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AI-Driven Document Intelligence for Salesforce
Automatically herd your unstructured documents into actionable Salesforce data to eliminate manual entry and accelerate your business workflows. Coming soon to AppExchange and OEM Partners
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.
Powered by Microsoft Azure AI Foundry, Sheepdocs extracts fields, tables, signatures, and key-value pairs, then maps them directly into your Salesforce objects.
What can Sheepdocs do?
Ingest Bulk Documents
Continuously ingest PDFs 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 without user intervention
Sheepdocs Architecture
Salesforce Platform
Native managed package with 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 seamless document access
Secure Integration Layer
Azure Functions with OAuth, service principals, and Named Credentials
Powerful AI Model Options
Prebuilt Models
Industry-standard extraction for invoices, IDs, receipts, business cards, and more—ready to deploy immediately
Custom Models
Train on your proprietary documents and forms for industry-specific extraction needs
Cutting Edge Data Extraction
Leverage Generative AI and LLM for freeform and unstructured content understanding and classification.
Table Recognition
Extract complex tables and line items with precision, preserving relationships and structure
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
Automated Workflows
Trigger downstream processes with Salesforce Flow or Scheduled Apex based on document processing events
Real-World Impact Across Industries
Accounting
Automatically process receipts, invoices, purchase orders, and bank statements to extract line-item data and streamline reconciliation
2
Tax Forms
Extract structured data from tax forms, schedules, and client PDFs to reduce manual entry and improve accuracy during review and filing
3
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.
Trusted AI Foundation
Leverage the power of Microsoft Azure AI Foundry for proven reliability, scalability, and high-precision document extraction.
Customized Intelligence
Deploy prebuilt models for immediate value or train custom models to handle your organization's unique document types and workflows.
Measurable Business Value
60-80%
Time Savings
Reduction in document processing time when moving from manual to automated workflows (McKinsey, AIIM).
90%
Accuracy Rate
Field extraction accuracy with confidence scoring and validation rules (AIIM, Gartner).
2-5X
Faster Onboarding
Speed improvement for customer and partner onboarding processes (McKinsey, IDC)
$200K+
Annual Savings
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 developer, skilled in both the design and implementation of mobile apps, web apps, Salesforce custom apps, traditional Windows application software, and also complex firmware.
Peter was Co-Founder and Lead Architect of Capture Components, where he built ccScan®, a cloud document capture solution that replaces multi-step scanning and upload workflows with a single automated process. ccScan supports barcode- and OCR-driven automation and integrates with major cloud platforms including Salesforce, Microsoft 365, Google Drive, and Amazon S3.
Innersanctum Inc.
Jim Thompson
Product Evangelist
Jim is a technology executive with experience leading product, technology, and operations across software, healthcare, and interactive media companies. He combines hands-on technical depth with cross-functional leadership in product strategy, business process automation, and application development.
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.

Coming Soon to Salesforce AppExchange and OEM Partners
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