---
schema_version: "1"
id: 1966c665583068d5721332d9582037c9e1d1cb3e30200aed7db977447abc8931
title: Create a Document Schema Configuration Using Auto-Extraction
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_document_ai_new_config.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai_new_config.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4a1edcbee1c0d4da583ffa49140aab3ad0e0a94f3f1a7ba7110ba169a47445c2
description: 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.
products:
  - Data 360
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All Editions</strong> supported by Data 360. See <a href="https://help.salesforce.com/s/articleView?id=data.c360_a_dc_editions.htm&amp;release=264.0.0&amp;type=5" title="Data 360 is available in several supported Salesforce editions. Some Data 360 features also require additional licenses.">Data 360 edition availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d40933e67">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40933e67 ">To create Document AI configurations</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40933e67 ">
              <p>Permission set: </p>
              <ul>
                <li>Data Cloud Architect</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

If you choose, you can create Document AI configurations using the Data Cloud Connect API. See the [Data Cloud Connect API reference](https://developer.salesforce.com/docs/data/connectapi/references/spec?meta=postDocumentAIConfigExtractData) for details.

**Before you begin**

To use Document AI in Data Cloud 360, [turn on Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&language=en_US&type=5) and [enable Agentforce](https://help.salesforce.com/s/articleView?id=ai.agent_setup_enable.htm&language=en_US&type=5).

#### See Also

- [Document AI](https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai.htm&release=264.0.0&type=5 "Document AI in Data 360 uses large language models (LLMs) to extract structured data from unstructured documents such as invoices, resumes, lab reports, and purchase orders.")

## 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/images/icon_note.png)
    
    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](https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai_new_config_no_source.htm&release=264.0.0&type=5).

#### See Also

- [Document AI Example Schemas](https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai_schema_ref.htm&release=264.0.0&type=5 "The following prompts are JSON-formatted schemas that you can use when creating an Document AI configuration in Data 360. Use these examples as starting points, or modify them for your specific use cases.")
- [Manage Document AI Configurations](https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai_manage_configs.htm&release=264.0.0&type=5 "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.")