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Add General CRM + Agency CRM automation and dashboard

Browse Source 
- 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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160
force-app/main/default/permissionsets/BlackRoad_Hub_Admin.permissionset-meta.xml
View File

@@ -3,6 +3,166 @@
<description>Full access to BlackRoad OS Hub</description>
<hasActivationRequired>false</hasActivationRequired>
<label>BlackRoad Hub Admin</label>
<!-- Client_Household__c Field Permissions -->
<fieldPermissions>
<editable>true</editable>
<field>Client_Household__c.Total_AUM__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Client_Household__c.Annual_Fee__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Client_Household__c.Household_Status__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Client_Household__c.Risk_Tolerance__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Client_Household__c.Last_Review_Date__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Client_Household__c.Next_Review_Date__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Client_Household__c.Primary_Contact__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Client_Household__c.Secondary_Contact__c</field>
<readable>true</readable>
</fieldPermissions>
<!-- Financial_Account__c Field Permissions -->
<fieldPermissions>
<editable>true</editable>
<field>Financial_Account__c.Account_Type__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Financial_Account__c.Current_Value__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Financial_Account__c.Custodian__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Financial_Account__c.Household__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Financial_Account__c.Is_Liquid__c</field>
<readable>true</readable>
</fieldPermissions>
<!-- Liquidity_Event__c Field Permissions -->
<fieldPermissions>
<editable>true</editable>
<field>Liquidity_Event__c.Event_Type__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Liquidity_Event__c.Gross_Proceeds__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Liquidity_Event__c.Estimated_Tax__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Liquidity_Event__c.Net_Proceeds__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Liquidity_Event__c.QSBS_Eligible__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Liquidity_Event__c.Status__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Liquidity_Event__c.Household__c</field>
<readable>true</readable>
</fieldPermissions>
<!-- Mortality_Event__c Field Permissions -->
<fieldPermissions>
<editable>true</editable>
<field>Mortality_Event__c.Date_of_Death__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Mortality_Event__c.Death_Certificate_Received__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Mortality_Event__c.Executor_Name__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Mortality_Event__c.Total_Estate_Value__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Mortality_Event__c.Probate_Required__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Mortality_Event__c.Status__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Mortality_Event__c.Household__c</field>
<readable>true</readable>
</fieldPermissions>
<!-- Compliance_Log__c Field Permissions -->
<fieldPermissions>
<editable>true</editable>
<field>Compliance_Log__c.Log_Type__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Compliance_Log__c.Description__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Compliance_Log__c.Auto_Generated__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Compliance_Log__c.Household__c</field>
<readable>true</readable>
</fieldPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>