initial commit
This commit is contained in:
@@ -0,0 +1,28 @@
|
||||
# Salesforce PDF Attachment Automation
|
||||
|
||||
A Node.js utility that extracts text and metadata (like *Codice Fiscale* and Name variations) from PDF documents and automatically attaches them to the corresponding Account records in a Salesforce Sandbox.
|
||||
|
||||
---
|
||||
|
||||
## Features
|
||||
|
||||
* **PDF Parsing:** Reads local PDF files and extracts metadata using regex matching.
|
||||
* **Smart Account Matching:** Queries Salesforce Accounts by `Codice Fiscale` or Name permutations (first name / last name variations).
|
||||
* **Automated Uploads:** Converts PDFs to Base64 strings and attaches them directly to Accounts in Salesforce via `ContentVersion`.
|
||||
* **Duplicate Protection:** Filters and sorts matching accounts by creation date.
|
||||
|
||||
---
|
||||
|
||||
## Prerequisites
|
||||
|
||||
Before running this project, ensure you have:
|
||||
|
||||
* [Node.js](https://nodejs.org/)
|
||||
* A **Salesforce Sandbox** account with API access
|
||||
* Salesforce Security Token
|
||||
|
||||
---
|
||||
|
||||
## sfdc2.js
|
||||
|
||||
This projects uses the ```sfdc2.js``` library which facilitates interaction with the Salesforce API.
|
||||
Reference in New Issue
Block a user