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Automate Your Business Processes

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Automate Your Business Processes
- Automate Your Business Processes with Salesforce Flow
- Optimize and Automate Business Processes with Agentforce Supply Chain

Example Document Processing Workflows

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Example Document Processing Workflows

Walk through end-to-end examples that combine document extraction with human review, from a single flow path to record-triggered flows with approval and orchestration.

Required Editions

Available in: Lightning Experience

View supported editions.

This feature requires the MuleSoft for Flow: IDP add-on. Professional Edition requires the API access add-on. To purchase, contact your Salesforce account executive.

Document processing features require Einstein generative AI turned on in Setup, and Data 360 provisioned and enabled for your org.

MuleSoft for Flow: IDP features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive.

Review Contract Data and Update Records Example
This example walks through a screen flow where a sales operations analyst reviews extracted contract data, corrects low-confidence values, then updates Contract and Opportunity records.
Process and Review Attached Documents Example
This example walks through a record-triggered flow that runs when a user attaches a document to a record. The flow extracts data, routes to an approval action and flow orchestration, then to a screen flow where the user reviews and corrects extracted values before the flow updates the record.

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