Salesforce Health Cloud Developer Guide

Health Cloud Developer Guide
Health Cloud Data Model
Health Cloud Associated Objects
Health Cloud Fields on Standard Objects
Creating and Importing Documents
Working With Electronic Health Records
Emergency Response Management
Apex Reference
Health Cloud Business APIs
Health Cloud Tooling API Objects
Health Cloud Standard Invocable Actions
Metadata Types
API End-of-Life Policy
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Creating and Importing Documents

You can integrate a fax system with Intelligent Document Automation features by creating and importing documents programmatically.

To bring a new document into Salesforce from an external source such as a fax system, create a Content Document record and a Received Document record. Then link the two records together with a Content Document Link record.

Intelligent Document Automation supports the .pdf, .jpg, .jpeg, and .png file types.

For setup help, see the Quick Start section of the Salesforce REST API Developer Guide.

Tip

  1. Make sure your users have access to the Intelligent Document Automation features.
    See Set Up Intelligent Document Automation Users for the user setup requirements.
  2. Create a Content Document record.
    See Inserting a New Document in the Salesforce REST API Developer Guide for instructions.
    This record gives you a Content Document ID.
  3. Create a Received Document record.
    See ReceivedDocument for details.

    For the Name field, use the name of the uploaded content document.

    1. If you have the Intelligent Form Reader license, keep Disable Auto OCR = false (unchecked).
    2. Keep Active = true (checked).
    This record gives you a Received Document ID.

    See the Developer Guide for other ReceivedDocument fields you can use for mapping metadata.

  4. Create a Content Document Link record to join these two IDs, with the sharing mode to I (inferred).
    See ContentDocumentLink in the Object Reference for the Salesforce Platform for details.
To optimize the operation, consider these alternative approaches:
  • You can use the Composite API to create both the Content Document record and the Received Document record.
  • If the content document is under 35 MB, you can use the Composite API to create the Content Document record and Received Document record, and the Content Document Link record to join these two IDs.

To further automate document processing, route received documents to different queues as they progress through your workflow.