Session objective

Sam approved A, B, and D from the prior self-audit. The work was to make the current marketing activation exporter prioritize car accident/MVA data, update relevant skills, and add the practical companion guardrail so all-record exports are QA-only.

What was accomplished

Live validation

Salesforce field validation confirmed litify_pm__Intake__c has Case_Type_Picklist__c, litify_pm__Case_Type__c, and Sub_Case_Type__c. The live 730-day aggregation showed Case_Type_Picklist__c was blank for the queried period, while Sub_Case_Type__c contained MVA sub-lanes such as Trucking, Commercial Vehicle, Pedestrian, Motorcycle, Bicycle, Bus, Electric Scooter, and Rideshare. The exporter therefore uses subcase, related case-type fields, Matter fields, and campaign/UTM text rather than relying on a dead picklist.

Latest dry-run output

Output folder: Repos/sail-litify/Litify_AI_Integration_Project/output/marketing-activation-dry-run/2026-06-09T22-43-11-048Z/

Live MVA-focused results: