ArticlesHow to Enrich a Salesforce Contact with File Analysis I SimpleT

How to Enrich a Salesforce Contact with File Analysis I SimpleT

How to Enrich a Salesforce Contact with File Analysis I SimpleT

Upload a file, let AI extract the details, and pre-populate the contact, no manual copying.

How to Enrich a Contact

Uploading and Analyzing a File

  1. Open the contact you want to enrich and locate the File Analyzer panel.

  2. Add your file: click Upload Files, drag it onto Or drop files, or use Open Camera. Any file works — for example, take a screenshot of a LinkedIn profile and drop it in.

  3. With the file selected, click Analyze File. The AI extracts the key career details automatically.


Reviewing and Saving

  1. Review the enriched results — title, previous experience, education & certifications, skills, languages, warm connections, relevance score, and a suggested approach.

  2. Click Update to save the results to the contact.


The contact record refreshes in real time with all the extracted data, no manual editing needed. Running Analyze again overwrites the current results with the new ones.


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Published:

2/4/2026

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