Resources

Here’s a list of Intelligent Document Reader API resources.

• Document Reader Mappings (POST)

  Retrieve the mappings between the values of the keys extracted from the document to the Salesforce object fields with respect to a given template.

• OCR Fields Mapping (GET)

  Retrieve mapping between the values of the keys extracted from the document with respect to an OCR template.

• OCR Text Extraction (GET, POST)

  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.

• OCR Templates (GET)

  Retrieve a list of active OCR templates. You can also fetch the OCR templates by document type and target object that are associated with the OCR templates.

• OCR Template Details (GET)

  Retrieve the details of an active OCR template by the template ID.

• Record Creation with Content Documents

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

• Record Creation with Received Documents

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

• Record Update with Content Documents

  Update an existing record in a Salesforce object using a document based on a content document record.

• Record Update with Received Documents

  Update an existing record in a Salesforce object using a document based on a received document record.