Document AI Tutorials

Overview

Welcome to the Document AI Tutorials category. This tutorial series walks you through the core capabilities of Document AI, including how to configure and set up initial flows, process files, extract and map data to Salesforce object fields, and seamless integration into your automation workflows.

Browse through the list below to get started -

• AI Flows - Initial Setup Guide - This guide explains how to set up Salesforce flows to process files using CloudFiles Document AI, which is a necessary first step before running AI queries. It covers how to process documents from both Salesforce and external storage, each with slightly different methods, in order to generate a processed document ID required for querying.
• Batching AI Queries - In this tutorial, we will see how CloudFiles can be used with Salesforce flow automations to create a KYC upload checker. While this is similar in functionality to KYC Upload Checker, instead of performing multiple Query Document calls, we will perform a single call for multiple actions using the Query Document (Batch) action.
• Classify and Rename Uploaded Files - In this tutorial, we will see how CloudFiles can be used with Salesforce flow automations to classify incoming documents and rename them appropriately.
• Document Mapper Tutorial This tutorial explains how to use CloudFiles Document Mapper with Salesforce List View Buttons to automate processing of structured business documents. It extracts key information from uploaded files and creates the corresponding Salesforce records, including related Line Items, without manual data entry.
• Document Checklist - In this tutorial, we will see how CloudFiles can be used with Salesforce flow automations to classify incoming documents and update the checklist appropriately.
• Get CSV text Output from AI Query - In this tutorial, we will see how CloudFiles can be used with Salesforce flow automations to extract multiple data fields from uploaded documents in CSV format using a single query.
• Get JSON Output from AI Query - In this tutorial, we will see how CloudFiles can be used with Salesforce flow automations to extract data from documents in a structured JSON format.
• KYC Upload Checker - In this tutorial, we will see how CloudFiles can be used with Salesforce flow automations to create a KYC upload checker.
• Line Item Extraction - This article explains how to use CloudFiles with Salesforce Flow to automate data extraction from uploaded documents. It covers how files are processed using CloudFiles Document AI, how Natural Language Queries extract key information (such as order line items), and how the extracted data is further handled within the flow.
• Mass property extraction from a Medical Form - In this tutorial, we will see how CloudFiles can be used with Salesforce flow automations to extract multiple properties from documents using custom metadata.
• Signature Checking - This article demonstrates how to automate signature detection using CloudFiles and Salesforce Flow. When a file is uploaded to Salesforce or external storage, CloudFiles Document AI processes it, a Natural Language Query checks for a signature, and the corresponding Salesforce record is updated based on the result.
• Simple Data Extraction from KYC Files - This tutorial provides step-by-step guidance on configuring Salesforce Flow Automations using CloudFiles Document AI Flow Actions. It focuses on processing Salesforce files that are uploaded or attached to object records, extracting information from those files using AI, and automating the update of Salesforce object fields based on the extracted data.
• Splitting multiple combined POs into child objects - In this tutorial, we will see how CloudFiles can be used with Salesforce flow automations to split multiple combined documents from an uploaded Salesforce file.

Beyond this Tutorial

This tutorial demonstrated a foundational example of processing files from connected External Storage. You can adapt the same logic to address numerous enterprise use cases, including:

• File Metadata Management: Automatically tagging and categorizing files based on type, content, or extracted information, updating relevant metadata columns accordingly.
• Automated File Routing: Moving files automatically between storage locations or triggering approval tasks based on file type, contents, or extracted insights.
• Order Processing: Extracting data from uploaded Purchase Orders, updating corresponding Order records, or automatically creating Order Line Items.
• Invoice Automation: Capturing essential details from invoices uploaded into Opportunity folders, updating related Salesforce fields, or initiating payment-related workflows.
• HR Onboarding Automation: Extracting key employee details from onboarding documents uploaded into employee-specific folders, automating record creation, and data updates.
• Compliance Automation: Automatically processing compliance-related documents (e.g., certifications) uploaded into Account folders, and instantly updating compliance status.
• Insurance Claim Automation: Parsing claim documents uploaded to Case records, extracting essential data, and updating claim statuses and details automatically.

Exploring these use cases along with Document AI can greatly streamline your Document Management & Sharing and enhance data accuracy, significantly boosting your organization's productivity.