Configuration runs through the Industries Cloud admin app and the OmniStudio designer. Plan a few hours per form template.
- Enable Intelligent Form Reader
Setup, Industries Settings, enable IFR. Confirm the underlying AWS Textract connection is provisioned.
- Create a Form Template
Open the IFR admin app, click New Template. Upload a sample of the form. Define the fields and their Salesforce mappings.
- Configure confidence thresholds
Set the auto-accept threshold (e.g., 0.95) and the review threshold (e.g., 0.7). Below 0.7 the form requires manual entry; above 0.95 the field auto-populates.
- Build the OmniScript or Integration Procedure
Create the UX that uploads the form, calls IFR, and presents the extracted data for review. Most admins start with a Salesforce-supplied template.
- Test with sample forms
Upload several variations of the form (printed, handwritten, slightly off-template). Verify the extraction quality. Tune the confidence thresholds based on the results.
- Roll out and monitor
Launch to the user team. Track the auto-acceptance rate, the review rate, and the manual-correction rate. Adjust thresholds and templates based on real-world usage.
- Handwriting recognition is weaker than printed text. Forms with significant handwritten content require more human review and lower confidence thresholds.
- Form templates need to be re-tuned when the underlying form changes. Even small layout changes can reduce extraction accuracy.
- Document storage adds up quickly. High-volume orgs should plan ContentDocument storage growth or external Files Connect storage.
- IFR is Industries Cloud-licensed. Confirm the org has the right feature license before designing extensively on the capability.