Automate Resume Processing with Document AI

Streamline resume analysis in Sales Cloud. By implementing the “Enrich from File” feature, your users save significant time and effort on manually reviewing and inputting resume details. This automation leverages advanced Document AI capabilities to instantly extract data from the resume, display it on a screen for review, and update the Contact record.

In This Guide

This guide provides a comprehensive step-by-step implementation of how to use Document AI and other Salesforce applications to process resumes. In this workflow, you create an “Enrich from File” feature allowing your users to enrich Contact records from attached resumes.

Adding a custom button to the Contact page in Sales Cloud.
Allowing users to automatically extract information from resume files attached to the Contact records.
Using Document AI to intelligently identify and extract key data fields such as:
- Name (First and Last)
- Email address
- Phone number
- Mailing address (Street, City, State, Country, Zip Code)
- Professional summary/qualifications.
Presenting the extracted data to users for review and editing.
Updating the Contact record with the verified information.

What Permissions Are Needed?

User Permissions Needed
To create a loan prequalification agent:	System Administrator

Next Steps

Before You Start: Set up Data 360 and retrieve the required information.
Step 1 - Create a Document AI Configuration to Process Resumes: Define extraction schema and test with a sample resume.
Step 2 - Create a Prompt Template in Prompt Builder: Format Document AI JSON output for the flow.
Step 3 - Create Apex Classes: Add the invocable Apex classes for Document AI.
Step 4 - Create the Screen Flow: Create a new screen flow in Flow Builder.
Step 5 - Create Flow Elements: Add flow elements to get the Contact, run extraction, and update the record.
Step 6 - Add the Flow as a Quick Action Button on Contact Page: Add the Enrich from File button to the Contact page and test.