RenderDraw Documentation
  • About RenderDraw
    • What is RenderDraw?
    • RenderDraw Philosophy
    • Key features and benefits
  • Introduction
  • Getting Started with RenderDraw
    • Installation
    • Adding a RenderDraw License to a user's account
    • RenderDraw Permission Sets
      • Using user access policies for automated permission set & License Assignment
    • Relating Drawings to a Salesforce Record
    • CAD Conversion
      • Setup of CAD Conversion
      • UI CAD Conversion for Salesforce for Salesforce Admins
      • Version 1
        • CAD Conversion API (Direct Use)
          • Example input for Conversion
      • Version 2 (proposal)
        • Purpose
        • Sample File Input Conversion
  • Diving deeper
    • RenderDraw Architecture
      • RenderDraw Components
      • Storage of your Drawings
        • Connecting to your drawings
      • Supported Formats
    • Relationships
      • Why Metadata Matters
        • Advanced Metadata Relationships
          • Child Lookup
          • Parent-Child Relationships
      • Record Management
        • Scene Settings
    • Performance Considerations
    • Development Resources
    • Using Components on LWR Digital Experiences
    • Utilizing Interactions within Lightning Flow
    • Fixing Common Issues
  • Usage Scenarios
    • Use Cases
      • 2D
        • Part Finder
          • Data Setup for B2B
            • Choose where you want to display your Product Catalogs
            • Setup Field on Catalog Object
            • Setup Group and Files
          • Parse PDF Catalogs to attach images
          • Base setup for initial catalog page
            • Sharing of Files
            • Clone Pages
          • Create Callouts for Parts
          • Utilize OCR to highlight callouts
          • Optionally show inventory or availability based on data
          • Create Interactions for hover and click actions
          • Create a reusable, connected Datatable
        • Custom 2D App Development using Salesforce
        • 2D Admin Guide (Clicks, not Code)
          • Setting your object up for 2D visuals
          • Setup 2D Scene Settings for a record
          • Add a background image to your scene
          • Adding Droppable Areas and Drop Zones to a Scene
          • Adding Draggable Items to a Scene
          • Relating Components to Salesforce Data
          • Add a DataSource to a 2D scene to bind data
          • Adding Layout Drawing menu to your component (Floorplan & Spatial Drawing)
          • Linking your clicks to Actions / Flows
          • Visual Rules engine
          • Hover Actions and Popovers
          • Change your Layout Drawing visuals based on Salesforce Data in a DataSource query
          • Enable users to take snapshots
          • Show additional Drawings with your 2D Canvas
          • Use Color Selection to add clickable regions to your 2D Scene
          • Use OCR to add Clickable regions to your 2D scenes.
            • Enable Azure OCR in your Remote Site settings & Metadata
            • Add Layout Areas using OCR
        • Data interaction within a Flow
          • Modifying Canvas with APEX
        • 2D User Guide
          • Take a snapshot
      • 3D
        • Admin
          • Adding Components to your Lightning Pages
          • Examples
            • Asset Management
            • Product Visualization
            • Setup for 3D Visual Configuration Scenarios
              • Salesforce CPQ
              • Conga CPQ
              • Custom Configuration Scenarios
            • 3D Product Photography
          • Setup 3D Scene
            • Visual Scene Setup
              • Interaction Events
              • Grouping
              • Labeling
              • Actions
              • Attributes (Look & Feel)
            • Configuration
              • Interaction Events
                • Action Items
                • Conditions
                • Steps
        • Developer
          • Custom 3D App Development using Salesforce
        • End-User Usage
          • View Related 3D Converted files on a record
          • 3D Annotations & Comments
      • CAD Conversion
        • CAD Conversion using Admin UI
          • Prior to getting started...
          • CAD Conversion UI within Salesforce
        • Automatic Conversion in Salesforce
          • Integration User
          • Remote Site Setting
          • Setup Connected App
          • Setup Custom Settings for Triggering Conversion
          • Test your Files
          • Extending the integration using Platform Events
      • RenderDraw Interactive Maps
        • Admin Setup
        • End User Usage
      • Other Apps
        • RenderDraw Data Utilities
          • Essentials
            • Swiper
            • Flow Image display
            • QR Code Generator
            • QR Code Scanner
          • Standard
            • 360º Virtual Tours
              • Administration
              • Usage
            • AnnotateIt! Images
              • Admin's Guide to AnnotateIt! components
              • Permissions / Authorization
            • Standalone Datatable
          • Advanced
            • AnnotateIt! PDF Editor
            • Parsing PDFs
            • CSV Importer
        • RenderDraw for Propel
          • Initial Setup
            • Common Issues
          • CAD Conversion & Visual Viewing
          • Annotate Item Attachments
        • MeasurePro (iOS App)
          • Creating a Deep Link to Launch with Parameters
      • Interacting with RenderDraw using Lightning Messaging Service (LMS)
        • Canvas Element Hovered
        • Canvas Element Selected
        • Canvas Initialized
        • Canvas Interaction
        • Record Selected
        • Code Example of Listening to LMS Events
  • API Documentation
    • 3D Components API
      • Events (Aura)
        • EVT_Renderer_Context_Details_Closed
        • EVT_Renderer_Element_Added
        • EVT_Renderer_Get_CameraPositionandTarget
        • EVT_Renderer_Get_Hierarchy
        • EVT_Renderer_Loaded
        • EVT_Renderer_Mesh_Selected
        • EVT_Renderer_Mesh_Selection_Cleared
        • EVT_Renderer_Select_Component
        • EVT_Renderer_Screenshot_Taken
      • Components (Aura/LWC)
        • 3D Interaction Canvas (LWC)
        • 3D Advanced Renderer (Aura)
        • 3D Scene Director (Aura)
        • 3D Simple Renderer (Aura)
        • 3D File Attachment Viewer (Aura)
    • 2D Components API
      • 2D Interaction Canvas
      • 2D Scene Director
    • Universal Components Used throughout the Suite
      • dynamicContentComponent_treeGrid
    • Data Objects used throughout the Suite
      • Canvas
      • BaseCanvasItem
      • LayoutWall
      • DropZone
      • DroppableArea
  • 👬Digital Twin
    • Digital Twin App
      • Setup
        • Steps to Setup Digital Twin Capabilities
        • RenderDraw Relationship Settings
        • Embedding Digital Twin Components
      • Asset Search
      • Digital Twin LWC Component
        • Custom Component Interaction with Renderer
        • Digital Experience Tips and Tricks
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On this page
  • Using Microsoft Azure Portal for Managing Keys and APIs for Azure AI Services
  • # Microsoft Azure portal (PWA)
  • # Salesforce
  • # Go back to your Microsoft Azure portal
  • # Microsoft Azure portal (PWA)
  • # Salesforce
  1. Usage Scenarios
  2. Use Cases
  3. 2D
  4. 2D Admin Guide (Clicks, not Code)
  5. Use OCR to add Clickable regions to your 2D scenes.

Enable Azure OCR in your Remote Site settings & Metadata

Before you get started adding your clickable regions, you have to make sure we can call the Einstein API.

PreviousUse OCR to add Clickable regions to your 2D scenes.NextAdd Layout Areas using OCR

Last updated 1 month ago

Creation Date: May 24, 2024Created By: Erik Pilgrim​

​

1. Click on your OCR resource, if one does not exist Create a new Document Intelligence Resource

2. Click on Copy to clipboard the value for Endpoint for this demo, ours is https://rdcentralocr.cognitiveservices.azure.com/

# Salesforce

3. Click on Quick Find

4. Click on Trusted URLs

5. Click on New Trusted URL

6. Type "renderdrawocr"

7. Type your OCR endpoint, ours is "https://rdcentralocr.cognitiveservices.azure.com"

8. Check connect-src (scripts)

9. Check frame-src (iframe content)

10. Click on Save

11. Click on Click here to manage keys

12. Click on These keys are used to access your Azure AI services API. Do not share your keys. Store them securely– for example, using Azure Key Vault. We also recommend regenerating these keys regularly. Only one key is necessary to make an API call. When regenerating the first key,…

13. Go back to your Salesforce Instance. We need to add an OCR Metadata entry for RenderDraw

14. Type "custom metadata"

15. Click on Custom Metadata Types

16. Navigate to RenderDraw OCR Setting

17. Click on Manage Records

18. Click on New

19. Paste your key into the API Key text area

20. Click on These keys are used to access your Azure AI services API. Do not share your keys. Store them securely– for example, using Azure Key Vault. We also recommend regenerating these keys regularly. Only one key is necessary to make an API call. When regenerating the first key,…

# Salesforce

21. Paste "https://rdcentralocr.cognitiveservices.azure.com/" into input

22. Type "AzureOCR"

23. Click on Save

24. Type "remote"

25. Click on Remote Site Settings

26. Click on New Remote Site

27. Type "Azure_OCR"

28. Paste "https://rdcentralocr.cognitiveservices.azure.com/" into input

29. Click on Save

30. Now your Salesforce instance is setup for OCR with Azure + RenderDraw

Create a resource at

# Microsoft Azure portal (PWA)
https://portal.azure.com/#create/Microsoft.CognitiveServicesFormRecognizer
# Go back to your Microsoft Azure portal
# Microsoft Azure portal (PWA)
Using Microsoft Azure Portal for Managing Keys and APIs for Azure AI Services
View most recent version