Fixed the RingSense/Litify Note formatter so a standalone Overview line in the AI summary renders as a small heading instead of a bullet. The source fix is in force-app/main/default/classes/RingSenseNoteFormatterAction.cls, with coverage in RingSenseNoteFormatterActionTest.cls.
Deployed to LITIFY_ORG after a successful check-only deployment. Check-only deploy ID: 0AfUV000001X1810AC. Production deploy ID: 0AfUV000001X19d0AC.
Also patched the existing visible Thomisha Strain RingSense note that Sam flagged. Record: litify_pm__lit_Note__c/a0xUV000004fYUrYAM, Matter MAT-25110465792. Backup captured before the record edit: tmp/ringsense-overview-heading-2026-05-18/note-backups/a0xUV000004fYUrYAM-before.html.
Apex deploy tests passed during check-only and production deploys. A follow-up test run also passed: RingSenseNoteFormatterActionTest, 3/3 tests, run ID 707UV000028xaFG.
Post-deploy retrieve showed only the intended formatter and test deltas. Live SOQL validation on the patched note confirmed the old Overview bullet pattern is gone, the new heading paragraph is present, Overview appears only once, and the heading is not nested inside the summary bullet list.
The requested UI formatting issue is fixed and verified. No additional destructive cleanup was performed.
Future RingSense notes should now render Overview as a heading. If older RingSense notes have the same awkward bullet, a future agent can export a review list and apply the same exact-pattern cleanup only after backing up each candidate note. If RingSense starts producing other standalone labels such as Recap, Key Points, or Outcome, the formatter can be expanded with the same heading treatment.
Continue in /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/salesforce-metadata. Do not revert unrelated RingCentral, Payton hub, Google Ads, or layout changes in the dirty worktree. The source files touched by this lane are RingSenseNoteFormatterAction.cls and RingSenseNoteFormatterActionTest.cls. Rollback source snapshots are under tmp/ringsense-overview-heading-2026-05-18/rollback-live; post-deploy retrieve is under tmp/ringsense-overview-heading-2026-05-18/post-deploy-live. The current patched note backup is tmp/ringsense-overview-heading-2026-05-18/note-backups/a0xUV000004fYUrYAM-before.html.
A. Keep this as complete and carry the same heading treatment into any future summary-section labels, recommended because it fixes the current staff-facing awkwardness without changing summary content.
B. Add a broader historical cleanup job for older RingSense notes with the same exact Overview bullet pattern after exporting a review list first.
C. Expand the formatter to recognize additional standalone labels like Recap or Key Points if RingSense starts producing those as section headers.
D. Other.