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Exploring File Processing Capabilities in Salesforce - Prompt Builder

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In this blog post series, we will explore the different file processing capabilities available in Salesforce, including: Prompt Builder Document AI Intelligent Document Reader Before diving into the implementation details, let’s start with a comparison of these options to understand their unique features and use cases. Comparison:   Use Case: Automating Case Status Update with Prompt Builder Let’s implement the following use case using Prompt Builder : A customer has purchased a laptop and wants to create a case for a hardware issue — for example, the battery is not working . The customer sends an email to the support address, and the system should automatically create a case in Salesforce. Along with the email, the customer attaches two documents: Product Invoice Warranty Card The requirement is to parse both documents and extract the following key details: Customer Name Product Description Serial Number Date of Purchase (from the invoice...
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Send Data from Salesforce to Data Cloud using Ingestion API and Flow

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As part of this blog post, we are going to see a Sprint 24 feature - Send Data to Data Cloud using Flows and Ingestion API. The release note is available  here .   Introduction As we all know, Data Cloud helps us to build a unique view of customers by harmonizing data from multiple source systems and coming up with meaningful data segmentation and insights that can be used in different platforms for additional processing.  If you ar e new to D ata Cloud refer to Salesforce documentation or these videos that are part of Salesforce Developers youtube channel. What is Ingestion API As per Salesforce documentation ,  Ingestion API is a REST API and offers two interaction patterns: bulk and streaming. The streaming pattern accepts incremental updates to a dataset as those changes are captured, while the bulk pattern accepts CSV files in cases where data syncs occur periodically. The same data stream can accept data from the streaming and the bulk interaction. This Inges...
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Salesforce Record Triggered Flows - Create custom error messages

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  1. Introduction As part of Winter 24 release, Salesforce released this much-awaited flow feature by which we can fire custom error messages to users as part of record-triggered flows. This feature is available as part of both before and after save record triggered flows. We can add error messages to a specific field or at the page level. Let us see 2 use cases to demonstrate this feature. 2. Use case 1 - Before Save Flows Scenario - When an Account is getting deactivated and if there are any active Contacts under that Account, deactivation should be failed with a custom error message. Implementation steps: 1. Create an isActive checkbox in contact 2. Create a before record triggered flow in Account to check for active contacts when Account Active value becomes false: Add entry criteria as Active field update:  Now fetch active contacts under that Account: Now add a decision element to check if the count >0 if a contact exists add custom error we can see Custom Error avail...
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