Enabling Intelligent Form Reader (configured today under Intelligent Document Reader) takes a short setup pass plus a template for each form type. You need a System Administrator profile, Lightning Experience, an Industries Cloud such as Financial Services Cloud, and the add-on license. These are the main steps.
- Turn on the feature
In Setup, search for Intelligent Form Reader or Intelligent Document Reader and enable it. This exposes the global content extraction settings and the related objects.
- Set global extraction settings
Edit the global content extraction settings to set the maximum pages to extract (default five) and the Confidence Score Threshold. Turn on Amazon Textract Analyze ID for identity documents and the Tables option if your forms need them.
- Grant object permissions and previews
Give users create, read, edit, and delete access to Document Checklist Item, Location, Received Document, and OCR Document Scan Result. In Salesforce Files settings, enable alternative file previews so image previews render.
- Create document types and templates
For each form you handle, create a document type, then build a template that maps each field on the form to a target object and field in Salesforce. Test the mapping with a real scanned sample before going live.
A 0 to 100 value. Fields scoring below it are highlighted for review. Tune it per document type rather than using one number everywhere.
Caps how many consecutive pages are extracted from a document. Defaults to five, which keeps very long files from over-processing.
Enables reading of identity documents such as licenses and passports, returning their standard fields.
Extracts rows and columns from documents that hold tabular or less structured data.
- The feature needs the Intelligent Document Reader add-on license on top of your Industries Cloud. It is not part of the base edition.
- Poor scan quality (skewed, low-contrast, or faxed pages) drops extraction accuracy no matter how the template is configured.
- When a form's layout changes, refresh its template. Moved fields can map to the wrong target and silently corrupt records.
- Retained source documents accumulate fast in high-volume intake, so size your file storage for the expected throughput.