Enhance the efficiency of your data management processes and reduce the need for manual
document handling by using the Intelligent Document Reader. Using optical character recognition
(OCR) technology powered by Amazon Textract, Intelligent Document Reader extracts information
from documents and quickly integrates it into Salesforce records, improving accuracy and
resource utilization.
Required Editions
Available in: Lightning Experience
Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud,
Financial Services Cloud, Health Cloud, Manufacturing Cloud, Media Cloud, Net Zero
Cloud, Nonprofit Cloud, Public Sector Solutions. View product and edition availability.
Intelligent Document Reader is available with the Intelligent Document Reader add-on
license.
To learn how to set up Intelligent Document Reader, watch this video.
Note Intelligent Document Reader works with PDF, JPG, and PNG image files; supports six
languages (English, Spanish, German, Italian, Portuguese, and French); and can read documents
handwritten in English.
Learn and Explore Intelligent Document Reader Learn how Intelligent Document Reader supports industry processes and practices, and use the available features for your business requirements.
View and Manage Your Extracted Document 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 documents.
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