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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.
Required Editions
| Available in: Lightning Experience |
| Available in: Financial Services Cloud, Health Cloud, and Public Sector Solutions |
| Intelligent Form Reader is available for an additional cost with the Intelligent Form Reader add-on license. |
| User Permissions Needed | |
|---|---|
| To map document fields to target object and its record type fields: | System Administrator profile |
For fields that include special characters, Intelligent Form Reader tries to find matching document fields. If there aren’t any exact matches, the leading and trailing characters are removed before finding document fields again. For example, if a field is marked as required by using ‘*’, such as First Name*, Intelligent Form Reader processes only the field name.
If the system is unable to find document fields to store some of the data in the incoming document, you can add document fields manually.
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To add a document field, click Add Field.
A row to map a document field to a target object or a target object’s record type field appears.
- For the new document field, enter a name that corresponds to the data in the incoming document.
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Select a target object from the Target Object dropdown.
Note- You can map document fields to fields of multiple objects by changing the target object.
- The list of objects that users see is based on their access level. Review the permissions assigned to your users and ensure that they see all the objects that they need.
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Optionally, select a record type of the target object from the Object Record Type
dropdown.
The Default record type is selected by default. The Default record type corresponds to the Master record type that's used when a record has no custom record type associated with it.
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Select a target object field or a target object’s record type field in the Target
Object Fields column for the required document fields.
Tip- When an incoming document contains duplicate or conflicting fields, users can choose where to put each set of data. For example, if a document contains phone numbers of your users and the service provider, you can specify the exact phone number to map to a phone field.
- You can map individual fields from a Compound field of a document to the
appropriate target object field. For example:
- You can extract name-related fields, such as first name and last name, from the Contact compound field and map them to the First Name and Last Name fields of the Contact object.
- You can extract address-related fields, such city or postal code, from the Address compound field and map them to the Address field of the Contact object.
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After adding all the missing document fields and mapping all the required document
fields to the target object fields or the target object record type fields, save your
changes, and then click Activate to activate the template.
You can map just a few document fields and save the mapped fields with unmapped document fields.Note You can map checkbox values in uploaded documentss to checkboxes in Salesforce records. For example, you can map a No Known Allergies checkbox in a document to a custom No Known Allergies checkbox in the Account object. You can also map options in documents to picklist values. Suppose an insurance policy requires information about chronic conditions. Let’s say the options are Arthritis, Asthma, Diabetes, and Osteoporosis. You can have a Chronic Conditions picklist field in the Account object and add the four options as the picklist values. When users create a record using the policy document, the option selected in the document is auto-selected in the Salesforce record.
Your users can now upload documents to automatically extract data into the objects. View the scanned pages and content records for the document on the OCR Scan Result related list.
