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Compare Bulk and Single Document Extraction

Compare Bulk and Single Document Extraction

Single-file extraction works well for new contracts that arrive individually. You upload a file directly to Salesforce and extract data from it immediately. Bulk extraction processes documents from an external repository connected through Data Cloud. The documents stay in the external repository and aren’t uploaded to Salesforce storage. Use bulk extraction to digitize a large volume of contracts.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and Developer Editions
Aspect Bulk Extraction Single Document Extraction
Processing Asynchronous Synchronous
Volume Many documents from an external repository One document at a time
Configuration Requires a saved bulk extraction configuration No configuration needed
Source External repository via a Data Cloud connector The user uploads the file
File storage before processing Files remain in the external repository File is uploaded to Salesforce
Model choice Limited to Document AI certified multimodal models Broader model choices are available
When to use Digitizing large volumes of legacy contracts Processing individual contracts on demand
Supported File Type PDF PDF
Supported Languages English English
Fields, clauses, context for extraction

Same template and Contracts AI setup

Requires a bulk extraction configuration, Data Cloud connector path, and asynchronous processing.

Same template setup possible; file is uploaded; synchronous flow.
Field extractions limit Maximum 50 fields per template Maximum 50 fields per template
 
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