salesforce-composite-envelope-builder/composite-envelope-builder

Salesforce Composite Envelope Builder

Project Overview

A Salesforce solution for sending multiple Docusign templates in a single envelope using composite template functionality via the Docusign REST API.

Problem Statement

Current implementation requires 42+ pre-built Docusign templates for various combinations of 14 forms (English + Spanish). This approach is:

• Difficult to maintain
• Cannot handle all possible combinations
• Requires creating new templates for each scenario

Solution

Build custom Apex code to dynamically combine multiple single-form templates into one envelope at runtime, allowing users to select any combination of forms.

Key Features

• Dynamic Form Selection: Users select forms via Salesforce Screen Flow checkboxes
• Single Template Per Form: 28 templates total (14 forms × 2 languages)
• Composite Envelope API: Combines templates into one envelope via Docusign REST API
• Alphabetical Ordering: Forms presented and combined in alphabetical order by title
• Automatic Recipient Merge: Recipients/roles automatically merged across templates
• Salesforce Integration: Documents written back to initiating Salesforce record

Technical Architecture

Components

1. Salesforce Screen Flow (existing, minor modifications)

   • Language selection
   • Template display and selection (checkboxes)
   • Calls Apex action with selected template IDs

2. Custom Apex Class (new)

   • DocusignCompositeEnvelopeBuilder - Invocable method for Flow integration
   • Constructs composite envelope JSON
   • Makes Docusign REST API callout
   • Returns envelope ID to Flow

3. Unit Tests (new)

   • Test class with >75% code coverage
   • Mock callouts for Docusign API
   • Edge case handling

Technologies

• Salesforce Platform: Apex, Screen Flows, Lightning Web Components (potential future UI)
• Docusign REST API v2.1: Composite Templates endpoint
• VS Code + Salesforce Extensions: Development environment

Project Structure

salesforce-composite-envelope-builder/
├── docs/
│   ├── requirements.md           # Detailed requirements
│   ├── design.md                 # Architecture and design decisions
│   ├── api-reference.md          # Docusign API integration details
│   └── deployment-guide.md       # Deployment and configuration
├── force-app/main/default/
│   ├── classes/
│   │   ├── DocusignCompositeEnvelopeBuilder.cls
│   │   ├── DocusignCompositeEnvelopeBuilder.cls-meta.xml
│   │   ├── DocusignCompositeEnvelopeBuilderTest.cls
│   │   ├── DocusignCompositeEnvelopeBuilderTest.cls-meta.xml
│   │   ├── DocusignCredentials.cls
│   │   └── DocusignCredentials.cls-meta.xml
│   └── flows/
│       └── Form_Selection_Flow.flow-meta.xml (example/reference)
├── scripts/
│   └── apex/
│       └── test-composite-envelope.apex  # Manual testing script
└── README.md                      # This file

Getting Started

See docs/deployment-guide.md for setup instructions.

Documentation

• Requirements - Functional and technical requirements
• Design - Architecture, sequence diagrams, data flow
• API Reference - Docusign REST API integration details
• Deployment Guide - Installation and configuration

Timeline

• Phase 1: Requirements & Design Documentation ✅
• Phase 2: Apex Class Development
• Phase 3: Unit Tests & Code Coverage
• Phase 4: Flow Integration
• Phase 5: Testing & Deployment

License

Internal project for customer implementation.

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Last Updated: February 23, 2026
Project Lead: Paul Huliganga
Status: In Development