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!
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 no-cod 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 turn 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 without error. No more tedious manual data entry.
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.
ELIMINATE MANUAL DATA ENTRY IN SALESFORCE Extract data from PDFs, Word documents, images, and email attachments and map it directly to Salesforce records automatically. Reduce errors, save time, and keep your team focused on higher-value work.
ANNUAL & MONTHLY PAYMENT OPTIONS W/ SELF-SERVICE PURCHASE MODEL Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription. Our custom payment center allows you to manage your subscription directly in the app.
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.
Parse Connect eliminates manual data entry by extracting data from incoming documents and mapping it directly into Salesforce records and fields. Whether you process PDFs, forms, or spreadsheets, Parse Connect can read the file and populate fields automatically. Parse Connect works natively with Salesforce Flow to trigger automations. Here’s how teams use Parse Connect today: • Transportation & Logistics - Extraction of packing lists, bills, and shipping manifests parsed from supplier PDFs. • Manufacturing - Process high-volume purchase order intake across varied document formats. • Financial Services - Parse applications, statements, and KYC documents into Salesforce records. • Healthcare - Securely extract data from intake forms, referrals and patient paperwork to update Salesforce records. • Real Estate - Process leases, offers and closing documents into transaction records. • Legal - Parse obligations, clauses, and deadlines from complex contracts. • Education - Extracting data from enrollment forms, transcripts and applications at intake. • Migration - Replacing standalone OCR and NLP with an Intelligent Document Processing (IDP) tool. Try 25 pages free today!
Categories
- Business Needs
- ProductivityDocument ManagementProcess Management
- Industries
- EducationFinancial ServicesHealthcare & Life Sciences
- Personas
- AdministratorBusiness UserSales Representative / Manager
- 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.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyPerson AccountsManaged PackageLightning App Builder
