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salesforce-appraiser-review-letter
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4 Commits

Author SHA1 Message Date
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superseded by the account-specific credential set.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 e058dedb82 Create Appraiser Case custom record and DocGen service 2026-04-05 14:31:51 -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