Data Ae

• Step 6 - Add the Flow as a Quick Action Button on Contact Page
• Automate Resume Processing with Document AI
• Before You Start
• Step 3 - Create Apex Classes
• Step 1 - Create a Document AI Configuration to Process Resumes
• Prerequisite 1 - Create and Configure an External Client App
• Step 5 - Create Flow Elements
• Step 2 - Create a Prompt Template in Prompt Builder
• Step 4 - Create the Screen Flow
• Prerequisite 2 - Retrieve Your Salesforce Domain URL
• Example - Cumulus Financial Service Agent
• The Agentic Enterprise Solutions
• Get Started with Agentic Enterprise Solutions
• Step 4: Build and Test a Prompt in Prompt Builder
• Step 3: Create Search Index and Retriever
• Ground Agentforce on Your Own Website
• Step 5: Implement the Prompt Template in Your Agent
• Step 2: Set Up a Web Content Connector and Verify Content Ingestion
• Strategize Connection with Web Content (Crawler) Connector
• Step 1: Strategize Website Ingestion
• Activate, Test and Configure Your Agent
• Add Actions
• Before You Start
• Step 3 - Create Apex Class (Document AI API Wrapper)
• Step 1 - Create a Document AI Schema Config
• Prerequisite 1 - Create an External Client App
• Step 4 - Create Bank Statement Extraction Flow (Apex Wrapper)
• Create Flow Element to Get Contact ID from Email Address
• Create Flow Element to Get Document ID from Contact ID
• Step 2 - Create Flow to Retrieve File ID from Email Address
• Step 5 - Create the Loan Prequalification Employee Agent
• Complete Document AI Schema Configuration (For Reference Only)
• Finalize Flow Retrieving File ID from Email Address
• Build a Loan Prequalification Agent with Document AI
• Prerequisite 2 - Retrieve Your Salesforce Domain URL
• Before You Start
• Step 3: Build Agentforce Agent
• Step 2: Configure Data 360 and Intelligent Context
• Power Agentforce with Complex Visual Data
• Step 1: Strategize Your Visual Data Upload