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docs: add template ID update instructions for sandbox refresh

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Paul Huliganga 2026-02-25 13:19:44 -05:00
parent 4211648e2a
commit 7023b2e040
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composite-envelope-builder/docs/DEPLOYMENT_AND_TESTING.md
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@ -218,6 +218,75 @@ Apex Code Coverage: 92%
---
## Updating Template IDs After Sandbox Refresh
After a sandbox refresh, Docusign template IDs may become stale and need updating with the correct demo/sandbox template IDs.
### Find Your Demo Template IDs
1. Log into your Docusign demo account: **https://demo.docusign.net**
2. Go to **Templates**
3. Click each template — the GUID is in the URL or under **Template ID**
4. Copy the template IDs you need
### Option 1: Developer Console (Quickest)
1. Open **Developer Console** (gear icon → Developer Console)
2. Click **Debug** → **Open Execute Anonymous Window**
**Step 1: View current template IDs:**
```apex
List<dfsle__EnvelopeConfiguration__c> configs = [
SELECT Id, Name, dfsle__DocuSignId__c
FROM dfsle__EnvelopeConfiguration__c
ORDER BY Name
];
for (dfsle__EnvelopeConfiguration__c c : configs) {
System.debug(c.Name + ' → ' + c.dfsle__DocuSignId__c);
}
```
Check the **Logs** tab at the bottom for the output.
**Step 2: Update with new template IDs:**
```apex
// Replace template names and IDs with YOUR values
Map<String, String> updates = new Map<String, String>{
'Template Name 1' => 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx',
'Template Name 2' => 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx'
};
List<dfsle__EnvelopeConfiguration__c> configs = [
SELECT Id, Name, dfsle__DocuSignId__c
FROM dfsle__EnvelopeConfiguration__c
WHERE Name IN :updates.keySet()
];
for (dfsle__EnvelopeConfiguration__c c : configs) {
c.dfsle__DocuSignId__c = updates.get(c.Name);
}
update configs;
System.debug('Updated ' + configs.size() + ' templates');
```
### Option 2: Query Editor (View Only)
In Developer Console → **Query Editor** tab:
```sql
SELECT Id, Name, dfsle__DocuSignId__c, Envelope_Template_Language__c
FROM dfsle__EnvelopeConfiguration__c
ORDER BY Name
```
### Option 3: Salesforce UI (Point and Click)
1. Use **App Launcher** → search for **Docusign Envelope Templates**
2. Open each record → **Edit**
3. Update the **DocuSign template ID** field
4. **Save**
---
## Post-Deployment Setup
After successful deployment, configure your Salesforce org: