diff --git a/docs/SALESFORCE_SETUP.md b/docs/SALESFORCE_SETUP.md index 35e4548..c868cd2 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 (**not in source; must be created manually in the target org**) +- `AcctDemo_NamedCreds` — eSignature OAuth/userinfo (SecuredEndpoint backed by `DocusignJWT` external credential) ### Layouts and UI - Page layouts for `Appraiser_Case__c` and `Appraiser_Case_Deficiency__c` @@ -61,13 +61,6 @@ ## Manual post-deploy steps -### 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. 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. diff --git a/force-app/main/default/namedCredentials/AcctDemo_NamedCreds.namedCredential-meta.xml b/force-app/main/default/namedCredentials/AcctDemo_NamedCreds.namedCredential-meta.xml new file mode 100644 index 0000000..7191680 --- /dev/null +++ b/force-app/main/default/namedCredentials/AcctDemo_NamedCreds.namedCredential-meta.xml @@ -0,0 +1,19 @@ + + + false + false + Enabled + true + + + Url + Url + https://account-d.docusign.com + + + DocusignJWT + ExternalCredential + Authentication + + SecuredEndpoint + diff --git a/manifest/package.xml b/manifest/package.xml index 01acf9f..21d5ec1 100644 --- a/manifest/package.xml +++ b/manifest/package.xml @@ -57,6 +57,7 @@ Layout + AcctDemo_NamedCreds CLMs1Download CLMs1NamedCreds CLMuatDownload