IndustriesEinsteinFeatureSettings in SFDX

Architectural Overview#

IndustriesEinsteinFeatureSettings governs artificial intelligence capabilities tailored for Salesforce Industries (Financial Services Cloud, Health Cloud, and Public Sector). Most notably, this metadata type enables Intelligent Document Reader, an optical character recognition (OCR) and machine learning engine that extracts structured data from uploaded PDFs and images (e.g., driver’s licenses, pay stubs, passport scans, and medical claim forms).

In modern industry workflows, deploying IndustriesEinsteinFeatureSettings activates the automated ingestion pipeline that parses applicant documents directly into standard and custom sObject fields, minimizing manual data entry for intake workers and loan underwriters.

Directory and File Conventions#

IndustriesEinsteinFeatureSettings belongs to the standard settings directory:

Key Metadata Fields#

The IndustriesEinsteinFeatureSettings XML schema defines AI feature toggles:

Declarative XML and Package Manifest Examples#

Below is a production IndustriesEinsteinFeature.settings-meta.xml configuration:

<?xml version="1.0" encoding="UTF-8"?>
<IndustriesEinsteinFeatureSettings xmlns="http://soap.sforce.com/2006/04/metadata">
    <enableDocReader>true</enableDocReader>
</IndustriesEinsteinFeatureSettings>

Scratch Org Definition (config/project-scratch-def.json)#

{
  "orgName": "Industries AI Document Processing Scratch Org",
  "edition": "Enterprise",
  "settings": {
    "industriesEinsteinFeatureSettings": {
      "enableDocReader": true
    }
  }
}

Package Manifest (package.xml)#

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>IndustriesEinsteinFeature</members>
        <name>Settings</name>
    </types>
    <version>68.0</version>
</Package>

Retrieval and Deployment via SF CLI#

Retrieve and deploy the settings using SF CLI:

# Retrieve Industries Einstein Feature settings
sf project retrieve start --metadata "Settings:IndustriesEinsteinFeature"

# Deploy settings to sandbox environment
sf project deploy start --metadata "Settings:IndustriesEinsteinFeature" --target-org sandbox-org

Senior Architect Best Practices and Gotchas#

• License Validation: Attempting to deploy enableDocReader to an environment lacking Intelligent Document Reader licensing will cause deployment errors.
• Document Model Mapping: After enabling settings, configure document parsing templates in Setup or deploy custom metadata defining target field mappings.
• Data Privacy and Retention: Configure appropriate Shield Platform Encryption and file deletion policies for sensitive uploaded identity documents.

Frequently asked questions

What capabilities are controlled by IndustriesEinsteinFeatureSettings?

It manages Intelligent Document Reader, OCR form processing, and automated document parsing across Salesforce Industries.

Which industries utilize IndustriesEinsteinFeatureSettings?

Financial Services Cloud, Health Cloud, and Public Sector Solutions leverage these AI document settings.

Where is IndustriesEinsteinFeatureSettings stored in source code?

It is stored in force-app/main/default/settings/IndustriesEinsteinFeature.settings-meta.xml.

Does this metadata type require special licenses?

Yes. Intelligent Document Reader or Industries Einstein add-on feature licenses are required.