Extract shipping label information with OCR and store it in Salesforce

■Overview

Reviewing shipping slips one by one and manually entering the data into Salesforce is not only time-consuming but also prone to input errors. With this workflow, simply upload a shipping slip file to a form. The OCR feature automatically extracts the information and stores it in Salesforce, eliminating these manual tasks while improving operational accuracy and speed.

■Who Should Use This Template

• Teams that manually enter shipping slip information into Salesforce and want to streamline their operations
• Team leaders who want to eliminate manual entry errors and improve the accuracy of customer data
• Teams considering digitizing information from paper documents and automating workflows centered around Salesforce

■Benefits of Using This Template

• The OCR feature automatically extracts information from shipping slips and stores it in Salesforce, reducing the time spent on manual entry so you can focus on more important work.
• By eliminating the need to manually transfer data, this workflow helps prevent human errors such as incorrect entries and missing information, keeping your data accurate.

■Flowbot Steps

1. First, connect Salesforce to Yoom.
2. Next, select the Form Trigger feature as the trigger and create a form for uploading shipping slip files.
3. Then, select the OCR feature as an operation and configure it to read the images or PDF files of shipping slips uploaded through the form.
4. Finally, configure Salesforce's "Create a Record" action as an operation to store the information extracted by OCR in the corresponding Salesforce fields.

※"Trigger": An action that starts a flow. "Operation": An action that processes data within a flow after the trigger starts.

■Customization Options

• In addition to the file upload field, you can freely add and edit text boxes for entering supplementary information and other fields in the form created with the Form Trigger.
• With the OCR feature, you can specify which fields to extract from the shipping slip, such as the delivery address, item name, and date.
• When adding a record to Salesforce, you can freely map which information extracted by OCR should be stored in each Salesforce field.

■Notes

• Connect Salesforce to Yoom.
• AI Operations are available only on the Team and Success Plans. Please note that operations configured in Flowbots will result in an error on the Free and Mini Plans.
• Paid plans such as the Team and Success Plans include a two-week free trial. During the free trial, you can use apps and AI features (operations) that are subject to plan restrictions.
• Please note that OCR may not be able to read data containing 6,500 characters or more, or text that is too small.