Hi Community!
Our partner Green Impact is hosting a webinar on
August 12th
, 11am ET, that may be of interest:
Link to Registration Page:
Automating Utility Data Collection with Salesforce AI
Description
Discover how to use Salesforce Prompt Templates, Apex, and Flow to transform unstructured utility bills into structured Salesforce data. In this session, we'll build an end-to-end AI-powered extraction workflow, demonstrate how to process and validate AI-generated JSON, and explore best practices for confidence scoring, exception handling, and human review. Whether you're building sustainability solutions, document processing applications, or AI-powered automations, you'll leave with practical patterns you can apply immediately.
Agenda
- Introduction & Architecture – The end-to-end AI document processing workflow
- Prompt Templates – Designing prompts for reliable structured data extraction
- Apex + Flow – Parsing AI output and orchestrating business processes
- Intake Methods – Screen Flows, integrations, and Email Services
- Review & Governance – Confidence scoring, error handling, and human-in-the-loop approvals
- Live Demo & Q&A – Putting it all together in Salesforce
Date/Time: Wednesday, August 12, 2026 at 11AM-12PM EST
