Automations

Purpose

This section documents the automation frameworks, custom code, and asynchronous processing that power Document Insights — how documents move through the system automatically, how custom logic executes, and how failures are handled and retried. It's a technical reference for developers and architects extending or maintaining the application.

Automation Documents

The detail pages are grouped the same way as the rest of the implementation docs — standard document OCR vs. custom forms:

What the Framework Covers

The automation layer is built from these components:

• Apex framework — trigger handlers, service classes, and shared utility/helper classes

• Asynchronous processing — batch, queueable, and scheduled jobs, and async pipelines

• Event-driven processing — platform events, event subscribers, and invocable actions

• Flow automation — Flows, process automation, and approval workflows

• Integration orchestration — webhook processing, callout frameworks, and OCR/AI processing pipelines

• Reliability — retry, reprocessing and recovery jobs, logging and monitoring, and governor-limit handling

What Each Automation Page Documents

For consistency, each detail page follows the same structure:

• Purpose and business use case

• Execution flow and trigger conditions

• Inputs, outputs, and dependencies

• Integration touchpoints

• Retry and failure handling

• Governor-limit and deployment considerations

• Best practices and limitations

Important Note

Update this documentation whenever automation frameworks, processing logic, integrations, or async jobs are added or changed. Validate all automation changes in a lower environment before deploying to production.

Intended Audience

Salesforce developers, technical architects, and automation engineers (building and extending), and DevOps, release, and technical support teams (deploying and maintaining).