1. Log In to Salesforce
➡ Access your Salesforce org with the appropriate credentials.
2. Navigate to the Source Record
Open existing record or create a new one
3. Click on Custom Document Tab
Open Custom Document Tab
The corresponding screen will display all the related files for the Source Record. User can also upload a file by clicking on the Upload Files button.
Once the file is uploaded, you need to select the Document Template along with the Primary Object.
Once populated, click on Submit button for initiating the Document Insights workflow.
4. Viewing the Results
To view the results for the OCR processing
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After the document has been processed, navigate to the Related tab of the source record and locate the newly created Document Insights record.
To view the status of the OCR and the Confidence Matrix, open the newly created Document Insights record.
The Confidence Matrix section provides a consolidated view of all fields identified and extracted from the document. For each configured field, the table displays the value returned by Gemini, allowing users to quickly review the extracted information and verify that the required data has been successfully captured.
This view serves as a convenient reference for validating extracted values and understanding how the document content has been mapped to the configured fields within Salesforce.
4. Viewing the newly created Record
To view the newly created record configured in the Document Insight Template
Go to the Related section of the Document Insight Record, and find the Related List for the Primary Object.
Click on the latest record created to view the record created as per the field mapping stored inside Document Insight Template.
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