Record Creation with Received Documents (POST)

Create records in Salesforce objects using a document based on a received document record.

Resource

/connect/form-reader/receivedDocuments/${receivedDocumentId}/record

Resource Example

https://yourInstance.salesforce.com/services/data/vXX.X/connect/form-reader/receivedDocuments/0ioxx0000000001AAA/record

Available Version

55.0

Requires Chatter

HTTP Methods

POST

Request Body for POST

Root XML tag

<DocumentProcessInput>

JSON Example

{
  "objectApiName": "Account",
  "documentTypeId": "0dexx0000000001",
  "overrideConfidenceScoreThreshold": 50,
  "ignoreFieldValueConflict": false,
  "fieldsWithoutConflictList": {
    "noConflictFields": [
      {
        "field": "name"
      },
      {
        "field": "accountnumber"
      }
    ]
  },
  "additionalFields": {
    "additionalFieldMap": {
      "AccountNumber": "9090909"
    }
  }
  "templateApiName": "sample_template"
}

Properties

Name	Type	Description	Required or Optional	Available Version
`additionalFields`	Map<String, Object>	List of additional fields that you want to create or update in the target object and which are not present in the Intelligent Form Reader field mappings.	Optional	55.0
`attachDocument`	Boolean	Indicates whether to automatically create the DocumentChecklistItem (DCI) and ContentDocumentLink records to link the document to the target object (`true`) or not (`false`). Default value is `false`.	Optional	55.0
`documentTypeId`	String	ID of the document type for the document checklist item.	Optional	55.0
`fieldsWithoutConflictList`	Fields Without Conflict Input[]	List of fields that must not have any conflicts for the record creation or update process.	Optional	55.0
`ignoreFieldValueConflict`	Boolean	Indicates whether to ignore conflicts in OCR (`true`) or not (`false`). Default value is `false`.	Optional	55.0
`linkedObjectId`	String	ID of the linked object record.	Optional	55.0
`objectApiName`	String	API name of the target object in which you want to create or update a record.	Optional	55.0
`overrideConfidenceScoreThreshold`	Integer	Conflict confidence score threshold value for the extracted value. Note: The value of this field overrides the confidence score threshold value set on the user interface.	Optional	55.0
`recordTypeId`	String	ID of the record type of the target object.	Optional	55.0
`templateApiName`	String	API name of the document template to retrieve.	Optional	59.0

Response Body for POST

Document Process Output