Document Mapper

manually entering data from uploaded files into salesforce can be time consuming and error prone, especially when dealing with multi record or hierarchical data like accounts and their related contacts, invoices, or opportunities businesses often need a faster, more reliable way to convert document data into salesforce records without repetitive manual work the document mapper feature automates record creation and updates directly from uploaded files using ai powered field extraction users can configure how information from a document maps to salesforce fields across both parent and child objects, and let the ai do the work how to setup? create a document mapper configuration go to document ai → document mapper → create new configuration choose the salesforce object (e g , account) add fields and prompts to tell ai what to extract upload a sample file to test and refine the ai’s extraction click save to generate a config id 💡 you’ll use this config id while setting up your list view or detail page buttons setup list view button (for create record) go to setup → object manager → your object navigate to buttons, links, and actions → new button or link configure display type list button content source url behavior display in existing window without sidebar or header find and open the visualforce page documentmapperaction copy its url and append the config parameter https //\<yourdomain> vf force com/apex/documentmapperaction?configid={your config id} save and add the button to your list view layout now, from any list view, users can click the button → upload a file → and automatically create records! setup detail page button (for update record) go to buttons, links, and actions → new button or link configure display type detail page button content source url paste this url (replace object name and config id as needed) https //\<yourdomain> vf force com/apex/documentmapperaction?configid={your config id}\&recordid={!object id} example for account https //\<yourdomain> vf force com/apex/documentmapperaction?configid={your config id}\&recordid={!account id} save and add the button to the page layout → salesforce lightning experience actions section from any record page, click the button → upload file → ai updates the record and adds related child records as needed once configured, users simply upload a document, and salesforce automatically creates or updates the relevant records this cuts down on manual entry time and improves data consistency no code, just configuration you don’t need to write a single line of code you just select fields, add simple prompts, and test your setup visually upload, review, and create records in just a few seconds, all within salesforce this feature is versatile and can be used across industries sales teams can generate accounts and opportunities from client documents without any manual data entry, while operations teams can process partner contracts or onboarding forms in just a few clicks with document mapper , tasks that once took hours of repetitive work are now completed in moments, accurately, efficiently, and with ease head to document ai → document mapper → create new configuration and experience how effortless record creation can be try it out today! document mapper transforms the way you work with data in salesforce, replacing tedious manual entry with a simple, ai driven experience from setup to execution, every step is designed to be intuitive, fast, and reliable whether you’re creating new records or updating existing ones, it’s as easy as uploading a file and letting the ai handle the rest