Hi All, I am trying to look into a matter where I am having issues parsing PDFs which change physician to physician and my Salesforce org needs to parse the data from the PDF and insert the data into records. Right now we have a challenge to everytime a new drug is introduced the pdf changes and takes our development team lot of effort to configure the system to be able to parse the pdf successfully As well, sometimes these PDFs are password protected, which is another challenge for Salesforce. Have any of you solutioned a requirement like this or have suggestions how to have an optimized solution for scenarios like this
Hi @Paromita Banerjee A scalable approach is to use OCR and AI-based document processing instead of relying on fixed PDF templates. Services like Einstein OCR, Amazon Textract, Google Document AI, or Azure Document Intelligence can extract data from different PDF layouts and return structured information that Salesforce can map to Health Cloud records. For password-protected PDFs, you'll need to decrypt them before processing. This approach reduces the need to reconfigure parsing logic whenever the PDF format changes and makes the solution easier to maintain.
