Salesforce ↔ NetSuite ↔ DocuSign Integration

Event-driven integration using Salesforce Apex, AWS Lambda (Python), and APIs for DocuSign and NetSuite. Automates quote approval → contract generation → sales order creation → fulfillment tracking.

Structure

• apex/: Salesforce triggers and queueables
• lambda/: Python AWS Lambda functions and API clients
• README.md: Documentation

Setup (high level)

1. Salesforce
   • Create Named Credential AWS_Orchestrator to your API Gateway URL.
   • Deploy QuoteTrigger.apxt and SendQuoteToOrchestrator.apxc.
2. AWS Lambda (Python 3.11)
   • Deploy lambda_orchestrate_quote.py behind API Gateway (/start).
   • Deploy lambda_docusign_connect.py behind API Gateway for DocuSign Connect.
   • pip install -r requirements.txt -t . for each function bundle.
   • Create DynamoDB table for idempotency and set IDEMPOTENCY_TABLE env var.
3. DocuSign
   • Configure JWT app + RSA key. Point Connect webhook to the connect Lambda URL.
4. NetSuite
   • Enable REST + Token-Based Auth. Create integration + access tokens.
5. Security
   • Use environment variables and secret manager. Never commit secrets.

Environment Variables

See .env.example for a full list. Do not commit real secrets.

Notes

• Replace the stubbed PDF with your real Quote PDF from Salesforce Files or a template.
• Add proper field and item mappings for NetSuite. Cache lookups to reduce latency.
• Add retries/backoff on HTTP 429/5xx and alarms in CloudWatch.