6a91d8d3e24c9d3a5ca4cdde091e14ca6b3e92ac
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 Fiscaleor 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
- A Salesforce Sandbox account with API access
- Salesforce Security Token
sfdc2.js
This projects uses the sfdc2.jslibrary which facilitates interaction with the Salesforce API.
Languages
JavaScript
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