Intelligent Document Reader

Use optical character recognition to automatically extract data with Amazon Textract using your AWS account. Specify the document type that can be associated with the form, upload the form, and map the form’s fields to a Salesforce object’s fields. For example, you can specify that a patient's birth date in a referral form must be stored in the Birthdate field of the patient's Contact record. The extracted information can be used to create or update record fields, or to verify data that's already in the org. For example, you can check a person’s birth date against the birth date in their scanned passport.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


For more information, see Intelligent Document Reader.