Query dfsle__EnvelopeConfiguration__c to get template names and pass
them as document labels to dfsle.Document.fromTemplate(). This makes
the Docusign Status screen show meaningful names like 'Consent to Eval'
instead of 'Template 89dd5ead'.
- Queries Client_Case__c for Service_Coordinator__c and Docusign_Recipient_1__c
- Resolves Contact/User name and email from lookup targets
- Maps recipients to Docusign template roles: 'Service Coordinator' and 'Docusign Recipient #1'
- Validates recipients exist and have email addresses
- Supports both Contact and User lookup types
- Role names and field names are configurable constants at top of class
- Clear error messages if recipients are missing or have no email
BREAKING CHANGE: Now uses dfsle managed package for Docusign integration.
No separate credentials or Named Credentials needed.
Changes:
- Rewrote DocusignCompositeEnvelopeBuilder to use dfsle.EnvelopeService
and dfsle.Document.fromTemplate() for composite envelopes
- Simplified DocusignEnvelopeRequestHandler to validation-only
- Updated all tests to use dfsle.TestUtils.setMock()
- 12 comprehensive test methods (success, validation, edge cases)
Deleted (no longer needed):
- DocusignAPIService.cls (raw HTTP callouts)
- DocusignAPIServiceTest.cls
- DocusignCredentials.cls (custom settings)
- DocusignCredentialsTest.cls
Benefits:
- Uses existing dfsle package authentication automatically
- No Named Credential or Custom Setting setup required
- ~95 lines of code vs ~380 lines before
- Fully supported by Docusign managed package
Salesforce requires elements of the same type (recordLookups, decisions,
screens, etc.) to be grouped together. Reordered all elements alphabetically
by type to comply with Flow metadata schema.
- Created DocusignEnvelopeRequest.cls (separate global class for input)
- Created DocusignEnvelopeResult.cls (separate global class for output)
- Updated DocusignCompositeEnvelopeBuilder to use standalone classes
- Updated DocusignEnvelopeRequestHandler to reference standalone classes
- Updated all test classes to use new class references
- Fixes Flow Builder visibility issues with nested inner classes
- Better API design with clear input/output types
- Easier to extend and reuse across other classes
- Removed testJSONBuilder from DocusignCompositeEnvelopeBuilderTest
- JSON building logic tests now handled by DocusignEnvelopeRequestHandlerTest (10 comprehensive tests)
- Fixes deployment error: method buildCompositeEnvelopeJSON no longer exists in main class
- Eliminates code duplication between test classes
Changes:
- Move validation logic to DocusignEnvelopeRequestHandler.validateRequest()
- Move envelope JSON building to DocusignEnvelopeRequestHandler.buildEnvelopeJSON()
- Add comprehensive test suite for handler (10 test methods)
- Simplify main invocable method - focus on orchestration
- Add DEPLOYMENT_AND_TESTING.md reference guide with all CLI commands
- Handler is reusable for future enhancements and integrations
Benefits:
- Single Responsibility Principle
- Reusable handler for other classes
- Better testability
- Clean separation of concerns
Paul Huliganga