Salesforce recently announced a new tool earlier this year called Einstein Intelligent Form Reader that provides Optical Character Recognition (OCR) to automatically extract data from files. You can automatically create a Salesforce record via a loaded image or file using OCR technology that maps form fields from the loaded file to Salesforce objects and fields.
A major benefit of OCR technology and Intelligent Form Reader is the reduced manual data entry. Imagine you had to create hundreds of records a day based on the inputs from a standard document; it could take hours and you probably wouldn’t like your job very much! SpringML has come to the rescue by releasing Extension for Einstein Form Reader, an app on the Salesforce App Exchange that extends the capabilities of Intelligent Form Reader and supports automatic creation of Salesforce records for 7 standard form types: Driver’s License, Passport, Permanent Residence Card, Pay Stub, Form 1040, Form W2, & Schedule K1. Best of all, this is all point-and-click; no coding is required!
Continue reading to learn how you can enable Extension for Einstein Form Reader in your Salesforce Org. Before continuing, please be aware that there are 2 prerequisites required for our App to work. You must be added to the Einstein Form reader Pilot, and you must download the Einstein Playground from the App Exchange.
After completing the 2 prerequisites, here are the instructions to set up Extension for Einstein Form Reader.
Step 1: Creating a New Document Type
- From Setup, search for and click on Document Type in the Quick Find box. Click New Document Type
- Give the Document Type a Label, Name, and Description. Ensure that Is Active is checked. Next, select the Form Type from the dropdown and click Save. The options for Form Type are Driver’s License, Passport, Pay Stub, Permanent Residence Card, Form W-2, Form 1040, Schedule K1 (Form 1065), and Other Forms. Please note that Other Forms (custom form) is not supported as of writing.
Step 2: Creating a New Mapping
- From Setup, search for and click on Intelligent Form Reader in the Quick Find box. Click New Mapping.
- Enter a Mapping Name. Select a Form Type from the Dropdown. This will correspond to the Document Type you created in the previous step. Then, select a Target Object. This is the object that contains the fields you want to map the form’s fields to. You may select Account, Contact, Lead, Opportunity, Case, or any Custom Object.
- Map the Form Fields to the Target Object Fields. You may select any standard or custom field from the target object. You do not need to map every form field to a target object field. Click Save.
- When you’re ready to start creating records from loaded files, click Activate.
Step 3: To add ‘New from File’ Custom Button to an Object List View
- From Setup, navigate to Object Manager, then select the object you want to add the button to
- Navigate to Buttons, Links, and Actions. Click New Button or Link
- Give the new button a Label. For example, New from File. This is what will appear to the end-user in the UI on the List View.
- For Display Type, select List Button
- Insert /lightning/cmp/FormReader__EFRComp?c__objectName=ObjectName into the formula operator. For ObjectName, enter the API name of the object, such as Lead, Account, or YourCustomObject. Click Save
- Select Search Layouts along the left-hand side pane. Click the dropdown next to Default Layout and click Edit. Under the Custom Buttons section, move your new custom button from the Available Buttons section to the Selected Buttons section. Click Save.
7. Select Search Layouts for Salesforce Classic along the left-hand side pane. Click the dropdown next to List View and click Edit. Under the Custom Buttons section, move your new custom button from the Available Buttons section to the Selected Buttons section. Click Save. You’re now ready to start creating records by loading images!