# Features Update — Salesforce Composite Envelope Builder

**Date:** February 25, 2026
**Prepared by:** Cleo (OpenClaw agent)

---

## Overview
This document summarizes all recent enhancements and refactors to the Salesforce Composite Envelope Builder project. It is intended for internal tracking and as a reference for future development and rollout.

---

## Major Updates (2026-02-25)

### 1. Salesforce Flow V3 Composite Envelope Send
- Enabled sending a single envelope containing multiple Docusign templates directly from Salesforce Flow.
- Replaced individual envelope sends (one per template) with a composite call using custom Apex logic.
- Templates looped in Screen Flow, short names concatenated for document label, better visibility for recipients.

### 2. Email Subject & Body Improvements
- Envelope email subject now dynamically uses the combined document names (Short_Name__c, comma-separated).
- Envelope email body concatenates all template email messages (`dfsle_EmailMessage__c`), visually separated by `---` lines for clarity.
- No longer uses template-level subject for the envelope; keeps subject concise and relevant.

### 3. Authentication Refactor
- Removed custom Apex authentication (DocusignAPIService/DocusignCredentials).
- All composite envelope sends now use dfsle managed package authentication, with no reliance on custom credentials or Named Credentials.
- Simplified error handling and removed obsolete credential loading logic.

### 4. Codebase Cleanup
- Deleted legacy classes and tests (`DocusignAPIService`, `DocusignCredentials`, and related tests) from both Salesforce instance and Git repository.
- All business logic now consolidated in `DocusignCompositeEnvelopeBuilder`, `DocusignEnvelopeRequest`, `DocusignEnvelopeRequestHandler`, and `DocusignEnvelopeResult`.

### 5. Flow XML & Deployment Workflow
- Updated Flow XML (`Docusign_Envelope_Templates_V3.flow-meta.xml`) for new composite logic.
- Ensured alphabetical ordering of Flow XML elements by type.
- Maintained deployment/test scripts for Bash and PowerShell compatibility.

---

## Additional Document Updates Needed

- **README.md/introduction:** Should add a summary of these composite envelope changes, new flow architecture, and authentication approach.
- **requirements.md:** May want to clarify new minimum requirements for envelope sending, reduced maintenance burden due to composite logic, and authenticate only via dfsle package.
- **DEPLOYMENT_AND_TESTING.md:** Remove instructions relating to now-deleted classes; ensure steps are clear for current deploy/test cycle with new flow and class setup.

---

**Action**: Please review and update these docs as needed.  This features update provides a reference for stakeholders and future work.