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AI agent integration with Salesforce
UpworkUSNot specifiedexpert
Salesforce CRMMachine LearningArtificial IntelligenceAPI Integrationn8nAI Agent Development
Title: AI-Powered PDF Validation System Salesforce
Goal: Build an automated PDF validation system that extracts data from housing application documents and validates it against Salesforce records using Ai and predefined business rules.
Requirements:
- Automated PDF data extraction (handling both text-based and image-based/scanned documents)
- Smart document classification and routing system
- AI validation with Salesforce to compare extracted data against existing case records
- Rule-based validation engine with 100+ "if this, then that" business logic flows
- Discrepancy flagging and audit trail logging in Salesforce
- Cost-optimized architecture
- Seamless integration with our existing MuleSoft document processing pipeline
- Custom Salesforce objects for validation audit trails
- Rule management interface (ideally in Salesforce Custom Metadata)
- Documentation and handoff for internal maintenance
To apply:
Please share your experience with similar Salesforce + Ai document processing projects and your proposed technical approach.
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