Salesforce Docs Portal

Create a Document Schema Configuration Without a Source Object

Configure a document schema to use in programmatic API workflows. Use the document schema builder to define a new document schema.

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

You can also create Document AI configurations using the Data Cloud Connect API reference.

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.
Note
Note When you create a schema configuration without a source object, Data Cloud doesn't create an output DLO as it doesn’t store any data when you use this option.

See Also

Create a Document Schema Configuration

  1. From the App Launcher, select Data Cloud.
  2. Select Process Content | Document AI | New.
  3. Select Without a Source Object.
  4. In the document schema builder, select Create Manually and then select Confirm.
  5. In the Outputs panel, select the Fields tab and then select Add Field.
  6. Provide a name, API Name, and Category for the field.
  7. (Optional) Add a prompt to provide Document AI with specific instructions about how to populate the field.
  8. To add more fields, select Add.
  9. In the Outputs panel, select the Tables tab, and then select Add Table.
  10. Provide a Name, API Name, and Category for the table.
  11. (Optional) Add a prompt to provide Document AI with specific instructions about how to populate the table.
  12. Select the Columns tab, select Add New Column, and provide a name, API Name, and Category for the column.
  13. Continue adding columns until the table is complete.
  14. To configure more tables, select Add New and repeat the steps to add the table columns.
  15. In the Outputs panel, select the Schema tab.
  16. (Optional) Add a prompt to provide Document AI with global instructions that apply to the entire document. For example, you can set instructions to ignore specific sections or define a primary extraction language.
  17. Select Test to verify the extraction results.
  18. Select Save Draft to revisit your configuration later or Publish to activate your configuration.

Review the document schema configuration on the details page.

Import a Document Schema Configuration from JSON

Instead of building a document schema from scratch, import a JSON file exported from another org or environment to populate the output fields and tables.

  1. From the App Launcher, select Data Cloud.
  2. Select Process Content | Document AI | New.
  3. Select Without a Source Object.
  4. In the document schema builder, for the method to add fields and tables, select Import from JSON and then select Next.
  5. Paste the exported JSON into the JSON Schema field and then select Next.
  6. Deselect any fields or tables that you don't want to import.
  7. Select Insert.
  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.