Build, test, and activate Document AI configurations through natural-language conversation with an AI agent, without navigating the UI. Connect an AI agent, such as Claude or Cursor, to the Data 360 MCP server to generate document schemas, verify extraction accuracy, and publish them for production use.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
When:This feature is available on a rolling basis starting in August 2026.
Why: Headless setup adds a faster, conversational path to Document AI configuration. Key benefits include:
- Deploy document extraction in under an hour.
- Set up configurations without specialized technical skills.
- Improve accuracy as the agent iterates on extraction prompts based on your feedback.
- Build comprehensive document automations by linking extraction APIs and schemas with Apex and Salesforce Flow via simple AI agent prompts, eliminating the need for custom code.
How: The agent checks your models and Document AI configuration, generates a schema from your sample file, and creates a configuration through the Without a Source Object path. Review the configuration, and then work with the agent to test the schema against your sample file.