```// ======= CONFIGURATION ======= Id matterId = '500XXXXXXX'; // <- Replace with actual Matter__c Id Boolean dryRun = true; // Set to false to actually delete
// ======= LOGIC ======= System.debug('--- DRY RUN MODE: ' + dryRun + ' ---');
List<SObject> toDelete = new List<SObject>();
try { // Related Tasks & Events toDelete.addAll([SELECT Id FROM Task WHERE WhatId = :matterId]); toDelete.addAll([SELECT Id FROM Event WHERE WhatId = :matterId]);
// Related Litify Phases
toDelete.addAll([SELECT Id FROM Litify_PM__Phase__c WHERE Litify_PM__Matter__c = :matterId]);
// Example: Custom Timeline Entry Object
toDelete.addAll([SELECT Id FROM Timeline_Entry__c WHERE Matter__c = :matterId]);
// Example: Any other custom object referencing Matter__c
// NOTE: Add/modify queries here based on your org's schema
toDelete.addAll([SELECT Id FROM Custom_Object_1__c WHERE Matter__c = :matterId]);
toDelete.addAll([SELECT Id FROM Custom_Object_2__c WHERE Related_Matter__c = :matterId]);
// Final: Matter itself
SObject matterRecord = [SELECT Id FROM Matter__c WHERE Id = :matterId LIMIT 1];
toDelete.add(matterRecord);
// Logging
System.debug('Found ' + toDelete.size() + ' records to delete:');
for (SObject s : toDelete) {
System.debug(s.getSObjectType() + ' - ' + s.Id);
}
// Actual deletion (if dryRun is false)
if (!dryRun) {
delete toDelete;
System.debug('Deletion complete.');
} else {
System.debug('Dry run complete. No records were deleted.');
}
} catch (Exception ex) { System.debug('Error during deletion: ' + ex.getMessage()); }```
```// ======= CONFIGURATION ======= Id matterId = '500XXXXXXX'; // <- Replace with actual Matter__c Id Boolean dryRun = false; // Set to false to actually delete
// ======= LOGIC ======= System.debug('--- DRY RUN MODE: ' + dryRun + ' ---');
List<SObject> toDelete = new List<SObject>();
try { // Related Tasks & Events // toDelete.addAll([SELECT Id FROM Task WHERE WhatId = :matterId]); // toDelete.addAll([SELECT Id FROM Event WHERE WhatId = :matterId]);
// Related Litify Phases
// toDelete.addAll([SELECT Id FROM Litify_PM__Phase__c WHERE Litify_PM__Matter__c = :matterId]);
// Example: Custom Timeline Entry Object
// toDelete.addAll([SELECT Id FROM Timeline_Entry__c WHERE Matter__c = :matterId]);
// Example: Any other custom object referencing Matter__c
// NOTE: Add/modify queries here based on your org's schema
toDelete.addAll([SELECT Id FROM JP_Mass_Tort_Financial_Detail__c WHERE Matter__c = :matterId]);
toDelete.addAll([SELECT Id FROM JP_Medical_Record_Tracker__c WHERE Matter__c = :matterId]);
// Final: Matter itself
SObject matterRecord = [SELECT Id FROM Matter__c WHERE Id = :matterId LIMIT 1];
toDelete.add(matterRecord);
// Logging
System.debug('Found ' + toDelete.size() + ' records to delete:');
for (SObject s : toDelete) {
System.debug(s.getSObjectType() + ' - ' + s.Id);
}
// Actual deletion (if dryRun is false)
if (!dryRun) {
delete toDelete;
System.debug('Deletion complete.');
} else {
System.debug('Dry run complete. No records were deleted.');
}
} catch (Exception ex) { System.debug('Error during deletion: ' + ex.getMessage()); }```
```// ======= CONFIGURATION ======= Id matterId = '500XXXXXXX'; // <- Replace with actual Matter__c Id Boolean dryRun = false; // Set to false to actually delete
// ======= LOGIC ======= System.debug('--- DRY RUN MODE: ' + dryRun + ' ---');
List<SObject> toDelete = new List<SObject>();
try { // Matter Related Litify Intake toDelete.addAll([SELECT Id FROM litifypmIntakec WHERE litifypmMatterc = :matterId]);
// Matter Related Parties
toDelete.addAll([SELECT Id FROM Account WHERE SL_Parent_Matter_ID__c = :matterId]);
//Matter Financial Records
toDelete.addAll([SELECT Id FROM JP_Mass_Tort_Financial_Detail__c WHERE Matter__c = :matterId]);
// Matter Medical Records
toDelete.addAll([SELECT Id FROM JP_Medical_Record_Tracker__c WHERE Matter__c = :matterId]);
// Final: Matter itself
SObject matterRecord = [SELECT Id FROM Matter__c WHERE Id = :matterId LIMIT 1];
toDelete.add(matterRecord);
// Logging
System.debug('Found ' + toDelete.size() + ' records to delete:');
for (SObject s : toDelete) {
System.debug(s.getSObjectType() + ' - ' + s.Id);
}
// Actual deletion (if dryRun is false)
if (!dryRun) {
delete toDelete;
System.debug('Deletion complete.');
} else {
System.debug('Dry run complete. No records were deleted.');
}
} catch (Exception ex) { System.debug('Error during deletion: ' + ex.getMessage()); }```
```// ======= CONFIGURATION ======= Id matterId = '500XXXXXXX'; // <- Replace with actual Matter__c Id Boolean dryRun = false; // Set to false to actually delete
// ======= LOGIC ======= System.debug('--- DRY RUN MODE: ' + dryRun + ' ---');
List<SObject> toDelete = new List<SObject>();
try {
//Matter Financial Records
toDelete.addAll([SELECT Id FROM JP_Mass_Tort_Financial_Detail__c WHERE Matter__c = :matterId]);
// Matter Medical Records
toDelete.addAll([SELECT Id FROM JP_Medical_Record_Tracker__c WHERE Matter__c = :matterId]);
// Final: Matter itself
SObject matterRecord = [SELECT Id FROM Matter__c WHERE Id = :matterId LIMIT 1];
toDelete.add(matterRecord);
// Matter Related Litify Intake
toDelete.addAll([SELECT Id FROM litify_pm__Intake__c WHERE litify_pm__Matter__c = :matterId]);
// Matter Related Parties
Id partyId = [SELECT Id FROM litify_pm__Role__c WHERE litify_pm__Matter__c = :matterId]
toDelete.addAll([SELECT Id FROM Account WHERE SL_Parent_Matter_ID__c = :partyId]);
// Logging
System.debug('Found ' + toDelete.size() + ' records to delete:');
for (SObject s : toDelete) {
System.debug(s.getSObjectType() + ' - ' + s.Id);
}
// Actual deletion (if dryRun is false)
if (!dryRun) {
delete toDelete;
System.debug('Deletion complete.');
} else {
System.debug('Dry run complete. No records were deleted.');
}
} catch (Exception ex) { System.debug('Error during deletion: ' + ex.getMessage()); }```
// Matter Related Parties Id partyId = [SELECT litifypmPartyc FROM litifypmRolec WHERE litifypmMatterc = :matterId]; toDelete.addAll([SELECT Id FROM Account WHERE SLParentMatterID__c = :partyId]);
basically i brought in snacks and drinks 2 or 3 times and no one else did or pitch in
Firm File Number (if any) (optional) 730153 735205 733513 587358 721792 619920 564231 721298 585852 729998 723711 594001 738190 720138 734108 740209 676611 728210 726473 728053 722152 585862 573663 724016 723882 719704 733427 727881 726446 679777 722985 727937 722606 723336 725935 729993 577936 726725 604998 737859 730810 563176 728457 730847 736541 575911 720265 722583 722455 680023 725975 722382 719585 738208 725474 583955 719575 638314 729344 728937 570189 724631 725475 719553 720995 719380 723654 724179 678734 635454 735636 735971 721312 739524 736136 726325 726558 725065 563192 721655 734997 735922 729367 729982 723357 728272 738336 625820 734826 737681 586857 734325 733808 578823 681729 722560 734663 681182 720465 726660 728773 679262 724589 725487 618392 719609 681454 729563 726475 723801 728268 666652 727939 726454 723204 733263 586361 735876 681848 722391 728870 722189 721863 740674 733762 722095 724764 724678 724279 680747 737737 734879 729682 722981 684864 573745 736591 607124 736163 636014 579058 722709 728152 722597 737413 585843 720440 720480 722414 738491 516880 586258 721028 724455 721388 655459 679849 725469 726346 724483 552693 728170 685327 577262 588641 733303 723306 721305 723646 728751 729469 744933 744958 745036 745220 673437 676245 677512 684870 685059 719360 722094 726132 726524 726795 727031 727176 727681 734382 737496 741182 741382 741415 742934 743404 743625 743905
```// ======= CONFIGURATION ======= Id matterId = 'a0LVT0000090ffV2AQ'; // <- Replace with actual Matter__c Id Boolean dryRun = false; // Set to false to actually delete
// ======= LOGIC ======= System.debug('--- DRY RUN MODE: ' + dryRun + ' ---');
List<SObject> toDelete = new List<SObject>();
try {
//Matter Financial Records
toDelete.addAll([SELECT Id FROM JP_Mass_Tort_Financial_Detail__c WHERE Matter__c = :matterId]);
// Matter Medical Records
toDelete.addAll([SELECT Id FROM JP_Medical_Record_Tracker__c WHERE Matter__c = :matterId]);
// Final: Matter itself
SObject matterRecord = [SELECT Id FROM litify_pm__Matter__c WHERE Id = :matterId LIMIT 1];
toDelete.add(matterRecord);
// Logging
System.debug('Found ' + toDelete.size() + ' records to delete:');
for (SObject s : toDelete) {
System.debug(s.getSObjectType() + ' - ' + s.Id);
}
// Actual deletion (if dryRun is false)
if (!dryRun) {
delete toDelete;
System.debug('Deletion complete.');
} else {
System.debug('Dry run complete. No records were deleted.');
}
} catch (Exception ex) { System.debug('Error during deletion: ' + ex.getMessage());```
```// ======= CONFIGURATION ======= Id matterId = 'ID GOES HERE'; // <- Replace with actual Matter__c Id Boolean dryRun = true; // Set to false to actually delete
// ======= LOGIC ======= System.debug('--- DRY RUN MODE: ' + dryRun + ' ---');
List
try {
//Matter Financial Records
toDelete.addAll([SELECT Id FROM JP_Mass_Tort_Financial_Detail__c WHERE Matter__c = :matterId]);
// Matter Medical Records
toDelete.addAll([SELECT Id FROM JP_Medical_Record_Tracker__c WHERE Matter__c = :matterId]);
// Final: Matter itself
SObject matterRecord = [SELECT Id FROM litify_pm__Matter__c WHERE Id = :matterId LIMIT 1];
toDelete.add(matterRecord);
// Matter Related Litify Intake
toDelete.addAll([SELECT Id FROM litify_pm__Intake__c WHERE litify_pm__Matter__c = :matterId]);
// Matter Related Parties
List<litify_pm__Role__c> roleList = [SELECT litify_pm__Party__c FROM litify_pm__Role__c WHERE litify_pm__Matter__c = :matterId];
toDelete.addAll(roleList);
// Logging
System.debug('Found ' + toDelete.size() + ' records to delete:');
for (SObject s : toDelete) {
System.debug(s.getSObjectType() + ' - ' + s.Id);
}
// Actual deletion (if dryRun is false)
if (!dryRun) {
delete toDelete;
System.debug('Deletion complete.');
} else {
System.debug('Dry run complete. No records were deleted.');
}
} catch (Exception ex) { System.debug('Error during deletion: ' + ex.getMessage()); }```
```// ======= CONFIGURATION ======= Id matterId = 'ID GOES HERE'; // <- Replace with actual Matter__c Id Boolean dryRun = true; // Set to false to actually delete
// ======= LOGIC ======= System.debug('--- DRY RUN MODE: ' + dryRun + ' ---');
List
try {
//Matter Financial Records
toDelete.addAll([SELECT Id FROM JP_Mass_Tort_Financial_Detail__c WHERE Matter__c = :matterId]);
// Matter Medical Records
toDelete.addAll([SELECT Id FROM JP_Medical_Record_Tracker__c WHERE Matter__c = :matterId]);
// Final: Matter itself
SObject matterRecord = [SELECT Id FROM litify_pm__Matter__c WHERE Id = :matterId LIMIT 1];
toDelete.add(matterRecord);
// Matter Related Litify Intake
toDelete.addAll([SELECT Id FROM litify_pm__Intake__c WHERE litify_pm__Matter__c = :matterId]);
// Matter Related Parties
List<litify_pm__Role__c> roleList = [SELECT litify_pm__Party__c FROM litify_pm__Role__c WHERE litify_pm__Matter__c = :matterId];
toDelete.addAll(roleList);
// Logging
System.debug('Found ' + toDelete.size() + ' records to delete:');
for (SObject s : toDelete) {
System.debug(s.getSObjectType() + ' - ' + s.Id);
}
// Actual deletion (if dryRun is false)
if (!dryRun) {
delete toDelete;
System.debug('Deletion complete.');
} else {
System.debug('Dry run complete. No records were deleted.');
}
} catch (Exception ex) { System.debug('Error during deletion: ' + ex.getMessage()); }```
{
"matter": {
"caseTypeId": "a03Dn000003aTRFIA2",
"recordTypeId": "012VT0000008PR3YAM",
"practiceArea": "Mass Tort",
"externalId": "Lead ID",
"parentMatter": "a0LVT000003Rwy12AC"
},
"account": {
"firstName": "c-25843",
"lastName": "c-25845",
"email": "c-10996",
"dob": "c-25848",
"phone": "c-25878",
"ssn": "c-25868",
"mailingCity": "c-25854",
"mailingState": "c-25855",
"mailingPostal": "c-25856",
"mailingStreet": "8",
"type": "Client",
"recordTypeId": "012Dn000001Tom7IAC",
"externalId": "Lead ID"
},
"questionAnswers": [
{
"questionnaireId": "a0RVT000006qcIf2AI",
"questionId": "a0PVT00000Puw4l2AB",
"answer": "Vendor id",
"answerType": "STRING"
},
],
"roles": [
{
"roleCategory": "Plaintiff",
"roleDescription": "Signer",
"businessName": "",
"firstName": "c-25843",
"lastName": "c-25845",
"email": "c-10996",
"dob": "c-25848",
"phone": "c-25878",
"ssn": "c-25868",
"mailingCity": "c-25854",
"mailingState": "c-25855",
"mailingPostal": "c-25856",
"recordTypeId": "012Dn000001Tom7IAC",
"externalId": "Lead ID"
},
{
"roleCategory": "Decedent",
"roleDescription": "InjuredParty",
"businessName": "",
"firstName": "Contact/Firstname",
"lastName": "Contact/Lastname",
"email": "16",
"dob": "23",
"phone": "15",
"ssn": "20",
"mailingCity": "10",
"mailingState": "11",
"mailingPostal": "12",
"mailingStreet": "8",
"recordTypeId": "012Dn000001Tom7IAC",
"externalId": "Lead ID"
},
{
"roleCategory": "Provider",
"roleDescription": "DIAGNOSING neurologist",
"businessName": "c-10959",
"firstName": "",
"lastName": "",
"email": "",
"dob": "",
"phone": "c-10961",
"ssn": "",
"mailingCity": "c-26173",
"mailingState": "c-26174",
"mailingPostal": "c-26175",
"recordTypeId": "012Dn000001Tom8IAC",
"externalId": "Lead ID"
},
{
"roleCategory": "Provider",
"roleDescription": "CURRENT primary care provider",
"businessName": "c-10955",
"firstName": "",
"lastName": "",
"email": "",
"dob": "",
"phone": "c-10957",
"ssn": "",
"mailingCity": "c-26191",
"mailingState": "c-26192",
"mailingPostal": "c-26193",
"recordTypeId": "012Dn000001Tom8IAC",
"externalId": "Lead ID"
},
{
"roleCategory": "Provider",
"roleDescription": "CURRENT TREATING neurologist",
"businessName": "c-10964",
"firstName": "",
"lastName": "",
"email": "",
"dob": "",
"phone": "c-10966",
"ssn": "",
"mailingCity": "c-26344",
"mailingState": "c-26345",
"mailingPostal": "c-26346",
"recordTypeId": "012Dn000001Tom8IAC",
"externalId": "Lead ID"
}
]
}
data["account"]["mailingStreet"] = intake["c-25852"] + intake["c-25853"]
Whoops, sorry meant that for Daniel
Whoops, sorry meant that for Daniel
ValueError: Intake creation failed: On person Primary_Care_Physician, 400, {"message":"Insert failed. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the "Party Automation" process failed. Give your Salesforce admin these details. This error occurred when the flow tried to update records: FIELD_CUSTOM_VALIDATION_EXCEPTION: Length of Customer Phone Number is too long, please rectify it. (QB Maximum Limit is 21 Chars). You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 1660196314-224266 (-1863818372) up ExceptionCode values in the SOAP API Developer Guide. Error ID: 1660196314-224266 (-1863818372): []","logId":"a0EVT00000E6D5l2AF","isSuccess":false,"intakeId":null,"accountId":null}
python tools/dumplrquestions.py 2046
<Response [500]> {"timestamp":"2025-07-29 16:20:49","message":"Internal Error Occurred! Error mapping records: Argument cannot be null.","matterId":null,"isSuccess":false,"accountId":null}
Microsoft Teams Need help?<https://aka.ms/JoinTeamsMeeting?omkt=en-US> Join the meeting now<https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmNkZmU2MDEtY2FmNC00MGRhLTg3OWYtYjIwNTE5ZmJkNjRm%40thread.v2/0?context=%7b%22Tid%22%3a%229b9c6b7e-397f-419e-82dd-db42bc3cad88%22%2c%22Oid%22%3a%22e7f1be75-4202-45df-81f3-8ead2cf8e8e0%22%7d> Meeting ID: 231 244 646 822 8 Passcode: sf7im79d
Dicello SPO
• The campaign is chosen based on priority • I check the LR questions and reach out to Anthony to make any adjustments to the intake questions that might be missing (Parent/medical account questions) • Darrell Sends an email to Dicello providing the campaign that is next to work on, Requesting: ◦ · Case Type Record ID ◦ · Parent Case ID ◦ · Fee Arrangement ID ▪︎ Fee split on the template fee agreement = DL 50%, Flatirons 50% ▪︎ Is this based off of a previously used intake questionnaire? ▪︎ Yes - CT Tab cloned from Choate Rosemary Hall Sex Abuse - Dicello - Flatirons - Shield Legal ▪︎ Also noted - Trinity Private School Abuse - DL - Flatirons - Shield Legal • They email back with the values of the requested fields. Darrell creates the JSON and sends it over to me. • Once we have the json and all the necessary intake questions are active, then I start working on creating the main.py and the mapping.json • After the files are created and I finish the adjustments to the code, I create a pull request to add it to git. • Dustin makes the pull request available for testing and I create the automation in LR • Then we find a lead to test through dicello’s salesforce • We test and make adjustments until they go through successfully on our end and they come through DL end looking good. • Get Dustin to Merge the Pull request • Delete the test lead, and email DL that we are turning the automation live • Go into the Esign final automations in LR and delete DL’s email from Mark’s automation so they don’t get them anymore. • Then add Esign final to the webhook automation. It is live.
I thought you might enjoy seeing how less it was
Join the meeting now<https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmNkZmU2MDEtY2FmNC00MGRhLTg3OWYtYjIwNTE5ZmJkNjRm%40thread.v2/0?context=%7b%22Tid%22%3a%229b9c6b7e-397f-419e-82dd-db42bc3cad88%22%2c%22Oid%22%3a%22e7f1be75-4202-45df-81f3-8ead2cf8e8e0%22%7d> Meeting ID: 231 244 646 822 8 Passcode: sf7im79d
And prickly, keeps cutting Ed off
he seems confused, asked "what do i have to do with this" "what is this project again? "
He needs to just type more accurately
I am seeing two or three misspellings, I really need him to lock in and take responsibility for all the grammar in Jira and Confluence, can we take a couple hours to review how he types and refine that process
"Absolutely" translation: No, but i want him to fail
lol that was prickly and defensive
make sure you get that in writing
abe does NOT want to confirm the roles
'Just go back to the imprecise questions and roles stuff so we can blame you again'
Literally went from "Don't blame us, i don't want to hear that; break the process so we can blame you"
no sahil, he doesn't know what to do
San Diego Juv Detention Abuse (CA JDC Abuse) - DL - Flatirons - Shield Legal
Sacramento Juv Detention Abuse (CA JDC Abuse) - DL - Flatirons - Shield Legal 2169 Santa Clara Juv Detention Abuse (CA JDC Abuse) - DL - Flatirons - Shield Legal 2170
Alameda Juv Detention Abuse (CA JDC Abuse) - DL - Flatirons - Shield Legal 2171