Overview
Welcome to the Document Insights Administrator Guide. This guide is for Salesforce administrators and implementation teams responsible for configuring, maintaining, and managing Document Insights within Salesforce.
It covers the administrative and configuration side of the platform — not end-user functionality. For how to use the product day to day, see the User Guide.
Use this guide to:
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Configure the Document Insights application, including Custom Metadata and Custom Settings
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Set up and authenticate integrations
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Configure templates, field mappings, and processing rules
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Set up review and approval controls
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Maintain configuration through environment changes such as sandbox refreshes
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Troubleshoot common configuration issues
In This Guide
Before you begin: Document Insights must be installed in your Salesforce org first. (Link your package installation steps here — these pages cover configuration that happens after installation.)
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Guide |
What it covers |
|---|---|
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First-time setup of each OCR/AI integration (MoneyThumb, Ocrolus, Lazarus, Google Gemini) — credentials, field mapping, and configuration. |
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Configure the maker-checker review controls so extracted data is validated before it's committed. |
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What to preserve and reconfigure before and after a sandbox refresh so your setup survives intact. |
Intended Audience
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Role |
Purpose |
|---|---|
|
Salesforce & System Administrators |
Configure, secure, and maintain the application |
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Implementation Teams & Technical Consultants |
Configure customer-specific rules and integrations |
|
Operations & Support Teams |
Maintain configuration and troubleshoot issues |