Objective
Make Agentforce real for Sam Hub by deploying a live, source-backed executive action and agent shell.
Accomplished
- Confirmed live
LITIFY_ORG access and existing Agentforce planner inventory.
- Deployed Apex invocable
SamHubAgentforceExecutiveSnapshotAction.
- Deployed test class
SamHubExecSnapshotActionTest.
- Deployed GenAiFunction
Sam_Hub_Executive_Snapshot.
- Deployed GenAiPlugin topic
Sam_Hub_Executive_Intelligence.
- Deployed GenAiPlannerBundle
Sam_Hub_Executive_Agent.
- Invoked the action against production data and confirmed it returns source-backed Sam Hub Treatment QA counts, matter links, and report links.
- Updated local project records:
docs/litify-environment-diary.md, OPS_LEDGER.md, handoffs/HANDOFF-sam-hub-agentforce-live-2026-06-12.md, and docs/SESSION-EXPORT-sam-hub-agentforce-live-2026-06-12.md.
Evidence
- Live deploy
0AfUV000001Z3Dl0AK: Apex/action layer succeeded with 3 passing tests.
- Live deploy
0AfUV000001Z3Gz0AK: Agentforce plugin/planner layer succeeded with 3 passing tests.
- Tooling API readback confirmed
Sam_Hub_Executive_Agent id 16jUV0000007AAjYAM and Sam_Hub_Executive_Intelligence id 179UV0000004SIfYAM.
- Live Apex invocation returned 409 open Treatment matters, 23 matters over $50K, 9 over $100K, $6,904,385.41 total treatment damages, 79 stale treatment updates, 387 missing employment status, 197 missing primary provider, and 106 Exacta/Aptiva Drive checks.
- Live invocation used 1 SOQL query, 409 query rows, and 0 DML statements.
Key Decisions
- Start with one narrow, useful, read-only Agentforce action.
- Ground the first action in Sam Hub Treatment QA issue tiles and linked source reports.