Current status

Needs decision and live verification. This Source Category validation-rule handoff is preserved because it includes a deployment approval gate and production-org evidence. It is indexed by the SAIL Knowledge Base Hygiene Hub - 2026-05-12 under Needs decision. Recheck current Salesforce metadata before deployment.

Objective

Handoff for implementing a validation rule on litify_pm__Source__c so Source records cannot be saved with blank Category__c.

Live Evidence

• LITIFY_ORG is connected for sam@kylawoffice.com.
• Category__c exists on litify_pm__Source__c as a restricted picklist.
• Field describe shows Category__c is nillable/optional.
• Current blank Category__c Source count is 0.
• Current distribution: Advertising 24, Professional Referral 14, Unknown 2, Word of Mouth 2.
• No existing validation rules were found on litify_pm__Source__c.

Staged Local Work

• Handoff: /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/handoffs/HANDOFF-source-category-validation-rule-2026-04-27.md
• Metadata: /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/salesforce-metadata/force-app/main/default/objects/litify_pm__Source__c/validationRules/Require_Source_Category.validationRule-meta.xml
• OPS_LEDGER item 18 updated with handoff status.

Dry-Run Evidence

• Initial NoTestRun validation was blocked because the org is production.
• Corrected validation used RunLocalTests.
• Dry-run deploy ID: 0AfUV000001VMjd0AG.
• Result: Succeeded.