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Extension for Einstein Form Reader
Create Records in Salesforce using OCR Technology
- Requires
- Sales Cloud
Automatically create Salesforce records via a loaded image or file using Optical Character Recognition (OCR) technology. This app supports 7 standard forms: Driver's License, Passport, Permanent Residence Card, Pay Stub, Form 1040, Form W2, & Schedule K1

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Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Intelligent Form Reader/Spring 2021 1.1.0
- Listed On
- 08/04/2021
- Latest Release
- 03/03/2022
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- Package ContentsIf 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: 0Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 2App Builder: 1Community Builder: 0
- Languages
- English
Security
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.