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            Compare Bulk and Single Document Extraction

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            3. Salesforce Contracts

            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
            FileType PDF PDF
            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

            See Also

             
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            Salesforce Help | Article