Current status

Needs decision and verification. This RC Migration Sync handoff remains open because it lists unresolved QA choices and operational follow-up. It is indexed by the SAIL Knowledge Base Hygiene Hub - 2026-05-12 under Needs decision. Recheck current Salesforce/RingCentral state before acting on the April 30 counts.

Pending QA Decisions for Next Session

• Run date: 2026-04-30 (Sunday weekly sync)
• Prior session export: Notion page
• Local report: C:\Users\SAguiar\Documents\Codex\rc-migration-sync\2026-04-30_rc-migration-sync_weekly-report.md
• SAIL KB data source: 13d5d9db-4588-41bc-afa9-45ce9e23e56c

Headline

1,025 [RingSense] Tasks created in last 7 days. 828 had a linked Account. Only 534 matching Litify Notes exist. Apparent gap: 294 records (~35.5% miss rate). Spot-check on Nick Wilson (5 tasks on 4/29) confirmed 3 of 5 had no matching Note. Gap is real, not a query artifact.

What Was Accomplished

• Confirmed [RingSense] Task volume: 1,025 records last 7 days
• 828 had WhatId linked to Litify Account; 197 had no WhatId (Front Desk inbound calls — CTI matching failures, not flow misses)
• Found 534 matching litify_pm__lit_Note__c records with name LIKE '[RingSense]%' and topic IN ('Call','Voicemail')
• Spot-check on Nick Wilson 2026-04-29 (5 tasks): 3 had no matching Note. Macro gap validated.
• Top gap contributors: Nick Wilson (36), Jessica Pulido (32), Alyssia Higgs (22)
• Outliers in opposite direction: Angelica Vega (+43), Kyle Haney (+15) — likely manual entries mimicking [RingSense] naming
• Wrote weekly report to Codex folder
• Created Notion session export (linked above)

What Is Pending — 8 Multiple-Choice Decisions for Sam

The previous session asked Sam 8 improvement questions. Sam has not yet answered. Next session needs to either prompt Sam to pick A/B/C/D on each, or proceed on the recommended (A) options if greenlit.