50 lines
2.7 KiB
Markdown
50 lines
2.7 KiB
Markdown
# Features Update — Salesforce Composite Envelope Builder
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**Date:** February 25, 2026
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**Prepared by:** Cleo (OpenClaw agent)
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---
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## Overview
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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.
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---
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## Major Updates (2026-02-25)
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### 1. Salesforce Flow V3 Composite Envelope Send
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- Enabled sending a single envelope containing multiple Docusign templates directly from Salesforce Flow.
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- Replaced individual envelope sends (one per template) with a composite call using custom Apex logic.
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- Templates looped in Screen Flow, short names concatenated for document label, better visibility for recipients.
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### 2. Email Subject & Body Improvements
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- Envelope email subject now dynamically uses the combined document names (Short_Name__c, comma-separated).
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- Envelope email body concatenates all template email messages (`dfsle_EmailMessage__c`), visually separated by `---` lines for clarity.
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- No longer uses template-level subject for the envelope; keeps subject concise and relevant.
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### 3. Authentication Refactor
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- Removed custom Apex authentication (DocusignAPIService/DocusignCredentials).
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- All composite envelope sends now use dfsle managed package authentication, with no reliance on custom credentials or Named Credentials.
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- Simplified error handling and removed obsolete credential loading logic.
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### 4. Codebase Cleanup
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- Deleted legacy classes and tests (`DocusignAPIService`, `DocusignCredentials`, and related tests) from both Salesforce instance and Git repository.
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- All business logic now consolidated in `DocusignCompositeEnvelopeBuilder`, `DocusignEnvelopeRequest`, `DocusignEnvelopeRequestHandler`, and `DocusignEnvelopeResult`.
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### 5. Flow XML & Deployment Workflow
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- Updated Flow XML (`Docusign_Envelope_Templates_V3.flow-meta.xml`) for new composite logic.
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- Ensured alphabetical ordering of Flow XML elements by type.
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- Maintained deployment/test scripts for Bash and PowerShell compatibility.
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---
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## Additional Document Updates Needed
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- **README.md/introduction:** Should add a summary of these composite envelope changes, new flow architecture, and authentication approach.
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- **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.
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- **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.
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---
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**Action**: Please review and update these docs as needed. This features update provides a reference for stakeholders and future work.
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