Summary of work done

Sam selected option A to build the robust replacement Agentforce assistant. I used the Salesforce, Litify, Agentforce, and Superpowers workflows, checked live LITIFY_ORG, located the existing Agentforce pilot package, and staged a new read-only mobile operations action.

Created files in /Users/samaguiar/Documents/Projects/Repos/sail-litify/agentforce-builds/jon-hollan-pilot-agent:

• force-app/main/default/classes/LitifyMobileOperationsAgentAction.cls
• force-app/main/default/classes/LitifyMobileOperationsAgentAction.cls-meta.xml
• force-app/main/default/classes/LitifyMobileOperationsAgentActionTest.cls
• force-app/main/default/classes/LitifyMobileOperationsAgentActionTest.cls-meta.xml
• force-app/main/default/genAiFunctions/Litify_Mobile_Operations_Snapshot/Litify_Mobile_Operations_Snapshot.genAiFunction-meta.xml
• force-app/main/default/genAiFunctions/Litify_Mobile_Operations_Snapshot/input/schema.json
• force-app/main/default/genAiFunctions/Litify_Mobile_Operations_Snapshot/output/schema.json
• force-app/main/default/genAiPlugins/Litify_Mobile_Operations_Intelligence.genAiPlugin-meta.xml
• handoffs/HANDOFF-litify-mobile-operations-agent-2026-06-14.md

The new Apex action is bounded and read-only. It can return a compact JSON payload for mobile Agentforce prompts across matters, intakes, overdue tasks, saved conflict-check status, stale treatment updates, high-value case flags, and team workload summaries through Hub_Eligible_Attorney__mdt. It does not create, update, or delete records.

Live evidence

• LITIFY_ORG connected as sam@kylawoffice.com, org 00D5e000005AnDpEAK.
• Live litify_pm__Matter__c read succeeded.
• Existing conflict-only classes are still active from January 2026.
• Newer AttorneyHubAgentforceCaseSearchAction and SamHubAgentforceExecutiveSnapshotAction patterns exist and informed the build shape.
• Hub_Eligible_Attorney__mdt mappings exist for the current attorney hub names.
• There were zero saved litify__AI_Conflict_Check__c rows during the pass, so the action returns a clear no-saved-conflict-checks notice instead of failing.