Integration
Document Processing
8 min reading

A Step-by-Step Guide to bring AI to your Project in Salesforce

Summarize this article with:

summary
  • Salesforce is a proficient customer relationship management (CRM) tool that aids in the management of customer interactions.
  • Establishing a connection between Eden AI and your Salesforce environment is a straightforward process.
  • If you're interesting in more integration tools, have a look at our step-by-step tutorials on how to bring AI to your application with Power Apps , Zapier , Google App Script , Retool , Make ,...
  • Eden AI provides a unified API platform that gives you access to the best AI providers for this use case, with standardized responses and centralized billing.
  • Common applications include automating workflows, enriching data pipelines, building intelligent products, and reducing manual processing time related to A Step-by-Step Guide to bring AI to your...

Salesforce is a proficient customer relationship management (CRM) tool that aids in the management of customer interactions. In this article, we'll take you step-by-step through the integration of Eden AI's Invoice Parser API in your Salesforce environment. The same process applies if you want to include other features like : Image tagging, Explicit content detection, Text analysis and many more AI APIs we offer.

Build AI on Salesforce with Eden AI

Managing multiple accounts for each app can be a tough job, but with Eden AI, you can connect and manage all your APIs on a single account.

Eden AI allows you to solve multiple AI tasks on Salesforce:

Let's practice with Invoice parsing!

Just like Receipt and Resume Parsing, Invoice Parsing is a tool powered by OCR to extract and digitalize meaningful data, Computer Vision to identify structure of the document, and NLP techniques to pin down the fields. Invoice parser technology extracts key information from an invoice (.pdf, .png or .jpg format) such as the invoice ID, total amount due, invoice date, customer name, etc.

Step 1. Create an Eden AI account

To begin with, you’ll need to sign in Eden AI. If you don’t have an account yet, we’re offering $10 upon registration. Once you have successfully signed up, you will gain access to the platform's features, including the ability to establish integrations with various platforms, including Salesforce.

For detailed information regarding the Eden AI API, please refer to the provided link.https://docs.edenai.co/reference/ocr_invoice_parser_create

Step 2. Create a LWC Component in Salesforce

To connect Eden AI Invoice Parser to your Salesforce environment, you'll need to create an LWC Component in Salesforce. It’s one of the easiest ways to connect and test the API. Follow these steps:

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