Salesforce Docs Portal

Create a Document Schema Configuration Manually

Configure a document schema to represent data extracted from your source files into a Data Lake Object (DLO). Use the document schema builder to manually define the structure of the document schema by adding fields and tables.

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.
  • Ensure that you've followed the unstructured data workflow and have created an unstructured data model object (UDMO) to reference your source files.

See Also

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 the UDMO that contains the documents you want to process.
    1. To process files from an existing source, select a UDMO that contains documents for processing, and click Next.
    2. To process files ingested through the Salesforce CRM connector, select the Content Document Version UDMO.
      Choose the CRM object whose file attachments you want to process, such as Account or Contact, and click Save. The available objects come from your Content Document Relationship records.
  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.

Add Fields to Extract

Configure the fields to extract and define the structure of the document schema.

  1. In the document schema builder, click Create Manually and then click Confirm.
  2. In the Outputs panel, select the Fields tab and then click Add Field.
  3. Provide a name, API Name, and Category for the field.
  4. To add more fields, click Add.
  5. Click Test and verify the results of the extraction.
  6. Select Save Draft to revisit your configuration later or Publish to activate your configuration.

Add Tables to Extract

Configure the tables to extract.

  1. In the Outputs panel, select the Tables tab.
  2. Click Add Table.
  3. Provide a name, API Name, and Category for the table.
  4. Click the Columns tab, click Add New Column, and provide a name, API Name, and Category for the column.
  5. Continue adding columns until the table is complete.
  6. To configure more tables, click Add New and repeat the steps to add the table columns.
  7. Click Test and verify the results of the extraction.
  8. 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