Public Sector Solutions Developer Guide

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Public Sector Solutions Data Models
Public Sector Solutions Standard Objects
PublicSectrSltn Namespace
Public Sector Solutions APIs
Public Sector Solutions Standard Invocable Actions
Public Sector Solutions Tooling API Objects
Public Sector Solutions Metadata API Types
Public Sector Solutions Associated Objects
StandardValueSet Names and Standard Picklist Fields
Accounting Subledger
Action Launcher
Business Rules Engine
Criteria-Based Search and Filter
Decision Explainer
Discovery Framework
Engagement
Group Membership and Households
Identity Verification
Intelligent Document Reader
Intelligent Document Reader Standard Objects
Apex Reference
Intelligent Document Reader Business APIs
REST Reference
OCR Metadata API Types
OCR Tooling API Objects
Intelligent Document Reader Standard Invocable Actions
Interest Tagging
Omnistudio Business APIs
Outcome Management Developer Guide
Record Alerts
Record Rollup Definitions
Service Process Studio
Timeline
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Intelligent Document Reader Business APIs

Use the Intelligent Document Reader Business APIs to read the mapping details of the extracted text that is stored in a Salesforce object. Intelligent Document Reader uses optical character recognition to automatically extract data from documents. You specify the kind of form you’re getting data from, then map fields in the form to the appropriate fields in the Salesforce objects.

Available Resources

Resource Description
connect/form-reader/mapping Retrieve the mappings between the values of the keys extracted from the document to the Salesforce object fields with respect to a given template.
/connect/form-reader/contentDocuments/${contentDocumentId}​/ocrTemplates/${ocrTemplateId}/targetObjectFieldMappings Retrieve mapping between the values of the keys extracted from the document with respect to an OCR template.
/connect/form-reader/ocrTemplates Retrieve a list of active OCR templates.
/connect/form-reader/ocrTemplates/${ocrTemplateId} Retrieve the details of an active OCR template by the template ID.
/connect/form-reader/contentDocuments/${contentDocumentId}​/ocrDocumentScanResults Retrieve details of the extracted key-value pairs for a document from the latest version of the OCR document scan result. Create an OCR document scan result record using the extracted text from the latest version of a document.
/connect/form-reader/contentDocuments​/${contentDocumentId}/record Create records in Salesforce objects using a document based on a content document record.
/connect/form-reader/contentDocuments​/${contentDocumentId}/record/${targetRecordId} Update an existing record in a Salesforce object using a document based on a content document record.
/connect/form-reader/receivedDocuments​/${receivedDocumentId}/record Create records in Salesforce objects using a document based on a received document record.
/connect/form-reader/receivedDocuments​/${receivedDocumentId}/record/${targetRecordId} Update an existing record in a Salesforce object using a document based on a received document record.