At a glance
- Industry
- Telecommunications & Infrastructure
- Platforms
- Salesforce Data 360 (Data Cloud), Salesforce Agentforce
- Service
- Implementation
- Results
- 60+ hrs prior diy effort replaced
The challenge
The team could not reliably extract structured data from site-maintenance forms — their existing IDP tool could not read checkboxes — and had no way to analyze cycle times and delays across hundreds of project activities.
What we did
- Salesforce Document AI with custom schemas plus Apex to auto-populate fields from inspection documents
- Reliable extraction of checkboxes, tables, and field values that prior tooling could not process
- An Agentforce agent with prompt templates and custom actions for natural-language questions about project performance
- Hands-on knowledge transfer so the internal team could extend the solution independently
The results
The proof-of-concept read complex forms accurately, delivered an agent that analyzes cycle times and delays on demand, and gave the leadership team the clarity and code base to keep iterating.
I’m more pleased with the outcome than I thought I would be… you’ve armed us to be dangerous.
Client, Telecommunications & Infrastructure
Does this sound like your team?
- Inspection and maintenance forms arrive as scans, and your extraction tool skips checkboxes, so staff retype them into Salesforce.
- Leaders ask why projects run late, but answering means exporting activity dates and building a spreadsheet each time.
- Your team has already sunk many hours trying to automate document intake itself without getting reliable results.
Where we would start
Run a proof of concept on the form type causing the most retyping, and define a schema for its checkboxes, tables and values. Document AI plus a little Apex can write extracted values into the right fields, so accuracy is testable against real samples. Once project data is structured, an Agentforce agent can answer cycle-time questions in plain language. Pair the build with knowledge transfer so your team can extend it.