Document AI Tutorials
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.
Using AI for 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.
Line Items Using JSON - This tutorial demonstrates how to use CloudFiles with Salesforce Flow Automations to create a KYC upload checker. Unlike the AI-Powered KYC Upload Checker that performs multiple individual Query Document calls, this version streamlines the process by using the Query Document (Batch) action to handle multiple operations in a single call.
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.
AI-Powered KYC Upload Checker - In this tutorial, we will see how CloudFiles can be used with Salesforce flow automations to create a KYC upload checker.
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.