder.html)
- [Sales Agents](/product/sales-agents.html)
- [Templates and Workflows](/product/orchestration-workflows.html)
- [Content Governance](/product/security-governance.html)
- [Knowledge and Retrieval](/product/knowledge-retrieval.html)
- [Dialogue Continuity](/product/ai-memory.html)
- [Analytics and Observability](/product/analytics-observability.html)
- [Trust Center](/trust/index.html)

## Related pages

- [Solutions](/solutions.html)
- [Pricing](/pricing.html)
- [Resources](/resources/index.html)
- [Trust Center](/trust/index.html)