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salesforce-appraiser-review-letter
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salesforce-appraiser-review.../docs/DEPLOYMENT_AND_TESTING.md

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Deployment & Testing — Appraiser Review Letter

Deployment Steps

  1. Deploy custom objects & fields
  2. Copy updated template files into Salesforce docs directory
  3. Map merge fields to object schema
  4. Configure CLM template and connect API
  5. Test with sample Appraisal and Deficiency objects

Testing Workflow

  • Use sample JSON payloads (see requirements.md)
  • Validate conditional logic—test both existence and missing data
  • Test table rendering for arrays (DeficiencyList, ReviewerComments)
  • Document any failed merges or formatting gaps

Last updated: 2026-02-26 13:26 PM Work in progress: Add test cases and troubleshooting checklist.