Go to a contact record, click the menu arrow () in the highlights panel, and click New Relationship. Enter the contacts and choose the Solicitor OCR in the Related Opportunity Contact Role field. Click Save.
- Create account in Einstein Platform Services.
- Create Private Key and Generate Token.
- Call Einstein OCR API from Apex.
- Extract image data in Case object.
Table of Contents
How to configure the OCR converter in Salesforce?
Copy the key, go to the ‘WiseTREND OCR Converter Settings’ page in SalesForce, press ‘Edit Credentials’ and paste generated key to ‘Subscription API Key’ field 14. If you are not using the backend component, then disable the checkmark ‘Backend Component Locally Hosted’
What is Einstein OCR in Salesforce?
Einstein Optical Character Recognition (OCR) leverages computer vision to analyze documents and extract the relevant information, making repetitive tasks like data entry more efficient. Let us integrated Einstein OCR in Salesforce for extracting form data.
How to scan barcodes and QR codes in Salesforce?
Use Scan Anything to allow your Salesforce app users to scan barcodes and QR codes and open records on the Salesforce app. Now you can link the physical world to Salesforce records. You just add custom fields that are known by Scan Anything and load or enter barcode values into those fields.
How do I link the physical world to Salesforce Records?
Users scan the barcode and Scan Anything opens the Salesforce app with the linked record open. Toggle back and forth between scanning a barcode and the Salesforce mobile app. Now you can link the physical world to Salesforce records. You just add custom fields that are known by Scan Anything and load or enter barcode values into those fields.
1. Create account in Einstein Platform Services
We have to consume Einstein OCR API so first create API account. Create account at https://api.einstein.ai/signup. This will send email to your provided email. Confirm email to start working on OCR.
2. Create Private Key and Generate Token
For integrating external API from Apex we need API token which will require to authenticate request. Einstein OCR API require valid JWT Token. This token will be generated from above mentioned key file.
3. Call Einstein OCR API from Apex
We have API Token and API url https://api.einstein.ai/v2/vision/ocr to extract texts from image. Let us call API from apex with required request data.
4. Extract image data in Case object
Now we are ready with consuming API service to extract image. For this post, I have created one sample image form where some fields information are present. Using above Einstein OCR API we will extract data from image and put that in Case object.
Demo App
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_intro_what_is_apex.htm
SIGN UP AND PRICING
GET PRICING INFORMATION AND SIGN UP FOR AN API KEY:
http://datacapture.cloud
Overview
WiseTREND DataCapture.cloud Attachment OCR Converter for SalesForce automatically converts your attachments (images in PDF / TIFF / PNG / JPG / BMP formats) to textual results (in TXT / PDF / RTF / Word / Excel / XML / CSV / others, with full Unicode support).
CRAWLER INSTALLATION
1. Login to your Salesforce Organisation.
2. In a separate tab enter the link given above for WiseTREND DataCapture.cloud Attachment OCR Converter v1.8, the following screen will be displayed showing all the components this project has used.
Bulk Operations
You will need to prepare a CSV file, in which columns should be named after Salesforce API field names. More info on the CSV format can be found in Salesforce Bulk API documentation. You can use Pipline Rows in the Bucket built-in channel to construct the CSV from within Cloudpipes.
Objects
Triggers when a new object is created in Salesforce. Only objects queryable by the user are shown.
Is Salesforce a good platform?
Salesforce is a great platform. They provide everything you need to build robust applications and data models. However, modern enterprises are hetero geneous and sometimes the process you need isn’ t part of the platform. In these cases, you have to reach outside the platform. In this post, we summarize a demo where we use Salesforce Apex to make a remote call from Salesforce to Google Cloud. For this demo, we built an Optical Character Recognition app that parses text from a picture of a Driver’s License and creates a Driver’s License record in Salesforce and associates it with a Contact. Of course, the data returned from Google Cloud can then be used to populate any object or trigger other actions.
Does Salesforce have OCR?
In summary, Salesforce has given us the ability to reach outside the platform to access resources. In this discussion, we showed how to make a remote call to Google Cloud to build an Optical Character Recognition (OCR) App that saves users lots of time from having to manually enter numerous Driver’s License records. Instead, all the user needs to do is take a picture! We outlined what is needed to call an external resource and use the response from that resource to populate a Salesforce object. Although this is an example, it’s easy to see how using Salesforce Apex opens up more options for interacting with other platforms.
