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Extract Data from Document Action
Extract structured data from documents using AI-powered analysis based on a document processing configuration.
In Flow Builder, add an Action element to your flow. In the field to search actions, enter Extract Data from Document, and select Extract Data from Document.
Set Input Values
Use values from earlier in the flow to set the inputs for the Extract Data from Document action.
| Input Parameter | Description |
|---|---|
| Content Document ID | The ID of the content document record to analyze. |
| Document Processing Configuration | The API name of the document processing configuration used to get data from the document. |
Store Output Values
To use the extracted data later in the flow, store it in a variable. The values are assigned when the document is processed.
| Output Parameter | Description |
|---|---|
| Content Document ID | The ID of the Content Document that was processed. This value returns the input Content Document ID. |
| Document Processing Configuration ID | The ID of the IDP configuration used to process the document. |
| Extracted Data | An Apex class containing the extracted data from the document. The class name is determined by the IDP configuration. |
| Extracted Data JSON | A JSON string representation of the extracted data from the document. This output includes an injected needsManualReview flag that indicates whether the extraction confidence score fell below the configured threshold. |
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