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salesforce-appraiser-review-letter
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5 Commits

Author SHA1 Message Date
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superseded by the account-specific credential set.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