Salesforce Docs Portal

Create a Document Schema Configuration Using Auto-Extraction

Configure a document schema to represent data extracted from your source files into a Data Lake Object (DLO). Use the auto-extraction option in the document schema builder to have an LLM define the structure of the document schema. The builder auto-populates all fields, tables, and columns.

Required Editions

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

Permission set:

  • Data Cloud Architect

If you choose, you can create Document AI configurations using the Data Cloud Connect API. See the Data Cloud Connect API reference for details.

Before you begin

To use Document AI in Data Cloud 360, turn on Einstein Generative AI and enable Agentforce.

See Also

Turn On Einstein Generative AI

Before getting started, turn on Einstein to use generative AI features in Document AI. After you turn on Einstein, we’ll need a few minutes while we sync Einstein and Data Cloud.

  1. System admin: From Setup, in the Quick Find box, enter Einstein Setup, and then select Einstein Setup.
    Note
    Note If you can’t find Einstein Setup, ensure that your org meets the prerequisites for any generative AI features you plan to use. For more support, contact your Salesforce Account Executive (AE).
  2. Enable Turn on Einstein.

Create an Output DLO

Configure an output DLO to represent the schema definition of the data extracted from your source file.

  1. From the App Launcher, select Data Cloud.
  2. Click Process Content | Document AI | New.
  3. Click From a Source Object.
  4. Select a UDMO that contains documents for processing, and click Next.
  5. Use the toggles to select which file types are available for your document schema configuration, and click Next.
  6. Select which LLM you want to use, and click Next.
  7. On the Configure a Data Lake Object page, click Add.
  8. Click From Scratch, and in the New Data Lake Object dialog, supply values for the DLO Name and API Name, and then click Next.

Auto-extract the Document Schema

Use the document schema builder to auto-extract the document schema, including fields, tables, and columns.

  1. In the document schema builder, click Using auto-extraction and then click Next.
    Document Al auto-extracts all data from the source and auto-populates a document schema.
  2. Click Test and verify the results of the extraction.
  3. Select Save Draft to revisit your configuration later or Publish to activate your configuration.

You can view the document schema configuration on the details page. To instead populate the schema from a JSON file, review Import a Document Schema Configuration from JSON.

See Also