diff --git a/docs/SALESFORCE_SETUP.md b/docs/SALESFORCE_SETUP.md index afba8d6..35e4548 100644 --- a/docs/SALESFORCE_SETUP.md +++ b/docs/SALESFORCE_SETUP.md @@ -61,10 +61,13 @@ ## Manual post-deploy steps -### Named credentials requiring org-side setup -The following are not deployable via source and must be configured in the target org: +### Named credentials not yet in source +The following exist in the target org but have not been retrieved into `force-app/`: -- **`AcctDemo_NamedCreds`** — eSignature OAuth/userinfo credential referenced by `DTC_CLM_Demo` account setting. Create a Named Credential pointing to the DocuSign account server (e.g., `https://account-d.docusign.com`) with the appropriate OAuth settings. +- **`AcctDemo_NamedCreds`** — eSignature OAuth/userinfo credential referenced by `DTC_CLM_Demo` account setting. Retrieve it with: + ```bash + sf project retrieve start --metadata "NamedCredential:AcctDemo_NamedCreds" + ``` ### DocusignJWT external credential `force-app/main/default/externalCredentials/DocusignJWT.externalCredential-meta.xml` contains demo values for `iss` (integration key) and `sub` (user GUID) targeting `account-d.docusign.com`. Replace these with your org's actual integration key and impersonation user GUID before use.