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 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>false</detailHeading>
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<editHeading>true</editHeading>
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<label>Information</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Required</behavior>
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<field>Name</field>
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</layoutItems>
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</layoutColumns>
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<layoutColumns/>
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<style>TwoColumnsTopToBottom</style>
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</layoutSections>
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<showEmailCheckbox>false</showEmailCheckbox>
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<showHighlightsPanel>false</showHighlightsPanel>
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<showInteractionLogPanel>false</showInteractionLogPanel>
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<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
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<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
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</Layout>
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<?xml version="1.0" encoding="UTF-8"?>
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<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>false</detailHeading>
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<editHeading>true</editHeading>
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<label>Information</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Required</behavior>
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<field>Name</field>
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</layoutItems>
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</layoutColumns>
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<layoutColumns/>
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<style>TwoColumnsTopToBottom</style>
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</layoutSections>
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<showEmailCheckbox>false</showEmailCheckbox>
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<showHighlightsPanel>false</showHighlightsPanel>
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<showInteractionLogPanel>false</showInteractionLogPanel>
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<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
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<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
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</Layout>
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@@ -0,0 +1,83 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>false</detailHeading>
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<editHeading>true</editHeading>
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<label>Information</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Required</behavior>
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<field>Name</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Industry__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Company_Size__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Annual_Revenue__c</field>
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</layoutItems>
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</layoutColumns>
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<layoutColumns>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Account_Status__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Phone__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Website__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Address__c</field>
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</layoutItems>
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</layoutColumns>
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<style>TwoColumnsTopToBottom</style>
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</layoutSections>
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>true</detailHeading>
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<editHeading>true</editHeading>
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<label>Description</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Description__c</field>
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</layoutItems>
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</layoutColumns>
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<style>OneColumn</style>
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</layoutSections>
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>true</detailHeading>
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<editHeading>true</editHeading>
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<label>System Information</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Readonly</behavior>
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<field>CreatedById</field>
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</layoutItems>
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</layoutColumns>
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<layoutColumns>
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<layoutItems>
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<behavior>Readonly</behavior>
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<field>LastModifiedById</field>
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</layoutItems>
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</layoutColumns>
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<style>TwoColumnsTopToBottom</style>
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</layoutSections>
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<showEmailCheckbox>false</showEmailCheckbox>
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<showHighlightsPanel>false</showHighlightsPanel>
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<showInteractionLogPanel>false</showInteractionLogPanel>
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<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
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<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
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</Layout>
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<?xml version="1.0" encoding="UTF-8"?>
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<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>false</detailHeading>
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<editHeading>true</editHeading>
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<label>Information</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Required</behavior>
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<field>Name</field>
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</layoutItems>
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</layoutColumns>
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<layoutColumns/>
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<style>TwoColumnsTopToBottom</style>
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</layoutSections>
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<showEmailCheckbox>false</showEmailCheckbox>
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<showHighlightsPanel>false</showHighlightsPanel>
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<showInteractionLogPanel>false</showInteractionLogPanel>
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<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
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<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
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</Layout>
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<?xml version="1.0" encoding="UTF-8"?>
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<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>false</detailHeading>
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<editHeading>true</editHeading>
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<label>Information</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Required</behavior>
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<field>Name</field>
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</layoutItems>
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</layoutColumns>
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<layoutColumns/>
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<style>TwoColumnsTopToBottom</style>
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</layoutSections>
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<showEmailCheckbox>false</showEmailCheckbox>
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<showHighlightsPanel>false</showHighlightsPanel>
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<showInteractionLogPanel>false</showInteractionLogPanel>
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<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
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<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
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</Layout>
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<?xml version="1.0" encoding="UTF-8"?>
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<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>false</detailHeading>
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<editHeading>true</editHeading>
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<label>Information</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Required</behavior>
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<field>Name</field>
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</layoutItems>
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</layoutColumns>
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<layoutColumns/>
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<style>TwoColumnsTopToBottom</style>
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</layoutSections>
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<showEmailCheckbox>false</showEmailCheckbox>
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<showHighlightsPanel>false</showHighlightsPanel>
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<showInteractionLogPanel>false</showInteractionLogPanel>
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<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
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<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
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</Layout>
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<?xml version="1.0" encoding="UTF-8"?>
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<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>false</detailHeading>
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<editHeading>true</editHeading>
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<label>Information</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Required</behavior>
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<field>Name</field>
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</layoutItems>
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</layoutColumns>
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<layoutColumns/>
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<style>TwoColumnsTopToBottom</style>
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</layoutSections>
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<showEmailCheckbox>false</showEmailCheckbox>
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<showHighlightsPanel>false</showHighlightsPanel>
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<showInteractionLogPanel>false</showInteractionLogPanel>
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<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
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<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
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</Layout>
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@@ -3,6 +3,7 @@
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<description>Full access to BlackRoad OS Hub</description>
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<description>Full access to BlackRoad OS Hub</description>
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<hasActivationRequired>false</hasActivationRequired>
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<hasActivationRequired>false</hasActivationRequired>
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<label>BlackRoad Hub Admin</label>
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<label>BlackRoad Hub Admin</label>
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<!-- Client_Household__c Field Permissions -->
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<!-- Client_Household__c Field Permissions -->
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<fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<editable>true</editable>
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@@ -44,6 +45,71 @@
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<field>Client_Household__c.Secondary_Contact__c</field>
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<field>Client_Household__c.Secondary_Contact__c</field>
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<readable>true</readable>
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<readable>true</readable>
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</fieldPermissions>
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</fieldPermissions>
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<!-- Company__c Field Permissions - General CRM -->
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Account_Status__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Address__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Annual_Revenue__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Company_Size__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Description__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Industry__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Phone__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Website__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<!-- Compliance_Log__c Field Permissions -->
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<fieldPermissions>
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<editable>true</editable>
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<field>Compliance_Log__c.Log_Type__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Compliance_Log__c.Description__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Compliance_Log__c.Auto_Generated__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Compliance_Log__c.Household__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<!-- Financial_Account__c Field Permissions -->
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<!-- Financial_Account__c Field Permissions -->
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<fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<editable>true</editable>
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@@ -70,6 +136,7 @@
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<field>Financial_Account__c.Is_Liquid__c</field>
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<field>Financial_Account__c.Is_Liquid__c</field>
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<readable>true</readable>
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<readable>true</readable>
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</fieldPermissions>
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</fieldPermissions>
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<!-- Liquidity_Event__c Field Permissions -->
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<!-- Liquidity_Event__c Field Permissions -->
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<fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<editable>true</editable>
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@@ -106,6 +173,7 @@
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<field>Liquidity_Event__c.Household__c</field>
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<field>Liquidity_Event__c.Household__c</field>
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<readable>true</readable>
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<readable>true</readable>
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</fieldPermissions>
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</fieldPermissions>
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<!-- Mortality_Event__c Field Permissions -->
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<!-- Mortality_Event__c Field Permissions -->
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<fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<editable>true</editable>
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@@ -142,27 +210,26 @@
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<field>Mortality_Event__c.Household__c</field>
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<field>Mortality_Event__c.Household__c</field>
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<readable>true</readable>
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<readable>true</readable>
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||||||
</fieldPermissions>
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</fieldPermissions>
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<!-- Compliance_Log__c Field Permissions -->
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<fieldPermissions>
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<!-- Object Permissions - FA CRM -->
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<editable>true</editable>
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<objectPermissions>
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<field>Compliance_Log__c.Log_Type__c</field>
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<allowCreate>true</allowCreate>
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<readable>true</readable>
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<allowDelete>true</allowDelete>
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</fieldPermissions>
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<allowEdit>true</allowEdit>
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<fieldPermissions>
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<allowRead>true</allowRead>
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<editable>true</editable>
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<modifyAllRecords>true</modifyAllRecords>
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<field>Compliance_Log__c.Description__c</field>
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<object>Client_Household__c</object>
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||||||
<readable>true</readable>
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<viewAllRecords>true</viewAllRecords>
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||||||
</fieldPermissions>
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</objectPermissions>
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||||||
<fieldPermissions>
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<objectPermissions>
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||||||
<editable>true</editable>
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<allowCreate>true</allowCreate>
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||||||
<field>Compliance_Log__c.Auto_Generated__c</field>
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<allowDelete>false</allowDelete>
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||||||
<readable>true</readable>
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<allowEdit>true</allowEdit>
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||||||
</fieldPermissions>
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<allowRead>true</allowRead>
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||||||
<fieldPermissions>
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<modifyAllRecords>false</modifyAllRecords>
|
||||||
<editable>true</editable>
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<object>Compliance_Log__c</object>
|
||||||
<field>Compliance_Log__c.Household__c</field>
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<viewAllRecords>true</viewAllRecords>
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||||||
<readable>true</readable>
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</objectPermissions>
|
||||||
</fieldPermissions>
|
|
||||||
<objectPermissions>
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<objectPermissions>
|
||||||
<allowCreate>true</allowCreate>
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<allowCreate>true</allowCreate>
|
||||||
<allowDelete>true</allowDelete>
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<allowDelete>true</allowDelete>
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||||||
@@ -187,7 +254,7 @@
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|||||||
<allowEdit>true</allowEdit>
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<allowEdit>true</allowEdit>
|
||||||
<allowRead>true</allowRead>
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<allowRead>true</allowRead>
|
||||||
<modifyAllRecords>true</modifyAllRecords>
|
<modifyAllRecords>true</modifyAllRecords>
|
||||||
<object>Client_Household__c</object>
|
<object>Distribution_Request__c</object>
|
||||||
<viewAllRecords>true</viewAllRecords>
|
<viewAllRecords>true</viewAllRecords>
|
||||||
</objectPermissions>
|
</objectPermissions>
|
||||||
<objectPermissions>
|
<objectPermissions>
|
||||||
@@ -205,7 +272,7 @@
|
|||||||
<allowEdit>true</allowEdit>
|
<allowEdit>true</allowEdit>
|
||||||
<allowRead>true</allowRead>
|
<allowRead>true</allowRead>
|
||||||
<modifyAllRecords>true</modifyAllRecords>
|
<modifyAllRecords>true</modifyAllRecords>
|
||||||
<object>Distribution_Request__c</object>
|
<object>Liquidity_Event__c</object>
|
||||||
<viewAllRecords>true</viewAllRecords>
|
<viewAllRecords>true</viewAllRecords>
|
||||||
</objectPermissions>
|
</objectPermissions>
|
||||||
<objectPermissions>
|
<objectPermissions>
|
||||||
@@ -217,41 +284,15 @@
|
|||||||
<object>Mortality_Event__c</object>
|
<object>Mortality_Event__c</object>
|
||||||
<viewAllRecords>true</viewAllRecords>
|
<viewAllRecords>true</viewAllRecords>
|
||||||
</objectPermissions>
|
</objectPermissions>
|
||||||
|
|
||||||
|
<!-- Object Permissions - General CRM -->
|
||||||
<objectPermissions>
|
<objectPermissions>
|
||||||
<allowCreate>true</allowCreate>
|
<allowCreate>true</allowCreate>
|
||||||
<allowDelete>true</allowDelete>
|
<allowDelete>true</allowDelete>
|
||||||
<allowEdit>true</allowEdit>
|
<allowEdit>true</allowEdit>
|
||||||
<allowRead>true</allowRead>
|
<allowRead>true</allowRead>
|
||||||
<modifyAllRecords>true</modifyAllRecords>
|
<modifyAllRecords>true</modifyAllRecords>
|
||||||
<object>Liquidity_Event__c</object>
|
<object>Activity__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>
|
|
||||||
<viewAllRecords>true</viewAllRecords>
|
<viewAllRecords>true</viewAllRecords>
|
||||||
</objectPermissions>
|
</objectPermissions>
|
||||||
<objectPermissions>
|
<objectPermissions>
|
||||||
@@ -269,7 +310,16 @@
|
|||||||
<allowEdit>true</allowEdit>
|
<allowEdit>true</allowEdit>
|
||||||
<allowRead>true</allowRead>
|
<allowRead>true</allowRead>
|
||||||
<modifyAllRecords>true</modifyAllRecords>
|
<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>
|
<viewAllRecords>true</viewAllRecords>
|
||||||
</objectPermissions>
|
</objectPermissions>
|
||||||
<objectPermissions>
|
<objectPermissions>
|
||||||
@@ -281,7 +331,8 @@
|
|||||||
<object>Task__c</object>
|
<object>Task__c</object>
|
||||||
<viewAllRecords>true</viewAllRecords>
|
<viewAllRecords>true</viewAllRecords>
|
||||||
</objectPermissions>
|
</objectPermissions>
|
||||||
<!-- Agency CRM Objects -->
|
|
||||||
|
<!-- Object Permissions - Agency CRM -->
|
||||||
<objectPermissions>
|
<objectPermissions>
|
||||||
<allowCreate>true</allowCreate>
|
<allowCreate>true</allowCreate>
|
||||||
<allowDelete>true</allowDelete>
|
<allowDelete>true</allowDelete>
|
||||||
@@ -297,16 +348,7 @@
|
|||||||
<allowEdit>true</allowEdit>
|
<allowEdit>true</allowEdit>
|
||||||
<allowRead>true</allowRead>
|
<allowRead>true</allowRead>
|
||||||
<modifyAllRecords>true</modifyAllRecords>
|
<modifyAllRecords>true</modifyAllRecords>
|
||||||
<object>Policy__c</object>
|
<object>Client__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>
|
|
||||||
<viewAllRecords>true</viewAllRecords>
|
<viewAllRecords>true</viewAllRecords>
|
||||||
</objectPermissions>
|
</objectPermissions>
|
||||||
<objectPermissions>
|
<objectPermissions>
|
||||||
@@ -324,7 +366,16 @@
|
|||||||
<allowEdit>true</allowEdit>
|
<allowEdit>true</allowEdit>
|
||||||
<allowRead>true</allowRead>
|
<allowRead>true</allowRead>
|
||||||
<modifyAllRecords>true</modifyAllRecords>
|
<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>
|
<viewAllRecords>true</viewAllRecords>
|
||||||
</objectPermissions>
|
</objectPermissions>
|
||||||
</PermissionSet>
|
</PermissionSet>
|
||||||
|
|||||||
@@ -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>
|
||||||
@@ -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>
|
||||||
@@ -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>
|
||||||
@@ -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>
|
||||||
@@ -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>
|
||||||
@@ -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>
|
||||||
@@ -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>
|
||||||
@@ -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>
|
||||||
@@ -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$Listing__c</reportType>
|
||||||
|
<scope>organization</scope>
|
||||||
|
<showDetails>true</showDetails>
|
||||||
|
<showGrandTotal>true</showGrandTotal>
|
||||||
|
<showSubTotals>true</showSubTotals>
|
||||||
|
<timeFrameFilter>
|
||||||
|
<dateColumn>CUST_CREATED_DATE</dateColumn>
|
||||||
|
<interval>INTERVAL_CUSTOM</interval>
|
||||||
|
</timeFrameFilter>
|
||||||
|
</Report>
|
||||||
@@ -0,0 +1,21 @@
|
|||||||
|
<?xml version="1.0" encoding="UTF-8"?>
|
||||||
|
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||||
|
<columns>
|
||||||
|
<field>CUST_NAME</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>CUST_CREATED_DATE</field>
|
||||||
|
</columns>
|
||||||
|
<description>Agent roster and performance - Agency CRM</description>
|
||||||
|
<format>Tabular</format>
|
||||||
|
<name>Agent Performance</name>
|
||||||
|
<reportType>CustomEntity$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>
|
||||||
@@ -0,0 +1,24 @@
|
|||||||
|
<?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$Lead__c</reportType>
|
||||||
|
<scope>organization</scope>
|
||||||
|
<showDetails>true</showDetails>
|
||||||
|
<showGrandTotal>true</showGrandTotal>
|
||||||
|
<showSubTotals>true</showSubTotals>
|
||||||
|
<timeFrameFilter>
|
||||||
|
<dateColumn>CUST_CREATED_DATE</dateColumn>
|
||||||
|
<interval>INTERVAL_CUSTOM</interval>
|
||||||
|
</timeFrameFilter>
|
||||||
|
</Report>
|
||||||
@@ -0,0 +1,21 @@
|
|||||||
|
<?xml version="1.0" encoding="UTF-8"?>
|
||||||
|
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||||
|
<columns>
|
||||||
|
<field>CUST_NAME</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>CUST_CREATED_DATE</field>
|
||||||
|
</columns>
|
||||||
|
<description>All clients - Agency CRM</description>
|
||||||
|
<format>Tabular</format>
|
||||||
|
<name>Client List</name>
|
||||||
|
<reportType>CustomEntity$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>
|
||||||
@@ -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>Commission records - Agency CRM</description>
|
||||||
|
<format>Tabular</format>
|
||||||
|
<name>Commission Tracking</name>
|
||||||
|
<reportType>CustomEntity$Commission__c</reportType>
|
||||||
|
<scope>organization</scope>
|
||||||
|
<showDetails>true</showDetails>
|
||||||
|
<showGrandTotal>true</showGrandTotal>
|
||||||
|
<showSubTotals>true</showSubTotals>
|
||||||
|
<timeFrameFilter>
|
||||||
|
<dateColumn>CUST_CREATED_DATE</dateColumn>
|
||||||
|
<interval>INTERVAL_CUSTOM</interval>
|
||||||
|
</timeFrameFilter>
|
||||||
|
</Report>
|
||||||
@@ -0,0 +1,35 @@
|
|||||||
|
<?xml version="1.0" encoding="UTF-8"?>
|
||||||
|
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||||
|
<columns>
|
||||||
|
<field>CUST_NAME</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>Company__c.Company_Size__c</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>Company__c.Account_Status__c</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>Company__c.Annual_Revenue__c</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>Company__c.Phone__c</field>
|
||||||
|
</columns>
|
||||||
|
<description>All companies grouped by industry sector - General CRM</description>
|
||||||
|
<format>Summary</format>
|
||||||
|
<groupingsDown>
|
||||||
|
<dateGranularity>Day</dateGranularity>
|
||||||
|
<field>Company__c.Industry__c</field>
|
||||||
|
<sortOrder>Asc</sortOrder>
|
||||||
|
</groupingsDown>
|
||||||
|
<name>Companies by Industry</name>
|
||||||
|
<reportType>CustomEntity$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>
|
||||||
@@ -0,0 +1,24 @@
|
|||||||
|
<?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$Deal__c</reportType>
|
||||||
|
<scope>organization</scope>
|
||||||
|
<showDetails>true</showDetails>
|
||||||
|
<showGrandTotal>true</showGrandTotal>
|
||||||
|
<showSubTotals>true</showSubTotals>
|
||||||
|
<timeFrameFilter>
|
||||||
|
<dateColumn>CUST_CREATED_DATE</dateColumn>
|
||||||
|
<interval>INTERVAL_CUSTOM</interval>
|
||||||
|
</timeFrameFilter>
|
||||||
|
</Report>
|
||||||
@@ -0,0 +1,21 @@
|
|||||||
|
<?xml version="1.0" encoding="UTF-8"?>
|
||||||
|
<Report xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||||
|
<columns>
|
||||||
|
<field>CUST_NAME</field>
|
||||||
|
</columns>
|
||||||
|
<columns>
|
||||||
|
<field>CUST_CREATED_DATE</field>
|
||||||
|
</columns>
|
||||||
|
<description>All insurance policies - Agency CRM</description>
|
||||||
|
<format>Tabular</format>
|
||||||
|
<name>Policy Overview</name>
|
||||||
|
<reportType>CustomEntity$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>
|
||||||
@@ -1,9 +0,0 @@
|
|||||||
<?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>
|
|
||||||
@@ -1,60 +0,0 @@
|
|||||||
<?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>
|
|
||||||
@@ -1,44 +0,0 @@
|
|||||||
<?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>
|
|
||||||
@@ -1,80 +0,0 @@
|
|||||||
<?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>
|
|
||||||
@@ -1,57 +0,0 @@
|
|||||||
<?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>
|
|
||||||
134
scripts/apex/loadCompleteSampleData.apex
Normal file
134
scripts/apex/loadCompleteSampleData.apex
Normal file
@@ -0,0 +1,134 @@
|
|||||||
|
// Load Complete Sample Data for All 3 CRMs with Custom Fields
|
||||||
|
// Run with: sf apex run --file scripts/apex/loadCompleteSampleData.apex --target-org blackroad-hub
|
||||||
|
|
||||||
|
// ============================================
|
||||||
|
// GENERAL CRM - Company, Lead, Deal
|
||||||
|
// ============================================
|
||||||
|
|
||||||
|
// Companies with full data
|
||||||
|
List<Company__c> companies = new List<Company__c>();
|
||||||
|
companies.add(new Company__c(
|
||||||
|
Name = 'TechCorp Inc',
|
||||||
|
Industry__c = 'Technology',
|
||||||
|
Company_Size__c = '51-200',
|
||||||
|
Website__c = 'https://techcorp.example.com',
|
||||||
|
Phone__c = '(555) 123-4567',
|
||||||
|
Address__c = '123 Tech Park Drive, San Francisco, CA 94105',
|
||||||
|
Annual_Revenue__c = 5000000,
|
||||||
|
Account_Status__c = 'Customer',
|
||||||
|
Description__c = 'Leading technology solutions provider specializing in cloud infrastructure and AI services.'
|
||||||
|
));
|
||||||
|
companies.add(new Company__c(
|
||||||
|
Name = 'Healthcare Plus',
|
||||||
|
Industry__c = 'Healthcare',
|
||||||
|
Company_Size__c = '201-500',
|
||||||
|
Website__c = 'https://healthcareplus.example.com',
|
||||||
|
Phone__c = '(555) 234-5678',
|
||||||
|
Address__c = '456 Medical Center Blvd, Boston, MA 02115',
|
||||||
|
Annual_Revenue__c = 15000000,
|
||||||
|
Account_Status__c = 'Customer',
|
||||||
|
Description__c = 'Comprehensive healthcare management and patient care solutions.'
|
||||||
|
));
|
||||||
|
companies.add(new Company__c(
|
||||||
|
Name = 'FinanceFirst Bank',
|
||||||
|
Industry__c = 'Finance',
|
||||||
|
Company_Size__c = '1000+',
|
||||||
|
Website__c = 'https://financefirst.example.com',
|
||||||
|
Phone__c = '(555) 345-6789',
|
||||||
|
Address__c = '789 Wall Street, New York, NY 10005',
|
||||||
|
Annual_Revenue__c = 50000000,
|
||||||
|
Account_Status__c = 'Prospect',
|
||||||
|
Description__c = 'Regional banking institution with focus on small business lending.'
|
||||||
|
));
|
||||||
|
companies.add(new Company__c(
|
||||||
|
Name = 'EduLearn Academy',
|
||||||
|
Industry__c = 'Education',
|
||||||
|
Company_Size__c = '11-50',
|
||||||
|
Website__c = 'https://edulearn.example.com',
|
||||||
|
Phone__c = '(555) 456-7890',
|
||||||
|
Address__c = '321 Campus Way, Austin, TX 78701',
|
||||||
|
Annual_Revenue__c = 2000000,
|
||||||
|
Account_Status__c = 'Partner',
|
||||||
|
Description__c = 'Online learning platform for professional development and certifications.'
|
||||||
|
));
|
||||||
|
insert companies;
|
||||||
|
System.debug('Created ' + companies.size() + ' Companies');
|
||||||
|
|
||||||
|
// Leads
|
||||||
|
List<Lead__c> leads = new List<Lead__c>();
|
||||||
|
leads.add(new Lead__c(Name = 'Sarah Wilson - TechCorp Expansion'));
|
||||||
|
leads.add(new Lead__c(Name = 'Michael Chen - Healthcare RFP'));
|
||||||
|
leads.add(new Lead__c(Name = 'Jennifer Brown - Finance Consulting'));
|
||||||
|
leads.add(new Lead__c(Name = 'David Martinez - Education Partnership'));
|
||||||
|
leads.add(new Lead__c(Name = 'Emily Davis - Manufacturing Pilot'));
|
||||||
|
insert leads;
|
||||||
|
System.debug('Created ' + leads.size() + ' Leads');
|
||||||
|
|
||||||
|
// Deals
|
||||||
|
List<Deal__c> deals = new List<Deal__c>();
|
||||||
|
deals.add(new Deal__c(Name = 'TechCorp Cloud Migration - Q1'));
|
||||||
|
deals.add(new Deal__c(Name = 'Healthcare Plus EMR Integration'));
|
||||||
|
deals.add(new Deal__c(Name = 'FinanceFirst Compliance Suite'));
|
||||||
|
deals.add(new Deal__c(Name = 'EduLearn LMS Deployment'));
|
||||||
|
insert deals;
|
||||||
|
System.debug('Created ' + deals.size() + ' Deals');
|
||||||
|
|
||||||
|
// ============================================
|
||||||
|
// AGENCY CRM - Agent, Client, Policy, Listing, Commission
|
||||||
|
// ============================================
|
||||||
|
|
||||||
|
// Agents
|
||||||
|
List<Agent__c> agents = new List<Agent__c>();
|
||||||
|
agents.add(new Agent__c(Name = 'Robert Anderson - Senior Agent'));
|
||||||
|
agents.add(new Agent__c(Name = 'Lisa Thompson - Insurance Specialist'));
|
||||||
|
agents.add(new Agent__c(Name = 'James Wilson - Real Estate Expert'));
|
||||||
|
agents.add(new Agent__c(Name = 'Maria Garcia - Commercial Specialist'));
|
||||||
|
insert agents;
|
||||||
|
System.debug('Created ' + agents.size() + ' Agents');
|
||||||
|
|
||||||
|
// Clients
|
||||||
|
List<Client__c> clients = new List<Client__c>();
|
||||||
|
clients.add(new Client__c(Name = 'John Smith'));
|
||||||
|
clients.add(new Client__c(Name = 'Susan Johnson'));
|
||||||
|
clients.add(new Client__c(Name = 'William Brown'));
|
||||||
|
clients.add(new Client__c(Name = 'Patricia Davis'));
|
||||||
|
clients.add(new Client__c(Name = 'Christopher Lee'));
|
||||||
|
insert clients;
|
||||||
|
System.debug('Created ' + clients.size() + ' Clients');
|
||||||
|
|
||||||
|
// Policies
|
||||||
|
List<Policy__c> policies = new List<Policy__c>();
|
||||||
|
policies.add(new Policy__c(Name = 'POL-2024-001 - Home Insurance'));
|
||||||
|
policies.add(new Policy__c(Name = 'POL-2024-002 - Auto Insurance'));
|
||||||
|
policies.add(new Policy__c(Name = 'POL-2024-003 - Life Insurance'));
|
||||||
|
policies.add(new Policy__c(Name = 'POL-2024-004 - Business Insurance'));
|
||||||
|
policies.add(new Policy__c(Name = 'POL-2024-005 - Health Insurance'));
|
||||||
|
insert policies;
|
||||||
|
System.debug('Created ' + policies.size() + ' Policies');
|
||||||
|
|
||||||
|
// Listings
|
||||||
|
List<Listing__c> listings = new List<Listing__c>();
|
||||||
|
listings.add(new Listing__c(Name = '123 Oak Street - 3BR/2BA'));
|
||||||
|
listings.add(new Listing__c(Name = '456 Maple Avenue - 4BR/3BA'));
|
||||||
|
listings.add(new Listing__c(Name = '789 Pine Lane - 2BR/1BA Condo'));
|
||||||
|
listings.add(new Listing__c(Name = '321 Cedar Court - 5BR/4BA Luxury'));
|
||||||
|
listings.add(new Listing__c(Name = '555 Commercial Plaza - Office Space'));
|
||||||
|
insert listings;
|
||||||
|
System.debug('Created ' + listings.size() + ' Listings');
|
||||||
|
|
||||||
|
// Commissions (auto-number name, no Name field needed)
|
||||||
|
List<Commission__c> commissions = new List<Commission__c>();
|
||||||
|
commissions.add(new Commission__c());
|
||||||
|
commissions.add(new Commission__c());
|
||||||
|
commissions.add(new Commission__c());
|
||||||
|
commissions.add(new Commission__c());
|
||||||
|
insert commissions;
|
||||||
|
System.debug('Created ' + commissions.size() + ' Commissions');
|
||||||
|
|
||||||
|
// ============================================
|
||||||
|
// SUMMARY
|
||||||
|
// ============================================
|
||||||
|
System.debug('=== SAMPLE DATA LOAD COMPLETE ===');
|
||||||
|
System.debug('General CRM: ' + companies.size() + ' Companies, ' + leads.size() + ' Leads, ' + deals.size() + ' Deals');
|
||||||
|
System.debug('Agency CRM: ' + agents.size() + ' Agents, ' + clients.size() + ' Clients, ' + policies.size() + ' Policies, ' + listings.size() + ' Listings, ' + commissions.size() + ' Commissions');
|
||||||
|
System.debug('TOTAL RECORDS: ' + (companies.size() + leads.size() + deals.size() + agents.size() + clients.size() + policies.size() + listings.size() + commissions.size()));
|
||||||
Reference in New Issue
Block a user