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Parsium Documentation

Setup & Installation

How to get Parsium into your Salesforce org and complete the initial setup. Most of this is handled by the Twilon team during onboarding, but you can follow these steps to do it yourself.

Deploy the Package

  1. Install Parsium from the Salesforce AppExchange listing or deploy the package URL provided by your administrator.
  2. Select Install for All Users (recommended) or choose specific profiles.
  3. Wait for the installation email from Salesforce confirming the package is ready.
  4. Verify installation by navigating to Setup > Installed Packages and confirming Parsium appears in the list.

Connect to OpenRouter

~5 minutes

Parsium connects to AI models through OpenRouter using an OAuth PKCE flow. The first time you open Parsium Settings, a guided wizard walks you through three steps: connect, set PIN, and add credits.

Step 1

Connect Your Account

  1. Open the Parsium Settings tab in your Salesforce navigation.
  2. The first-time setup wizard appears automatically. Click Connect to OpenRouter.
  3. A popup window opens with the OpenRouter authorization page. Sign in to your OpenRouter account (or create one).
  4. After authorizing, the popup closes automatically and Parsium securely stores your API key in a Protected Custom Setting.
  5. A green "Connected" badge confirms the connection is active.

Don't have an OpenRouter account? Create one free at openrouter.ai. You will need to add credits before making API calls.

Step 2

Set Your PIN

  1. Enter a 4-6 digit numeric PIN. This PIN is required for all sensitive operations (changing models, privacy settings, disconnecting, managing owners).
  2. After setting the PIN, Parsium shows a recovery code (format: PRSM-XXXX-XXXX-XXXX).
  3. Save this recovery code immediately. It is shown only once and allows you to reset your PIN if you forget it.

Important: The PIN and recovery code are your only way to manage sensitive settings. Store the recovery code in a password manager or other secure location. If you lose both, you will need to contact Twilon support for a remote reset.

Step 3

Add Credits

OpenRouter requires credits to process AI requests. Add credits to your account:

Add credits on OpenRouter

After completing all three steps, you become the first owner of the Parsium connection. You can add co-owners later from the Access Management section in Settings.

Credential Security

Parsium stores your OpenRouter API key in a Protected Custom Setting. This means:

  • ✓Salesforce admins cannot view, query, or modify the stored credentials.
  • ✓The API key is only accessible to Parsium's managed Apex code.
  • ✓Keys never touch client-side code or browser storage.
  • ✓PIN and recovery code hashes use SHA-256 with random salts.
  • ✓All configuration changes are recorded in an immutable audit log.

Permission Sets

Parsium ships with three permission sets that control who can do what. Assign them in Setup > Permission Sets.

Parsium_AdminFull Access

For Salesforce administrators who need to configure field mappings, view OpenRouter status, and manage analytics. Admins who also connect OpenRouter become owners and gain access to all sensitive settings.

  • ✓Full read/write access to Parsium Settings (custom hierarchy setting)
  • ✓Full CRUD on Field Mapping records
  • ✓Full CRUD on Request Log records
  • ✓Read access to Audit Log records
  • ✓Access to the Parsium Settings tab (field mappings, OpenRouter status)
  • ✓Access to the Extraction Wizard and Parsium Insight
  • ✓All 7 Professional-tier capabilities included
  • ✓Access to all Apex controllers and LWC components
Parsium_Professional_UserProfessional Tier

For users who need the full extraction experience including voice recording, audio file processing, Parsium Insight (AI briefings and Q&A), and child record creation.

  • ✓Everything in Parsium_User, plus:
  • ✓Live voice recording and dictation
  • ✓Audio file processing (MP3, WAV, OGG, M4A, AAC)
  • ✓Parsium Insight (AI record briefings and document Q&A)
  • ✓Child record extraction and creation
  • ✓Multi-record updates from a single extraction
  • ✓CSV import/export for bulk field mapping management
  • ✓Read access to Audit Log records
Parsium_UserStarter Tier

For end users who need core document extraction on their records. They cannot change settings, modify field mappings, or access Professional-tier features.

  • ✓Read-only access to Parsium Settings
  • ✓Read access to Field Mapping records (to know which fields are mapped)
  • ✓Create and Read access to Request Log records (their own extractions are logged)
  • ✓Read access to Audit Log records
  • ✓Document extraction (images, PDFs, DOCX, XLSX, CSV, text files)
  • ✓Text paste input for direct text extraction

Users with this permission set cannot open the Settings tab, change the AI model, modify field mappings, or access Professional features like voice recording, audio file processing, Parsium Insight, or child record creation.

Upgrading from v0.1

If you are upgrading from Parsium v0.1 (which used Named Credentials), here is what changes:

  • Re-authenticationAfter upgrading, you will need to connect to OpenRouter again using the new OAuth flow. The old Named Credential is no longer used.
  • Named CredentialsThe old Named Credential and External Credential metadata remain in the package for upgrade compatibility but are unused. You do not need to delete them.
  • New PINYou will set a new PIN and receive a recovery code during the reconnection process.
  • Settings PreservedYour field mappings, Request Log data, model selection, privacy settings, and all other configuration is preserved through the upgrade.
  • Removed FieldsThe Time_Per_Field_Minutes__c and Named_Credential__c settings fields are removed automatically.