Session Objective

Continue equipping the attorney hub agents with more operational knowledge, especially clear can/cannot-do guidance, stronger use-case questions, and a report/dashboard advisor that can help enhance attorney hubs from team data without unsafe live edits.

What Shipped

• Added live Apex invocable action AttorneyHubReportDashboardAdvisorAction.
• Added GenAI function Attorney_Hub_Report_Dashboard_Advisor with input/output schemas.
• Added AttorneyHubReportDashAdvisorTest with 3 passing tests and 98 percent coverage on the new action.
• Updated Attorney_Hubs_Access permission set to grant class access to the new advisor action.
• Updated the attorney agent generator and regenerated all eight attorney authoring bundles: Abigail, Austin, Jimmy, Jon, Nick, Payton, Terry, Trent.
• The report/dashboard advisor now returns read-only guidance with report/dashboard family, known Nick live report/dashboard link when available, recommended fields, filters, hub placement, next build step, canModify=false, and requiresHumanReview=true.
• Committed and pushed 8887fff Add attorney report advisor agent action to branch codex/nick-agentforce-hub-2026-05-29.

Live Validation

• Live Salesforce org: LITIFY_ORG, user sam@kylawoffice.com.
• Live Analytics inventory confirmed Nick has 34 visible team reports and 8 Nick dashboards.
• Check-only validation succeeded, deploy id 0AfUV000001Y2Rp0AK, 12 components, 3 tests, 0 failures.
• Live deploy succeeded, deploy id 0AfUV000001Y2TR0A0, 12 components, 3 tests, 0 failures.
• Apex smoke scripts/attorney-report-dashboard-advisor-smoke.apex executed successfully. It returned Nick live links for Nick Team Dashboard, Nick Team - Overdue Treatment Calls, Nick Team - Resolution Cases, and Nick Team - Demand 30+ Days No Offer. It used 0 SOQL and 0 DML.
• Tooling API confirmed AttorneyHubReportDashboardAdvisorAction is active.
• Nick authoring bundle validated successfully.
• All other generated attorney authoring bundles validated successfully.
• Nick live Agentforce preview session 8a3e6088-b1c3-4ba5-b5fd-179a6c40c32e answered the overdue-treatment tile prompt with the correct report, fields, filters, hub placement, and limitations. Trace folder: .sfdx/agents/Nick_Attorney_Hub_Agent/sessions/8a3e6088-b1c3-4ba5-b5fd-179a6c40c32e.