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Add BlackRoad Agency CRM for insurance and real estate

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- 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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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>