Prerequisite 2 - Retrieve Your Salesforce Domain URL

Get your Salesforce domain URL for API authentication and integration.

1. Go to Setup.
2. In the Quick Find search bar, find and select My Domain.
3. Go to My Domain Details on the top of the page.
4. Your Current My Domain URL is listed. Add https:// to the beginning of the domain URL.

5. Save this complete domain URL for subsequent configuration steps.

Now that you’ve completed the prerequisites, continue to Step 1 - Create a Document AI Configuration, where you set up the Data 360 Document AI processor configuration for bank statement data extraction.

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Build a Loan Prequalification Agent with Document AI

Before You Start

Prerequisite 1 - Create an External Client App

Prerequisite 2 - Retrieve Your Salesforce Domain URL

Step 1 - Create a Document AI Schema Config

Step 2 - Create Flow to Retrieve File ID from Email Address

Step 3 - Create Apex Class (Document AI API Wrapper)

Step 4 - Create Bank Statement Extraction Flow (Apex Wrapper)

Step 5 - Create the Loan Prequalification Employee Agent