All-Inclusive Guide to Salesforce OCR
Media-savvy content creator, with a curiosity for all Salesforce experiences.
“Automate your Data-Capturing Workflows Even Further with Salesforce Einstein OCR“
We all know about tools that capture data for Salesforce, such as web surveys, forms, or even digital documents. But what happens when you are given a stack of physical receipts or passports? These types of documents need their text to be reflected in Salesforce, with the original copies handed back to the owner.
In this instance, we suggest checking out Salesforce Einstein OCR. This feature is perfect for this use case as it gives you a solution to automatically capture those valuable details into Salesforce.
If you would like to know more about Salesforce Einstein OCR and how it can improve productivity in your workplace, join us in the article below.
Let’s get started!
What is Salesforce Einstein OCR?
It’s an Optical Character Recognition (OCR) feature found in Salesforce’s Einstein Vision suite. With it, trailblazers can extract text from images and store it within Salesforce. But how does this technology work?
Salesforce Einstein OCR uses machine learning algorithms to select text from images and convert them into a format that is machine-readable before submitting them to Salesforce. This advanced feature makes the process of extracting text from documents super fast. Salesforce Einstein OCR works well with the following:
- Scanned Documents
- Photos
- Any Image File with Text
An Overview of OCR in Salesforce
OCR for Salesforce is an advanced technology that transforms the way we work with documents and is another step forward in eliminating time-consuming manual tasks in business operations. Here are three features from Salesforce Einstein OCR worth knowing about:
1. OCR Integration with Salesforce
This feature is a Salesforce solution, so you can rely on it to connect with all of your other favorite services and apps found in your CRM system. This feature makes it easy to continue automating your workflows without integration hurdles.
2. Salesforce OCR Reader
It can grab text from a range of images. Teams will enjoy that they can extract text from:
- JPG Images
- PNG Images
- PDF Documents
3. Salesforce OCR Capabilities
As we mentioned before, Salesforce OCR uses machine learning algorithms, but it also gives teams pre-trained models. They are useful for recognizing text in various languages which makes it more accessible to companies worldwide.
Final Thoughts on Salesforce OCR Solutions
Thanks for reading our article on Salesforce Einstein OCR. We think it’s a great feature for transforming your physical documents into digital ones. It does this by extracting text out of images and placing them in Salesforce for you to find when you need them. The data can then be easily edited and stored electronically compared to the traditional manual methods.
If you are looking for third-party OCR solutions that integrate into Salesforce, make sure to check out our version. Titan’s OCR feature helps teams upload any text from images directly to Salesforce records in seconds. Our platform supports invoices, driver’s licenses, identification documents, academic certificates, and more.
Reach out to us on one of our social media channels below to get more information.
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you find a mistake, please contact us.
Frequently Asked Questions
Is OCR available in Salesforce?
Yes, this Salesforce feature empowers your business to work with more text so you can take on larger file projects for data capturing.
Does Microsoft have an OCR tool?
Yes, Microsoft OCR’s tool is created with many machine-learning models, so it can support languages from all over the world.
What is Einstein’s OCR?
It’s an Optical Character Recognition feature from Salesforce that users can use to extract text from images. By using this feature, users can automate data-capturing processes that include text found on images.
