Data 36017 tasks
Build Data 360 Document AI Extraction
Set up Document AI in Data 360 so uploaded documents, such as records, bills or contracts, become structured fields on Salesforce records that people can review.
Method
How MeshMesh does it
- Explores the org to find the extraction object schema, and reads the Apex service that maps Document AI output to fields.
- Plans a phased build, weighing approaches such as an Apex bridge against a Flow HTTP callout, and writes the first metadata: a custom object, a tab and a permission set.
- Builds Apex extraction services with Queueable extraction jobs, plus custom fields and a permission set to hold and expose the extracted data.
- Adds LWC review cards, synthetic demo files and a click-path guide for demos.
- Fixes gaps in the data a component depends on. In one case it created the missing task and profile records behind an empty review component.
For the wider product area, see the Data 360 overview.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Data.comSales Cloud1 tasks
Features