RenderDraw Documentation

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.

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Last updated 6 months ago

Using Microsoft Azure Portal for Managing Keys and APIs for Azure AI Services

Creation Date: May 24, 2024Created By: Erik PilgrimView most recent version

# Microsoft Azure portal (PWA)

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

Create a resource at https://portal.azure.com/#create/Microsoft.CognitiveServicesFormRecognizer

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

# Go back to your Microsoft Azure portal

11. Click on Click here to manage keys

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. Click on Del | Manage Records

17. Click on Manage Records

18. Click on New

19. Paste your key into the API Key text area

# Microsoft Azure portal (PWA)

# 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