Einstein OCR is a powerful tool that allows you to extract text from images and documents. You can use it to:
- Automate data entry: Extract data from invoices, receipts, and other documents to populate spreadsheets or databases.
- Improve document accessibility: Convert scanned documents or images into searchable text.
- Analyze documents: Extract key information from documents for insights and analysis.
Here's how to use Einstein OCR:
- Sign up for Salesforce: Einstein OCR is a feature of Salesforce. You need a Salesforce account to access it.
- Enable Einstein OCR: Go to your Salesforce setup and enable the Einstein OCR feature.
- Upload a document: You can upload images or documents directly to Einstein OCR or integrate it with other Salesforce features like Files.
- Extract text: Einstein OCR will automatically extract text from your document and make it searchable.
- Use the extracted text: You can use the extracted text for various purposes, such as creating reports, automating workflows, or building applications.
Examples:
- Invoice processing: You can use Einstein OCR to extract data from invoices, such as invoice number, date, vendor name, and line items. This data can then be used to automatically create purchase orders, track expenses, and reconcile accounts.
- Contract analysis: You can use Einstein OCR to extract key clauses from contracts, such as termination dates, payment terms, and confidentiality agreements. This information can be used to assess risk, ensure compliance, and make informed decisions.
Tips:
- Ensure the document is clear and well-lit for optimal results.
- Choose the appropriate language for your document.
- Experiment with different settings to improve accuracy.
