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Salesforce + DocuSign CLM integration for automated Appraiser Review Letter generation
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Apex 62%
JavaScript 15.4%
HTML 8.3%
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paulh e4b7456dc1 feat(esignature): add 5 eSignature tracking fields to Appraiser_Case__c 
Add ESignature_Envelope_Id__c (Text 255), ESignature_Envelope_Status__c
(Text 50), ESignature_Sent_At__c (DateTime), ESignature_Completed_At__c
(DateTime), and ESignature_Envelope_Url__c (URL) to Appraiser_Case__c.
Deployed to appraiser-dev — Status: Succeeded.

Agent: claude-sonnet-4-6
Tests: N/A (metadata-only)
Tests-Added: 0
TypeScript: N/A (Apex project)
 		2026-04-09 22:15:07 -04:00
artifacts/doc_inspect Add Appraiser Review Letter template and XML merge data 2026-04-05 14:22:57 -04:00
docs Update FEATURES_UPDATE and NEXT_STEPS to reflect current state 2026-04-09 21:16:58 -04:00
force-app/main/default feat(esignature): add 5 eSignature tracking fields to Appraiser_Case__c 2026-04-09 22:15:07 -04:00
manifest Retrieve AcctDemo_NamedCreds into source; add to manifest 2026-04-09 21:01:23 -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
AGENT.md chore: scaffold agent harness for Phase 2 eSignature envelope creation 2026-04-09 21:34:11 -04:00
DECISIONS.md chore: scaffold agent harness for Phase 2 eSignature envelope creation 2026-04-09 21:34:11 -04:00
IMPLEMENTATION_PLAN.md feat(esignature): add 5 eSignature tracking fields to Appraiser_Case__c 2026-04-09 22:15:07 -04:00
PROJECT-SPEC.md chore: scaffold agent harness for Phase 2 eSignature envelope creation 2026-04-09 21:34:11 -04:00
ralph-loop.sh fix(ralph-loop): replace with three-tier session reset detection from master 2026-04-09 21:56:03 -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

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