Filemate

Agentforce Powered File Actions for your Salesforce Files

FileMate,  a free add-on to Media Manager, brings AI-driven transformations to your files actions - summaries, translations, extraction and ask your files directly into Salesforce.
Filemate

Get started without steep

Work Smarter with Files: Converts static PDFs and Images into usable Salesforce insights through one-click AI actions.
Faster Reviews, Better Focus: Summaries and Q&A shorten review cycles, helping users act on what matters faster.
Global Ready: Translate file content instantly to support multilingual teams and international operations.
Native and Secure: All responses are processed inside Salesforce, ensuring compliance and data safety.
Future-Proof with Agentforce: Built to evolve with Agentforce, extending intelligence across your Salesforce ecosystem.

Summaries That Save Time

Turn lengthy PDFs or scanned documents into concise, actionable takeaways in seconds.
Easily view highlight risks, deadlines, and owners automatically.
Share snapshots with executives for faster approvals.
View key information quickly for consistent decision-making.

Ask Your Files Anything

Query file content with simple questions and receive instant text-based responses.
Ask questions about any PDF or image and get instant answers.
Retrieve policy or compliance details with accuracy.
Turn document reviews into quick, shared discoveries across teams.
Copy, download, or refine Al responses effortlessly.

Extract Key Data Instantly

Let Agentforce instantly extract names, dates, or values from PDFs and images stored in Salesforce.
Capture text quickly from business-critical documents with one action.
Works with PDFs, PNGs, and JPEGs.
Eliminate manual copy-paste and repetitive effort.
Store extracted results as text for reuse or reporting.

Translate Without Barriers

Deliver secure AI-translations of PDFs, PNGs, or JPEGs for global collaboration and customer support.
Translate across major languages supported by Salesforce AI.
Maintain original file structure in translated downloads.
Improve cross-team collaboration and international communication.

Ready to make your Salesforce files smarter?

Popular Features in Media Manager

Multi-View Modes
Toggle between list, tile, and slider views to match your workflow
File Tree Navigation
Browse all related files in a structured hierarchy
Group By Views
Organize files by type, owner, or date for fast access
Advanced Filtering
Apply multi-field filters to quickly find the right files
Upload/Download Controls
Restrict file types, bulk upload smoothly & control single or multi-file downloads.
Custom File Actions
Trigger Flows, Lightning Components, or LWCs directly from files
Multi-View Modes
Toggle between list, tile, and slider views to match your workflow
File Tree Navigation
Browse all related files in a structured hierarchy
Group By Views
Organize files by type, owner, or date for fast access
Advanced Filtering
Apply multi-field filters to quickly find the right files
Upload/Download Controls
Restrict file types, bulk upload smoothly & control single or multi-file downloads.
Custom File Actions
Trigger Flows, Lightning Components, or LWCs directly from files
Additional Resources for

Smarter Conversations

Got other Questions in mind?

We’re here to help. Reach out to schedule an introductory call with one of our team members and learn more about how Softsquare can benefit your organization.
Frequently Asked Questions

How much does FileMate cost?

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FileMate is available  a free add-on within Media Manager.

Can FileMate be used without Media Manager?

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No. FileMate works as an Agentforce-powered extension of Media Manager. It relies on Media Manager’s secure file features to access, analyze, and process your PDFs and images inside Salesforce.

Can I use my own prompt template in FileMate?

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Yes. FileMate allows admins to use their own custom prompt templates for data extraction and Q&A tasks. You can create, modify, and manage templates directly within Salesforce to tailor FileMate’s responses to your business needs.

What file formats does FileMate support?

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FileMate currently supports PDF and image files in PNG and JPEG formats. These formats can be analyzed for data extraction, summarization, translation even ask questions to your files directly within Salesforce. Support for additional file types may be introduced in future updates.