my-project/README.md

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.

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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.

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Prerequisites

Before running this project, ensure you have:

• Node.js
• A Salesforce Sandbox account with API access
• Salesforce Security Token

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sfdc2.js

This projects uses the sfdc2.js library which facilitates interaction with the Salesforce API.