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salesforce-appraiser-review-letter
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6 Commits

Author SHA1 Message Date
paulh 546ffd7dcf Remove erroneous ClientCertificate from CLMs1NamedCreds 
JWT signing is handled by the DocusignJWT external credential. The
ClientCertificate parameter was adding unnecessary mTLS configuration
that DocuSign's API does not require. Now matches CLMuatNamedCreds.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-09 21:11:25 -04:00
paulh 8fb9df01db 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>
 2026-04-09 21:01:23 -04:00
paulh 62b78faf1a Add new Salesforce metadata for account-based CLM and eSignature integration 
- Appraiser_Case__c: appraiser identity/address fields, FHA case number,
  CLM tracking fields (task ID/URL/status), generated document fields,
  attached file fields, Letter_Sent_Date__c
- Appraiser_Case_Deficiency__c: Reference__c field, blank-record validation rule
- CLM_Account_Setting__mdt and CLM_Letter_Definition__mdt: per-account CLM
  and eSignature configuration with seeded records for DTC_CLM_Demo,
  DTC_IAM_Enterprise, DTC_HUD_Demo
- CLM_Environment_Setting__mdt: UAT/S1 environment defaults
- Named credentials: CLMs1NamedCreds, CLMs1Download, Esignature_Demo_NamedCreds
- LWC: clmDocGenWorkbench, docusignEsignWorkbench, clmRequestPreview
- Layouts, record page, permission sets, quick action, app, tabs, manifest

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-09 20:35:59 -04:00
paulh 703fb0c0ba Remove legacy Appraiser_Deficiency__c object and AppraiserCaseDocGenService 
Replaced by Appraiser_Case_Deficiency__c (master-detail, with Reference__c
field) and the XML-merge-based CLMDocGenCallout/CLMAdminService stack.
Also removes placeholder named credentials CLMNamedCred and CLMuatDownloadNamedCreds
superseded by the account-specific credential set.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-09 20:35:42 -04:00
paulh 1e532029fa Add Appraiser Review Letter template and XML merge data 2026-04-05 14:22:57 -04:00
paulh 63b1bfd758 Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration 2026-04-03 12:13:59 -04:00