Features
Everything Parsium can do, organized by capability. Click any section in the sidebar to jump directly to a group.
15+
File Formats
200+
AI Models
10
Reports
7
Feature Groups
Document Extraction
Extract structured data from documents, images, and audio into Salesforce fields.
Images (PNG, JPG/JPEG, GIF, WebP, BMP), documents (PDF, DOCX, XLSX, CSV), audio (MP3, WAV, OGG, M4A, AAC), and raw text paste.
Reads the current record state and existing child records before the AI call, so the model understands what data already exists.
Upload multiple files at once. Mix types freely. Combined payload stays under 4 MB (Salesforce heap limit: 6 MB including overhead).
Images compressed via Canvas API, audio re-encoded via Web Audio API. Documents are text-extracted server-side. All processing happens client-side before upload.
Voice & Insight
Record audio to extract field values hands-free. Parsium Insight (included as a bonus) adds AI briefings and document Q&A on any record.
Browser-based audio capture using MediaRecorder API. Record directly on any Salesforce record page.
A speech-capable AI model transcribes your voice and extracts field values in one pass. No separate transcription step.
Describe updates for multiple records in a single dictation session.
Parsium Insight generates plain-language summaries of any record on demand. Standard (~120 words) or Extended (~360 words). *Included with Professional and Enterprise plans.
Ask any question about a record and get a direct answer grounded in its attached documents and field data. *Included with Professional and Enterprise plans.
Field Mapping
Define which Salesforce fields to extract, with per-field natural language instructions.
Write natural language extraction instructions per field (e.g., 'Extract the invoice date in YYYY-MM-DD from the top-right corner').
Resolves lookup and master-detail fields automatically by matching records by Name. Supports creating or updating related records.
Extract up to 5 child object types with 50 records each from a single document. Inserted in a single bulk DML operation.
Toggle individual mappings on or off. Inactive mappings are preserved in configuration but excluded from extractions.
Query sample records, analyze field usage patterns, and let AI suggest mappings with extraction instructions. Speeds up onboarding for new objects. *Included with Professional and Enterprise plans.
Bulk-manage field mappings via CSV. Import to create mappings (RFC 4180), export for backup or migration between orgs.
AI Models
Bring your own model via OpenRouter. Access 200+ AI models with transparent, direct-to-provider pricing.
Access 200+ AI models through OpenRouter. Pay providers directly at their published rates.
Extraction, Insight, and AI Mapping use separate model configurations. Set a capable vision model for document extraction, a faster model for Insight, and an efficient model for mapping suggestions.
Reasoning effort: Off, Low, Medium, High.
Review & Save
Human-in-the-loop workflow: review every extracted value before saving to the record.
View current field values next to the AI-extracted values on the review screen.
Accept or reject each extracted value individually. Bulk controls to accept all or reject all.
Pass 1: resolve lookups. Pass 2: update related records. Pass 3: update main record. Pass 4: insert child records. All wrapped in a savepoint with rollback.
Security & Privacy
Enterprise-grade security with Protected Custom Metadata storage, PIN authorization, immutable audit logging, and three privacy levels.
API keys stored in a Protected Custom Setting (Parsium_Credentials__c), invisible to Salesforce admins. Only Parsium's managed Apex code can access stored credentials.
Connect to OpenRouter via OAuth PKCE flow with a guided in-app wizard. No manual credential configuration required.
4-6 digit numeric PIN required for all sensitive operations. Stored as SHA-256 hash with random salt. Recovery code provided during setup for PIN reset.
Designated owners (stored in Protected Custom Setting) control sensitive settings. Separate from Salesforce admin permissions. Co-owners supported with immediate owner addition and removal.
Every configuration change recorded in an immutable Audit_Log__c object. Records cannot be edited, and cannot be deleted within 90 days. Enforced by a managed trigger.
Automatic email notifications to all owners on sensitive events: model changes, privacy changes, owner changes, PIN changes, disconnect, and recovery resets.
Standard (provider terms apply), Enhanced (no logging/training), Maximum (Zero Data Retention, no data stored by any provider).
Three permission sets: Parsium_Admin (full access to settings, mappings, and all features), Parsium_Professional_User (all Pro features including voice, media, Parsium Insight, and child records), and Parsium_User (Starter tier, core document extraction only).
Operations
Monitoring, analytics, reliability, and platform administration.
Every operation logs model, tokens, cost, processing time, routing type, fields extracted/accepted/rejected, accuracy rate, and cost per field.
Usage Summary, Cost Trends, Cost by Model, by User, by Object, Model Comparison, Cost Efficiency, Error Detail, Accuracy by Object, Request History.
Pre-built visual dashboard combining key metrics for a quick overview of extraction activity and costs.
Up to 3 retries with progressive delays (200ms, 400ms, 600ms) for transient API errors and rate limits.
Three-layer fail-closed enforcement: user license validity, feature kill switch, and expiration date.
Managed package with no external dependencies beyond your AI provider. Works in Enterprise, Unlimited, and Developer editions.