Objective

Build out the Salesforce dashboard Attorney_Hub_Payton_Litigation_g6kq because it is part of the attorney hub and was still showing placeholder litigation content.

What changed

• Confirmed the dashboard is embedded in the hub context and was using one generic open-cases component.
• Staged a replacement dashboard metadata file for Attorney Hub - Payton: Litigation.
• Added five Payton-specific reports in Team_Dashboard_Payton:
  • Payton_Team_Litigation_Cases
  • Payton_Team_Litigation_By_Court
  • Payton_Team_Litigation_270_No_Depos
  • Payton_Team_Open_Lit_Discovery
  • Payton_Team_Upcoming_Depositions_14
• Dashboard now covers open litigation/trial inventory, court mix, no-deposition aging risk, open discovery, upcoming depositions, and drill-through tables.
• Removed user-facing placeholder wording from the staged dashboard metadata.

Validation

• Live grounding showed Payton currently has 11 open Litigation matters.
• XML validation passed for all seven staged metadata files.
• Search check found no remaining placeholder or old Payton_Team_Open_Cases references in the staged dashboard/report package.
• Fresh Salesforce check-only deploy succeeded: 0AfUV000001YxI10AK, 7 of 7 metadata components, 0 component errors, 0 test errors.

Pending

No live Salesforce deploy has been run yet. The next step is explicit go-live approval, then deploy the same source list without --dry-run, followed by dashboard/report/component readback and visual QA.

Pickup Prompt

Deploy the staged Payton Litigation dashboard buildout to LITIFY_ORG, then verify dashboard 01ZUV000003bZY92AM, its components, the five new Payton reports, and the Lightning dashboard view.

Live Deploy Update

Sam approved live Salesforce attorney-hub changes. Deployed the Payton Litigation dashboard package to LITIFY_ORG.

Deploy Evidence