Salesforce Docs Portal

Manage Document AI Configurations

View, edit, publish, export, and rebuild Document AI configurations. Package Document AI configurations in data kits. Save Document AI configurations as drafts, and refine your extraction schemas over multiple sessions.

Required Editions

Available in: All Editions supported by Data 360. See Data 360 edition availability.
User Permissions Needed
To manage Document AI configurations

Permission set:

  • Data Cloud Architect

Document AI Requirements

View Document AI Configuration Details

The details page for a Document AI configuration shows whether it's in Draft or Activated state, its runtime status, source, output data, and other information.

  1. From the App Launcher, select Data Cloud.
  2. Click Process Content | Document AI.
  3. Select a Document AI configuration and review the details.
  4. To review the output schema, click Output.

Edit a Draft Configuration

Modify and refine a draft configuration before publishing it.

  1. From the App Launcher, select Data Cloud.
  2. Click Process Content | Document AI.
  3. Select the draft configuration that you want to edit.
  4. Click Edit.
  5. Make your changes to the fields, tables, or other configuration settings.
  6. Click Test to verify the extraction results.
  7. Select Save Draft to save your changes.

Publish a Document AI Configuration

When your schema meets the required accuracy, publish your draft configuration to activate it for document processing.

  1. From the App Launcher, select Data Cloud.
  2. Click Process Content | Document AI.
  3. Select the draft that you want to publish.
  4. Review the details and test results.
  5. Click Publish.

Delete a Document AI Configuration

  1. From the App Launcher, select Data Cloud.
  2. Click Process Content | Document AI.
  3. Select the Document AI configuration that you want to delete.
  4. From the object view, click Delete.

Rebuild a Document AI Configuration

If a document schema configuration isn't processed correctly, rebuild the configuration.

  1. From the App Launcher, select Data Cloud.
  2. Click Process Content | Document AI.
  3. Click the document schema configuration that you want to rebuild.
  4. On the details page, select Rebuild.

After the rebuild completes, the Last Run Status field changes to Ready.

Export a Document AI Configuration as JSON

Export and reuse a Document AI configuration as a JSON file.

  1. From the App Launcher, select Data Cloud.
  2. Click Process Content | Document AI.
  3. Select the dropdown menu to export the Document AI configuration.
  4. Select Export JSON.

The configuration downloads as a JSON file that you can import into another org or environment.

Add a Document Schema Configuration to a Data Kit

Add a document schema configuration to a data kit to share functionality across users and environments.

  1. Go to Data Cloud Setup.
  2. In Tools, click Data Kits | New.
  3. Name the data kit and add an optional description.
  4. Click Save.
  5. Under Document Schemas, click Add.
  6. Select the document schemas to add to the data kit, and click Next.
  7. Click Save, and then click Publish.

Your data kit is created. You can now publish it in Package Manager.

See Also