Add CRM enhancements: Reports, Quick Actions, Layouts, Sample Data
- 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
@@ -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>
|
||||
@@ -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>
|
||||
@@ -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>
|
||||
@@ -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>
|
||||
@@ -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>
|
||||
@@ -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>
|
||||
@@ -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>
|
||||
Reference in New Issue
Block a user