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Parse Connect | Intelligent Document Processing for Any Size Team

Automate data entry with AI-powered document parsing for Salesforce.

Overview

Extract and map data from PDFs, Microsoft Word docs, Excel files, emails and images directly to Salesforce fields. Eliminate manual data entry, reduce errors, and turn unstructured files into searchable, reportable Salesforce data. Try 25 pages for free!

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See How Parse Connect | Intelligent Document Processing for Any Size Team Works

  • AUTOMATICALLY CONVERT FILES TO SALESFORCE DATA. Go beyond Salesforce OCR. Extract data from PDFs, Word Docs, JPEGs, PNGs, XLS, XLSX, and HEIC files to instantly create or update Salesforce records. Save time while eliminating typos and missed information.

  • BUILD DOCUMENT PARSING TEMPLATES IN MINUTES. Easily define how documents should be read and mapped. Our in-app template builder is native to Salesforce and uses plain-language instruction to effortlessly work with your existing document formatting.

  • TEST, REVIEW, AND TRUST EVERY CHANGE. Review parsed results before they go live. See exactly which field values were created or updated, compare old and new data, and ensure accuracy across your org.

  • CREATE AND UPDATE RECORDS FROM EMAILS AND ATTACHMENTS. Forward emails to a designated inbox where Parse Connect can automatically parse the email’s body, subject, sender address, and emailed attachments into Salesforce data.

  • AUTOMATE DOCUMENT PARSING WITH SALESFORCE FLOW. With Parse Connect's custom Flow action, you can automatically trigger parsing the moment a file is added to a record, so documents are processed instantly and without error.

  • NO CODE OR AI TUNING EXPERTISE REQUIRED. Parse Connect is easy to set up and configure. Build templates with dropdown menus, test with real documents, and map data using familiar Salesforce objects & fields, no need for extensive model tuning expertise.

  • BUY WHAT’S RIGHT FOR YOUR ORG WITH USAGE-BASED PRICING. Our usage-based pricing makes it easy to scale up or down based on your actual document volume. No minimums to meet, just transparent, flexible pricing that you can manage directly within the app.

  • ANNUAL AND MONTHLY PAYMENT OPTIONS. Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription in a way that is convenient for you.

  • SELF-SERVICE PURCHASE MODEL Appiphony apps are easy to install, use, and manage, too. Our custom payment center allows you to adjust your plan directly in the app. No need for a phone call to adjust your subscription.

Parse Connect is an intelligent document processing (IDP) solution built natively for Salesforce. Rather than only reading text on a page, like traditional OCR, Parse Connect uses AI to understand what a document means. Values can be mapped to the correct fields in Salesforce, even when layouts vary. Teams use Parse Connect to turn intake forms and applications into new records during onboarding, pull terms and dates out of contracts, and extract vendor and line item data from incoming invoices. You can even forward emails to a dedicated inbox, where Parse Connect processes the email and its' attachments (PDFs, Word, Excel, and Images). For high volume parsing, teams use Salesforce Flow to trigger parsing the moment a document lands on the record. Admins use Parse Connect’s intuitive template builder with plain language dropdowns, no code necessary. Developers can extend their IDP workflows using Parse Connect’s Apex Toolkit. The right IDP tool for you depends on your documents, your team, and your goals. For a native, admin-friendly way to automate document intake with no code, try Parse Connect for free today. Contact our team & learn more https://appiphony.com/parse-connect

Categories

Business Needs
Document Management
Process Management
Admin & Developer Tools
Industries
Horizontal Product
Education
Financial Services
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder

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