Summary

This session focused on the RingCentral and RingSense migration sync issues, especially the lack of useful Litify Note formatting and the SMS sync gap.

Work completed

• Fixed SMS rollback coverage in workspaces/litify-v1/ringcentral-sms-sync/src/rollback.js so rollback covers both litify_pm__lit_Note__c and SAIL_SMS_Message__c records.
• Ran SMS tests successfully with node -c src/rollback.js && npm test.
• Ran the May 8, 2026 live SMS slice with all waves. Result: 351 total messages, 337 structured SMS upserted, 337 Litify Notes upserted, 0 errors. Report: /Users/samaguiar/Documents/Projects/Repos/sail-litify/workspaces/litify-v1/ringcentral-sms-sync/reports/sync-live-ALL_WAVES-2026-05-13T00-23-56-009Z.json. Log: /Users/samaguiar/Documents/Projects/Repos/sail-litify/workspaces/litify-v1/ringcentral-sms-sync/logs/sync-live-ALL_WAVES-2026-05-13T00-23-56-009Z.log.
• Retrieved the active Salesforce Flow RingCentral_Process_RingSense_Calls and confirmed it still used the raw calcTaskCommentsWithFormatting formula for Litify Note bodies.
• Built and deployed the invocable Apex formatter RingSenseNoteFormatterAction plus RingSenseNoteFormatterActionTest in Litify_AI_Integration_Project/salesforce-metadata/force-app/main/default/classes/.
• The Apex formatter restores clean HTML sections for Summary, Call Details, Next Steps, and Transcript blocks. It escapes HTML and handles missing summary by promoting call notes.
• Live Apex deploy succeeded: deploy id 0AfUV000001WZYL0A4. Tests passed 3 of 3. Coverage for the formatter class was 181 of 198 covered, about 91 percent.

Staged but not live

The Flow wiring is staged at Litify_AI_Integration_Project/salesforce-metadata/force-app/main/default/flows/RingCentral_Process_RingSense_Calls.flow-meta.xml. It adds Format_RingSense_Note_HTML to the 3-minute scheduled path before note creation and routes the six Litify Note body assignments to varFormattedRingSenseNoteHtml. It intentionally leaves the raw formula in the ChatGPT prompt and call-log fields.

Check-only Flow deploy failed because Salesforce reports the Flow has reached the maximum 50 versions. Deploy id for that failed check-only attempt: 0AfUV000001WZV70AO. No Flow changes were deployed. A rollback copy of the original retrieved active Flow is saved at Litify_AI_Integration_Project/salesforce-metadata/tmp/rc-flow-formatter-rollback-2026-05-12/RingCentral_Process_RingSense_Calls.original.flow-meta.xml.

Reason for session ending

The remaining step requires deleting at least one inactive Salesforce Flow version before Salesforce will validate or activate a new Flow version. Because that is a live metadata deletion, this was paused for Sam approval instead of removing a version silently.

Suggested next steps

• Recommended: delete one old inactive Flow version, preferably an obsolete early Nathaniel-created version such as version 1, then rerun the check-only deploy for the Flow plus formatter class and activate if validation passes.
• After activation, verify the active Flow metadata contains Format_RingSense_Note_HTML, then inspect the next real RingSense-created Litify Note to confirm the polished HTML renders correctly.
• Optional hardening: add a small formatter-only local spec or documentation note so future agents know the old Node formatter’s behavior now lives in Apex.

Handoff for a future agent