28 lines
1003 B
Markdown
28 lines
1003 B
Markdown
# Salesforce PDF Attachment Automation
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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.
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## Features
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* **PDF Parsing:** Reads local PDF files and extracts metadata using regex matching.
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* **Smart Account Matching:** Queries Salesforce Accounts by `Codice Fiscale` or Name permutations (first name / last name variations).
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* **Automated Uploads:** Converts PDFs to Base64 strings and attaches them directly to Accounts in Salesforce via `ContentVersion`.
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* **Duplicate Protection:** Filters and sorts matching accounts by creation date.
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## Prerequisites
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Before running this project, ensure you have:
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* [Node.js](https://nodejs.org/)
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* A **Salesforce Sandbox** account with API access
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* Salesforce Security Token
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---
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## sfdc2.js
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This projects uses the ```sfdc2.js``` library which facilitates interaction with the Salesforce API. |