From 46eb5d02dc1f87aafa2cb062a885cde30be0e268 Mon Sep 17 00:00:00 2001 From: "Denise D." Date: Mon, 27 Jul 2026 18:46:59 +0200 Subject: [PATCH] README.md updated --- README.md | 28 ++++++++++++++++++++++++++++ 1 file changed, 28 insertions(+) diff --git a/README.md b/README.md index e69de29..a216074 100644 --- a/README.md +++ b/README.md @@ -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. \ No newline at end of file