Process unstructured data like images and invoices with Document AI. Learn to configure schema, invoke the service via Apex, Flows and APIs, and integrate the results with Agentforce.
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Process Unstructured Data with Document AI
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, Senior Developer Advocate, Salesforce
Role: Developer
Product: Data 360
Session Level: Intermediate
Session Type: Theater
Session Summary: The session provided an in-depth exploration of Document AI, a new capability in Data Cloud, and its ability to process unstructured data into structured formats using advanced LLM models like GPT-4 and Gemini. Highlighting that 90% of enterprise data remains unstructured, the presentation demonstrated how Document AI leverages OCR and schema configurations to extract valuable insights from documents such as invoices and resumes, transforming them into actionable data. Examples included loan eligibility assessments using Einstein Copilot and the seamless integration of Document AI with Salesforce tools like Agentforce, Apex, and APIs for advanced automation and custom applications. The speaker also showcased a live demo of schema generation, document mapping, and API usage, emphasizing the flexibility and scalability of Document AI across various business use cases like data entry and invoice processing.
Key Takeaways:
• Document AI enables businesses to unlock value from unstructured data, which constitutes 90% of enterprise data, through tools like OCR and schema configurations.
• Users can integrate Document AI into Salesforce workflows using Agentforce, Apex, and APIs, offering powerful automation and customization capabilities.
• The platform supports diverse use cases such as loan verification, invoice processing, and resume analysis, demonstrating its adaptability across industries.
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