Summary

Sam asked whether the Important Details block could be moved into the RingCentral iframe block. The vendor RingCentral iframe is cross-origin, so Litify cannot safely inject Salesforce data into the iframe document itself. I moved the Salesforce-rendered Important Details field group into the RingCentral panel flow instead, directly above the RingCentral communications/actions area.

What changed

• Updated LitifyRingCentralContextController to return Party Important Details rows for Matter and Intake contexts.
• Rows now include billing address, marital status, date of birth, and Social Security Number only when readable to the running Salesforce user.
• Added Security.stripInaccessible(AccessType.READABLE, ...) before rendering those Party fields.
• Kept support for the older Account.Image__c Important Details rich-text note when populated.
• Updated litifyRingCentralPanel HTML, CSS, and JS to render a compact Important Details field group in the RingCentral workspace.
• No SMS Magic records, package settings, or automation were deleted or disabled.

Evidence

• LWC-only first pass deploy: check-only 0AfUV000001WvH70AK, production 0AfUV000001WvIj0AK.
• Rendered QA showed the first pass was not enough because Tanner's visible Important Details block was a field group, not Account.Image__c.
• Field-group check-only deploy passed: 0AfUV000001WvNZ0A0, LitifyRingCentralContextControllerTest 3/3 passed.
• Field-group production deploy passed: 0AfUV000001WvPB0A0, LitifyRingCentralContextControllerTest 3/3 passed.
• Live context check on Tanner Hobbs Matter returned RC_IMPORTANT_DETAIL_COUNT=4 and RC_HAS_IMPORTANT_HTML=false, confirming the panel is now using real field rows.
• Browser screenshot proof saved locally at /Users/samaguiar/Documents/Projects/admin/playwright-mcp-output/ringcentral-important-details-field-group-2026-05-17.png.
• QA queue updated at /Users/samaguiar/Documents/Projects/admin/_qa-queue/2026-05-17.md.

Rollback

• Live LWC snapshot before the first move: Repos/sail-litify/Litify_AI_Integration_Project/salesforce-metadata/tmp/ringcentral-important-details-panel-2026-05-17/live-retrieve/.
• Live Apex snapshot before field-group changes: Repos/sail-litify/Litify_AI_Integration_Project/salesforce-metadata/tmp/ringcentral-important-details-panel-2026-05-17/apex-live-retrieve/.