Deployed the final RingCentral interface hardening for the Litify Matter and Intake panel. The live panel now keeps the RingCentral client ID in Salesforce metadata through RingCentral_Embeddable_Client_Id, shows a visible validation message when manual phone entry is not a usable 10-digit number, and refreshes the Matter context when staff return to Summaries or History and when inbound RingCentral activity is received.
The broader existing interface was verified as live: Matter and Intake support, recipient picker, manual number entry, Call, SMS, History, Summaries, Important Details, Text Messages, communication timeline, QuickText template library, RingCentral iframe readiness, and preserved SMS Magic history. The production deployment ID was 0AfUV000001WwwL0AS.
Published a live Knowledge Center manual: Guide - RingCentral Communications in Litify, Salesforce record a5mUV0000005nphYAA, published under Knowledge_Type__c = Guide / SOP, Topic__c = Litify Usage & Best Practices, audience Everyone; Case Manager; Legal Assistant; Intake; Attorney; Operations Administration, next review 2026-08-17.
Local artifacts and rollback evidence are centralized here: /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/salesforce-metadata/tmp/ringcentral-ship-ready-2026-05-17/ and /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/analytics/ringcentral-knowledge-manual-2026-05-17/.
Live Salesforce metadata was retrieved before and after deployment. Post-deploy retrieve matched local LWC and Custom Label metadata except for Salesforce trailing newline normalization in LWC files. LitifyRingCentralContextControllerTest passed before deployment and passed again during deployment with 3 test methods, zero failures. A live Apex context call against Matter a0LUV00000GnCwT2AV returned supported Matter context, clean preferred phone +15023035938, 8 phone options, 2 timeline items, and no DML. Browser render QA opened the real Matter, clicked the RingCentral tab, and confirmed RingCentral, Summaries, Call, SMS, and History text rendered.
The Knowledge Center manual was created with the existing provision_knowledge_records.py loader, which wrote prechange, summary, and rollback template artifacts. A live SOQL verification confirmed the manual is Published and contains the expected body.
The requested build, deployment, verification, and staff manual publication are complete. Remaining risk is limited to real non-admin staff sign-in behavior inside the embedded RingCentral iframe, which should be observed in an employee browser session because the automated QA ran as Sam through Salesforce CLI frontdoor auth.
A future agent can run one non-admin staff acceptance pass on an active Matter: sign into embedded RingCentral if prompted, click Call, click SMS, open SMS Templates, verify manual-number validation, and confirm the History/Summaries refresh behavior after an inbound or synced communication. This is a staff-session proof step, not a blocker to the deployed metadata.
If the firm later wants deeper automation, the next useful improvement would be a cloud-accessible RingCentral/Litify QA endpoint that checks linked calls, SMS rows, and timeline freshness without relying on a local machine. The current rollback path is simple: redeploy the previous LWC bundle from tmp/ringcentral-ship-ready-2026-05-17/live-retrieve/ or restore the Knowledge record using the rollback template in the analytics folder.