Dustin Surwill (dsurwill@shield-legal.com)
2025-06-04 11:05:16

Sikich API flow

image.png
Daniel Schussler (dschussler@shield-legal.com)
2025-06-04 11:05:41

great maze

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-04 11:05:42

Also available at: https://app.eraser.io/workspace/fWraknKYYLvA7uKNJzBu

app.eraser.io
DLG API Diagram
Created with Eraser
Original URL: https://app.eraser.io/workspace/fWraknKYYLvA7uKNJzBu
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-04 16:18:15
image.png
Dustin Surwill (dsurwill@shield-legal.com)
2025-07-14 20:00:45

First thing in the morning, please create a prioritized list of all DL integrations with their status (old endpoint, new endpoint complete, not started, in progress). Also include if we need any IDs (Sikich send a bunch of IDs) to finish the integration.

šŸ‘ Richard Schnitzler
šŸ‘:skin_tone_3: Daniel Schussler
Daniel Schussler (dschussler@shield-legal.com)
2025-07-15 11:02:37

this should be mostly good now i think

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 11:03:09

I do not have access

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-15 11:03:16

Same

Daniel Schussler (dschussler@shield-legal.com)
2025-07-15 11:03:37

fized

Daniel Schussler (dschussler@shield-legal.com)
2025-07-15 11:03:39

fized

Daniel Schussler (dschussler@shield-legal.com)
2025-07-15 11:03:41

fixed

šŸ‘ Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 11:11:07

> Joe Santana [9:10 AM] > When possible, MUTE all MICS there, and please make statement, from me, to "please watch our TONE, no need to be overly assertive" > [9:10 AM] Joe Santana > > Maintain Politeness > [9:10 AM] Joe Santana > > Adding to tension, will not help

šŸ‘€ Richard Schnitzler, Daniel Schussler
šŸ‘:skin_tone_3: Daniel Schussler
Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 13:16:34

Plan for DL Integrations: Add SSN & Email & DOB validation to campaigns going to the new endpoint (currently 3) Follow the priority list (On Hold=Not Started if we have the IDs & In Progress on the first pass, then old endpoint on the second pass) https://docs.google.com/spreadsheets/d/155xSWtVyYOqqzKjUhM2C2hN4kAQZg-mH/edit?usp=sharing&ouid=114165242934158510149&rtpof=true&sd=true We are missing 9 pairs of IDs

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 13:16:44

Plan for DL Integrations: Add SSN & Email & DOB validation to campaigns going to the new endpoint (currently 3) Follow the priority list (On Hold=Not Started if we have the IDs & In Progress on the first pass, then old endpoint on the second pass) https://docs.google.com/spreadsheets/d/155xSWtVyYOqqzKjUhM2C2hN4kAQZg-mH/edit?usp=sharing&ouid=114165242934158510149&rtpof=true&sd=true We are missing 9 pairs of IDs

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 13:52:36

```Plan for DL Integrations: Ask for missing ID pairs (9): Hair Relaxer Cancer - Crump/Dicello - Shield Legal 303 Michigan Juv Hall Abuse - DL/BG - Flatirons - Shield Legal 600 Tepezza - Dicello - Shield Legal 293 Salon Professional Bladder Cancer - Dicello - Shield Legal 556 Hair Relaxer PFS - Dicello Levitt 1663 St George School Sex Abuse - Dicello - Flatirons - Shield Legal 1805 Tepezza - DL - Flatirons - Shield Legal 606 St Paul School Sex Abuse - Dicello - Flatirons - Shield Legal 1804 Porterville Developmental Center Abuse - DL - Flatirons - Shield Legal 2041 Add SSN & Email & DOB validation to campaigns going to the new endpoint (currently 3) Follow the priority list (Currently e-sign count since May 1st) First pass: On Hold (11) if we have the IDs & In Progress (3) Second pass: Old endpoint (28) on the second pass https://docs.google.com/spreadsheets/d/155xSWtVyYOqqzKjUhM2C2hN4kAQZg-mH/edit?usp=sharing&ouid=114165242934158510149&rtpof=true&sd=true

For each campaign:
    Verify we have the IDs
    Do the Mapping
    Verify that SSN, Email & DOB validation is in place
    Add Name parsing if older campaign from before the first & last names were split
    Submit a test lead to verify data flow
    Get approval from DL that everything is correct
    Move to Production
    Re-trigger leads as necessary (backfill)```
Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 13:52:46

@Daniel Schussler @Richard Schnitzler Any comments?

Daniel Schussler (dschussler@shield-legal.com)
2025-07-15 13:53:55

that looks great to me

šŸ‘ Richard Schnitzler
Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 15:13:18

From Joe: "Maintain Tone and do not be aggressive"

šŸ‘:skin_tone_3: Daniel Schussler
Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 15:36:45

https://meet.google.com/fuc-pdhv-hbm

Daniel Schussler (dschussler@shield-legal.com)
2025-07-15 22:26:17

Just got a notification that Nick Cirino checked out my linked inā€¦. Thatā€™s awkward

šŸ˜… Richard Schnitzler
šŸ‘€ Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 23:08:16

Apparently he looked me up yesterday

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-15 23:09:54

Yesterday too for me, I guess more efficient then asking

Daniel Schussler (dschussler@shield-legal.com)
2025-07-15 23:59:34

Sheesh ā€¦ thatā€™s so creepy

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 23:59:51

I looked back...

šŸ˜‚ Daniel Schussler
Dustin Surwill (dsurwill@shield-legal.com)
2025-07-16 10:43:12

https://dicellolevitt.atlassian.net/browse/SHL-58

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-16 10:43:14

https://dicellolevitt.atlassian.net/browse/SHL-58

Daniel Schussler (dschussler@shield-legal.com)
2025-07-16 12:33:56

if its not broke...

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-16 12:34:59

I agree

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-16 12:35:07

I agree

Daniel Schussler (dschussler@shield-legal.com)
2025-07-16 12:35:18

why is carter getting involved ?

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-16 12:35:46

No idea, could be a different carter?

Daniel Schussler (dschussler@shield-legal.com)
2025-07-16 12:37:46

ok so that will mean anything before that we should delete

Daniel Schussler (dschussler@shield-legal.com)
2025-07-16 12:37:56

and that'll fix a few more leads

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-16 12:38:05
image.png
šŸ‘:skin_tone_3: Daniel Schussler
Daniel Schussler (dschussler@shield-legal.com)
2025-07-16 12:41:49

who the hell is going to do that ...

Daniel Schussler (dschussler@shield-legal.com)
2025-07-16 12:53:55

smh.. come on man... lol

Daniel Schussler (dschussler@shield-legal.com)
2025-07-16 12:56:26

clearly does not understand... today's subtitles have been provided to you by ...

šŸ˜… Richard Schnitzler
Daniel Schussler (dschussler@shield-legal.com)
2025-07-16 12:56:34

clearly does not understand... today's subtitles have been provided to you by ...

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-16 14:09:46

@Chris Krecicki Is looking in the DB for any other test email domains

Daniel Schussler (dschussler@shield-legal.com)
2025-07-22 15:09:25

what the hell is he doing here ...

Daniel Schussler (dschussler@shield-legal.com)
2025-07-22 15:10:35

did we not find this?

Daniel Schussler (dschussler@shield-legal.com)
2025-07-22 15:10:42

we did didn't we?

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-22 15:10:56

we did. it has been fixed. i told him that

Daniel Schussler (dschussler@shield-legal.com)
2025-07-22 15:11:16

so... hes looking for someone to point fingers at again

Daniel Schussler (dschussler@shield-legal.com)
2025-07-22 15:16:20

so face development is an excuse for them, not for us ?

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-22 15:16:42

they did not return an error to us

Daniel Schussler (dschussler@shield-legal.com)
2025-07-22 15:16:49

yeah i know

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-22 15:17:10

good question to ask

Daniel Schussler (dschussler@shield-legal.com)
2025-07-22 15:18:25

this is cringe

Daniel Schussler (dschussler@shield-legal.com)
2025-07-23 15:19:42

oh no... .

Daniel Schussler (dschussler@shield-legal.com)
2025-07-23 15:20:02
image.png
Daniel Schussler (dschussler@shield-legal.com)
2025-07-25 15:29:56

did he just mansplain to us ?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-04 16:49:52

Please double check the mapping.json files for DL and the shared sheet to ensure the mappings have the correct ParentMatterID & CaseTypeID and the shared sheet has the right LR Case Type ID

Daniel Schussler (dschussler@shield-legal.com)
2025-08-04 16:50:53

google sheet vs what we having in the mappings?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-04 16:51:01

correct

Daniel Schussler (dschussler@shield-legal.com)
2025-08-04 16:51:04

ok

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-07 11:50:25

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_query.htm

developer.salesforce.com
Salesforce Developers
Salesforce Developer Website
Original URL: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_query.htm
Daniel Schussler (dschussler@shield-legal.com)
2025-08-08 11:15:50

i dont like where this is going....

Daniel Schussler (dschussler@shield-legal.com)
2025-08-08 11:17:06

ok thank god

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-08 15:28:59

Please give me a list of DL test leads. Leads with Test or Mock in the name or other tests.

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-11 10:54:58

Microsoft Teams Need help?<https://aka.ms/JoinTeamsMeeting?omkt=en-US> Join the meeting now<https://teams.microsoft.com/l/meetup-join/19%3ameeting_MDVkOGY0MzMtOTJjMC00ZmEzLThlOGQtMmRkNDA3OThhMjQ0%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: 288 293 976 646 2 Passcode: SV7ak3RE

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Dustin Surwill (dsurwill@shield-legal.com)
2025-08-12 14:00:40

That zip of the questions also needs to be confluence

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-14 11:06:06

https://github.com/shield-legal/gcp-integrations/pull/258

šŸ‘:skin_tone_3: Daniel Schussler
Daniel Schussler (dschussler@shield-legal.com)
2025-08-14 12:11:15

this is a intake questionnaire team problem not us

Daniel Schussler (dschussler@shield-legal.com)
2025-08-14 12:16:39

god it feels like we are going backwards

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-14 12:28:35

I don't have access to that link...

Daniel Schussler (dschussler@shield-legal.com)
2025-08-14 12:28:39

same

Daniel Schussler (dschussler@shield-legal.com)
2025-08-14 18:02:31

627791 - got sent to acts

Daniel Schussler (dschussler@shield-legal.com)
2025-08-14 18:02:48

598 - 441614 - CPAP - DL - Flatirons - Shield Legal 2138 - 823746 - Sacramento JDC Abuse - DL - Flatirons - Shield Legal 1767 - 627791 - Chowchilla Womens Prison Abuse - ACTS - Dicello/Flatirons (TIP) - Shield Legal 605 - 157800 - Camp Lejeune - DL - Flatirons - Shield Legal 604 - 517061 - Camp Lejeune EO - DL - Flatirons - Shield Legal

Daniel Schussler (dschussler@shield-legal.com)
2025-08-14 18:03:01

sent to DL , i'll send 640 at home,

Daniel Schussler (dschussler@shield-legal.com)
2025-08-14 18:03:22

and send the message with all info and matters to sahil

šŸ‘ Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-14 18:08:27

ACTS disabled for 1767

šŸ‘:skin_tone_3: Daniel Schussler
Daniel Schussler (dschussler@shield-legal.com)
2025-08-14 19:25:34

I was confused because Iā€™m pretty sure we disabled it the first time

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-14 19:26:51

possible a full deploy (all functions) re-enables it. we should fix that bug

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-14 19:27:39

it will be fixed in the branch i will create for the changes i am working on

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-15 12:11:20

Then I need to merge those 3 branches?

Daniel Schussler (dschussler@shield-legal.com)
2025-08-15 12:24:52

i guess so, if its good

Daniel Schussler (dschussler@shield-legal.com)
2025-08-19 11:48:54

.... are they really not blaming us? thats crazy

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-19 11:50:01

Are will still missing 601?

Daniel Schussler (dschussler@shield-legal.com)
2025-08-19 11:51:05

yes

Daniel Schussler (dschussler@shield-legal.com)
2025-08-19 11:51:09

wait let me double check

Daniel Schussler (dschussler@shield-legal.com)
2025-08-19 11:51:19

yes

Daniel Schussler (dschussler@shield-legal.com)
2025-08-19 11:51:37

need questionnaire and question ids, parentmatter and case typpe

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-20 18:29:49

Does any of these integrations use the default or contact card fields in the mapping? Camp Lejeune - DL - Flatirons - Shield Legal Chowchilla Womens Prison Abuse - DL - Flatirons - Shield Legal NEC Baby Formula - DL - Flatirons - Shield Legal

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-20 18:37:29

CPAP - DL - Flatirons - Shield Legal Firefighting Foam - DL - Flatirons - Shield Legal

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-20 18:38:29

I would have to double check but I think Chowchilla or NEC baby formula might

Daniel Schussler (dschussler@shield-legal.com)
2025-08-21 10:50:13

don't they all at least have a few?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-26 17:08:13

@Richard Schnitzler Does salesforce have a suffix field for the role? (Can we put suffix in the DL mapping and not have it error?)

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-26 17:22:17

Salesforce by default does not have a role object, so no. I believe lead and contact both have prefix fields by default

šŸ‘ Dustin Surwill