Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Extension for Einstein Form Reader

Create Records in Salesforce using OCR Technology

Free  

Never requires payment

Try It
Requires
Sales Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
There are 2 prerequisites for our app to work properly: 1. Install Einstein Playground from App Exchange 2. Be added to Einstein Form Reader Pilot

App Details

Version
Intelligent Form Reader/Spring 2021 1.1.0
Listed On
08/04/2021
Latest Release
03/03/2022
Supported 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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 2
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/20/2021

Additional Details

This app gives you the capability to automatically create a Salesforce record by uploading a file or image using Optical Character Recognition (OCR) Technology. The app will scan the loaded image or file and parse it into fields on the record. Only these standardized forms are supported: Driver's License, Passport, Permanent Residence Card, Pay Stub, Form 1040, Form W2, & Schedule K1 Please note that it is a prerequisite requirement to download the Einstein Playground app from the App Exchange and to be added to the Einstein Intelligent Form Reader Pilot.

Need help?

springML, Inc.