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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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18
force-app/main/default/quickActions/NewAgent.quickAction-meta.xml Normal file
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<?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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<?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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<?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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<?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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<?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>