Field Mapping Guide
Field mappings are the heart of Parsium. They tell the AI which Salesforce fields to fill and how to find the right data in your documents. Getting these right is the key to accurate extractions.
Creating Mappings
- Go to Parsium Settings > Field Mapping tab
- Select an object from the dropdown (e.g., Account, Contact, or any custom object you have update access to)
- Click Add Field to add a new row
- Select a field from the dropdown. The list shows the field label and its type (Text, Number, Date, etc.)
- Write an instruction in the Instruction column (see Writing Instructions below)
- Optionally toggle the mapping active/inactive. Inactive mappings are preserved but excluded from extractions.
- Repeat for each field you want to extract
- Click Save All to save your mappings
You can map up to 50 fields per object. Start with fewer fields (3 to 5) and add more once you verify the extraction works correctly. Each field mapping is stored as a Parsium_Field_Mapping__c record.
Writing Instructions
The instruction field tells the AI what to extract and how. Good instructions lead to accurate results. Bad instructions lead to garbage. Here are the rules:
Good Instructions
| Field | Instruction | Why It Works |
|---|---|---|
| Invoice Number | Extract the invoice number, usually labeled 'Invoice #' or 'INV-' at the top of the document | Tells the AI the label to look for and where to find it |
| Total Amount | Extract the total amount due, including tax. Return only the number without currency symbols | Specifies which total (with tax) and the expected format |
| Due Date | Extract the payment due date. Return in YYYY-MM-DD format | Specifies the date format so Salesforce can parse it |
| Vendor Name | Extract the company name of the vendor/supplier who issued this document | Distinguishes vendor from buyer when both appear on the document |
| Status | Determine if this invoice is 'Paid', 'Unpaid', or 'Overdue' based on payment stamps or balance due | Lists the exact picklist values the AI should choose from |
Bad Instructions
| Instruction | Problem |
|---|---|
| Extract the date | Which date? Documents often have multiple dates (invoice date, due date, delivery date). Be specific. |
| Get the number | Which number? Invoice number? Total? Quantity? The AI will guess and may pick the wrong one. |
| Fill this field | The AI has no idea what value you want. Always describe what to look for. |
| Extract everything | Too vague. The AI needs specific guidance for each field. |
Instructions have a maximum length of 500 characters. Be concise but specific. For picklist fields, Parsium automatically includes the valid picklist values in the prompt, so you do not need to list them manually. For date fields, Parsium tells the AI the expected format (YYYY-MM-DD).
Lookup Fields
Lookup fields (also called reference fields) point to another Salesforce record. For example, an Opportunity has a lookup to Account. When you map a lookup field:
- The AI extracts a name value (like a company name or contact name)
- Parsium searches for a matching record in Salesforce by the Name field
- If a match is found, Parsium uses that record's ID to set the lookup field
- If no match is found, you will see a "No matching record found" message in the extraction results
Nested lookups: For lookup fields, the AI can also extract values for fields on the related object. For example, if you map an Account lookup on an Opportunity, the AI can extract both the account name and the account's phone number, creating or updating the related Account record automatically.
CSV Import/Export
Bulk-manage field mappings using CSV files. This is useful for sharing mapping templates across orgs or setting up many mappings at once.
- Import CSVUpload a CSV file to bulk-create field mappings. The format follows RFC 4180 with headers: Field_API_Name, Instruction, Is_Active, Target_Child_Object, Relationship_Field. Only Field_API_Name is required. Duplicates are skipped.
- Export CSVDownload your current mappings as a CSV file. Useful for backup, documentation, or migrating configurations to another org.
AI Field Mapping
Instead of manually creating mappings field by field, let AI analyze your actual record data and suggest mappings with extraction instructions automatically. Available with Professional and Enterprise plans.
- How It WorksClick “AI Mapping” next to Add Field. Enter a WHERE clause to target specific records (e.g., Industry = 'Technology'), set a record limit (up to 100), and click Analyze. Parsium queries sample records, identifies which fields are populated, and sends the analysis to AI for mapping suggestions.
- Inline ReviewSuggestions appear directly in the main field mapping table with an “AI” badge. Edit descriptions, delete unwanted suggestions, or toggle them active/inactive before saving. No separate review screen needed.
- CostEach AI Mapping run uses 1 AI request, logged in your Request Log with type “AI Mapping” for tracking.
Child Record Mapping
A single document can produce multiple related records. For example, scanning an account document that mentions five contacts creates five linked Contact records.
- ConfigurationSelect a child object and relationship field when adding field mappings. The AI extracts multiple records of that type from the document.
- LimitsUp to 5 child object types per extraction, 50 records per child object type. Records are inserted in a single bulk DML operation.
- ReviewProposed child records appear in the review screen in tabular format with per-record accept/reject controls.
Supported Field Types
Parsium can map to most standard Salesforce field types. Values are automatically converted to the correct format.
| Field Type | How Values Are Handled |
|---|---|
| Text / Text Area / Long Text / Rich Text | Stored as-is. The AI returns text and Parsium saves it directly. |
| Number / Integer | Parsed to a number. Non-numeric characters are stripped. |
| Currency | Parsed to a decimal. Currency symbols and formatting are removed. |
| Date | Parsed from YYYY-MM-DD or MM/DD/YYYY format. |
| DateTime | Parsed from YYYY-MM-DD HH:MM:SS format and converted to UTC. |
| Checkbox (Boolean) | Converted from 'true', 'yes', '1' to a Salesforce boolean. |
| Picklist / Multi-Select | The AI is given the list of valid values and must choose from them. |
| Email / Phone / URL | Stored as-is. Must be a valid format. |
| Percent | Parsed to a decimal without the % symbol. |
| Lookup / Reference | AI extracts a name, Parsium resolves it to a record ID. |
Not supported: Formula fields, roll-up summary fields, auto-number fields, and other read-only field types cannot be mapped. They are automatically excluded from the field dropdown.