Session Objective

Sam approved option A: build a restricted content model for finance, credentials, and leadership-only SOPs, with the immediate goal of making sensitive marketing expense and onboarding material accessible only to the named leadership group.

What Changed In Litify

• Created Restricted_Content__c as a private custom object for restricted finance references, credential references, leadership SOPs, marketing expense guidance, and vendor finance notes.
• Created the Restricted_Content_Access permission set with read, create, and edit access to restricted content, without delete, view all, or modify all.
• Created the Restricted_Content_Access public group and added Sam Aguiar, Joe Choniski, Kyle Medlin, Nathaniel Hatfield, Jennifer Hubbard, Amy Jones, Aliyah Gray, and Janelle Aguiar.
• Made Marketing_Expense__c private and shared all marketing expense records back to the same restricted access group.
• Added the Restricted Content tab into Litify_Complete_Custom.
• Created one non-sensitive test/operating-rules record named Restricted Content Operating Rules.

Verification Evidence

• Live deploy succeeded for the restricted object, tab, permission set, app tab, and Marketing Expense private model.
• Group membership readback returned exactly the eight intended people.
• Permission set assignment readback returned exactly the same eight people.
• Marketing_Expense__c and Restricted_Content__c both read back with private sharing models locally and in retrieved metadata.
• UserRecordAccess check passed: Joe Choniski has read/edit access to the restricted test record; Kathy Farias, a non-target standard user, has no read/edit access.

Important Caveat

System administrators and integration profiles retain elevated access, as expected in Salesforce. The restriction is effective for day-to-day non-target users, not a hard barrier against org admins or integrations.

Local Files Updated

• /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/OPS_LEDGER.md
• /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/docs/litify-environment-diary.md