Before You Start
To use Document AI capabilities in your Salesforce org, first enable Einstein and Data 360.
- To enable Einstein, follow the instructions under Step 2 in Set Up Einstein Generative AI.
- To enable Data 360, follow the instructions in Turn On Data 360.
Before you start the loan prequalification agent workflow, complete these prerequisites to gather the necessary credentials.
- Prerequisite 1 - Create an External Client App
- Client_Id (Customer Key):
3MVGBlahBlahBlahBlah - Client_Secret (Customer Secret):
E3CFBlahBlah
- Client_Id (Customer Key):
- Prerequisite 2 - Retrieve Your Salesforce Domain URL
- Org_Domain:
https://your-domain.my.salesforce.com
- Org_Domain: