Architecting Agentic File Processing in Salesforce: A Decision Framework Using Document AI, Prompt Builder, and Intelligent Context

Agentic AI is transforming how files are processed in Salesforce — evolving from passive storage to intelligent systems that can extract data, interpret meaning, and drive automated business actions. With multiple AI capabilities available, including Document AI, Prompt Builder, and Intelligent Context, architects, developers, and consultants must understand how to select and apply the right approach based on specific file processing requirements.In this session, we'll present a practical architectural blueprint and decision framework for implementing agentic file processing solutions on the Salesforce platform. You'll learn how Document AI enables precise extraction from structured and semi-structured documents, how Prompt Builder supports flexible interpretation and reasoning over unstructured content, and how Intelligent Context enhances AI outputs by grounding them with relevant CRM and enterprise data.We'll explore real-world implementation scenarios, integration patterns, and design considerations to help you build scalable, reliable, and context-aware solutions. Whether you're designing enterprise architecture, developing intelligent workflows, or advising customers on AI adoption, you'll walk away with actionable guidance to implement agentic file processing systems that transform files into meaningful, automated business outcomes.