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Salesforce has a rudimentary indexing tool when files are uploaded. If there is a rendered or created PDF or a word document then all of the text can be indexed and searched. However, if I upload a scanned documented of a PDF or a TIFF/jpg then I lose that indexing functionality.

I've been looking for OCR solutions. Most don't seem to index but they do read fields and upsert records. Is there an OCR document indexing app?

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  • Go to the app exchange and type in OCR in the search box. Six apps immediately came up for me when I did that just now. – crmprogdev Dec 19 '16 at 16:16
  • I did that. I'm curious about the indexing piece. Most of these are for upsert. – tjcinnamon Dec 19 '16 at 18:49
  • perhaps not a great solution but if your users are internal, train them to use adobe acrobat standard or pro editions that do support conversion of a PDF to an OCR'd PDF - then upload. We did this at my last gig – cropredy Dec 19 '16 at 23:30

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