Record Creation with Content Documents (POST)

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

Resource

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

The {contentDocumentId} parameter is the ID of the content document.

Resource Example

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

{yourInstance} is the domain name of your Salesforce instance.

Available Version

55.0

Requires Chatter

HTTP Methods

POST

Request Body for POST

Root XML tag

<DocumentProcessInput>

JSON Example

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  "templateApiName": "sample_template"
22}

Properties

Name	Type	Description	Required or Optional	Available Version
`additionalFields`	Map<String, Object>	List of additional fields that you want to create or update in the target object and which are not present in the Intelligent Form 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	ID of the document type for the document checklist item.	Optional	55.0
`fieldsWithoutConflictList`	Fields Without Conflict Input[]	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	ID of the linked object record.	Optional	55.0
`objectApiName`	String	API name of the target object in which you want to create or update a record.	Optional	55.0
`overrideConfidenceScoreThreshold`	Integer	Conflict confidence score threshold value for the extracted value. Note: The value of this field overrides the confidence score threshold value set on the user interface.	Optional	55.0
`recordTypeId`	String	ID of the record type of the target object.	Optional	55.0
`templateApiName`	String	API name of the document template to retrieve.	Optional	59.0

Response Body for POST

Document Process Output