From 148854ff1ee0f127f47af196b63db091927768e6 Mon Sep 17 00:00:00 2001 From: paulh Date: Thu, 9 Apr 2026 20:51:03 -0400 Subject: [PATCH] Add retrieved/ and .codex to .gitignore; document manual credential setup MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit .gitignore: - Add retrieved/ (org retrieve scratch metadata — not source of truth) - Add .codex (Claude Code agent state) SALESFORCE_SETUP.md: - Add AcctDemo_NamedCreds to named credentials list with note that it must be created manually in the target org (not in source) - Add "Manual post-deploy steps" section documenting AcctDemo_NamedCreds setup and the DocusignJWT external credential demo values (iss/sub/aud) that need to be replaced before use in a real org Co-Authored-By: Claude Sonnet 4.6 --- .gitignore | 6 ++++++ docs/SALESFORCE_SETUP.md | 14 +++++++++++++- 2 files changed, 19 insertions(+), 1 deletion(-) diff --git a/.gitignore b/.gitignore index c564b41..ada22ac 100644 --- a/.gitignore +++ b/.gitignore @@ -15,3 +15,9 @@ __pycache__/ # OS .DS_Store Thumbs.db + +# Scratch retrieved metadata (org retrieves for reference only) +retrieved/ + +# Claude Code agent state +.codex diff --git a/docs/SALESFORCE_SETUP.md b/docs/SALESFORCE_SETUP.md index 6ef238e..afba8d6 100644 --- a/docs/SALESFORCE_SETUP.md +++ b/docs/SALESFORCE_SETUP.md @@ -42,7 +42,7 @@ - `CLMuatNamedCreds`, `CLMs1NamedCreds` — CLM API calls - `CLMuatDownload`, `CLMs1Download` — CLM document downloads - `Esignature_Demo_NamedCreds` — eSignature REST API -- `AcctDemo_NamedCreds` — eSignature OAuth/userinfo +- `AcctDemo_NamedCreds` — eSignature OAuth/userinfo (**not in source; must be created manually in the target org**) ### Layouts and UI - Page layouts for `Appraiser_Case__c` and `Appraiser_Case_Deficiency__c` @@ -59,6 +59,18 @@ ### Sample data - Anonymous Apex script: `scripts/apex/createSampleAppraiserCase.apex` +## 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: + +- **`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. + +### 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. + +--- + ## Deploy From the project root: