Agentforce and Einstein Generative AI

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Agentforce and Einstein Generative AI

MuleSoft for Flow: IDP | Extract Data from Document

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MuleSoft for Flow: IDP | Extract Data from Document

Extracts structured data from digital and scanned documents using AI-powered analysis based on a document processing configuration.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations and the MuleSoft for Flow: IDP add-on or Agentforce 1 Editions. Requires each user to have the MuleSoft for Flow: IDP add-on to access the action.

User Permissions Needed
See Common User Access for Standard Agent Actions.

Action Details

API Name	extractDataFromDocument
Reference Action Type	Standard Action
Reference Action	Extract Data from Document
Does this action execute one or more prompt templates?	No
Required Setup	Set Up and Use Extract Data from Document in Flow

Guidelines and Considerations

This action requires the MuleSoft for Flow: IDP add-on license.
Use a document processing configuration to define the extraction rules for your document type. See Set Up and Use Extract Data from Document in Flow.

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