Step 1 - Create a Document AI Configuration to Process Resumes

Now that you’ve completed the prerequisites and gathered the required information (Client Secret, Consumer Key, and Salesforce Domain URL), you’re ready to create your first Data 360 Document AI configuration to process and extract data from resumes. Learn more about Document AI.

1. Create a New Configuration 
  1. From App Launcher, find and select the Data 360 app (it may appear as Data Cloud).
  2. Go to the Unstructured Data tab (in some orgs, this may be labeled as Process Content).
  3. On the left-hand navigation menu, click Document AI.
  4. Click New to create a new configuration.
  5. Choose how you want to create your document schema configuration by selecting Without a source object.

2. Configure Data Extraction 

  1. Prepare your resume document for upload. In the document schema builder, click Upload Files and select your resume.

  2. On the top left, select any LLM model. Gemini 2.0 Flash is recommended for PDF analysis.

  3. Configure extraction fields:

    • On the right, under Outputs, click Create Manually and then click Next.
    • Click Add Field and add the following fields one-by-one. For each field, set the data type to string, and leave the prompt field blank.
Field NameDescription
First NameCandidate’s first name
Last NameCandidate’s last name
Email AddressCandidate’s email address
Phone NumberCandidate’s phone number
Street AddressCandidate’s street address
CityCandidate’s city
State or ProvinceCandidate’s state or province
CountryCandidate’s country
Pin Code or Zip CodeCandidate’s postal code
Summary of QualificationsSummary of candidate’s qualifications

3. Test and Save Your Configuration 

Verify the results of the resume data extraction.

  1. Click Test.
  2. Document AI processes your uploaded sample file and extracts the defined fields. Review the output to verify that all fields are extracted correctly.
  3. Save your configuration:
    • Click Save.
    • Enter a Document Schema Name and API Name: resume_config. Copy and save the API name for next steps.
    • Click Save.

Next Step 

Automate Resume Processing with Document AI
Before You Start
Step 1 - Create a Document AI Configuration to Process Resumes
Step 2 - Create a Prompt Template in Prompt Builder
Step 3 - Create Apex Classes
Step 4 - Create the Screen Flow
Step 5 - Create Flow Elements
Step 6 - Add the Flow as a Quick Action Button on Contact Page