salesforce-composite-envelope-builder/composite-envelope-builder/docs/CHANGE_SET_CHECKLIST.md

Change Set Checklist — Docusign Composite Envelope Builder

Add these components to your Outbound Change Set in the Sandbox:

• Flow

  • Flow (component type: Flow / Flow Definition)
    • DocuSign_Envelope_Templates (use the V4 Flow version)

• Apex Classes (component type: Apex Class)

  • DocusignCompositeEnvelopeBuilder
  • DocusignEnvelopeRequest
  • DocusignEnvelopeRequestHandler
  • DocusignEnvelopeResult
  • DocusignCompositeEnvelopeBuilderTest (test class)
  • DocusignEnvelopeRequestHandlerTest (test class)

• Apex Triggers: None (this package does not include any triggers)

• Custom Objects / Fields: None required

  • Note: The repository contains a leftover Docusign_Configuration__c object with Account_Id__c and Base_URL__c, but the current implementation uses the dfsle managed-package objects (dfsle__EnvelopeConfiguration__c) and does not reference Docusign_Configuration__c. Do not include Docusign_Configuration__c unless you explicitly want to preserve it.

Post-deploy checklist in Production:

• Assign permission sets (if any) to users.
• Test Flow run via the relevant record page.
• Run Apex test classes and verify overall code coverage.
• Verify dfsle templates are present in Production (managed-package data/configuration).