Pre-Onboarding Questionnaire | Cloud Maven

These questionnaires gather the business, technical, and access information the Cloud Maven implementation team needs before configuring Document Insights in your Salesforce environment. Completing them accurately before kickoff reduces delays, testing issues, and rework.

How to complete these forms

Everyone completes the Common Prerequisites form (below).
Then complete the one add-on that matches your integration:

If you're processing…	Complete this add-on
Bank statements, credit card statements, identity or income documents	Financial & Identity Documents (MoneyThumb / Ocrolus)
Custom or business-specific forms	Custom Forms (Lazarus / Google Gemini)

Processing both document categories? Complete both add-ons in addition to the common form.

Intended audience: Salesforce administrators, business & operations teams, implementation teams, IT & technical stakeholders, project managers, and compliance & security teams.

Common Prerequisites

Complete this form regardless of which integration you're onboarding.

1. Onboarding & Contacts

Question	Response
Primary implementation contact (name, email, role)
Expected go-live date
Target environment for initial setup	Sandbox Production

2. Source Object Details

Question	Response
Which primary Salesforce object will the Document Insights component be launched from?
Do you need multiple source objects? If yes, list all.
Which apps need the Document Insights component or Related List list visible? Example: "Service Console."
Which page layouts or Lightning Pages should include the Document Insights component or related list? This component selects or uploads documents and initiates data extraction. Example: "Case Detail page," "Service Console."
Which users should have access to this component?

3. Automation Preferences

Question	Response
Should OCR be triggered automatically when documents are uploaded? If yes, specify the automation criteria (field value, status change, record type)	Yes No

Question

Response

Should OCR be triggered automatically when documents are uploaded?

If yes, specify the automation criteria (field value, status change, record type)

4. Permissions & Access

Question	Response
Which internal users or roles should have access to Document Insights?

Add-on: Financial & Identity Documents (MoneyThumb / Ocrolus)

Complete this in addition to the Common Prerequisites form if you're processing bank statements, credit card statements, or identity/income documents.

1. Provider Selection

Question	Response
Which OCR provider are you onboarding?	MoneyThumb Ocrolus Both

2. Document Types

Question	Response
Which document types will you process?	Bank statements Credit card statements Driver's license Passport SSN card W-2 SSA-1099 Pay stubs NA

3. Provider Account

Question	Response
Do you have an existing MoneyThumb or Ocrolus account, or do you require a new account to be provisioned?
If you have an existing account, who owns and manages the provider credentials on your side?

Add-on: Custom Forms (Lazarus / Google Gemini)

Complete this in addition to the Common Prerequisites form if you're processing custom or business-specific forms.

1. Extraction Approach

Question	Response
Which feature will you use?	Lazarus (template-based) Google Gemini (prompt-based) Both

2. Sample Documents

Question	Response
Can you provide representative sample forms for each document type?	Yes No

3. Data Field Mapping

Provide the data fields to extract from each custom form. Every field name must be unique.

Field name	Description	Maps to Salesforce field

4. Extraction & Validation

Question	Response
For Gemini: any specific extraction instructions or prompt requirements?
Any validation rules for extracted fields (formats, required fields)?

Thank you for completing this questionnaire. Please return it to your Cloud Maven implementation contact — we'll follow up to confirm details and schedule your kickoff call.