Salesforce + DocuSign CLM integration for automated Appraiser Review Letter generation

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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