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IDP Release Notes

June 3, 2025

What’s New

  • You can now rotate documents in the document action builder preview and review task preview.

    The rotation is for visual assistance and does not modify the original file.

Fixed Issues

Issue Resolution ID

For the emails field in Purchase Order and Invoice actions, IDP now returns null instead of an empty array [] in the execution response after reviewing the associated task.

W-17330495

May 20, 2025

What’s New

  • You can now Submit review tasks without having to scroll to the end of the fields list, improving accessibility.

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