Summary

Exported closed pre-2018 matters directly from Salesforce/Litify as a better source of truth than copied folder timestamps.

Source

• Org alias: LITIFY_TEMP
• Object: litify_pm__Matter__c
• Filter: litify_pm__Status__c = Closed and either litify_pm__Incident_date__c < 2018-01-01 or litify_pm__Open_Date__c < 2018-01-01
• Mode: read-only query/export

Outputs

• Run folder: C:\Users\SAguiar\Documents\Codex\salesforce-litify\pre2018-closed-matters_2026-04-29_1448
• Workbook: litify_closed_matters_pre2018.xlsx
• Date-sorted CSV: litify_closed_matters_pre2018_clean.csv
• Name-sorted CSV: litify_closed_matters_pre2018_name_sorted.csv
• Raw Salesforce CSV: litify_closed_matters_pre2018_raw.csv
• Query: query_used.soql
• Handoff: HANDOFF.md
• QA: post_run_qa.md

Result

• Rows: 7,725 closed matters
• Workbook tabs: By Date, By Name, Summary
• Workbook verification: 7,725 rows on both main tabs