Using Flow, Prompt Builder, and Multimodal AI to Validate Partner Proof-of-Completion Files
Summary
This demonstrates how to use Salesforce Flow, Prompt Builder, and multimodal AI to automatically validate partner proof-of-completion files before creating rebate claims. It solves the common issue of partners submitting incomplete files by having AI extract and verify required data fields directly from PDFs or images. The process uses standard Salesforce components like File Upload and Flow to handle file management and validation logic, reserving AI for data extraction, which improves efficiency and reduces manual review. Salesforce teams can replicate this pattern to integrate AI validation into existing declarative processes without custom code.
Takeaways
- Use Flow’s standard File Upload component to manage partner file submissions.
- Leverage Prompt Builder with multimodal AI to extract structured data from PDFs and images.
- Include strict prompts that instruct AI not to guess missing required fields.
- Use Flow decision elements to provide immediate feedback for incomplete uploads.
- Link uploaded files to rebate claim records using ContentDocumentLink post-creation.
A customer recently had a pretty common partner management problem. Partners needed to submit a proof of completion before a rebate claim could be created. The proof was usually a PDF. Sometimes it was an invoice. Sometimes it was a completion certificate. Sometimes it was a document that looked right to a human, but still didn’t include the actual fields the business needed. The required information was simple enough: Date Amount Quantity Product So far, so good. The problem was that “upload a file” is not the same thing as “submit a valid claim.” A partner could upload a PDF with no amount. Or a screenshot with no product. Or a document that had the product and date, but no quantity. If we created the rebate claim immediately after upload, we would just be moving the validation problem downstream to an internal team. That is usually where the process starts to get expensive. The Standard Approach The first instinct might be to build a custom Lightning Web Component.