Summary of work done

Sam asked how to use the Litify Marketing Center, report hygiene, and other Litify skills to make reporting and dashboards more beautiful, user-friendly, and easier to visualize. Sam also asked whether there should be more Salesforce skill slash commands.

Live grounding completed:

• Confirmed LITIFY_ORG is connected.
• Confirmed Firm Analytics Dashboards has 16 native Salesforce dashboards.
• Confirmed only three Litify skills are installed under .codex/skills: litify-live-defaults, litify-report-hygiene, and sail-litify-marketing-center.
• Confirmed the broader Projects/Skills folder has a richer Litify/Salesforce skill set that should be synced or installed more completely.
• Confirmed the local slash-command folder had no Litify/Salesforce commands before this session.

Local assets created:

• /Users/samaguiar/Documents/Projects/commands/litify-dashboard-health.md
• /Users/samaguiar/Documents/Projects/commands/litify-report-hygiene.md
• /Users/samaguiar/Documents/Projects/commands/litify-marketing-center.md
• /Users/samaguiar/Documents/Projects/commands/litify-dashboard-design.md
• /Users/samaguiar/Documents/Projects/commands/salesforce-live-recon.md
• /Users/samaguiar/Documents/Projects/admin/session_logs/litify-reporting-ux-strategy-2026-05-29.md

Recommendation

Use native Salesforce reports as the governed data layer, not the final user experience.

Recommended architecture:

1. Native reports stay as source-of-truth plumbing and drill-through evidence.
2. Native dashboards stay as fallback views and quick QA surfaces.