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            Mapping Requirements for Tables in Intelligent Document Reader

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            Mapping Requirements for Tables in Intelligent Document Reader

            When you use tables in Intelligent Document Reader, make sure that each table’s headers correspond accurately to the relevant object fields in Salesforce. This mapping ensures easy integration and accurate data extraction from documents.

            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.

            Map Table Headers to Object Fields

            Each column header in the extracted table must align with a specific field in the corresponding Salesforce object. For example, if a table extracted from a document lists Product Name, Price, and Quantity, these headers must map directly to fields such as Product Name, Price, and Quantity in the Salesforce object.

            Supported Table Types

            Intelligent Document Reader supports various types of tables for data extraction.

            • Simple tables with clearly defined rows and columns.
            • Tables with merged cells but maintain a consistent structure.
            • Tables with nested rows or columns, provided that the hierarchical structure of the rows or columns is well defined.

            Salesforce Entity Integration

            Each row extracted from a table corresponds to a record within a Salesforce entity. This integration ensures that data extracted from documents is accurately mapped to fields within Salesforce records.

             
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