โšก Salesforce Native ๐Ÿ”’ Zero Third-Party

Drop a PDF.
Get a Complete Order.

Fully automated PO processing that lives entirely inside Salesforce. Upload โ†’ Extract โ†’ Create Records โ†’ Done. 10โ€“20 minutes becomes 30 seconds.

30s
Processing Time
0%
Entry Errors
100%
Salesforce Native
Drop PO here
PDF ยท DOCX ยท Excel
๐Ÿ“„
PO-2847.pdf
Extracting...
โœ“ Order Created
Supplier: Acme Industrial
Total: $12,847.50
Line Items: 8 products

Three Steps. Zero Manual Entry.

Built entirely on Salesforce โ€” LWC, Prompt Builder, Apex. No external platforms.

01

Upload Document

User drops PO (PDF, DOCX, Excel) into Salesforce Files. Trigger fires automatically.

Salesforce Files + LWC Component
โ†’
02

AI Extraction

Prompt Builder parses document against JSON schema. Extracts supplier, products, quantities, pricing, delivery dates.

Prompt Builder + Flex Templates
โ†’
03

Record Creation

Apex creates Order, Products, Line Items. File archived. Audit trail complete. Zero human input.

Apex + Salesforce Objects

The Before & After

โŒ Manual Process
โฑ๏ธ
10โ€“20 minutes per PO, manual keying
โŒ
5โ€“8% error rate typos, wrong products
๐Ÿ“ง
Email โ†’ Download โ†’ Enter multiple system hops
๐Ÿ”
Manual validation checking every line item
โœ… Automated Flow
โšก
<30 seconds end-to-end processing
โœ“
0% error rate AI extraction + validation
๐Ÿ“Ž
Drop โ†’ Done single Salesforce action
๐Ÿ›ก๏ธ
Auto audit trail complete traceability
95%
time saved on PO processing

Built For Salesforce Teams

No third-party platforms. No new logins. No change management.

Zero Integration Overhead

Everything runs inside your Salesforce org. No APIs to manage, no external dependencies, no security reviews for third-party tools.

Your Data Stays Your Data

Files never leave Salesforce. Extracted data creates standard Salesforce objects. Full audit history, complete governance control.

Deploy in Hours, Not Months

Install as a managed package or unmanaged code. Configure JSON schema to match your PO format. Deploy LWC. Done.

Immediate ROI

Processing 100 POs/month at 15 min each = 25 hours saved. At $40/hr loaded cost, that's $12K annual savings from a single workflow.

Pure Salesforce Stack

โšก
Lightning Web Components
๐Ÿง 
Prompt Builder
๐Ÿ“‹
Flex Templates
โš™๏ธ
Apex
๐Ÿ“„
Salesforce Files
๐Ÿ”—
Standard Objects