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salesforce-appraiser-review-letter
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2 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 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