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Add BlackRoad CRM enhancements - validation rules, relationships, views, app, and dashboard

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- Added 3 validation rules for Company__c (Require Industry, Valid Website, Positive Revenue)
- Created 8 lookup relationship fields connecting CRM objects
- Built 7 list views for Companies, Leads, Deals, Agents, Clients
- Updated 8 custom tabs with appropriate motif icons
- Created BlackRoad CRM Lightning App with unified navigation
- Added CRM Overview Dashboard with bar charts

🤖 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 19:46:51 -06:00
parent 6d049c0e52
commit cbdbf1692b
29 changed files with 277 additions and 17 deletions
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2
force-app/main/default/tabs/Agent__c.tab-meta.xml
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@@ -1,5 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom63: Handsaw</motif>
<motif>Custom57: Ticket</motif>
</CustomTab>

2
force-app/main/default/tabs/Client__c.tab-meta.xml
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@@ -1,5 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom41: Prospect</motif>
<motif>Custom63: Heart</motif>
</CustomTab>

2
force-app/main/default/tabs/Commission__c.tab-meta.xml
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@@ -1,5 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom18: Dollar</motif>
<motif>Custom64: Coins</motif>
</CustomTab>

2
force-app/main/default/tabs/Company__c.tab-meta.xml
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@@ -1,5 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom20: Factory</motif>
<motif>Custom70: Building</motif>
</CustomTab>

2
force-app/main/default/tabs/Deal__c.tab-meta.xml
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@@ -1,5 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom18: Dollar</motif>
<motif>Custom87: Handshake</motif>
</CustomTab>

2
force-app/main/default/tabs/Lead__c.tab-meta.xml
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@@ -1,5 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom41: Prospect</motif>
<motif>Custom53: People</motif>
</CustomTab>

2
force-app/main/default/tabs/Listing__c.tab-meta.xml
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@@ -1,5 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom24: House</motif>
<motif>Custom68: Home</motif>
</CustomTab>

2
force-app/main/default/tabs/Policy__c.tab-meta.xml
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@@ -1,5 +1,5 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom53: Wasp</motif>
<motif>Custom74: Safe</motif>
</CustomTab>