Intelligent Form Reader Business APIs

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

Available Resources 

ResourceDescription
connect/form-reader/mappingRetrieve 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}/targetObjectFieldMappingsRetrieve mapping between the values of the keys extracted from the document with respect to an OCR template.
/connect/form-reader/ocrTemplatesRetrieve 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}​/ocrDocumentScanResultsRetrieve 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​/${contentDocumentId}/recordCreate records in Salesforce objects using a document based on a content document record.
/connect/form-reader/contentDocuments​/${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}/recordCreate 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.
  • REST Reference

    You can access Intelligent Form Reader APIs using REST endpoints. These REST APIs follow similar conventions as Connect REST APIs.