How to integrate Salesforce with OCR functionality to read business card data using OCR, automatically store it in Salesforce, and then notify via Chatwork

Use the template copied to My Project.
Click "Edit" at the top right of the Flowbot.

Step 2: Set Up Form Trigger

Click "Upload Business Card Data".

The form for uploading business card data will be displayed, so click "Next" without making any changes.
Check the form display and set details.
Attach the business card data to the obtained values.
※ Explanation: The business card data attached here can be used in other operations. Please set sample business card data in the response to the input form.
Conduct a test, and if successful, save it.

Step 3: Read Text from Business Card Data

Click "Read Text from Business Card Data".
Set the action.
No need to change the title or action, so click "Next" as is.
Then set the details.

File attachment method: Select "Use Obtained Values" and "Business Card Data" from the dropdown.
Additional items to extract: By default, it reads "Company Name", "Name", "Department/Position", "Address", "Phone Number", "FAX Number", and "Email Address". Specify additional items to extract separated by commas (,).

Step 4: Add Data to Salesforce

Click "Add Lead Information".
Set up the database integration.
Title: No need to change.
Account Information: Click "Add Integration Account" and enter the username and password to integrate.
Execute Action: Select "Add Record".
My Domain URL: Go to Salesforce "Settings > My Domain" and enter the domain such as "yoom.my.salesforce.com" listed in the current [My Domain] URL.
Object API Reference Name: Go to Salesforce "Settings > Object Manager" and enter the API reference name such as "Lead".

Click Next and set the details.
In the left tab, enter "Company Name", and in the right tab, set "Not Empty" from the dropdown.
※ Explanation: By setting it as above, you can automatically add data to Salesforce when business card data is uploaded.

Step 4: Notify Chatwork

Click "Notify Chatwork".
Set up the integration account and action.
Add an integration account, and since no changes are needed for the title and action, click "Next" as is.

Click Next and set up the API connection.
Set the room ID and message as desired.

This completes the flow of "Reading Business Card Data with OCR, Storing in Salesforce, and Notifying Chatwork"!!

[Advanced] Automation Flow Using OCR

Did you understand how to create a flow that reads business card data using AI features, stores it in Salesforce, and notifies Chatwork?
At Yoom, you can create flowbots tailored to your business by integrating with various apps beyond the flow introduced this time!

Let's look at advanced flows!

This is a flow that allows you to register new employee information in SmartHR based on the information provided by employees in the form and the analysis data of passbook images.
By adding a request to the person in charge during the process, more accurate data addition is enabled.

‍

When you submit invoice data through a form, AI reads the information, requests confirmation of the read information, and then automatically stores it in a Google Spreadsheet and notifies Google Chat. This flow eliminates the need to manually enter invoice details, allowing for quick and accurate addition to the database.

Summary

This time, we introduced the benefits and applications of OCR and automation!
By using this feature, you can streamline data entry and analysis, and automate business processes.
Additionally, in the flow we introduced, when business card information is uploaded to the form, it automatically reads the text, stores it in Salesforce, and notifies Chatwork, significantly reducing manual effort!
Yoom offers a two-week free trial period, so please consider trying it out before deciding to implement Yoom!