# Sheepdocs: Site Summary > Sheepdocs is AI document intelligence that runs natively in Salesforce and is powered by Microsoft Azure AI (Document Intelligence and Content Understanding). It captures, classifies, and extracts data from PDFs, contracts, proposals, and forms without templates, and turns high-volume documents into structured Salesforce records at scale. Jobs can be started from the Sheepdocs UI, Salesforce Flow, or Agentforce. - **Website:** https://sheepdocs.com/ - **AgentExchange listing:** https://appexchange.salesforce.com/appxListingDetail?listingId=9ce4b51f-b50e-42c4-a12a-123e8dd6bd77 - **Product overview (PDF):** https://sheepdocs.com/docs/sheepdocs-for-salesforce-2026.pdf - **Contact sales:** sales@sheepdocs.com - **Last updated:** 2026-11-11 This file is a plain-text map of the Sheepdocs website. It lists every section of the home page in order, with a link to each section and a summary of what it says. --- ## Site map | Section | Link | |---|---| | Home (hero) | https://sheepdocs.com/ | | The Document Data Challenge | https://sheepdocs.com/#challenge | | Beyond Legacy Forms Capture | https://sheepdocs.com/#why-sheepdocs | | What can Sheepdocs do? | https://sheepdocs.com/#capabilities | | Sheepdocs Architecture | https://sheepdocs.com/#architecture | | Powerful AI Model Options | https://sheepdocs.com/#ai-models | | Admin-Friendly Salesforce Experience | https://sheepdocs.com/#admin-experience | | Real-World Impact Across Industries | https://sheepdocs.com/#industries | | Enterprise Precision | https://sheepdocs.com/#enterprise-precision | | Measurable Business Value | https://sheepdocs.com/#business-value | | Meet the Team | https://sheepdocs.com/#team | | Get Started | https://sheepdocs.com/#get-started | | Product Overview (PDF) | https://sheepdocs.com/docs/sheepdocs-for-salesforce-2026.pdf | | Site Summary / Sitemap (this file) | https://sheepdocs.com/sitemap.md | --- ## Home **Document Intelligence for Salesforce, powered by Azure Content Understanding.** Sheepdocs automatically herds your pile of lost documents into actionable data, so you can stop entering data by hand and speed up your Salesforce workflows. Sheepdocs is available on the Salesforce AgentExchange. ## The Document Data Challenge **The disconnect.** Business processes still run on PDFs, forms, scanned documents, and email attachments, and Salesforce doesn't natively convert these into usable data. The result is hours of manual data entry, transcription errors, and bottlenecked workflows. Manual uploads and one-off processing don't scale for document-heavy, recurring work. **The solution.** Sheepdocs turns unstructured documents into structured Salesforce records automatically, with no custom code. It is designed for continuous, scheduled document processing at enterprise scale, and it applies AI where documents enter your business without changing the workflows you already run. Using Microsoft Azure AI, it 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 existing workflows. Along with extracted data, generate summaries, compliance checks, and translations. ## What can Sheepdocs do? - **Ingest bulk documents:** Continuously pull in text and scanned PDFs, including handwritten forms, from designated OneDrive folders, manually or on a schedule. - **Extract intelligence:** Run documents through prebuilt or custom Azure AI models to extract structured data. - **Map to Salesforce:** Insert or update Salesforce records with the extracted values, and store the original PDFs as Lightning File attachments. - **Run at scale:** Process hundreds or thousands of documents per job, in parallel, without user intervention. ## Sheepdocs Architecture - **Salesforce Platform:** A 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 and SharePoint integration for 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 and 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 formatting, concatenation, and validation rules during mapping. - **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:** 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 during review and filing. - **Mortgage and lending:** Extract borrower, property, and loan data from applications and disclosures to streamline underwriting. - **Legal and risk:** Convert contracts, agreements, and forms into structured data for reviews, audits, and compliance. - **Government and public sector:** Turn forms, applications, and documents into structured data for case tracking and service workflows. - **Insurance:** Extract policy, claim, and damage details for faster review, cleaner records, and more consistent claims processing. ## Enterprise Precision - **Automated bulk document processing:** Run recurring, large-scale extraction jobs on demand or on a schedule, with no manual uploads. - **Native security and control:** Keep 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 | Metric | Result | Source | |---|---|---| | Time savings | 60-80% less document processing time when moving from manual to automated workflows | McKinsey, AIIM | | Accuracy rate | 90% field extraction accuracy with confidence scoring and validation rules | AIIM, Gartner | | Faster onboarding | 2-5X faster customer and partner onboarding | McKinsey, IDC | | Annual savings | $200K+ average savings after digitizing document-heavy workflows | IDC, Deloitte | These are industry benchmarks from published research by Gartner, McKinsey, AIIM, and IDC on document digitization and intelligent document processing. ## Meet the Team **Peter Benschop**, Founder and Chief Architect (BetsyDog Inc.) Peter is a software architect and engineer who designs and builds complex systems across web, mobile, Salesforce, and embedded environments. He was co-founder and lead architect of Capture Components, where he built ccScan®, a cloud-based document capture platform with barcode- and OCR-driven automation that integrated with Salesforce, Microsoft 365, Google Drive, and Amazon S3. **Jim Thompson**, Co-Founder and Product Evangelist (Innersanctum Inc.) Jim is an early-stage product and technology leader with decades of experience building software across consumer goods, financial services, healthcare, media, and advertising. He founded Chargent Payment Processing for Salesforce (acquired by AppFrontier in 2012) and co-founded GreatVines Beverage Sales Execution for Salesforce (acquired by Andavi Solutions in 2021). ## Get Started **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. It is designed for enterprise teams that need reliability, repeatability, and control rather than one-off uploads. - Install from the [Salesforce AgentExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=9ce4b51f-b50e-42c4-a12a-123e8dd6bd77) - Download the [Product Overview (PDF)](https://sheepdocs.com/docs/sheepdocs-for-salesforce-2026.pdf) - Email [sales@sheepdocs.com](mailto:sales@sheepdocs.com) --- (c) 2026 BetsyDog Inc. / Innersanctum Inc. All rights reserved.