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.
Creation Date: May 24, 2024Created By: Erik PilgrimView most recent version​
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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
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. Click on Del | Manage Records
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
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