Objective

Centralize marketing spend entry in Litify so expenses can be entered, governed, visualized, and reported from the Marketing Center operating system. Sam specifically wanted vendor linkage to be mandatory and the taxonomy to distinguish actual ad spend, creative production, agency fees, software tools, category, channel type, campaign type, and Louisville/Lexington DMA.

Production Result

• Deployed to LITIFY_ORG on 2026-05-04 EDT / 2026-05-05 UTC.
• Production deploy id: 0AfUV000001VyFR0A0.
• Metadata deployed: 32/32 components.
• Tests: 20/20 MarketingExecutivePulseControllerTest methods passed.
• Errors: 0 component errors, 0 test errors.

What Changed

• Vendor_Record__c is now required and is the governed vendor/third-party relationship spine.
• Vendor_Name__c is now optional and relabeled Legacy Vendor Name.
• Added required Spend_Type__c with actual ad spend, agency fee, creative production, management fee, software/tool, sponsorship/community, event/travel, and other.
• Added required Campaign_Type__c with brand, community, direct response, Lexington growth, Louisville core, MVA, recruiting, reputation, Spanish language, trucking, and other.
• Revised required Category__c to a governed expense-category picklist.
• Revised required Channel__c to Channel Type with governed channel options.
• Revised required Market__c to DMA / Market with Louisville DMA, Lexington DMA, Statewide / Both, and Other.
• Kept optional Marketing_Source__c lookup to litify_pm__Source__c.
• Changed Approval_Status__c default from Submitted to Draft.
• Reorganized the record layout into a cleaner Spend Entry surface.
• Updated Marketing Expense list views to prioritize vendor record and spend taxonomy.