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Document Agent in Agentforce Supply Chain

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Document Agent in Agentforce Supply Chain

Use the Document Agent to extract more complicated information from documents, such as images and tables, in Agentforce Supply Chain.

License Required
This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Supply Chain license. To purchase an Agentforce Supply Chain license, contact your Salesforce account executive.

License Required

This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Supply Chain license.

To purchase an Agentforce Supply Chain license, contact your Salesforce account executive.

Capabilities

Capability	Description	Example
Basic data extraction	Extract information from PDFs, images, CSV, .docx, .pptx, and .xlsx files.	Get the expiration date from a provided certificate.
Tabular data extraction	Get tables from PDFs or CSV files. Best for smaller tables and simpler layouts.	Extract invoice line items and create `line_items.csv`.
Document summary	Summarize one or more documents.	Summarize the intellectual property clause of a contract.
.docx template filling	Fill Word templates that use variables in the format `{{ variable_name }}`.	Pre-populate a contract template by mapping fields to variables, such as `{{ customer_name }}`, `{{ contract_start_date }}`, and `{{ contract_end_date }}`.
.docx difference checker	Compare two .docx files and return differences in content and comments.	Find all contract changes made in the latest negotiation round.
PDF generation	Create a PDF with rich text and tables.	Generate a supplier scoring report with summary, scores, and rationale.