Intelligent Document Reader FAQ

What Is Bring Your Own Amazon Account?

Bring Your Own Amazon Account lets certain Salesforce industry clouds extend their functionality by integrating with an AWS account. Costs for any AWS services are based on the pricing agreements between your organization and AWS.

I don’t have an AWS account. How do I get started?

Create an AWS account.

• For information about creating an AWS account if you have AWS Organizations, see Creating a member account in an organization with AWS Organizations.
• For information about creating an AWS account if you don’t have AWS Organizations, see How do I create and activate a new AWS account?

I have a AWS account. Can I use it for Salesforce features that require an AWS account?

Bring Your Own Amazon Account requires a new, dedicated AWS account to function properly.

What actions are required if some fields aren’t extracted from AWS?

If you get issues where certain fields aren’t extracted from AWS:

• To identify if the issue is from AWS or Salesforce, check the OCR Document Scan Results entity.
• Based on the findings, file a ticket with the relevant support team (AWS or Salesforce) for further assistance.

Which types of tables does Intelligent Document Reader support?

Intelligent Document Reader supports various types of tables for data extraction. While most standard table formats are supported, some complex table types aren’t fully compatible. Intelligent Document Reader supports:

• Simple tables with clearly defined rows and columns. For example, a table that lists product details with columns for Product Name, Price, and Quantity.
• Tables with nested rows or columns, where the hierarchy is well defined. For example, a financial statement table with nested subtotals for different categories.
• Tables with merged cells that maintain a consistent structure. For example, a sales report table where cells for subtotal and total are merged across multiple columns but maintain the same row structure.

Note Intelligent Document Reader extracts data row by row from tables. Each row in the table corresponds to a single record within a Salesforce entity. Each column header in the table must directly align with specific fields in the corresponding Salesforce object. For example, if a table has columns labeled Product Name, Price, and Quantity, these headers must map to fields named similarly within Salesforce.

For more information, see Extract Tables for Intelligent Document Reader.