Intelligent Document Reader

Intelligent Document Reader provides optical character recognition to automatically extract data from external documents.

Required Editions
Available in: Lightning Experience
Available in: View product and edition availability

You specify the data’s source form and then map the fields in the form to the equivalent fields in Salesforce. Use the extracted information to create or update record fields or to verify existing data. For example, check a birthdate in Salesforce against the birthdate in a scanned passport.

Intelligent Document Reader Standard Objects

Use standard objects to create, update, and activate Intelligent Document Reader.
Apex Reference

This Apex reference goes into detail about the built-in Apex classes and interfaces.
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.
OCR Metadata API Types

Metadata API enables you to access some types and feature settings that you can customize in the user interface. For more information about Metadata API and to find a complete reference of existing metadata types, see Metadata API Developer Guide.
OCR Tooling API Objects

Tooling API exposes metadata used in developer tooling that you can access through REST or SOAP. Tooling API’s SOQL capabilities for many metadata types allow you to retrieve smaller pieces of metadata. For more information about Tooling API objects and to find a complete reference of all the supported objects, see Introducing Tooling API.
Intelligent Document Reader Standard Invocable Actions

Intelligent Document Reader detects and extracts text from a document using the Amazon Textract API, which is based on optical character recognition. With the standard invocable actions, you can automate the text extraction process, which includes detecting and extracting the text, fetching the extracted text, and selecting an OCR template for the extracted text.