Salesforce + DocuSign CLM integration for automated Appraiser Review Letter generation

Go to file

paulh 148854ff1e Add retrieved/ and .codex to .gitignore; document manual credential setup .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>		2026-04-09 20:51:03 -04:00
artifacts/doc_inspect	Add Appraiser Review Letter template and XML merge data	2026-04-05 14:22:57 -04:00
docs	Add retrieved/ and .codex to .gitignore; document manual credential setup	2026-04-09 20:51:03 -04:00
force-app/main/default	Fix LWC async bug, null guard, stale sample script; update manifest	2026-04-09 20:50:57 -04:00
manifest	Fix LWC async bug, null guard, stale sample script; update manifest	2026-04-09 20:50:57 -04:00
scripts	Fix LWC async bug, null guard, stale sample script; update manifest	2026-04-09 20:50:57 -04:00
.gitignore	Add retrieved/ and .codex to .gitignore; document manual credential setup	2026-04-09 20:51:03 -04:00
sfdx-project.json	Create Appraiser Case custom record and DocGen service	2026-04-05 14:31:51 -04:00

docs/README.md

Appraiser Review Letter Generator (Salesforce + DocuSign CLM)

Overview

This repo contains a Salesforce metadata project for generating appraiser review letters from Appraiser_Case__c data in DocuSign CLM, while also providing a growing proof-of-concept surface for DocuSign eSignature API workflows.

Current status

The repo is standardized on the XML CLM merge path built around AppraiserCasePayloadBuilder + CLMDocGenCallout.
Appraiser_Case_Deficiency__c is the canonical child deficiency object used by both the UI and document generation.
Account-based DocuSign configuration lives in CLM_Account_Setting__mdt.
The current Salesforce UI includes:
- the Generate Review Letter quick action for CLM doc gen
- the Docusign eSignature record tab for eSignature browsing
CLM generation, task tracking, file attachment, and eSignature template/envelope browsing are all implemented.

Read this first

PRODUCT_SPEC.md: current product definition and architecture
CURRENT_STATUS.md: implementation snapshot and current recommendations
SALESFORCE_SETUP.md: metadata and org setup notes
CLM_INTEGRATION.md: CLM integration details
requirements.md and design.md: condensed companion docs aligned to the product spec

Documentation note

Older planning docs still exist, but PRODUCT_SPEC.md, CURRENT_STATUS.md, SALESFORCE_SETUP.md, and the source code are now the best reflection of the project.

Last updated: 2026-04-09