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salesforce-appraiser-review-letter
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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
..
AppraiserReviewLetter_Template.docx Add Appraiser Review Letter template and XML merge data 2026-04-05 14:22:57 -04:00
CLM_INTEGRATION.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
CLM_TEMPLATE_GUIDE.md Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration 2026-04-03 12:13:59 -04:00
CLM_TEMPLATE_MAPPING_SNIPPET.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
CURRENT_STATUS.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
DEPLOYMENT_AND_TESTING.md Create Appraiser Case custom record and DocGen service 2026-04-05 14:31:51 -04:00
FEATURES_UPDATE.md Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration 2026-04-03 12:13:59 -04:00
NEXT_STEPS_DOCGEN.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
PRODUCT_SPEC.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
README.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
SALESFORCE_SETUP.md Add retrieved/ and .codex to .gitignore; document manual credential setup 2026-04-09 20:51:03 -04:00
appraiser-llm-chat.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
design.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
document-plan.md Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration 2026-04-03 12:13:59 -04:00
requirements.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00

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

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