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Add CRM enhancements: Reports, Quick Actions, Layouts, Sample Data

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- Fixed custom field deployment issue (FLS permissions)
- Added Company__c field permissions to BlackRoad_Hub_Admin
- Created 8 CRM reports (Companies by Industry, Leads, Deals, Agents, Clients, Policies, Listings, Commissions)
- Added 7 global Quick Actions for creating records
- Created layouts for all CRM objects
- Added loadCompleteSampleData.apex script with 36 sample records

🤖 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 19:34:33 -06:00
parent 516e55519a
commit 6d049c0e52
30 changed files with 800 additions and 315 deletions
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22
force-app/main/default/layouts/Agent__c-Agent Layout.layout-meta.xml Normal file
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@@ -0,0 +1,22 @@
<?xml version="1.0" encoding="UTF-8"?>
<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
<layoutSections>
<customLabel>false</customLabel>
<detailHeading>false</detailHeading>
<editHeading>true</editHeading>
<label>Information</label>
<layoutColumns>
<layoutItems>
<behavior>Required</behavior>
<field>Name</field>
</layoutItems>
</layoutColumns>
<layoutColumns/>
<style>TwoColumnsTopToBottom</style>
</layoutSections>
<showEmailCheckbox>false</showEmailCheckbox>
<showHighlightsPanel>false</showHighlightsPanel>
<showInteractionLogPanel>false</showInteractionLogPanel>
<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
</Layout>

22
force-app/main/default/layouts/Client__c-Client Layout.layout-meta.xml Normal file
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@@ -0,0 +1,22 @@
<?xml version="1.0" encoding="UTF-8"?>
<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
<layoutSections>
<customLabel>false</customLabel>
<detailHeading>false</detailHeading>
<editHeading>true</editHeading>
<label>Information</label>
<layoutColumns>
<layoutItems>
<behavior>Required</behavior>
<field>Name</field>
</layoutItems>
</layoutColumns>
<layoutColumns/>
<style>TwoColumnsTopToBottom</style>
</layoutSections>
<showEmailCheckbox>false</showEmailCheckbox>
<showHighlightsPanel>false</showHighlightsPanel>
<showInteractionLogPanel>false</showInteractionLogPanel>
<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
</Layout>

83
force-app/main/default/layouts/Company__c-Company Layout.layout-meta.xml Normal file
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@@ -0,0 +1,83 @@
<?xml version="1.0" encoding="UTF-8"?>
<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
<layoutSections>
<customLabel>false</customLabel>
<detailHeading>false</detailHeading>
<editHeading>true</editHeading>
<label>Information</label>
<layoutColumns>
<layoutItems>
<behavior>Required</behavior>
<field>Name</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Industry__c</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Company_Size__c</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Annual_Revenue__c</field>
</layoutItems>
</layoutColumns>
<layoutColumns>
<layoutItems>
<behavior>Edit</behavior>
<field>Account_Status__c</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Phone__c</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Website__c</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Address__c</field>
</layoutItems>
</layoutColumns>
<style>TwoColumnsTopToBottom</style>
</layoutSections>
<layoutSections>
<customLabel>false</customLabel>
<detailHeading>true</detailHeading>
<editHeading>true</editHeading>
<label>Description</label>
<layoutColumns>
<layoutItems>
<behavior>Edit</behavior>
<field>Description__c</field>
</layoutItems>
</layoutColumns>
<style>OneColumn</style>
</layoutSections>
<layoutSections>
<customLabel>false</customLabel>
<detailHeading>true</detailHeading>
<editHeading>true</editHeading>
<label>System Information</label>
<layoutColumns>
<layoutItems>
<behavior>Readonly</behavior>
<field>CreatedById</field>
</layoutItems>
</layoutColumns>
<layoutColumns>
<layoutItems>
<behavior>Readonly</behavior>
<field>LastModifiedById</field>
</layoutItems>
</layoutColumns>
<style>TwoColumnsTopToBottom</style>
</layoutSections>
<showEmailCheckbox>false</showEmailCheckbox>
<showHighlightsPanel>false</showHighlightsPanel>
<showInteractionLogPanel>false</showInteractionLogPanel>
<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
</Layout>

22
force-app/main/default/layouts/Deal__c-Deal Layout.layout-meta.xml Normal file
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@@ -0,0 +1,22 @@
<?xml version="1.0" encoding="UTF-8"?>
<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
<layoutSections>
<customLabel>false</customLabel>
<detailHeading>false</detailHeading>
<editHeading>true</editHeading>
<label>Information</label>
<layoutColumns>
<layoutItems>
<behavior>Required</behavior>
<field>Name</field>
</layoutItems>
</layoutColumns>
<layoutColumns/>
<style>TwoColumnsTopToBottom</style>
</layoutSections>
<showEmailCheckbox>false</showEmailCheckbox>
<showHighlightsPanel>false</showHighlightsPanel>
<showInteractionLogPanel>false</showInteractionLogPanel>
<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
</Layout>

22
force-app/main/default/layouts/Lead__c-Lead Layout.layout-meta.xml Normal file
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@@ -0,0 +1,22 @@
<?xml version="1.0" encoding="UTF-8"?>
<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
<layoutSections>
<customLabel>false</customLabel>
<detailHeading>false</detailHeading>
<editHeading>true</editHeading>
<label>Information</label>
<layoutColumns>
<layoutItems>
<behavior>Required</behavior>
<field>Name</field>
</layoutItems>
</layoutColumns>
<layoutColumns/>
<style>TwoColumnsTopToBottom</style>
</layoutSections>
<showEmailCheckbox>false</showEmailCheckbox>
<showHighlightsPanel>false</showHighlightsPanel>
<showInteractionLogPanel>false</showInteractionLogPanel>
<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
</Layout>

22
force-app/main/default/layouts/Listing__c-Listing Layout.layout-meta.xml Normal file
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@@ -0,0 +1,22 @@
<?xml version="1.0" encoding="UTF-8"?>
<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
<layoutSections>
<customLabel>false</customLabel>
<detailHeading>false</detailHeading>
<editHeading>true</editHeading>
<label>Information</label>
<layoutColumns>
<layoutItems>
<behavior>Required</behavior>
<field>Name</field>
</layoutItems>
</layoutColumns>
<layoutColumns/>
<style>TwoColumnsTopToBottom</style>
</layoutSections>
<showEmailCheckbox>false</showEmailCheckbox>
<showHighlightsPanel>false</showHighlightsPanel>
<showInteractionLogPanel>false</showInteractionLogPanel>
<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
</Layout>

22
force-app/main/default/layouts/Policy__c-Policy Layout.layout-meta.xml Normal file
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@@ -0,0 +1,22 @@
<?xml version="1.0" encoding="UTF-8"?>
<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
<layoutSections>
<customLabel>false</customLabel>
<detailHeading>false</detailHeading>
<editHeading>true</editHeading>
<label>Information</label>
<layoutColumns>
<layoutItems>
<behavior>Required</behavior>
<field>Name</field>
</layoutItems>
</layoutColumns>
<layoutColumns/>
<style>TwoColumnsTopToBottom</style>
</layoutSections>
<showEmailCheckbox>false</showEmailCheckbox>
<showHighlightsPanel>false</showHighlightsPanel>
<showInteractionLogPanel>false</showInteractionLogPanel>
<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
</Layout>

181
force-app/main/default/permissionsets/BlackRoad_Hub_Admin.permissionset-meta.xml
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@@ -3,6 +3,7 @@
<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>
@@ -44,6 +45,71 @@
<field>Client_Household__c.Secondary_Contact__c</field>
<readable>true</readable>
</fieldPermissions>
<!-- Company__c Field Permissions - General CRM -->
<fieldPermissions>
<editable>true</editable>
<field>Company__c.Account_Status__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Company__c.Address__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Company__c.Annual_Revenue__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Company__c.Company_Size__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Company__c.Description__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Company__c.Industry__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Company__c.Phone__c</field>
<readable>true</readable>
</fieldPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Company__c.Website__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>
<!-- Financial_Account__c Field Permissions -->
<fieldPermissions>
<editable>true</editable>
@@ -70,6 +136,7 @@
<field>Financial_Account__c.Is_Liquid__c</field>
<readable>true</readable>
</fieldPermissions>
<!-- Liquidity_Event__c Field Permissions -->
<fieldPermissions>
<editable>true</editable>
@@ -106,6 +173,7 @@
<field>Liquidity_Event__c.Household__c</field>
<readable>true</readable>
</fieldPermissions>
<!-- Mortality_Event__c Field Permissions -->
<fieldPermissions>
<editable>true</editable>
@@ -142,27 +210,26 @@
<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>
<!-- Object Permissions - FA CRM -->
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Client_Household__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>false</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>false</modifyAllRecords>
<object>Compliance_Log__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
@@ -187,7 +254,7 @@
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Client_Household__c</object>
<object>Distribution_Request__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
@@ -205,7 +272,7 @@
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Distribution_Request__c</object>
<object>Liquidity_Event__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
@@ -217,41 +284,15 @@
<object>Mortality_Event__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<!-- Object Permissions - General CRM -->
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Liquidity_Event__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>false</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>false</modifyAllRecords>
<object>Compliance_Log__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<!-- General CRM Objects -->
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Lead__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Deal__c</object>
<object>Activity__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
@@ -269,7 +310,16 @@
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Activity__c</object>
<object>Deal__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Lead__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
@@ -281,7 +331,8 @@
<object>Task__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<!-- Agency CRM Objects -->
<!-- Object Permissions - Agency CRM -->
<objectPermissions>
<allowCreate>true</allowCreate>
<allowDelete>true</allowDelete>
@@ -297,16 +348,7 @@
<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>
<object>Client__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
<objectPermissions>
@@ -324,7 +366,16 @@
<allowEdit>true</allowEdit>
<allowRead>true</allowRead>
<modifyAllRecords>true</modifyAllRecords>
<object>Client__c</object>
<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>Policy__c</object>
<viewAllRecords>true</viewAllRecords>
</objectPermissions>
</PermissionSet>

18
force-app/main/default/quickActions/NewAgent.quickAction-meta.xml Normal file
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@@ -0,0 +1,18 @@
<?xml version="1.0" encoding="UTF-8"?>
<QuickAction xmlns="http://soap.sforce.com/2006/04/metadata">
<label>New Agent</label>
<optionsCreateFeedItem>false</optionsCreateFeedItem>
<quickActionLayout>
<layoutSectionStyle>TwoColumnsLeftToRight</layoutSectionStyle>
<quickActionLayoutColumns>
<quickActionLayoutItems>
<emptySpace>false</emptySpace>
<field>Name</field>
<uiBehavior>Required</uiBehavior>
</quickActionLayoutItems>
</quickActionLayoutColumns>
<quickActionLayoutColumns/>
</quickActionLayout>
<targetObject>Agent__c</targetObject>
<type>Create</type>
</QuickAction>

18
force-app/main/default/quickActions/NewClient.quickAction-meta.xml Normal file
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@@ -0,0 +1,18 @@
<?xml version="1.0" encoding="UTF-8"?>
<QuickAction xmlns="http://soap.sforce.com/2006/04/metadata">
<label>New Client</label>
<optionsCreateFeedItem>false</optionsCreateFeedItem>
<quickActionLayout>
<layoutSectionStyle>TwoColumnsLeftToRight</layoutSectionStyle>
<quickActionLayoutColumns>
<quickActionLayoutItems>
<emptySpace>false</emptySpace>
<field>Name</field>
<uiBehavior>Required</uiBehavior>
</quickActionLayoutItems>
</quickActionLayoutColumns>
<quickActionLayoutColumns/>
</quickActionLayout>
<targetObject>Client__c</targetObject>
<type>Create</type>
</QuickAction>

34
force-app/main/default/quickActions/NewCompany.quickAction-meta.xml Normal file
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@@ -0,0 +1,34 @@
<?xml version="1.0" encoding="UTF-8"?>
<QuickAction xmlns="http://soap.sforce.com/2006/04/metadata">
<label>New Company</label>
<optionsCreateFeedItem>false</optionsCreateFeedItem>
<quickActionLayout>
<layoutSectionStyle>TwoColumnsLeftToRight</layoutSectionStyle>
<quickActionLayoutColumns>
<quickActionLayoutItems>
<emptySpace>false</emptySpace>
<field>Name</field>
<uiBehavior>Required</uiBehavior>
</quickActionLayoutItems>
<quickActionLayoutItems>
<emptySpace>false</emptySpace>
<field>Industry__c</field>
<uiBehavior>Edit</uiBehavior>
</quickActionLayoutItems>
</quickActionLayoutColumns>
<quickActionLayoutColumns>
<quickActionLayoutItems>
<emptySpace>false</emptySpace>
<field>Account_Status__c</field>
<uiBehavior>Edit</uiBehavior>
</quickActionLayoutItems>
<quickActionLayoutItems>
<emptySpace>false</emptySpace>
<field>Phone__c</field>
<uiBehavior>Edit</uiBehavior>
</quickActionLayoutItems>
</quickActionLayoutColumns>
</quickActionLayout>
<targetObject>Company__c</targetObject>
<type>Create</type>
</QuickAction>

18
force-app/main/default/quickActions/NewDeal.quickAction-meta.xml Normal file
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@@ -0,0 +1,18 @@
<?xml version="1.0" encoding="UTF-8"?>
<QuickAction xmlns="http://soap.sforce.com/2006/04/metadata">
<label>New Deal</label>
<optionsCreateFeedItem>false</optionsCreateFeedItem>
<quickActionLayout>
<layoutSectionStyle>TwoColumnsLeftToRight</layoutSectionStyle>
<quickActionLayoutColumns>
<quickActionLayoutItems>
<emptySpace>false</emptySpace>
<field>Name</field>
<uiBehavior>Required</uiBehavior>
</quickActionLayoutItems>
</quickActionLayoutColumns>
<quickActionLayoutColumns/>
</quickActionLayout>
<targetObject>Deal__c</targetObject>
<type>Create</type>
</QuickAction>

18
force-app/main/default/quickActions/NewLead.quickAction-meta.xml Normal file
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@@ -0,0 +1,18 @@
<?xml version="1.0" encoding="UTF-8"?>
<QuickAction xmlns="http://soap.sforce.com/2006/04/metadata">
<label>New Lead</label>
<optionsCreateFeedItem>false</optionsCreateFeedItem>
<quickActionLayout>
<layoutSectionStyle>TwoColumnsLeftToRight</layoutSectionStyle>
<quickActionLayoutColumns>
<quickActionLayoutItems>
<emptySpace>false</emptySpace>
<field>Name</field>
<uiBehavior>Required</uiBehavior>
</quickActionLayoutItems>
</quickActionLayoutColumns>
<quickActionLayoutColumns/>
</quickActionLayout>
<targetObject>Lead__c</targetObject>
<type>Create</type>
</QuickAction>

18
force-app/main/default/quickActions/NewListing.quickAction-meta.xml Normal file
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@@ -0,0 +1,18 @@
<?xml version="1.0" encoding="UTF-8"?>
<QuickAction xmlns="http://soap.sforce.com/2006/04/metadata">
<label>New Listing</label>
<optionsCreateFeedItem>false</optionsCreateFeedItem>
<quickActionLayout>
<layoutSectionStyle>TwoColumnsLeftToRight</layoutSectionStyle>
<quickActionLayoutColumns>
<quickActionLayoutItems>
<emptySpace>false</emptySpace>
<field>Name</field>
<uiBehavior>Required</uiBehavior>
</quickActionLayoutItems>
</quickActionLayoutColumns>
<quickActionLayoutColumns/>
</quickActionLayout>
<targetObject>Listing__c</targetObject>
<type>Create</type>
</QuickAction>

18
force-app/main/default/quickActions/NewPolicy.quickAction-meta.xml Normal file
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@@ -0,0 +1,18 @@
<?xml version="1.0" encoding="UTF-8"?>
<QuickAction xmlns="http://soap.sforce.com/2006/04/metadata">
<label>New Policy</label>
<optionsCreateFeedItem>false</optionsCreateFeedItem>
<quickActionLayout>
<layoutSectionStyle>TwoColumnsLeftToRight</layoutSectionStyle>
<quickActionLayoutColumns>
<quickActionLayoutItems>
<emptySpace>false</emptySpace>
<field>Name</field>
<uiBehavior>Required</uiBehavior>
</quickActionLayoutItems>
</quickActionLayoutColumns>
<quickActionLayoutColumns/>
</quickActionLayout>
<targetObject>Policy__c</targetObject>
<type>Create</type>
</QuickAction>

5
force-app/main/default/reports/BlackRoad_CRM_Reports-meta.xml Normal file
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@@ -0,0 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<ReportFolder xmlns="http://soap.sforce.com/2006/04/metadata">
<name>BlackRoad CRM Reports</name>
<accessType>Public</accessType>
</ReportFolder>

21
force-app/main/default/reports/BlackRoad_CRM_Reports/Active_Listings.report-meta.xml Normal file
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@@ -0,0 +1,21 @@
<?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns>
<field>CUST_NAME</field>
</columns>
<columns>
<field>CUST_CREATED_DATE</field>
</columns>
<description>All property listings - Agency CRM</description>
<format>Tabular</format>
<name>Active Listings</name>
<reportType>CustomEntity$Listing__c</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals>
<timeFrameFilter>
<dateColumn>CUST_CREATED_DATE</dateColumn>
<interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter>
</Report>

21
force-app/main/default/reports/BlackRoad_CRM_Reports/Agent_Performance.report-meta.xml Normal file
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@@ -0,0 +1,21 @@
<?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns>
<field>CUST_NAME</field>
</columns>
<columns>
<field>CUST_CREATED_DATE</field>
</columns>
<description>Agent roster and performance - Agency CRM</description>
<format>Tabular</format>
<name>Agent Performance</name>
<reportType>CustomEntity$Agent__c</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals>
<timeFrameFilter>
<dateColumn>CUST_CREATED_DATE</dateColumn>
<interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter>
</Report>

24
force-app/main/default/reports/BlackRoad_CRM_Reports/All_Leads.report-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns>
<field>CUST_NAME</field>
</columns>
<columns>
<field>CUST_CREATED_DATE</field>
</columns>
<columns>
<field>CUST_LAST_UPDATE</field>
</columns>
<description>All leads in the pipeline - General CRM</description>
<format>Tabular</format>
<name>All Leads</name>
<reportType>CustomEntity$Lead__c</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals>
<timeFrameFilter>
<dateColumn>CUST_CREATED_DATE</dateColumn>
<interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter>
</Report>

21
force-app/main/default/reports/BlackRoad_CRM_Reports/Client_List.report-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns>
<field>CUST_NAME</field>
</columns>
<columns>
<field>CUST_CREATED_DATE</field>
</columns>
<description>All clients - Agency CRM</description>
<format>Tabular</format>
<name>Client List</name>
<reportType>CustomEntity$Client__c</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals>
<timeFrameFilter>
<dateColumn>CUST_CREATED_DATE</dateColumn>
<interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter>
</Report>

21
force-app/main/default/reports/BlackRoad_CRM_Reports/Commission_Tracking.report-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns>
<field>CUST_NAME</field>
</columns>
<columns>
<field>CUST_CREATED_DATE</field>
</columns>
<description>Commission records - Agency CRM</description>
<format>Tabular</format>
<name>Commission Tracking</name>
<reportType>CustomEntity$Commission__c</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals>
<timeFrameFilter>
<dateColumn>CUST_CREATED_DATE</dateColumn>
<interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter>
</Report>

35
force-app/main/default/reports/BlackRoad_CRM_Reports/Companies_by_Industry.report-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns>
<field>CUST_NAME</field>
</columns>
<columns>
<field>Company__c.Company_Size__c</field>
</columns>
<columns>
<field>Company__c.Account_Status__c</field>
</columns>
<columns>
<field>Company__c.Annual_Revenue__c</field>
</columns>
<columns>
<field>Company__c.Phone__c</field>
</columns>
<description>All companies grouped by industry sector - General CRM</description>
<format>Summary</format>
<groupingsDown>
<dateGranularity>Day</dateGranularity>
<field>Company__c.Industry__c</field>
<sortOrder>Asc</sortOrder>
</groupingsDown>
<name>Companies by Industry</name>
<reportType>CustomEntity$Company__c</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals>
<timeFrameFilter>
<dateColumn>CUST_CREATED_DATE</dateColumn>
<interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter>
</Report>

24
force-app/main/default/reports/BlackRoad_CRM_Reports/Deal_Pipeline.report-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns>
<field>CUST_NAME</field>
</columns>
<columns>
<field>CUST_CREATED_DATE</field>
</columns>
<columns>
<field>CUST_LAST_UPDATE</field>
</columns>
<description>All active deals in the pipeline - General CRM</description>
<format>Tabular</format>
<name>Deal Pipeline</name>
<reportType>CustomEntity$Deal__c</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals>
<timeFrameFilter>
<dateColumn>CUST_CREATED_DATE</dateColumn>
<interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter>
</Report>

21
force-app/main/default/reports/BlackRoad_CRM_Reports/Policy_Overview.report-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns>
<field>CUST_NAME</field>
</columns>
<columns>
<field>CUST_CREATED_DATE</field>
</columns>
<description>All insurance policies - Agency CRM</description>
<format>Tabular</format>
<name>Policy Overview</name>
<reportType>CustomEntity$Policy__c</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals>
<timeFrameFilter>
<dateColumn>CUST_CREATED_DATE</dateColumn>
<interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter>
</Report>

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force-app/main/default/reports/BlackRoad_Hub_Reports-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<ReportFolder xmlns="http://soap.sforce.com/2006/04/metadata">
<folderShares>
<accessLevel>View</accessLevel>
<sharedTo>AllInternalUsers</sharedTo>
<sharedToType>Group</sharedToType>
</folderShares>
<name>BlackRoad Hub Reports</name>
</ReportFolder>

60
force-app/main/default/reports/BlackRoad_Hub_Reports/Active_Mortality_Events.report-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns>
<field>Mortality_Event__c.Name</field>
</columns>
<columns>
<field>Mortality_Event__c.Household__c</field>
</columns>
<columns>
<field>Mortality_Event__c.Deceased_Contact__c</field>
</columns>
<columns>
<field>Mortality_Event__c.Date_of_Death__c</field>
</columns>
<columns>
<field>Mortality_Event__c.Death_Certificate_Received__c</field>
</columns>
<columns>
<field>Mortality_Event__c.Executor_Name__c</field>
</columns>
<columns>
<field>Mortality_Event__c.Total_Estate_Value__c</field>
</columns>
<columns>
<field>Mortality_Event__c.Probate_Required__c</field>
</columns>
<columns>
<field>Mortality_Event__c.Status__c</field>
</columns>
<columns>
<field>Mortality_Event__c.Surviving_Spouse__c</field>
</columns>
<description>Active mortality events requiring ongoing estate management</description>
<filter>
<criteriaItems>
<column>Mortality_Event__c.Status__c</column>
<columnToColumn>false</columnToColumn>
<isUnlocked>true</isUnlocked>
<operator>notEqual</operator>
<value>Closed,Completed</value>
</criteriaItems>
</filter>
<format>Tabular</format>
<name>Active Mortality Events</name>
<params>
<name>co</name>
<value>1</value>
</params>
<reportType>Mortality_Events</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals>
<sortColumn>Mortality_Event__c.Date_of_Death__c</sortColumn>
<sortOrder>Desc</sortOrder>
<timeFrameFilter>
<dateColumn>Mortality_Event__c.CreatedDate</dateColumn>
<interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter>
</Report>

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force-app/main/default/reports/BlackRoad_Hub_Reports/Compliance_Log_Activity.report-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns>
<field>Compliance_Log__c.Name</field>
</columns>
<columns>
<field>Compliance_Log__c.Household__c</field>
</columns>
<columns>
<field>Compliance_Log__c.Description__c</field>
</columns>
<columns>
<field>Compliance_Log__c.Logged_By__c</field>
</columns>
<columns>
<field>Compliance_Log__c.Auto_Generated__c</field>
</columns>
<columns>
<field>Compliance_Log__c.CreatedDate</field>
</columns>
<description>Recent compliance log activity across all households</description>
<format>Summary</format>
<groupingsDown>
<dateGranularity>Day</dateGranularity>
<field>Compliance_Log__c.Log_Type__c</field>
<sortOrder>Asc</sortOrder>
</groupingsDown>
<name>Compliance Log Activity</name>
<params>
<name>co</name>
<value>1</value>
</params>
<reportType>Compliance_Logs</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals>
<sortColumn>Compliance_Log__c.CreatedDate</sortColumn>
<sortOrder>Desc</sortOrder>
<timeFrameFilter>
<dateColumn>Compliance_Log__c.CreatedDate</dateColumn>
<interval>INTERVAL_LAST90</interval>
</timeFrameFilter>
</Report>

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force-app/main/default/reports/BlackRoad_Hub_Reports/Households_by_AUM.report-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns>
<field>Client_Household__c.Name</field>
</columns>
<columns>
<field>Client_Household__c.Total_AUM__c</field>
</columns>
<columns>
<field>Client_Household__c.Household_Status__c</field>
</columns>
<columns>
<field>Client_Household__c.Risk_Tolerance__c</field>
</columns>
<columns>
<field>Client_Household__c.Last_Review_Date__c</field>
</columns>
<columns>
<field>Client_Household__c.Next_Review_Date__c</field>
</columns>
<columns>
<field>Client_Household__c.Annual_Fee__c</field>
</columns>
<description>All client households grouped and sorted by Assets Under Management</description>
<format>Summary</format>
<groupingsDown>
<dateGranularity>Day</dateGranularity>
<field>BucketField_37844048</field>
<sortOrder>Desc</sortOrder>
</groupingsDown>
<name>Households by AUM</name>
<params>
<name>co</name>
<value>1</value>
</params>
<reportType>Client_Households</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals>
<sortColumn>Client_Household__c.Total_AUM__c</sortColumn>
<sortOrder>Desc</sortOrder>
<timeFrameFilter>
<dateColumn>Client_Household__c.CreatedDate</dateColumn>
<interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter>
<buckets>
<bucketType>number</bucketType>
<developerName>BucketField_37844048</developerName>
<masterLabel>AUM Tier</masterLabel>
<nullTreatment>n</nullTreatment>
<sourceColumnName>Client_Household__c.Total_AUM__c</sourceColumnName>
<values>
<sourceValues>
<to>250000</to>
</sourceValues>
<value>Tier 4: Under $250K</value>
</values>
<values>
<sourceValues>
<from>250000</from>
<to>500000</to>
</sourceValues>
<value>Tier 3: $250K - $500K</value>
</values>
<values>
<sourceValues>
<from>500000</from>
<to>1000000</to>
</sourceValues>
<value>Tier 2: $500K - $1M</value>
</values>
<values>
<sourceValues>
<from>1000000</from>
</sourceValues>
<value>Tier 1: $1M+</value>
</values>
</buckets>
</Report>

57
force-app/main/default/reports/BlackRoad_Hub_Reports/Pending_Distributions.report-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
<columns>
<field>Distribution_Request__c.Name</field>
</columns>
<columns>
<field>Distribution_Request__c.Household__c</field>
</columns>
<columns>
<field>Distribution_Request__c.Source_Account__c</field>
</columns>
<columns>
<field>Distribution_Request__c.Gross_Amount__c</field>
</columns>
<columns>
<field>Distribution_Request__c.Net_Amount__c</field>
</columns>
<columns>
<field>Distribution_Request__c.Delivery_Method__c</field>
</columns>
<columns>
<field>Distribution_Request__c.Urgency__c</field>
</columns>
<columns>
<field>Distribution_Request__c.Reason__c</field>
</columns>
<columns>
<field>Distribution_Request__c.CreatedDate</field>
</columns>
<description>All distribution requests with Pending status requiring action</description>
<filter>
<criteriaItems>
<column>Distribution_Request__c.Status__c</column>
<columnToColumn>false</columnToColumn>
<isUnlocked>true</isUnlocked>
<operator>equals</operator>
<value>Pending Approval,Submitted</value>
</criteriaItems>
</filter>
<format>Tabular</format>
<name>Pending Distributions</name>
<params>
<name>co</name>
<value>1</value>
</params>
<reportType>Distribution_Requests</reportType>
<scope>organization</scope>
<showDetails>true</showDetails>
<showGrandTotal>true</showGrandTotal>
<showSubTotals>true</showSubTotals>
<sortColumn>Distribution_Request__c.Urgency__c</sortColumn>
<sortOrder>Asc</sortOrder>
<timeFrameFilter>
<dateColumn>Distribution_Request__c.CreatedDate</dateColumn>
<interval>INTERVAL_CUSTOM</interval>
</timeFrameFilter>
</Report>