Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Parse Connect | Intelligent Document Processing for Any Size Team
Automate data entry with AI-powered document parsing for Salesforce.
- Industries
- Horizontal ProductEducationFinancial Services
- Business Need
- Document ManagementProcess ManagementAdmin & Developer Tools
- Requires
- None
- Compatible With
- Sales CloudFinancial Services CloudHealth Cloud
Extract and map data from PDFs, Microsoft Word docs, and images directly to Salesforce fields. Eliminate manual data entry, reduce errors, and turn unstructured documents into searchable, reportable Salesforce data. Try 25 pages for free!
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudFinancial Services CloudHealth Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- Parse Connect/ver 0.75 0.75.0
- Listed On
- 01/28/2026
- Latest Release
- 06/18/2026
- 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.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
- 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: 10Custom Tabs: 7Custom Apps: 1
- Lightning Components
- Global: 8App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
What is intelligent document parsing for Salesforce? Parse Connect is an intelligent document processing (IDP) solution designed for Salesforce. Use IDP to extract and map data from PDFs and images, including JPEGs, PNGs, and HEIC files, directly to records. Unlike OCR tools, Parse Connect uses AI to understand document context, not just read text, so data lands in the right fields accurately even when document formats vary. Powered by OpenAI or Gemini, Parse Connect transforms unstructured documents into structured, searchable, and reportable Salesforce data. It's perfect for automating onboarding, parsing contracts, processing invoices, or handling documentation. What’s the best way to parse PDFs in Salesforce without code? Use Parse Connect’s no-code template builder to define how documents are read and mapped. You can trigger parsing manually via a Lightning Component or forward emailed attachments to an inbox for automated processing. Parse Connect features: • AI-powered image and document reading that goes beyond traditional OCR • Intelligent Document Parsing and Reading • Custom parse templates for most objects • Full audit trails and before/after data comparisons
Need help?
Appiphony
Chicago, IL USA