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Explore Intelligent Document Reader Features
Use Intelligent Document Reader to support your data processing operations and manage large volumes of data.
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. |
| BUSINESS REQUIREMENT | FEATURE |
|---|---|
| Upload a document with tables: Extract and manage tabular information from documents. | Enable Amazon Textract Tables in Intelligent Document Reader. This feature provides accurate data mapping and streamlined document transformation workflows. |
| Upload an unstructured document such as contracts: Extract specific information from documents by using natural language queries to streamline data extraction processes. | Enable Amazon Textract Queries in Intelligent Document Reader to extract data accurately by using natural language queries. This feature supports extraction of diverse data types and formats from documents such as legal agreements or proposals. |
| Upload a document with forms | Users can upload documents that contain forms to extract key-value pairs automatically. This feature streamlines data entry for generic business documents such as invoices or applications. |
| Upload an ID document | Upload ID documents to extract specific information such as names, addresses, and IDs. This feature is useful in identity verification processes, ensuring accurate data extraction from documents such as driving licenses or passports. |
| Manage and navigate through extracted document templates to review field mappings and document details. | Use the template page in Intelligent Document Reader to view and edit extracted document pages. Easy access to the extracted documents enhances document processing efficiency and provides users with control over data extraction workflows. |
| Quick access to document pages | Use the thumbnail view for quick access to document pages and their extraction status. |
| Easily extract text from documents and retrieve Optical Character Recognition (OCR) template details directly within Salesforce Flows. | Use Flow Actions in Intelligent Document Reader to extract text from uploaded documents and fetch active OCR template information. This feature simplifies document processing tasks and improves workflow automation in Salesforce. |
| Integration with AWS to extend capabilities and optimize data processing workflows in Intelligent Document Reader. | Use Bring Your Own Amazon Account in Intelligent Document Reader for enhanced functionality and efficient utilization of AWS services for document processing tasks within Salesforce. |
| Specify document types for data extraction. | Users can specify the kind of document they want the Intelligent Document Reader to extract data from, and then map fields in the document to fields in Salesforce objects. Use the extracted data to create or update Salesforce records, or to verify data that’s already in the org. |
| Create mappings between document fields and Salesforce objects. | Users can create mappings between document fields and specific Salesforce objects. For instance, if a document contains both billing and shipping addresses, users can map each address to different fields in Salesforce to ensure accurate data entry. |
| Add manual keys when automatic mapping isn’t working or when the required keys aren’t available in the sample form. | Users can manually add keys to document fields when automatic mapping doesn’t suffice or when the required keys aren’t available in the sample form. For example, if a document includes non-standard data formats or unique identifiers that require specific handling, add manual keys to ensure comprehensive data extraction and integration into Salesforce records. |
| Select and map fields to more than one Salesforce object within a template. | Use multi-object selection. This feature is useful in scenarios where a document contains data relevant to multiple business processes or departments. For example, an invoice document requires mapping to both Accounts Receivable and Inventory objects in Salesforce to streamline financial and inventory management workflows. |
| Review and manage all mapped fields and their corresponding Salesforce objects in one consolidated view. | Use mapped summary. This feature provides a comprehensive overview of data mappings, ensuring accuracy and efficiency in document processing and data integration tasks. |
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