I have a requirement to classify all existing and new Cases in our salesforce. On Case object we created a custom field lookup relationship with an object called Customer Contract. Each Customer contract has details like: contact, description, start date, end date, address and type. The customer contract name itself already has some decent information: the Type and the address of the place it’s signed with.
So I need to use an AI tool to analyze the content of those Cases, then try to search Customer Contract records to find the most suitable one to put it on the lookup relationship field
