---
template: "marketing.peb"
title: "Product - Image OCR"
displayName: "Image OCR"
description: "Use optical character recognition to prepare readable text from Salesforce images, scans, receipts, business cards, and PDFs."
category: "product"
contentType: "overview"
audience: "end-user"
tags: "product,image-ocr,optical-character-recognition,receipts,business-cards,salesforce-files,idp"
section: "product"
seoTitle: "Image OCR for Salesforce Files"
seoDescription: "Process business cards, receipts, scans, photographs, and supported PDFs with OCR as part of an intelligent document processing workflow in Salesforce."
---

## Image OCR

Image OCR uses optical character recognition to prepare readable text from an image or scanned document. In
iDialogue, OCR is a focused capability within [Intelligent Document Processing](/product/intelligent-document-processing.html),
not the end of the workflow.

Once text is prepared, a configured agent can summarize it, answer questions, extract the intended values, or use
permitted Salesforce tools according to business and human-review rules.

## Common file examples

- Business cards attached to Lead, Contact, Account, or campaign workflows.
- Receipts and expense images.
- Scanned contracts, agreements, applications, invoices, and forms.
- Photographs containing relevant business text.
- Multi-page PDFs that require readable text before analysis.
- Supported HEIC or HEIF images that require conversion before processing.

## Typical workflow

1. A user attaches an image or document to the intended Salesforce record.
2. Salesforce automation sends the File identifiers and related record context to iDialogue.
3. iDialogue converts the image when necessary and prepares readable text.
4. The configured agent receives the file content and related Salesforce context.
5. The agent follows extraction, duplicate-prevention, record-action, and human-review rules.

OCR prepares text; it does not guarantee that every image is legible or that every extracted business value is
correct. Use representative files and human review for consequential actions.

<!-- Phase 2: add supplied business-card, receipt, and processed-result screenshots. -->

## Related capabilities

- [Intelligent Document Processing](/product/intelligent-document-processing.html)
- [Expense & Receipt Processing](/solutions/expense-tracking/index.html)
- [Resume Intake & Review](/solutions/hr-resume-management/index.html)
- [Configure file OCR with Run Agent](/support/idp/process-salesforce-files-with-run-agent.html)