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Add General CRM + Agency CRM automation and dashboard

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- Add Lead-to-Deal Conversion Flow (screen flow)
- Add Policy Renewal Reminder Flow (scheduled, draft)
- Add Commission Auto-Calculate Flow (record-triggered, draft)
- Add BlackRoad CRM Dashboard (Lightning App Page)
- Add sample data loader scripts for all 3 CRMs
- Update permission sets with new object access

🤖 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 18:41:38 -06:00
parent 1c365f4c3e
commit 516e55519a
12 changed files with 786 additions and 8 deletions
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force-app/main/default/flexipages/BlackRoad_CRM_Dashboard.flexipage-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<FlexiPage xmlns="http://soap.sforce.com/2006/04/metadata">
<description>BlackRoad Hub - Multi-CRM Dashboard</description>
<flexiPageRegions>
<itemInstances>
<componentInstance>
<componentInstanceProperties>
<name>richTextValue</name>
<value>&lt;h1 style=&quot;text-align: center;&quot;&gt;&lt;b&gt;BlackRoad OS Hub - CRM Dashboard&lt;/b&gt;&lt;/h1&gt;
&lt;p style=&quot;text-align: center;&quot;&gt;Your unified command center for Financial Advisor, General, and Agency CRM products&lt;/p&gt;
&lt;hr/&gt;
&lt;h2&gt;Financial Advisor CRM&lt;/h2&gt;
&lt;p&gt;Manage high-net-worth client households, financial accounts, and wealth planning.&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;b&gt;Client Households&lt;/b&gt; - Track AUM, risk profiles, review schedules&lt;/li&gt;
&lt;li&gt;&lt;b&gt;Financial Accounts&lt;/b&gt; - Monitor portfolio positions by custodian&lt;/li&gt;
&lt;li&gt;&lt;b&gt;Liquidity Events&lt;/b&gt; - IPO, M&amp;amp;A, and business sale planning&lt;/li&gt;
&lt;li&gt;&lt;b&gt;Mortality Events&lt;/b&gt; - Estate processing workflows&lt;/li&gt;
&lt;li&gt;&lt;b&gt;Compliance Logs&lt;/b&gt; - FINRA audit trail&lt;/li&gt;
&lt;/ul&gt;
&lt;hr/&gt;
&lt;h2&gt;General CRM&lt;/h2&gt;
&lt;p&gt;Track leads, companies, deals, and sales pipeline.&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;b&gt;Leads&lt;/b&gt; - Capture and qualify prospects&lt;/li&gt;
&lt;li&gt;&lt;b&gt;Companies&lt;/b&gt; - Manage business accounts&lt;/li&gt;
&lt;li&gt;&lt;b&gt;Deals&lt;/b&gt; - Track opportunities through pipeline&lt;/li&gt;
&lt;li&gt;&lt;b&gt;Activities&lt;/b&gt; - Log calls, emails, meetings&lt;/li&gt;
&lt;li&gt;&lt;b&gt;Tasks&lt;/b&gt; - Manage follow-ups and action items&lt;/li&gt;
&lt;/ul&gt;
&lt;hr/&gt;
&lt;h2&gt;Agency CRM&lt;/h2&gt;
&lt;p&gt;Manage agents, clients, policies, listings, and commissions.&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;b&gt;Agents&lt;/b&gt; - Track agent performance and territories&lt;/li&gt;
&lt;li&gt;&lt;b&gt;Clients&lt;/b&gt; - Manage agency client relationships&lt;/li&gt;
&lt;li&gt;&lt;b&gt;Policies&lt;/b&gt; - Insurance and coverage tracking&lt;/li&gt;
&lt;li&gt;&lt;b&gt;Listings&lt;/b&gt; - Property and asset inventory&lt;/li&gt;
&lt;li&gt;&lt;b&gt;Commissions&lt;/b&gt; - Calculate and track payouts&lt;/li&gt;
&lt;/ul&gt;</value>
</componentInstanceProperties>
<componentName>flexipage:richText</componentName>
<identifier>flexipage_richText_dashboard</identifier>
</componentInstance>
</itemInstances>
<name>main</name>
<type>Region</type>
</flexiPageRegions>
<masterLabel>BlackRoad CRM Dashboard</masterLabel>
<template>
<name>flexipage:defaultAppHomeTemplate</name>
</template>
<type>AppPage</type>
</FlexiPage>