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Salesforce + DocuSign CLM integration for automated Appraiser Review Letter generation
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paulh fe337efe63 Update documentation to reflect current architecture 
SALESFORCE_SETUP.md:
- Rewrite "What was added" to cover all current fields, metadata types,
  Apex classes, LWC components, named credentials, and permission sets
- Add DocusignESignatureServiceTest to the test run command

README.md:
- Replace absolute /home/paulh/... paths with relative ./FILE.md links

CLM_INTEGRATION.md:
- Pattern 1: replace wrong 3-arg trigger callout with correct Queueable pattern
  (triggers cannot make direct callouts)
- Pattern 2: mark LWC quick action as implemented (no longer a recommendation)
- Pattern 3: update REST resource to use CLMAdminService.generateDocument signature
- Payload/request/response: replace old pre-XML format with current
  documentxmlmergetasks JSON and XML structure
- Template design: replace Handlebars syntax with CLM XML merge description

NEXT_STEPS_DOCGEN.md:
- Mark Option B (LWC quick action) as complete
- Replace open-ended "what to confirm" with forward-looking guidance on
  extending to NOD, Education, and Intent to Remove letter types

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 		2026-04-09 20:36:29 -04:00
artifacts/doc_inspect Add Appraiser Review Letter template and XML merge data 2026-04-05 14:22:57 -04:00
docs Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
force-app/main/default Add CLMAdminService, DocusignESignatureService, and fix code review issues 2026-04-09 20:36:16 -04:00
manifest Add new Salesforce metadata for account-based CLM and eSignature integration 2026-04-09 20:35:59 -04:00
scripts Create Appraiser Case custom record and DocGen service 2026-04-05 14:31:51 -04:00
.gitignore Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration 2026-04-03 12:13:59 -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