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Single Document Extraction Methods and Licensing Requirements for Contracts AI
Contracts AI offers three extraction methods, each with different performance characteristics, file requirements, and licensing needs. Compare the methods to determine which ones to configure for your org.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions |
Extraction Methods
| Extraction Method | Document AI Extraction | Industries Einstein Extraction | Multimodal Extraction |
|---|---|---|---|
| Description | For small to mid-sized documents. Uses Data Cloud Document AI to process structured contract data. AWS Extract license isn’t required. Supports multiple models, such as OpenAI and Gemini. |
For complex or large documents without Data Cloud license. Uses Industries AI APIs to process documents. Requires an AWS Textract license. |
For small to mid-sized documents. Processes documents through a platform gateway call to a large language model. A Data Cloud or Industries Einstein license isn’t required. Supports multiple models, such as OpenAI and Gemini. |
| Availability | Available when Data Cloud is enabled. | Available when Industries Einstein is enabled. | Available without Data Cloud or Industries Einstein. |
| Processing role | Preferred method | Secondary method | Fallback method |
| Processing approach | Uses prompt instructions defined for fields and clauses. | Uses Industries AI APIs for extraction. | Uses API-based inputs to Large Language Models (LLMs). |
| Maximum file size | 10 MB | Supports files exceeding 20 MB | As per the supported LLM model |
| Maximum pages | 25 | Varies | As per the supported LLM model. |
| Fallback behavior when one extraction model fails | Falls back to multimodal or Industries Einstein depending on the scenario and document size. | Used when Document AI can’t process the document. | Is the final fallback method when Document AI fails and Industries Einstein is unable to start the extraction. |
Licensing Requirements for Contracts AI
Contracts AI features depend on enabled licenses and consumption-based entitlements.
| Component | Type | Description |
|---|---|---|
| Einstein Foundations | License | Base requirement for AI capabilities in Contracts AI. Enables AI-powered extraction, multimodal processing, model-based extraction, and access to features such as Prompt Builder. |
| Salesforce Contracts | License | Required to use Salesforce Contracts features. |
| Contracts AI | License | Required to use all Contracts AI features, including contract extraction, clause generation, and related workflows. |
| Entitlement Credits (Flex Usage) | Entitlement | Consumption-based model governed by a Flex SKU. Provides credits used for extraction and clause generation. Credits are shared across AI features, such as Agent for Sales and Agent for Service. |
| Data Cloud | License | Enables Data Cloud capabilities, including Document AI. Required to use Document AI and advanced AI-driven extraction features. |
| Context Service (RCA License) | License | Defines the data structure (context definitions) used for extraction. Enables schema creation and supports prompt-based extraction at the field level. |
| AWS Textract | License | Required only for Industries Einstein extraction. Supports large file processing and legacy extraction workflows. Not required for Document AI or multimodal extraction. |
| Industries Einstein | License (conditional) | Enables extraction for large or complex documents by using industry-specific processing. Requires AWS Textract for execution. |
