Record Creation with Content Documents

Create records in Salesforce objects using a document based on a content document record.

Resource

1/connect/form-reader/contentDocuments/${contentDocumentId}/record

Resource Example

1https://yourInstance.salesforce.com/services/data/vXX.X/connect/form-reader/contentDocuments/069xx0000004D1sAAE/record

Available version

55.0

Requires Chatter

HTTP methods

POST

Request body for POST

Root XML tag

<DocumentProcessInput>

JSON example for POST

1{
2  "objectApiName": "Account",
3  "documentTypeId": "0dexx0000000001",
4  "overrideConfidenceScoreThreshold": 50,
5  "ignoreFieldValueConflict": false,
6  "fieldsWithoutConflictList": {
7    "noConflictFields": [
8      {
9        "field": "name"
10      },
11      {
12        "field": "accountnumber"
13      }
14    ]
15  },
16  "additionalFields": {
17    "additionalFieldMap": {
18      "AccountNumber": "9090909"
19    }
20  }
21}

Properties

Name	Type	Description	Required or Optional	Available Version
`additionalFields`	Map<String, Object>	The list of additional fields that you want to create or update in the target object and which are not present in the Intelligent Document Reader field mappings.	Optional	55.0
`attachDocument`	Boolean	Indicates whether to automatically create the DocumentChecklistItem (DCI) and ContentDocumentLink records to link the document to the target object (`true`) or not (`false`). Default value is `false`.	Optional	55.0
`documentTypeId`	String	The ID of the document type for the document checklist item.	Required	55.0
`fieldsWithoutConflictList`	Fields Without Conflict Input[]	The list of fields that must not have any conflicts for the record creation or update process.	Optional	55.0
`ignoreFieldValueConflict`	Boolean	Indicates whether to ignore conflicts in OCR (`true`) or not (`false`). Default value is `false`.	Optional	55.0
`linkedObjectId`	String	The ID of the linked object record.	Optional	55.0
`objectApiName`	String	The API name of the target object in which you want to create or update a record.	Required This field is optional in the update request. Note	55.0
`overrideConfidenceScoreThreshold`	Integer	Specifies the conflict confidence score threshold value for the extracted value. The value of this field overrides the confidence score threshold value set on the user interface. Note	Optional	55.0
`recordTypeId`	String	The ID of the record type of the target object.	Optional	55.0

Response body for POST

Document Process Output

Industries Common Resources Developer Guide

Record Creation with Content Documents