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IDP Release Notes

May 8, 2025

What’s New

  • You can now enable image recognition in your document actions.

    To enable this feature, see Configure Document Action Settings.

  • You can now select Google’s GEMINI-2.0 Flash 001 model to analyze your documents.

    To select the model to use, see Configure Document Action Settings.

    For additional information about supported models, see Supported Models

  • Einstein prompts now support up to 128,000 input tokens per request.

    For additional details about token consumption, see Token Usage and Estimation.

  • Data retention policies are updated:

    • For all successful executions, IDP now retains the data for 24 hours.

    • IDP now retains any incomplete tasks for 30 days.

February 5, 2025

What’s New

  • You can now analyze any type of document and fully customize the output structure by creating a Generic document action and enabling Customize Schema.

    For more information, see Analyzing Documents With Custom User-Defined Schemas.

    • Generic document actions now support using non-English characters for prompt instructions when Customize Schema is enabled.

  • New document actions now support the GPT-4o (gpt-4o-2024-08-06) and GPT-4o Mini (gpt-4o-mini-2024-07-18) LLM Models.

  • New document actions now support masking any personally identifiable information from your documents before sending it to the predictive model.

  • The API portal documentation for IDP assets published to Exchange now includes the valueOnly query parameter.

  • You can now upload files in Base64 encoding for versioned action executions.

    For an example API call, see Upload a Base64-encoded File.

  • IDP can now detect signatures in document actions that use Einstein.

Fixed Issues

Issue Resolution ID

Completed executions no longer stay in status ACKNOWLEDGED.

W-17064164

Failed executions that include Einstein prompts no longer show status IN_PROGRESS.

W-17465241

Required table columns are now shown in the corresponding page during reviews.

W-17485449

November 20, 2024

What’s New

  • IDP now fully supports analyzing documents in French, Italian, and Portuguese.

  • Organizations with Salesforce Einstein enabled now use Einstein as the default option for answering prompts.

  • IDP now supports non-latin characters in the file preview during document action creation.

November 7, 2024

What’s New

  • You can now analyze your documents with Salesforce Einstein.

    Use Einstein to analyze documents that don’t use a standard format or are difficult to read without performing a complex analysis of the extracted data.

    See Analyze Documents with Einstein for information about configuring Einstein in your document actions.

October 2, 2024

What’s New

  • IDP now supports analyzing TIFF files.

September 26, 2024

What’s New

  • Invoice and Purchase Order data extraction accuracy is improved for all supported languages.

  • Invoice and Purchase Order document actions now support extracting VAT and VAT Rate from tables.

August 22, 2024

What’s New

  • IDP now fully supports analyzing documents in Spanish and German.

May 8, 2024

What’s New

  • You can now define a callback URL for your executions.

    See Define a Callback URL for details and configuration instructions.

April 29, 2024

What’s New

  • MuleSoft announces the release of Intelligent Document Processing (IDP).

See Also