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>
.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>
SALESFORCE_SETUP.md:
- Rewrite "What was added" to cover all current fields, metadata types,
Apex classes, LWC components, named credentials, and permission sets
- Add DocusignESignatureServiceTest to the test run command
README.md:
- Replace absolute /home/paulh/... paths with relative ./FILE.md links
CLM_INTEGRATION.md:
- Pattern 1: replace wrong 3-arg trigger callout with correct Queueable pattern
(triggers cannot make direct callouts)
- Pattern 2: mark LWC quick action as implemented (no longer a recommendation)
- Pattern 3: update REST resource to use CLMAdminService.generateDocument signature
- Payload/request/response: replace old pre-XML format with current
documentxmlmergetasks JSON and XML structure
- Template design: replace Handlebars syntax with CLM XML merge description
NEXT_STEPS_DOCGEN.md:
- Mark Option B (LWC quick action) as complete
- Replace open-ended "what to confirm" with forward-looking guidance on
extending to NOD, Education, and Intent to Remove letter types
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
paulh