---
template: "marketing.peb"
title: "Product - Intelligent Document Processing"
displayName: "Intelligent Document Processing"
description: "Read, summarize, question, and extract information from Salesforce Files with OCR, semantic file processing, and governed agent workflows."
category: "product"
contentType: "overview"
audience: "end-user"
tags: "product,intelligent-document-processing,idp,salesforce-files,extraction,summaries,document-qa"
section: "product"
seoTitle: "Intelligent Document Processing for Salesforce Files"
seoDescription: "Use iDialogue IDP to read Salesforce Files, run image OCR, extract text and data, summarize contracts, and support Document Q&A."
---

## Intelligent Document Processing

Intelligent Document Processing (IDP) turns Salesforce Files into usable context for people, agents, and
configured business workflows. Instead of downloading a file, reading it manually, and rekeying the result,
teams can prepare the content for summaries, extraction, review, Q&A, and permitted Salesforce actions.

IDP complements Document Generation: one path creates new business content, while the other understands content
that already exists.

## Four practical capabilities

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

### File extraction
Extract relevant text or configured business values from PDFs, Office files, spreadsheets, images, and text-like
files. Extraction mappings and record actions are defined for the intended workflow; iDialogue is not a universal
prebuilt parser for every file and Salesforce object.

### Contract summaries
Read agreement content for summaries, review questions, key-term analysis, and human follow-up without changing
the original Salesforce File.

### Document Q&A
Ask questions grounded in the prepared file content, including PDFs, Word documents, spreadsheets, presentations,
images, and supported text-like source files.

## From file to Salesforce outcome

1. A user or Salesforce automation identifies the File and related record.
2. iDialogue prepares semantic content or exact source based on the file type and task.
3. An agent applies configured extraction, review, and action rules.
4. A person reviews uncertain, sensitive, or consequential results.
5. Permitted tools create the intended response, document, or Salesforce record update.

The original Salesforce File remains the source artifact. Configured permissions, tools, duplicate-prevention
rules, and human review determine what happens after processing.

<!-- Phase 2: add supplied file-analysis and Salesforce record screenshots. -->

## Related capabilities

- [Image OCR](/product/image-ocr.html)
- [Salesforce File IDP skills](/skills/IntelligentDocumentProcessing.html)
- [Read Salesforce File](/skills/ReadFile.html)
- [Configure file OCR with Run Agent](/support/idp/process-salesforce-files-with-run-agent.html)