Intelligent Form Reader

Intelligent Form Reader uses optical character recognition to automatically extract data using Amazon Textract. You can specify the document type that can be associated with the uploaded document, upload the document, and map the document’s fields to the appropriate Salesforce data object’s fields. For example, you can specify that a patient's birth date in a referral form must be stored in the Birthdate field of the patient's Contact record. The extracted information can be used to create or update record fields, or to verify data that's already in the org. For example, you can check a person’s birth date against the birth date in their scanned passport.

Important

• Users can access OCR document scan result records only when you share the related content document record.
• The uploaded document is changed into an image using File Rendition services and then processed by the Amazon Textract API for data extraction. The rendition process and data extraction by the Amazon Textract API are asynchronous. So, extracting data from the uploaded file can take some time. If the data extraction takes longer than 50 seconds, you can retry by uploading the file again.

1. Create an AWS Account and Assign Permissions
   Create an AWS account for Intelligent Form Reader and assign the required permissions.
2. Create an External Credential and a Named Credential for Intelligent Form Reader
   Create an external credential to authenticate the Amazon Web Services (AWS) account that you want to use for Intelligent Form Reader. Then create a named credential for the external credential.
3. Enable Intelligent Form Reader and Configure Settings
   Enable Intelligent Form Reader to use optical character recognition for extracting data. Configure the maximum number of pages that can be extracted at a time and the confidence score threshold. Enable Amazon Textract Analyze ID to extract information from identity documents.
4. Create Document Types and Templates
   Create document types for each type of document that you want to extract information from. For example, if you want to extract information from identity documents, create a document type that can be used for all identity documents. Create a template for each document type. Then, specify the objects and the object record types where you want to store the information extracted from the uploaded documents.
5. Map Document Fields to Object and Record Type Fields
   Intelligent Form Reader extracts data from the incoming document and stores them in document fields. Select an object and an associated record type to store the extracted data, and then map document fields to the fields of the selected object and record type.
6. Extract Tables for Intelligent Form Reader
   Enable Amazon Textract Tables to extract tabular information from the documents.
7. Extraction Using Queries for Intelligent Form Reader
   Enable Amazon Textract Queries to extract information using natural language queries.
8. View and Manage Your Templates
   In the template page, the extracted document appears as a thumbnail with the extraction status details. The auto-extracted fields appear in the Document Fields column. You can change the view of the extracted document pages, and navigate across documents and pages of a document.
9. Flow Actions
   Extract text from an uploaded document or get the active OCR template details by using actions in Salesforce Flows.
10. Sample Flow to Extract and Store Text in Records
    Create a flow in Flow Builder with the Intelligent Form Reader Flow actions to extract text from uploaded documents or based on one or more content document IDs, and to get the active OCR template details. Then use Apex to create records for storing the extracted text.