Objective

Answer Sam's question about whether the Salesforce dashboard at 01ZUV000003bZY92AM is needed after the UI showed placeholder wording.

Live-validated findings

• LITIFY_ORG was connected and live SOQL/API reads succeeded.
• Dashboard 01ZUV000003bZY92AM is Attorney Hub - Payton: Litigation / Attorney_Hub_Payton_Litigation_g6kq.
• Its description explicitly says it is a Litigation tab placeholder awaiting preferred litigation-stage reports.
• It has exactly one component, Untitled Component, pointing to report 00OUV00000BtydE2AR.
• Analytics API showed the component header as Litigation (placeholder) - Open Cases filtered by stage.
• The underlying report is Payton Team - Open Cases, filtered only to open Payton Klatt matters and grouped by matter stage. It is not litigation-only.

Recommendation

Do not rely on this dashboard as a decision-making surface. It is useful only as a visible unfinished slot in Sam Hub. If Sam wants the placeholder removed, the clean path is to remove the embedded dashboard reference from the Sam Hub Litigation tab and keep/build the real litigation report charts.

Local note

A short entry was appended to Litify_AI_Integration_Project/docs/litify-environment-diary.md under 2026-06-11 - Payton Litigation dashboard placeholder check.

Pickup prompt

If Sam wants cleanup, prepare a small metadata patch removing desktopDashboards:embeddedDashboard identifier sh_litigation_dash_2 / dashboard Attorney_Hub_Payton_Litigation_g6kq from Sams_Hub.flexipage-meta.xml, run a check-only deploy, then ask for go-live approval before deploying.