Give your reviewers a way to verify and correct extracted document data without orchestrating multiple flows. The flow pauses at the Extract Data from Document action and resumes automatically after a reviewer submits corrections. Send every extraction for review, or only the low-confidence extractions based on the confidence thresholds in your document processing configuration.
Where: This change applies to Lightning Experience and Salesforce Classic in Professional (with API access add-on), Performance, Enterprise, and Unlimited editions. Edit or delete document processing configurations in the Automation app. This feature is available with the MuleSoft for Flow: IDP add-on license.
How: Add an Extract Data from Document action to your flow and configure the Human Review Settings section. Select when to require review: Never, Only when needed (based on confidence score), or Always. Optionally assign reviews to specific users. Reviewers access pending reviews in the Human Reviews tab of the Automation app, where they validate extracted data against the original document and submit corrections. Each extracted value shows a confidence score, so reviewers can prioritize the fields most likely to need correction, and they can use Save Changes to save their work in progress and finish the review later. If a reviewer marks the review as incorrect and records why, the flow follows its fault path.