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            Sample Management includes an AI-driven document reader that uses prompt-based extraction to convert unstructured customer requirement documents into structured Product Requirement Specification (PRS) data. Generative AI-enabled fields powered by prompt templates can help users complete their work faster. With a click of a button, users can quickly populate the data from the uploaded document.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise, Unlimited, and Developer Editions

            This capability enables sales and technical teams to upload requirement documents (PDF) and automatically extract key technical specifications into structured Salesforce fields, eliminating manual data entry and reducing errors.

            Note
            Note For each request, you can upload only one file. The file must be in PDF format and cannot exceed 15 MB.

            Ensure that Manufacturing Generative AI is enabled and the user has the permissions ExecutePromptTemplate and ManagePromptTemplate.

            1. The user uploads a requirement document while creating a Product Requirement Specification (PRS).
            2. Click Get Requirement Specifications.

              The system invokes a predefined prompt template (Product Requirement Specification Data Extraction) available in the org.

            3. The prompt instructs Einstein to read the uploaded document, identify requirement categories (such as Functional, Packaging, Compliance), and extract structured values mapped to PRS fields.
            4. The extracted values are automatically populated into the corresponding dynamic requirement screens.

            If Generative AI is not enabled, users can manually enter specifications.

            Note
            Note The data extraction uses a default out-of-the-box prompt template available in the org. Admins can view and manage this prompt by navigating to Prompt Builder in Setup, searching for the Product Requirement Specification Data Extraction default template, and opening it to view the specific details.

            The default prompt is designed specifically for manufacturing requirement documents, maps extracted content to structured PRS categories, and works dynamically based on the Category values configured by the admin.

             
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