Document Intelligence for Salesforce powered by Azure Content Understanding
Automatically herd your pile of lost documents into actionable data to eliminate manual entry and accelerate your Salesforce workflows
The Document Data Challenge
The Disconnect
Business processes still run on PDFs, forms, scanned documents, and email attachments. Salesforce doesn't natively convert these into usable data.
Result: Hours of manual data entry, transcription errors, and bottlenecked workflows that slow your business down. Manual uploads and one-off processing don't scale for document-heavy, recurring workflows.
The Solution
Sheepdocs transforms unstructured documents into structured Salesforce records automatically—no custom code required. Sheepdocs is designed for continuous, scheduled document processing at enterprise scale. It applies AI right where documents enter your business, without changing the workflows you already run.
Powered by Microsoft Azure AI, Sheepdocs extracts fields, tables, signatures, and key-value pairs from text and scanned PDFs, including handwritten forms, then maps them directly into your Salesforce objects. It can also classify documents and generate new data such as summaries, compliance checks, and translations.
Beyond Legacy Forms Capture
No Templates Required
Legacy forms capture tools need a template for every layout. Sheepdocs doesn't. Out of the box it reads any invoice, in any format, in over 40 languages, and creates Salesforce records with the invoice attached.
No Pre-Sorting
Drop mixed batches of document types into a cloud drive folder. Sheepdocs classifies each document and maps its values to the right Salesforce records.
AI Where Documents Arrive
Apply AI at the point of ingestion without changing the workflows you already run. Along with extracted data, generate summaries, compliance checks, and translations.
What can Sheepdocs do?
Ingest Bulk Documents
Continuously ingest text and scanned PDFs, including handwritten forms, from designated OneDrive folders—manually or on a scheduled basis.
Extract Intelligence
Run documents through prebuilt or custom developed Azure AI models to extract structured data.
Map to Salesforce
Automatically insert or update Salesforce records with extracted values, and store the original PDFs as Lightning File attachments.
Run at Scale
Process hundreds or even thousands of documents per job, in parallel, without user intervention.
Sheepdocs Architecture
Salesforce Platform
Native managed package built with Apex and Lightning Web Components, with an admin-friendly configuration UI and metadata storage
Azure AI Foundry
Document Intelligence and Content Understanding models for extraction and classification
File Repositories
OneDrive integration for seamless document access
Secure Integration Layer
Azure Functions with OAuth, service principals, and Named Credentials
Powerful AI Model Options
Azure Document Intelligence
Prebuilt, ready-to-use models for invoices, receipts, expenses, IDs, tax forms, and more—plus custom models trained on your own documents.
Azure Content Understanding
Analyzers built on GPT large language models that return values with confidence scores. Use prebuilt analyzers for mortgage and tax forms, or build your own. Summarize and classify content into Salesforce.
Agentic Mode
For the most complex documents, reason across the evidence in a document: perform calculations, validate results, interpret visual information, and return structured fields.
Table & Handwriting Recognition
Extract complex tables and line items with their structure intact, from typed, scanned, or handwritten documents.
Admin-Friendly
Salesforce
Experience
Drag-and-Drop Field Mapping
Visually map extracted document fields to Salesforce objects and fields without writing code.
Built-in Transformations
Apply data formatting, concatenation, and validation rules during the mapping process.
Test Before You Deploy
Preview extraction results and confidence scores, then refine mappings before going live.
Start Jobs Anywhere
Launch jobs from the Sheepdocs UI, Salesforce Flow, or Agentforce, and trigger downstream processes with Flow or Scheduled Apex.
Custom Validation with Flow
Swap in your own Salesforce Flow for result validation. A comprehensive sample Flow is included.
Real-World Impact Across Industries
Accounting
Automatically process receipts, invoices, purchase orders, and bank statements to extract line-item data and streamline reconciliation.
Tax Forms
Extract structured data from tax forms, schedules, and client PDFs to reduce manual entry and improve accuracy during review and filing.
Mortgage & Lending
Extract borrower, property, and loan data from applications and disclosures to streamline complex underwriting workflows.
Legal & Risk
Convert contracts, agreements, and forms into structured data for reviews, audits, and compliance, reducing effort and exposure.
Government & Public Sector
Process forms, applications, and documents into structured data for case tracking and service workflows, improving accuracy.
Insurance
Extract policy, claim, and damage details from documents enabling faster review, cleaner records, and more consistent claims processing.
Enterprise Precision
Automated Bulk Document Processing
Run recurring, large-scale document extraction jobs on demand or on a schedule—without manual uploads or intervention.
Native Security & Control
Maintain your security perimeter with a solution built entirely within Salesforce metadata.
High-Throughput Parallel Processing
Process multiple documents, or parts of a document, in parallel. Tune concurrency to your Azure capacity: tokens per minute for Content Understanding, transactions per second for Document Intelligence.
Review Queue
Documents with any value below your confidence threshold go to an exception queue for review. Optionally review every document before results are committed to Salesforce.
Measurable Business Value
Reduction in document processing time when moving from manual to automated workflows (McKinsey, AIIM).
Field extraction accuracy with confidence scoring and validation rules (AIIM, Gartner).
Speed improvement for customer and partner onboarding processes (McKinsey, IDC).
Average savings after digitizing document heavy workflows (IDC, Deloitte).
Industry benchmarks based on published research from Gartner, McKinsey, AIIM, and IDC on document digitization and intelligent document processing.
Meet the Team
BetsyDog Inc.
Peter Benschop
Founder and Chief Architect
Peter is an experienced software architect and engineer with deep expertise in designing and implementing complex systems across web, mobile, Salesforce, and embedded environments. He specializes in turning intricate technical requirements into reliable, maintainable software.
Peter was co-founder and lead architect of Capture Components, where he built ccScan®, a cloud-based document capture platform that streamlined multi-step scanning and upload workflows into a single automated process. The system supported barcode- and OCR-driven automation and integrated with platforms including Salesforce, Microsoft 365, Google Drive, and Amazon S3.
Innersanctum Inc.
Jim Thompson
Co-Founder and Product Evangelist
Jim is an early-stage product and technology leader with decades of experience building software products across consumer goods, financial services, healthcare, media and advertising. He brings hands-on technical depth and a strong product focus, working closely with engineers to shape ideas, solve hard problems, and turn concepts into working systems.
Jim was the founder of Chargent Payment Processing for Salesforce, acquired by AppFrontier in 2012, and co-founder of GreatVines Beverage Sales Execution for Salesforce, acquired by Andavi Solutions in 2021.
Transform documents into Salesforce data
Built for document workflows at scale
Sheepdocs automates recurring, document-heavy processes by extracting structured data from large volumes of files—on demand or on a schedule—directly into Salesforce.
Designed for enterprise teams who need reliability, repeatability, and control—not one-off uploads.
