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Parsium Documentation

Everything you need to install, configure, and use Parsium in your Salesforce org.

Configuration handled by Twilon

Most customers have Parsium configured by the Twilon team during onboarding, including OAuth connection setup, permission assignments, model selection, and initial field mappings. If you prefer to set things up yourself, or want to understand how everything works under the hood, these guides walk you through every step so anyone can do it.

What is Parsium?

Parsium is an AI-powered document extraction tool built for Salesforce. It reads your documents (PDFs, images, spreadsheets, audio, and more), understands their content using AI, and presents extracted values for review before saving to your Salesforce records. It also includes Parsium Insight as a bonus feature: AI record briefings and document Q&A on any record.

Upload Any File

Support for 15+ file formats including PDF, DOCX, XLSX, images, text files, and audio.

AI Extracts the Data

Your chosen AI model reads the file and pulls out the exact information you need.

Fields Update Automatically

Extracted values are mapped to Salesforce fields and saved to the record instantly.

How It Works

1

Configure

Connect to OpenRouter, choose an AI model, and map your Salesforce fields.

2

Upload

Attach a document, image, or media file to any Salesforce record.

3

Extract

Parsium sends the file and your field instructions to the AI model.

4

Save

Review extracted values side-by-side with current data, accept or reject each field, then save to the record in an atomic four-pass transaction.

Prerequisites

  • ✓A Salesforce org (Enterprise, Unlimited, or Developer Edition)
  • ✓System Administrator or equivalent profile for initial setup
  • ✓An OpenRouter account with an API key (free to create at openrouter.ai)
  • ✓API credits on your OpenRouter account (pricing varies by AI model)