User Guides

User Guides

These guides show end users how to run Document Insights and review the extracted results inside Salesforce. Each guide covers one integration — use the one that matches how your documents are processed.

Manual vs. automated: These guides describe how to run analysis manually (on-demand). Your organization may have automated this instead — for example, a Salesforce Flow or Apex trigger can run extraction automatically when a document is uploaded or a record changes. If your org uses background automation, some manual steps below won't apply.

Before you begin: The integration you're using must already be configured by an administrator. If you don't see the option to run Document Insights, check with your admin or see the Admin Guide.

Choose your guide