Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
About Salesforce Data 360
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Document Schema Configuration Using Auto-Extraction

            You are here:

            1. Salesforce Help
            2. Docs
            3. Data 360

            Create a Document Schema Configuration Using Auto-Extraction

            Configure a document schema to represent data extracted from your source files into a Data Lake Object (DLO). Use the auto-extraction option in the document schema builder to have an LLM define the structure of the document schema. The builder auto-populates all fields, tables, and columns.

            Required Editions

            Available in: All Editions supported by Data 360. See Data 360 edition availability.
            User Permissions Needed
            To create Document AI configurations

            Permission set:

            • Data Cloud Architect

            If you choose, you can create Document AI configurations using the Data Cloud Connect API. See the Data Cloud Connect API reference for details.

            Before you begin, ensure that you’ve followed the unstructured data workflow and have created an unstructured data model object (UDMO) to reference your source files.

            See Also

            Turn On Einstein Generative AI

            Before getting started, turn on Einstein to use generative AI features in Document AI. After you turn on Einstein, we’ll need a few minutes while we sync Einstein and Data Cloud.

            1. System admin: From Setup, in the Quick Find box, enter Einstein Setup, and then select Einstein Setup.
              Note
              Note If you can’t find Einstein Setup, ensure that your org meets the prerequisites for any generative AI features you plan to use. For more support, contact your Salesforce Account Executive (AE).
            2. Enable Turn on Einstein.

            Create an Output DLO

            Configure an output DLO to represent the schema definition of the data extracted from your source file.

            1. From the App Launcher, select Data Cloud.
            2. Click Process Content | Document Al | New.
            3. Click From a Source Object.
            4. Select a UDMO that contains documents for processing, and click Next.
            5. Use the toggles to select which file types are available for your document schema configuration, and click Next.
            6. Select which LLM you want to use, and click Next.
            7. On the Configure a Data Lake Object page, click Add.
            8. Click From Scratch, and in the New Data Lake Object dialog, supply values for the DLO Name and API Name, and then click Next.

            Auto-extract the Document Schema

            Use the document schema builder to auto-extract the document schema, including fields, tables, and columns.

            1. In the document schema builder, click Using auto-extraction and then click Next.
              Document Al auto-extracts all data from the source and auto-populates a document schema.
            2. Click Test and verify the results of the extraction.
            3. Click Save.

            You can view the document schema configuration on the details page.

            See Also

             
            Loading
            Salesforce Help | Article