Retrieve AcctDemo_NamedCreds into source; add to manifest

SecuredEndpoint credential pointing to account-d.docusign.com, backed by
the DocusignJWT external credential. Referenced by DTC_CLM_Demo account
setting for ESignature_Auth_Named_Credential__c.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
paulh 2026-04-09 21:01:23 -04:00
parent 091b1870b6
commit 8fb9df01db
3 changed files with 21 additions and 8 deletions

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@ -42,7 +42,7 @@
- `CLMuatNamedCreds`, `CLMs1NamedCreds` — CLM API calls - `CLMuatNamedCreds`, `CLMs1NamedCreds` — CLM API calls
- `CLMuatDownload`, `CLMs1Download` — CLM document downloads - `CLMuatDownload`, `CLMs1Download` — CLM document downloads
- `Esignature_Demo_NamedCreds` — eSignature REST API - `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 ### Layouts and UI
- Page layouts for `Appraiser_Case__c` and `Appraiser_Case_Deficiency__c` - Page layouts for `Appraiser_Case__c` and `Appraiser_Case_Deficiency__c`
@ -61,13 +61,6 @@
## Manual post-deploy steps ## 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 ### 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. `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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<?xml version="1.0" encoding="UTF-8"?>
<NamedCredential xmlns="http://soap.sforce.com/2006/04/metadata">
<allowMergeFieldsInBody>false</allowMergeFieldsInBody>
<allowMergeFieldsInHeader>false</allowMergeFieldsInHeader>
<calloutStatus>Enabled</calloutStatus>
<generateAuthorizationHeader>true</generateAuthorizationHeader>
<label>AcctDemo_NamedCreds</label>
<namedCredentialParameters>
<parameterName>Url</parameterName>
<parameterType>Url</parameterType>
<parameterValue>https://account-d.docusign.com</parameterValue>
</namedCredentialParameters>
<namedCredentialParameters>
<externalCredential>DocusignJWT</externalCredential>
<parameterName>ExternalCredential</parameterName>
<parameterType>Authentication</parameterType>
</namedCredentialParameters>
<namedCredentialType>SecuredEndpoint</namedCredentialType>
</NamedCredential>

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@ -57,6 +57,7 @@
<name>Layout</name> <name>Layout</name>
</types> </types>
<types> <types>
<members>AcctDemo_NamedCreds</members>
<members>CLMs1Download</members> <members>CLMs1Download</members>
<members>CLMs1NamedCreds</members> <members>CLMs1NamedCreds</members>
<members>CLMuatDownload</members> <members>CLMuatDownload</members>