Add retrieved/ and .codex to .gitignore; document manual credential setup
.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 <noreply@anthropic.com>
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@ -15,3 +15,9 @@ __pycache__/
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# OS
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# OS
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.DS_Store
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.DS_Store
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Thumbs.db
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Thumbs.db
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# Scratch retrieved metadata (org retrieves for reference only)
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retrieved/
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# Claude Code agent state
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.codex
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- `CLMuatNamedCreds`, `CLMs1NamedCreds` — CLM API calls
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- `CLMuatNamedCreds`, `CLMs1NamedCreds` — CLM API calls
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- `CLMuatDownload`, `CLMs1Download` — CLM document downloads
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- `CLMuatDownload`, `CLMs1Download` — CLM document downloads
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- `Esignature_Demo_NamedCreds` — eSignature REST API
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- `Esignature_Demo_NamedCreds` — eSignature REST API
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- `AcctDemo_NamedCreds` — eSignature OAuth/userinfo
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- `AcctDemo_NamedCreds` — eSignature OAuth/userinfo (**not in source; must be created manually in the target org**)
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### Layouts and UI
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### Layouts and UI
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- Page layouts for `Appraiser_Case__c` and `Appraiser_Case_Deficiency__c`
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- Page layouts for `Appraiser_Case__c` and `Appraiser_Case_Deficiency__c`
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### Sample data
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### Sample data
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- Anonymous Apex script: `scripts/apex/createSampleAppraiserCase.apex`
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- Anonymous Apex script: `scripts/apex/createSampleAppraiserCase.apex`
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## Manual post-deploy steps
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### Named credentials requiring org-side setup
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The following are not deployable via source and must be configured in the target org:
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- **`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.
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### DocusignJWT external credential
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`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.
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---
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## Deploy
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## Deploy
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From the project root:
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From the project root:
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