Salesforce Docs Portal

Step 1 - Create a Document AI Configuration to Process Resumes

Now that you've completed the prerequisites and gathered the required information (Client Secret, Consumer Key, and Salesforce Domain URL), you're ready to create your first Data 360 Document AI configuration to process and extract data from resumes. Learn more about Document AI.

1. Create a New Configuration

  1. From App Launcher, find and select the Data 360 app (it may appear as Data Cloud).
  2. Go to the Unstructured Data tab (in some orgs, this may be labeled as Process Content).
  3. On the left-hand navigation menu, click Document AI.
  4. Click New to create a new configuration.
  5. Choose how you want to create your document schema configuration by selecting Without a source object.

2. Configure Data Extraction

  1. Prepare your resume document for upload. In the document schema builder, click Upload Files and select your resume.

  2. On the top left, select any LLM model. Gemini 2.0 Flash is recommended for PDF analysis.

  3. Configure extraction fields:

    • On the right, under Outputs, click Create Manually and then click Next.
    • Click Add Field and add the following fields one-by-one. For each field, set the data type to string, and leave the prompt field blank.
Field Name Description
First Name Candidate's first name
Last Name Candidate's last name
Email Address Candidate's email address
Phone Number Candidate's phone number
Street Address Candidate's street address
City Candidate's city
State or Province Candidate's state or province
Country Candidate's country
Pin Code or Zip Code Candidate's postal code
Summary of Qualifications Summary of candidate's qualifications

3. Test and Save Your Configuration

Verify the results of the resume data extraction.

  1. Click Test.
  2. Document AI processes your uploaded sample file and extracts the defined fields. Review the output to verify that all fields are extracted correctly.
  3. Save your configuration:
    • Click Save.
    • Enter a Document Schema Name and API Name: resume_config. Copy and save the API name for next steps.
    • Click Save.

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