All solution briefs

Use Case

Scope
Agentforce proof of concept

Agentforce file parsing that extracts data from images and PDFs.

The Challenge

  • Data trapped in uploaded files (images, PDFs) has to be keyed in by hand
  • Teams want records pre-populated from documents, not manually re-entered

The Solution

  • Parse images and PDF documents with Agentforce
  • Extract data and pre-populate records automatically
  • Surface recommended next-best actions from the document content

Business Impact

Data from any file
Fields read from images and PDFs automatically
Records pre-populated
Extracted fields flow straight onto the record
Next-best-action
Recommended steps surfaced from the content

Built On

  • Salesforce Agentforce
  • Document & Image Parsing

A short proof-of-concept walkthrough of Agentforce parsing an uploaded document.

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