Inbound document automation versus outbound document generation
Key Takeaway
Ask which way the data flows. Documents coming into records means Intelligent Document Automation, and record data going out to a finished file means Document Generation.
Agentforce Health moves documents in two opposite directions. Inbound document automation (Intelligent Document Automation) takes documents that arrive by fax, email or patient upload and pulls their data into Salesforce records, so staff don't have to retype it. Outbound document generation (Document Generation) does the reverse: it merges Salesforce data into predefined templates to produce finished documents. When you design a solution, the direction decides which feature you use and how it is licensed.
Which way the data flows
To pick the right feature, ask which way the data flows.
If information arrives on paper, fax or PDF and must end up in records...
Use Intelligent Document Automation.
If record data must end up in a finished file...
Use Document Generation.
Priya handles patient intake at a clinic. A patient uploads an insurance card, and its details need to reach Salesforce records. The data flows in, so Priya uses Intelligent Document Automation. Later, the clinic needs a contract filled with data from a Salesforce record. That data flows out to a finished file, so Priya uses Document Generation.