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MDAPI package for deploying Docusign Composite Envelope Builder

Contents:

  • classes/ — Apex classes and test classes
  • flows/ — Flow file for DocuSign Envelope Templates (V4)
  • package.xml — package manifest

Usage (Salesforce CLI, Metadata API format):

  1. Ensure you have the Salesforce CLI installed and authenticated to the target org.

  2. Deploy the package directory (from repository root):

# convert source if needed, or deploy mdapi directly
sfdx force:mdapi:deploy -d deploy/mdapi -u <prod-org-alias> -w 10
  1. If you prefer ANT, zip the deploy/mdapi directory and use the Metadata API/ANT deployment procedure.

Notes:

  • The flows file included is the V4 flow file (Docusign_Envelope_Templates_V4.flow-meta.xml). The Flow API name is DocuSign_Envelope_Templates — ensure the Flow member name in package.xml matches the flow's API name.
  • The implementation depends on the managed-package dfsle (Docusign for Salesforce) toolkit and its dfsle__EnvelopeConfiguration__c records. Ensure the managed package and its configuration/data exist in Production before invoking the Flow.
  • This package intentionally excludes Docusign_Configuration__c (legacy metadata) — include it only if you intentionally want to keep that object in Production.