From 7023b2e0404fd925b37fa05faf0467b3fb65acb1 Mon Sep 17 00:00:00 2001
From: Paul Huliganga <paje0101@gmail.com>
Date: Wed, 25 Feb 2026 13:19:44 -0500
Subject: [PATCH] docs: add template ID update instructions for sandbox refresh

---
 .../docs/DEPLOYMENT_AND_TESTING.md            | 69 +++++++++++++++++++
 1 file changed, 69 insertions(+)

diff --git a/composite-envelope-builder/docs/DEPLOYMENT_AND_TESTING.md b/composite-envelope-builder/docs/DEPLOYMENT_AND_TESTING.md
index d67c05d..047d3b3 100644
--- a/composite-envelope-builder/docs/DEPLOYMENT_AND_TESTING.md
+++ b/composite-envelope-builder/docs/DEPLOYMENT_AND_TESTING.md
@@ -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: