Hi All, I am trying to look into a matter where I am having issues parsing PDFs which change physician to physician and my Salesforce org needs to parse the data from the PDF and insert the data into records. Right now we have a challenge to everytime a new drug is introduced the pdf changes and takes our development team lot of effort to configure the system to be able to parse the pdf successfully As well, sometimes these PDFs are password protected, which is another challenge for Salesforce. Have any of you solutioned a requirement like this or have suggestions how to have an optimized solution for scenarios like this
Hey @Paromita Banerjee,
This is one of the most common use-cases that CloudFiles Doc AI solves, so worth a look. We've built this exact pattern for several customers now.
The reason a new drug costs your team so much effort is that template based parsing is tied to the layout, so every new format is a new configuration and the work never stops growing. Doc AI is prompt based instead. You ask the document a question in plain English, like "what is the prescribed dosage", and it does not matter where on the page the answer sits or that this physician's form looks nothing like the last one. New layouts mostly cost nothing, and a genuinely new field is a prompt an admin adds rather than a dev cycle.
It plugs straight into Salesforce Flows, so for most extractions the values land on your records with no custom code in the middle.
As you might have guessed, I work at CloudFiles. Happy to answer questions or point you at my team here who can go deeper on the medical document side.
AppExchange URL in case you missed it above:
See you soon!
