Agent: Claude Opus 4.7 (1M context), orchestrator role

Target org: LITIFY_ORG (samaguiarinjurylawyers2.my.salesforce.com)

Primary directive: Scaffold P06 + P07 per Handoff B; expansion into P16 + candidate P17 came from live findings during the session

Local handoff: /Users/samaguiar/Documents/Projects/Salesforce-Cleanup-Projects/_handoffs/HANDOFF-schema-metadata-session-2026-04-17.md

What was delivered

P07 — Page Layout Simplification (fully scaffolded)

Folder: Salesforce-Cleanup-Projects/P07-page-layout-simplification/

• README with 8 in-scope layouts confirmed live (308 total profile-assignment rows)
• INSTRUCTIONS with 10-step clone-first pilot pattern
• DECISION file for Document Summary record-type strategy (reframed: continue Option B vs consolidate to A, since org already runs B)
• 3-level ROLLBACK (pilot reversal, full reversal, destructive delete)
• Source memo copied into context/
• Packaged preflight/retrieve/deploy scripts (added by Sam/linter mid-session)

P06 — Low Field Fill Rate Cleanup (fully scaffolded)

Folder: Salesforce-Cleanup-Projects/P06-low-field-fill-rate-cleanup/

• README with 5-bucket taxonomy (Keep / Keep+improve / Hide / Retire / Do not touch)
• Priority objects: Account → Contact → Task → litify_pm__Matter__c
• INSTRUCTIONS with 3 phases and halts between each
• ROLLBACK by redeploying pre-batch layout backup