Add Layout Areas using OCR
Creation Date: May 24, 2024Created By: Erik PilgrimView most recent version
# Navigate to a 2D Canvas with a background image added in Salesforce
1. Click on Layout
2. Click on Show menu
3. Click on Add via OCR
4. Click on Process OCR
5. Confirm the Areas, update names where required, hover over rows to see each area and remove if needed. Once completed press finish to add the areas.
6. Click on Close
7. Now let's add a relationship for our areas. Click on Areas
8. Click on an area
9. Link with the record by searching for Records by object and record. Objects can be set globally through the scene's environment settings > Default related objects
10. Repeat as needed
Last updated