Industries Common Resources Developer Guide

Industries Common Resources
AI Accelerator and Scoring Framework
Action Launcher
Actionable List Members
Actionable Segmentation
AI Relationship Research
Business Rules Engine
Collections and Recovery
Context Service
Criteria-Based Search and Filter
Data Processing Engine, Batch Management, and Monitor Workflow Services
Digital Lending
Discovery Framework
Decision Explainer
Einstein Relationship Insights
Einstein Standard Invocable Actions
Engagement
Group Membership and Households
Identity Verification
Intelligent Document Reader
Intelligent Document Reader Standard Objects
Apex Reference
Intelligent Document Reader Business APIs
OCR Metadata API Types
OCR Tooling API Objects
Intelligent Document Reader Standard Invocable Actions
Intelligent Form Reader
Interest Tagging
Omnistudio
Outcome Management Developer Guide
Outreach List
Process Compliance Navigator
Record Alerts
Record Rollup Definitions
Scheduled Reminders
Sentiment Insights
Service Process Studio
Stage Management
Timeline
Unified Catalog
Virtual Calls
Associated Objects
IndustriesSettings
Industries Object Access by Community License
Access Industries Features Deployed Using Managed Packages
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Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Intelligent Document Reader

Intelligent Document Reader provides optical character recognition to automatically extract data from external documents.
Available in: Lightning Experience
Available in: View product and edition availability

You specify the data’s source form and then map the fields in the form to the equivalent fields in Salesforce. Use the extracted information to create or update record fields or to verify existing data. For example, check a birthdate in Salesforce against the birthdate in a scanned passport.