2.7 KiB
2.7 KiB
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, andDocusignEnvelopeResult.
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.