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Add BlackRoad Agency CRM for insurance and real estate

Browse Source 
- Agent__c: License, commission rate, hire date, agent type (insurance/RE)
- Policy__c: Type, premium, coverage, carrier, effective/expiration dates
- Listing__c: Property type, beds/baths/sqft, list/sale price, status
- Commission__c: Links to policies/listings, amount, type, payment status
- Client__c: Contact info, client type (buyer/seller/policyholder), source

Objects designed for dual-use: insurance agencies AND real estate brokerages.
Commissions track earnings from both policy sales and property transactions.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Alexa Louise
2026-01-11 17:56:07 -06:00
parent f1f0148009
commit 127d27b60a
64 changed files with 848 additions and 4 deletions
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15
force-app/main/default/objects/Agent__c/Agent__c.object-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<deploymentStatus>Deployed</deploymentStatus>
<description>Insurance and real estate agents - BlackRoad Agency CRM</description>
<enableActivities>true</enableActivities>
<enableHistory>true</enableHistory>
<enableReports>true</enableReports>
<label>Agent</label>
<nameField>
<label>Agent Name</label>
<type>Text</type>
</nameField>
<pluralLabel>Agents</pluralLabel>
<sharingModel>ReadWrite</sharingModel>
</CustomObject>

15
force-app/main/default/objects/Agent__c/fields/Agent_Type__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Agent_Type__c</fullName>
<label>Agent Type</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Insurance</fullName><default>false</default><label>Insurance</label></value>
<value><fullName>Real Estate</fullName><default>false</default><label>Real Estate</label></value>
<value><fullName>Both</fullName><default>false</default><label>Both</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

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force-app/main/default/objects/Agent__c/fields/Commission_Rate__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Commission_Rate__c</fullName>
<label>Commission Rate (%)</label>
<type>Percent</type>
<precision>5</precision>
<scale>2</scale>
<required>false</required>
</CustomField>

7
force-app/main/default/objects/Agent__c/fields/Email__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Email__c</fullName>
<label>Email</label>
<type>Email</type>
<required>false</required>
</CustomField>

7
force-app/main/default/objects/Agent__c/fields/Hire_Date__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Hire_Date__c</fullName>
<label>Hire Date</label>
<type>Date</type>
<required>false</required>
</CustomField>

7
force-app/main/default/objects/Agent__c/fields/License_Expiration__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>License_Expiration__c</fullName>
<label>License Expiration</label>
<type>Date</type>
<required>false</required>
</CustomField>

8
force-app/main/default/objects/Agent__c/fields/License_Number__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>License_Number__c</fullName>
<label>License Number</label>
<type>Text</type>
<length>50</length>
<required>false</required>
</CustomField>

7
force-app/main/default/objects/Agent__c/fields/Phone__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Phone__c</fullName>
<label>Phone</label>
<type>Phone</type>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Agent__c/fields/Status__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Status__c</fullName>
<label>Status</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Active</fullName><default>true</default><label>Active</label></value>
<value><fullName>Inactive</fullName><default>false</default><label>Inactive</label></value>
<value><fullName>On Leave</fullName><default>false</default><label>On Leave</label></value>
<value><fullName>Terminated</fullName><default>false</default><label>Terminated</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

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force-app/main/default/objects/Client__c/Client__c.object-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<deploymentStatus>Deployed</deploymentStatus>
<description>Agency clients (policyholders/buyers/sellers) - BlackRoad Agency CRM</description>
<enableActivities>true</enableActivities>
<enableHistory>true</enableHistory>
<enableReports>true</enableReports>
<label>Client</label>
<nameField>
<label>Client Name</label>
<type>Text</type>
</nameField>
<pluralLabel>Clients</pluralLabel>
<sharingModel>ReadWrite</sharingModel>
</CustomObject>

7
force-app/main/default/objects/Client__c/fields/Address__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Address__c</fullName>
<label>Address</label>
<type>TextArea</type>
<required>false</required>
</CustomField>

17
force-app/main/default/objects/Client__c/fields/Client_Type__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Client_Type__c</fullName>
<label>Client Type</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Policyholder</fullName><default>false</default><label>Policyholder</label></value>
<value><fullName>Buyer</fullName><default>false</default><label>Buyer</label></value>
<value><fullName>Seller</fullName><default>false</default><label>Seller</label></value>
<value><fullName>Both</fullName><default>false</default><label>Both</label></value>
<value><fullName>Prospect</fullName><default>true</default><label>Prospect</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

7
force-app/main/default/objects/Client__c/fields/Date_of_Birth__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Date_of_Birth__c</fullName>
<label>Date of Birth</label>
<type>Date</type>
<required>false</required>
</CustomField>

7
force-app/main/default/objects/Client__c/fields/Email__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Email__c</fullName>
<label>Email</label>
<type>Email</type>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Client__c/fields/Notes__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Notes__c</fullName>
<label>Notes</label>
<type>LongTextArea</type>
<length>32768</length>
<visibleLines>5</visibleLines>
</CustomField>

7
force-app/main/default/objects/Client__c/fields/Phone__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Phone__c</fullName>
<label>Phone</label>
<type>Phone</type>
<required>false</required>
</CustomField>

10
force-app/main/default/objects/Client__c/fields/Primary_Agent__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Primary_Agent__c</fullName>
<label>Primary Agent</label>
<type>Lookup</type>
<referenceTo>Agent__c</referenceTo>
<relationshipLabel>Clients</relationshipLabel>
<relationshipName>Clients</relationshipName>
<required>false</required>
</CustomField>

19
force-app/main/default/objects/Client__c/fields/Source__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Source__c</fullName>
<label>Source</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Referral</fullName><default>false</default><label>Referral</label></value>
<value><fullName>Website</fullName><default>false</default><label>Website</label></value>
<value><fullName>Walk-in</fullName><default>false</default><label>Walk-in</label></value>
<value><fullName>Phone</fullName><default>false</default><label>Phone</label></value>
<value><fullName>Open House</fullName><default>false</default><label>Open House</label></value>
<value><fullName>Social Media</fullName><default>false</default><label>Social Media</label></value>
<value><fullName>Other</fullName><default>false</default><label>Other</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

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force-app/main/default/objects/Commission__c/Commission__c.object-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<deploymentStatus>Deployed</deploymentStatus>
<description>Agent commissions and payouts - BlackRoad Agency CRM</description>
<enableActivities>true</enableActivities>
<enableHistory>true</enableHistory>
<enableReports>true</enableReports>
<label>Commission</label>
<nameField>
<label>Commission ID</label>
<type>AutoNumber</type>
<displayFormat>COM-{0000}</displayFormat>
</nameField>
<pluralLabel>Commissions</pluralLabel>
<sharingModel>ReadWrite</sharingModel>
</CustomObject>

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force-app/main/default/objects/Commission__c/fields/Agent__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Agent__c</fullName>
<label>Agent</label>
<type>Lookup</type>
<referenceTo>Agent__c</referenceTo>
<relationshipLabel>Commissions</relationshipLabel>
<relationshipName>Commissions</relationshipName>
<required>false</required>
</CustomField>

9
force-app/main/default/objects/Commission__c/fields/Commission_Amount__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Commission_Amount__c</fullName>
<label>Commission Amount</label>
<type>Currency</type>
<precision>18</precision>
<scale>2</scale>
<required>false</required>
</CustomField>

17
force-app/main/default/objects/Commission__c/fields/Commission_Type__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Commission_Type__c</fullName>
<label>Commission Type</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>New Policy</fullName><default>false</default><label>New Policy</label></value>
<value><fullName>Renewal</fullName><default>false</default><label>Renewal</label></value>
<value><fullName>Real Estate Sale</fullName><default>false</default><label>Real Estate Sale</label></value>
<value><fullName>Referral</fullName><default>false</default><label>Referral</label></value>
<value><fullName>Bonus</fullName><default>false</default><label>Bonus</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

10
force-app/main/default/objects/Commission__c/fields/Listing__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Listing__c</fullName>
<label>Listing</label>
<type>Lookup</type>
<referenceTo>Listing__c</referenceTo>
<relationshipLabel>Commissions</relationshipLabel>
<relationshipName>Commissions</relationshipName>
<required>false</required>
</CustomField>

7
force-app/main/default/objects/Commission__c/fields/Paid_Date__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Paid_Date__c</fullName>
<label>Paid Date</label>
<type>Date</type>
<required>false</required>
</CustomField>

10
force-app/main/default/objects/Commission__c/fields/Policy__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Policy__c</fullName>
<label>Policy</label>
<type>Lookup</type>
<referenceTo>Policy__c</referenceTo>
<relationshipLabel>Commissions</relationshipLabel>
<relationshipName>Commissions</relationshipName>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Commission__c/fields/Status__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Status__c</fullName>
<label>Status</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Pending</fullName><default>true</default><label>Pending</label></value>
<value><fullName>Approved</fullName><default>false</default><label>Approved</label></value>
<value><fullName>Paid</fullName><default>false</default><label>Paid</label></value>
<value><fullName>Chargedback</fullName><default>false</default><label>Chargedback</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

7
force-app/main/default/objects/Commission__c/fields/Transaction_Date__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Transaction_Date__c</fullName>
<label>Transaction Date</label>
<type>Date</type>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Listing__c/Listing__c.object-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<deploymentStatus>Deployed</deploymentStatus>
<description>Real estate listings - BlackRoad Agency CRM</description>
<enableActivities>true</enableActivities>
<enableHistory>true</enableHistory>
<enableReports>true</enableReports>
<label>Listing</label>
<nameField>
<label>Listing Name</label>
<type>Text</type>
</nameField>
<pluralLabel>Listings</pluralLabel>
<sharingModel>ReadWrite</sharingModel>
</CustomObject>

7
force-app/main/default/objects/Listing__c/fields/Address__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Address__c</fullName>
<label>Address</label>
<type>TextArea</type>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Listing__c/fields/Agent__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Agent__c</fullName>
<label>Listing Agent</label>
<type>Lookup</type>
<referenceTo>Agent__c</referenceTo>
<relationshipLabel>Listings</relationshipLabel>
<relationshipName>Listings</relationshipName>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Listing__c/fields/Bathrooms__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Bathrooms__c</fullName>
<label>Bathrooms</label>
<type>Number</type>
<precision>3</precision>
<scale>1</scale>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Listing__c/fields/Bedrooms__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Bedrooms__c</fullName>
<label>Bedrooms</label>
<type>Number</type>
<precision>3</precision>
<scale>0</scale>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Listing__c/fields/Client__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Client__c</fullName>
<label>Seller</label>
<type>Lookup</type>
<referenceTo>Client__c</referenceTo>
<relationshipLabel>Listings</relationshipLabel>
<relationshipName>Listings</relationshipName>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Listing__c/fields/Close_Date__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Close_Date__c</fullName>
<label>Close Date</label>
<type>Date</type>
<required>false</required>
</CustomField>

7
force-app/main/default/objects/Listing__c/fields/List_Date__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>List_Date__c</fullName>
<label>List Date</label>
<type>Date</type>
<required>false</required>
</CustomField>

9
force-app/main/default/objects/Listing__c/fields/List_Price__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>List_Price__c</fullName>
<label>List Price</label>
<type>Currency</type>
<precision>18</precision>
<scale>2</scale>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Listing__c/fields/Listing_Status__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Listing_Status__c</fullName>
<label>Listing Status</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Active</fullName><default>true</default><label>Active</label></value>
<value><fullName>Pending</fullName><default>false</default><label>Pending</label></value>
<value><fullName>Under Contract</fullName><default>false</default><label>Under Contract</label></value>
<value><fullName>Sold</fullName><default>false</default><label>Sold</label></value>
<value><fullName>Withdrawn</fullName><default>false</default><label>Withdrawn</label></value>
<value><fullName>Expired</fullName><default>false</default><label>Expired</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

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force-app/main/default/objects/Listing__c/fields/Property_Type__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Property_Type__c</fullName>
<label>Property Type</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Single Family</fullName><default>false</default><label>Single Family</label></value>
<value><fullName>Condo</fullName><default>false</default><label>Condo</label></value>
<value><fullName>Townhouse</fullName><default>false</default><label>Townhouse</label></value>
<value><fullName>Multi-Family</fullName><default>false</default><label>Multi-Family</label></value>
<value><fullName>Land</fullName><default>false</default><label>Land</label></value>
<value><fullName>Commercial</fullName><default>false</default><label>Commercial</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

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force-app/main/default/objects/Listing__c/fields/Sale_Price__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Sale_Price__c</fullName>
<label>Sale Price</label>
<type>Currency</type>
<precision>18</precision>
<scale>2</scale>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Listing__c/fields/Square_Feet__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Square_Feet__c</fullName>
<label>Square Feet</label>
<type>Number</type>
<precision>8</precision>
<scale>0</scale>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Policy__c/Policy__c.object-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<deploymentStatus>Deployed</deploymentStatus>
<description>Insurance policies - BlackRoad Agency CRM</description>
<enableActivities>true</enableActivities>
<enableHistory>true</enableHistory>
<enableReports>true</enableReports>
<label>Policy</label>
<nameField>
<label>Policy Number</label>
<type>Text</type>
</nameField>
<pluralLabel>Policies</pluralLabel>
<sharingModel>ReadWrite</sharingModel>
</CustomObject>

10
force-app/main/default/objects/Policy__c/fields/Agent__c.field-meta.xml Normal file
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@@ -0,0 +1,10 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Agent__c</fullName>
<label>Agent</label>
<type>Lookup</type>
<referenceTo>Agent__c</referenceTo>
<relationshipLabel>Policies</relationshipLabel>
<relationshipName>Policies</relationshipName>
<required>false</required>
</CustomField>

8
force-app/main/default/objects/Policy__c/fields/Carrier__c.field-meta.xml Normal file
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@@ -0,0 +1,8 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Carrier__c</fullName>
<label>Carrier</label>
<type>Text</type>
<length>100</length>
<required>false</required>
</CustomField>

10
force-app/main/default/objects/Policy__c/fields/Client__c.field-meta.xml Normal file
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@@ -0,0 +1,10 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Client__c</fullName>
<label>Client</label>
<type>Lookup</type>
<referenceTo>Client__c</referenceTo>
<relationshipLabel>Policies</relationshipLabel>
<relationshipName>Policies</relationshipName>
<required>false</required>
</CustomField>

9
force-app/main/default/objects/Policy__c/fields/Coverage_Amount__c.field-meta.xml Normal file
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@@ -0,0 +1,9 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Coverage_Amount__c</fullName>
<label>Coverage Amount</label>
<type>Currency</type>
<precision>18</precision>
<scale>2</scale>
<required>false</required>
</CustomField>

7
force-app/main/default/objects/Policy__c/fields/Effective_Date__c.field-meta.xml Normal file
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@@ -0,0 +1,7 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Effective_Date__c</fullName>
<label>Effective Date</label>
<type>Date</type>
<required>false</required>
</CustomField>

7
force-app/main/default/objects/Policy__c/fields/Expiration_Date__c.field-meta.xml Normal file
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@@ -0,0 +1,7 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Expiration_Date__c</fullName>
<label>Expiration Date</label>
<type>Date</type>
<required>false</required>
</CustomField>

20
force-app/main/default/objects/Policy__c/fields/Policy_Type__c.field-meta.xml Normal file
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@@ -0,0 +1,20 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Policy_Type__c</fullName>
<label>Policy Type</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Life</fullName><default>false</default><label>Life</label></value>
<value><fullName>Health</fullName><default>false</default><label>Health</label></value>
<value><fullName>Auto</fullName><default>false</default><label>Auto</label></value>
<value><fullName>Home</fullName><default>false</default><label>Home</label></value>
<value><fullName>Umbrella</fullName><default>false</default><label>Umbrella</label></value>
<value><fullName>Commercial</fullName><default>false</default><label>Commercial</label></value>
<value><fullName>Disability</fullName><default>false</default><label>Disability</label></value>
<value><fullName>Long Term Care</fullName><default>false</default><label>Long Term Care</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

9
force-app/main/default/objects/Policy__c/fields/Premium__c.field-meta.xml Normal file
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@@ -0,0 +1,9 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Premium__c</fullName>
<label>Annual Premium</label>
<type>Currency</type>
<precision>18</precision>
<scale>2</scale>
<required>false</required>
</CustomField>

17
force-app/main/default/objects/Policy__c/fields/Status__c.field-meta.xml Normal file
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@@ -0,0 +1,17 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Status__c</fullName>
<label>Status</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Active</fullName><default>true</default><label>Active</label></value>
<value><fullName>Pending</fullName><default>false</default><label>Pending</label></value>
<value><fullName>Lapsed</fullName><default>false</default><label>Lapsed</label></value>
<value><fullName>Cancelled</fullName><default>false</default><label>Cancelled</label></value>
<value><fullName>Expired</fullName><default>false</default><label>Expired</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

46
force-app/main/default/permissionsets/BlackRoad_Hub_Admin.permissionset-meta.xml
View File

@@ -121,4 +121,50 @@
<object>Task__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<!-- Agency CRM Objects -->
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Agent__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Policy__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Listing__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Commission__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Client__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
</PermissionSet>

61
force-app/main/default/reportTypes/Client_Households.reportType-meta.xml Normal file
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@@ -0,0 +1,61 @@
<?xml version="1.0" encoding="UTF-8"?>
<ReportType xmlns="http://soap.sforce.com/2006/04/metadata">
<baseObject>Client_Household__c</baseObject>
<category>other</category>
<deployed>true</deployed>
<description>Report on Client Households with all related fields</description>
<label>Client Households</label>
<sections>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>Id</field>
<table>Client_Household__c</table>
</columns>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>Name</field>
<table>Client_Household__c</table>
</columns>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>Total_AUM__c</field>
<table>Client_Household__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Household_Status__c</field>
<table>Client_Household__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Risk_Tolerance__c</field>
<table>Client_Household__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Last_Review_Date__c</field>
<table>Client_Household__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Next_Review_Date__c</field>
<table>Client_Household__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Annual_Fee__c</field>
<table>Client_Household__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>CreatedDate</field>
<table>Client_Household__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>LastModifiedDate</field>
<table>Client_Household__c</table>
</columns>
<masterLabel>Client Households</masterLabel>
</sections>
</ReportType>

51
force-app/main/default/reportTypes/Compliance_Logs.reportType-meta.xml Normal file
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@@ -0,0 +1,51 @@
<?xml version="1.0" encoding="UTF-8"?>
<ReportType xmlns="http://soap.sforce.com/2006/04/metadata">
<baseObject>Compliance_Log__c</baseObject>
<category>other</category>
<deployed>true</deployed>
<description>Report on Compliance Logs with all related fields</description>
<label>Compliance Logs</label>
<sections>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>Id</field>
<table>Compliance_Log__c</table>
</columns>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>Name</field>
<table>Compliance_Log__c</table>
</columns>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>Household__c</field>
<table>Compliance_Log__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Log_Type__c</field>
<table>Compliance_Log__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Description__c</field>
<table>Compliance_Log__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Logged_By__c</field>
<table>Compliance_Log__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Auto_Generated__c</field>
<table>Compliance_Log__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>CreatedDate</field>
<table>Compliance_Log__c</table>
</columns>
<masterLabel>Compliance Logs</masterLabel>
</sections>
</ReportType>

61
force-app/main/default/reportTypes/Distribution_Requests.reportType-meta.xml Normal file
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@@ -0,0 +1,61 @@
<?xml version="1.0" encoding="UTF-8"?>
<ReportType xmlns="http://soap.sforce.com/2006/04/metadata">
<baseObject>Distribution_Request__c</baseObject>
<category>other</category>
<deployed>true</deployed>
<description>Report on Distribution Requests with all related fields</description>
<label>Distribution Requests</label>
<sections>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>Id</field>
<table>Distribution_Request__c</table>
</columns>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>Name</field>
<table>Distribution_Request__c</table>
</columns>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>Household__c</field>
<table>Distribution_Request__c</table>
</columns>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>Gross_Amount__c</field>
<table>Distribution_Request__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Net_Amount__c</field>
<table>Distribution_Request__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Status__c</field>
<table>Distribution_Request__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Urgency__c</field>
<table>Distribution_Request__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Delivery_Method__c</field>
<table>Distribution_Request__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Reason__c</field>
<table>Distribution_Request__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>CreatedDate</field>
<table>Distribution_Request__c</table>
</columns>
<masterLabel>Distribution Requests</masterLabel>
</sections>
</ReportType>

61
force-app/main/default/reportTypes/Mortality_Events.reportType-meta.xml Normal file
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@@ -0,0 +1,61 @@
<?xml version="1.0" encoding="UTF-8"?>
<ReportType xmlns="http://soap.sforce.com/2006/04/metadata">
<baseObject>Mortality_Event__c</baseObject>
<category>other</category>
<deployed>true</deployed>
<description>Report on Mortality Events with all related fields</description>
<label>Mortality Events</label>
<sections>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>Id</field>
<table>Mortality_Event__c</table>
</columns>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>Name</field>
<table>Mortality_Event__c</table>
</columns>
<columns>
<checkedByDefault>true</checkedByDefault>
<field>Household__c</field>
<table>Mortality_Event__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Date_of_Death__c</field>
<table>Mortality_Event__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Death_Certificate_Received__c</field>
<table>Mortality_Event__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Executor_Name__c</field>
<table>Mortality_Event__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Total_Estate_Value__c</field>
<table>Mortality_Event__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Status__c</field>
<table>Mortality_Event__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>Probate_Required__c</field>
<table>Mortality_Event__c</table>
</columns>
<columns>
<checkedByDefault>false</checkedByDefault>
<field>CreatedDate</field>
<table>Mortality_Event__c</table>
</columns>
<masterLabel>Mortality Events</masterLabel>
</sections>
</ReportType>

2
force-app/main/default/reports/BlackRoad_Hub_Reports/Active_Mortality_Events.report-meta.xml
View File

@@ -46,7 +46,7 @@
<name>co</name>
<value>1</value>
</params>
<reportType>Mortality_Event__c</reportType>
<reportType>Mortality_Events</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>

2
force-app/main/default/reports/BlackRoad_Hub_Reports/Compliance_Log_Activity.report-meta.xml
View File

@@ -30,7 +30,7 @@
<name>co</name>
<value>1</value>
</params>
<reportType>Compliance_Log__c</reportType>
<reportType>Compliance_Logs</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>

2
force-app/main/default/reports/BlackRoad_Hub_Reports/Households_by_AUM.report-meta.xml
View File

@@ -33,7 +33,7 @@
<name>co</name>
<value>1</value>
</params>
<reportType>Client_Household__c</reportType>
<reportType>Client_Households</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>

2
force-app/main/default/reports/BlackRoad_Hub_Reports/Pending_Distributions.report-meta.xml
View File

@@ -43,7 +43,7 @@
<name>co</name>
<value>1</value>
</params>
<reportType>Distribution_Request__c</reportType>
<reportType>Distribution_Requests</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>

5
force-app/main/default/tabs/Agent__c.tab-meta.xml Normal file
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@@ -0,0 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom63: Handsaw</motif>
</CustomTab>

5
force-app/main/default/tabs/Client__c.tab-meta.xml Normal file
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@@ -0,0 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom41: Prospect</motif>
</CustomTab>

5
force-app/main/default/tabs/Commission__c.tab-meta.xml Normal file
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@@ -0,0 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom18: Dollar</motif>
</CustomTab>

5
force-app/main/default/tabs/Listing__c.tab-meta.xml Normal file
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@@ -0,0 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom24: House</motif>
</CustomTab>

5
force-app/main/default/tabs/Policy__c.tab-meta.xml Normal file
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@@ -0,0 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom53: Wasp</motif>
</CustomTab>