Automate High-Volume Document Extraction Using a Batch Template

Process large volumes of documents with Document AI for Health by using a batch template that contains predefined attributes for consistent extraction. Standardize data capture across document batches and reduce manual effort. Connect to Salesforce content folders to import documents for scalable processing.

Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Health Cloud and Agentforce for Health Cloud add-on licenses.

When: This feature is available starting June 5, 2026.

Who: This feature is available to users with the Data Cloud User, Document AI, and Health Cloud Foundation permission sets.