Vision AI/OCR (6 min)

1. Navigate to Process Automation Flows in Salesforce and click New Flow.

2. Select Record-Triggered Flow and click Create.

3. Configure the following:

• Object - TFile
• First condition - The Parent Object equals Contact (you can set this to any Object the file will be uploaded to.)
• Second condition - The File Name to contain Contract.

4. Save and Label your Flow.

5. Click the + icon.

6. Search for the File Action node and select it.

7. Configure the following: 

• Label - Vision AI OCR
• Parent Object - Contact

8. Select the Settings icon in the Flow window.

9. Click the Static tab under Variables, Add a Static Variable, and name it output_text. Click Apply.

10. In the Titan Flow window, click the Any + icon and select Titan Vision AI as the node. Click Next.

• Engine - Version 1
• ID - contentVersionId
• Files - File
• Store Plain Text to - GV/output-text

12. Select the Titan Vision AI + icon and choose Salesforce Action as the node. Click Next.

13. Click Salesforce Integration.

14. Select the Push tab and click Create New.

15. In the Object Settings tab configure; Contact as the Salesforce Object, Update as the Action, and add a description.

16. In the Conditions tab configure that the Contact ID must equal the Parent Record ID.

17. In the Mapping tab configure, the contact description to the output_text variable. Click Apply and Close.

18. Use the dropdown to select the configured push and click Next.

19. Add a tag and click Insert.

20. Save and Activate your flow. When a file contains the word Contract in its name. The file will be scanned for text and the scanned text added to the Salesforce object.