Document Mapper

manually entering document data into salesforce can be slow and error prone , especially when documents contain information spread across multiple records or require matching with existing salesforce data before updates can be made document mapper solves this by combining ai powered extraction with salesforce automation using configurable mapper fields and ai prompts, users can define exactly what information should be extracted from uploaded files and how it should map into salesforce document mapper supports both parent and child object mapping , allowing related records to be processed together in a single workflow no code, just configuration the setup is entirely configuration driven and requires no coding simply choose the salesforce object, configure mapper fields, and provide prompts that guide ai extraction upload sample files to test and refine results, then save the configuration each saved configuration generates a unique config id , available from the document mapper list view this config id stores your mapping logic and can be reused across multiple execution methods, ensuring the same extraction setup supports different business processes once a document is uploaded, ai reads the content, extracts the required information, and automatically creates or updates salesforce records flexible ways to use document mapper document mapper configurations can be used in multiple ways depending on your process list view button – upload a document and create new salesforce records directly from extracted data this is ideal when generating records from incoming files detail page button – upload a document against an existing salesforce record to update fields or create related child records document mapper docid\ zhnizzremyqxf2lpedkkt flow action – use the same config id inside salesforce flow to include document extraction within larger automation processes because all methods use the same config id, the same mapping logic can be reused without rebuilding configurations advanced mapping with flows some fields can be populated directly through ai extraction, while others require additional logic such as record matching to support these scenarios, mapper fields support salesforce flows a flow can be attached to a mapper field so the extracted value is passed into salesforce automation, processed, and the resulting value returned back to the mapper field automatically this makes it possible to connect extracted document data with existing salesforce records during processing without requiring manual intervention example using a flow to populate a field in this example, we configure the mapper on the account object along with a related contact object using the prompts shown above when the prompts are run, the mapper extracts the billing city from the document and populates it directly on the account record it also extracts the contact name , which is passed as an input to the connected salesforce flow inside the flow, the extracted name is used to search salesforce for the matching contact record using a get records element once the matching record is found, the flow returns the contact id document mapper then uses this returned id to automatically populate the contact lookup field on the account record this allows document data and related salesforce records to be linked automatically during processing without requiring manual lookup selection once your configuration is ready , upload a sample document to test it ai extraction and any connected flows work together, allowing you to refine prompts and flow logic until the results match your requirements 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