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Configure Field Extractor

The Extractor tool reads a record (and its activity history) and fills in fields on that record automatically. Configuring it has two parts: choosing which fields it's allowed to extract, and choosing which model powers it.

1. Choose which fields to extract​

ToolboxAI ships with an AI_Extractor field set already created on Account, Contact, Lead, Opportunity, and Case. Whatever fields you add to that field set are the fields the Extractor will try to fill in for that object.

  1. In Salesforce Setup, go to Object Manager and select the object you want to configure (Account, Contact, Lead, Opportunity, Case, or any other object).
  2. Go to the Field Sets tab.
  3. Open the AI_Extractor field set if it already exists on that object, or click New and create one named AI_Extractor if it doesn't.
  4. Drag the fields you want the Extractor to populate into the field set layout.

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  1. Save the field set. The Extractor will now attempt to fill in those fields on that object's records.
  2. Repeat for any other object you want the Extractor to run on.

Only add fields the Extractor should be allowed to write to — anything left out of the field set is left alone, even if the AI could infer it from the record's activity.

2. Choose the Extractor's model​

The Extractor has its own model setting, separate from RecordAI and the Activity Summarizer, so you can run it on a different provider or model tier if you want (e.g. a cheaper/faster model for extraction, a stronger one for RecordAI).

  1. Go to App Launcher → ToolboxAI → Settings tab.
  2. Click Tool Settings in the left-hand nav.
  3. Under Extractor AI Settings, choose a Provider (OpenAI, Anthropic, or Agentforce) and a Model.
  4. Click Save.

See Choosing AI Models for guidance on which model to pick, and OpenAI Key Setup, Claude Key Setup, or Agentforce Setup if you haven't connected that provider yet.

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