Add BlackRoad General CRM objects and fields
- Added 5 custom objects: Lead__c, Deal__c, Company__c, Activity__c, Task__c - Added fields for each object (email, phone, status, stage, amount, etc.) - Created tabs for navigation - Updated permission set with new object access - Registered as CRM_Product__c: GENERAL_CRM Objects included: - Lead__c: Email, Phone, Company Name, Job Title, Lead Status, Lead Source, Notes - Deal__c: Company, Amount, Stage, Close Date, Probability, Lead, Description - Company__c: Website, Phone, Industry, Company Size, Annual Revenue, Status - Activity__c: Type, Date, Duration, Subject, Notes, Outcome (linked to deals/leads) - Task__c: Status, Priority, Due Date, Description (linked to deals/leads/companies) 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
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<deploymentStatus>Deployed</deploymentStatus>
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<description>Sales activities - calls, emails, meetings - BlackRoad General CRM</description>
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<enableActivities>true</enableActivities>
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<enableHistory>true</enableHistory>
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<enableReports>true</enableReports>
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<label>Activity</label>
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<nameField>
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<label>Activity Name</label>
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<type>Text</type>
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</nameField>
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<pluralLabel>Activities</pluralLabel>
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<sharingModel>ReadWrite</sharingModel>
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</CustomObject>
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Activity_Date__c</fullName>
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<label>Activity Date</label>
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<type>DateTime</type>
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<required>false</required>
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</CustomField>
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Activity_Type__c</fullName>
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<label>Activity Type</label>
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<type>Picklist</type>
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<valueSet>
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<restricted>true</restricted>
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<valueSetDefinition>
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<sorted>false</sorted>
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<value><fullName>Call</fullName><default>false</default><label>Call</label></value>
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<value><fullName>Email</fullName><default>false</default><label>Email</label></value>
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<value><fullName>Meeting</fullName><default>false</default><label>Meeting</label></value>
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<value><fullName>Demo</fullName><default>false</default><label>Demo</label></value>
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<value><fullName>Presentation</fullName><default>false</default><label>Presentation</label></value>
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<value><fullName>Note</fullName><default>false</default><label>Note</label></value>
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</valueSetDefinition>
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</valueSet>
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</CustomField>
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@@ -0,0 +1,10 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Company__c</fullName>
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<label>Company</label>
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<type>Lookup</type>
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<referenceTo>Company__c</referenceTo>
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<relationshipLabel>Activities</relationshipLabel>
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<relationshipName>Activities</relationshipName>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,10 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Deal__c</fullName>
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<label>Deal</label>
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<type>Lookup</type>
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<referenceTo>Deal__c</referenceTo>
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<relationshipLabel>Activities</relationshipLabel>
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<relationshipName>Activities</relationshipName>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,9 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Duration_Minutes__c</fullName>
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<label>Duration (Minutes)</label>
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<type>Number</type>
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<precision>5</precision>
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<scale>0</scale>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,10 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Lead__c</fullName>
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<label>Lead</label>
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<type>Lookup</type>
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<referenceTo>Lead__c</referenceTo>
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<relationshipLabel>Activities</relationshipLabel>
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<relationshipName>Activities</relationshipName>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,8 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Notes__c</fullName>
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<label>Notes</label>
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<type>LongTextArea</type>
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<length>32768</length>
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<visibleLines>5</visibleLines>
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</CustomField>
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@@ -0,0 +1,17 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Outcome__c</fullName>
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<label>Outcome</label>
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<type>Picklist</type>
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<valueSet>
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<restricted>true</restricted>
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<valueSetDefinition>
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<sorted>false</sorted>
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<value><fullName>Completed</fullName><default>false</default><label>Completed</label></value>
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<value><fullName>No Answer</fullName><default>false</default><label>No Answer</label></value>
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<value><fullName>Left Voicemail</fullName><default>false</default><label>Left Voicemail</label></value>
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<value><fullName>Rescheduled</fullName><default>false</default><label>Rescheduled</label></value>
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<value><fullName>Cancelled</fullName><default>false</default><label>Cancelled</label></value>
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</valueSetDefinition>
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</valueSet>
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</CustomField>
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@@ -0,0 +1,8 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Subject__c</fullName>
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<label>Subject</label>
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<type>Text</type>
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<length>255</length>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,15 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
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<deploymentStatus>Deployed</deploymentStatus>
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<description>Company accounts and organizations - BlackRoad General CRM</description>
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<enableActivities>true</enableActivities>
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<enableHistory>true</enableHistory>
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<enableReports>true</enableReports>
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<label>Company</label>
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<nameField>
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<label>Company Name</label>
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<type>Text</type>
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</nameField>
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<pluralLabel>Companies</pluralLabel>
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<sharingModel>ReadWrite</sharingModel>
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</CustomObject>
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@@ -0,0 +1,16 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Account_Status__c</fullName>
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<label>Account Status</label>
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<type>Picklist</type>
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<valueSet>
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<restricted>true</restricted>
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<valueSetDefinition>
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<sorted>false</sorted>
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<value><fullName>Prospect</fullName><default>true</default><label>Prospect</label></value>
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<value><fullName>Customer</fullName><default>false</default><label>Customer</label></value>
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<value><fullName>Partner</fullName><default>false</default><label>Partner</label></value>
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<value><fullName>Churned</fullName><default>false</default><label>Churned</label></value>
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</valueSetDefinition>
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</valueSet>
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</CustomField>
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@@ -0,0 +1,7 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Address__c</fullName>
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<label>Address</label>
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<type>TextArea</type>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,9 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Annual_Revenue__c</fullName>
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<label>Annual Revenue</label>
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<type>Currency</type>
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<precision>18</precision>
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<scale>2</scale>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,18 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Company_Size__c</fullName>
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<label>Company Size</label>
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<type>Picklist</type>
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<valueSet>
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<restricted>true</restricted>
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<valueSetDefinition>
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<sorted>false</sorted>
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<value><fullName>1-10</fullName><default>false</default><label>1-10</label></value>
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<value><fullName>11-50</fullName><default>false</default><label>11-50</label></value>
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<value><fullName>51-200</fullName><default>false</default><label>51-200</label></value>
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<value><fullName>201-500</fullName><default>false</default><label>201-500</label></value>
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<value><fullName>501-1000</fullName><default>false</default><label>501-1000</label></value>
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<value><fullName>1000+</fullName><default>false</default><label>1000+</label></value>
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</valueSetDefinition>
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</valueSet>
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</CustomField>
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@@ -0,0 +1,8 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Description__c</fullName>
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<label>Description</label>
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<type>LongTextArea</type>
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<length>32768</length>
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<visibleLines>5</visibleLines>
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</CustomField>
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@@ -0,0 +1,21 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Industry__c</fullName>
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<label>Industry</label>
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<type>Picklist</type>
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<valueSet>
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<restricted>true</restricted>
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<valueSetDefinition>
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<sorted>false</sorted>
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<value><fullName>Technology</fullName><default>false</default><label>Technology</label></value>
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<value><fullName>Healthcare</fullName><default>false</default><label>Healthcare</label></value>
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<value><fullName>Finance</fullName><default>false</default><label>Finance</label></value>
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<value><fullName>Manufacturing</fullName><default>false</default><label>Manufacturing</label></value>
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<value><fullName>Retail</fullName><default>false</default><label>Retail</label></value>
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<value><fullName>Education</fullName><default>false</default><label>Education</label></value>
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<value><fullName>Government</fullName><default>false</default><label>Government</label></value>
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<value><fullName>Non-Profit</fullName><default>false</default><label>Non-Profit</label></value>
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<value><fullName>Other</fullName><default>false</default><label>Other</label></value>
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</valueSetDefinition>
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</valueSet>
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</CustomField>
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Phone__c</fullName>
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<label>Phone</label>
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<type>Phone</type>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,7 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Website__c</fullName>
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<label>Website</label>
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<type>Url</type>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,15 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
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<deploymentStatus>Deployed</deploymentStatus>
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<description>Sales opportunities and pipeline - BlackRoad General CRM</description>
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<enableActivities>true</enableActivities>
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<enableHistory>true</enableHistory>
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<enableReports>true</enableReports>
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<label>Deal</label>
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<nameField>
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<label>Deal Name</label>
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<type>Text</type>
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</nameField>
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<pluralLabel>Deals</pluralLabel>
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<sharingModel>ReadWrite</sharingModel>
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</CustomObject>
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@@ -0,0 +1,9 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Amount__c</fullName>
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<label>Amount</label>
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<type>Currency</type>
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<precision>18</precision>
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<scale>2</scale>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,7 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Close_Date__c</fullName>
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<label>Close Date</label>
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<type>Date</type>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,10 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Company__c</fullName>
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<label>Company</label>
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<type>Lookup</type>
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<referenceTo>Company__c</referenceTo>
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<relationshipLabel>Deals</relationshipLabel>
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<relationshipName>Deals</relationshipName>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,8 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Description__c</fullName>
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<label>Description</label>
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<type>LongTextArea</type>
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<length>32768</length>
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<visibleLines>5</visibleLines>
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</CustomField>
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@@ -0,0 +1,10 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Lead__c</fullName>
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<label>Original Lead</label>
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<type>Lookup</type>
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<referenceTo>Lead__c</referenceTo>
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<relationshipLabel>Deals</relationshipLabel>
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<relationshipName>Deals</relationshipName>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,8 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Primary_Contact__c</fullName>
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<label>Primary Contact</label>
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<type>Text</type>
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<length>255</length>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,9 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Probability__c</fullName>
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<label>Probability (%)</label>
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<type>Percent</type>
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<precision>3</precision>
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<scale>0</scale>
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<required>false</required>
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</CustomField>
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@@ -0,0 +1,18 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Stage__c</fullName>
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<label>Stage</label>
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<type>Picklist</type>
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<valueSet>
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<restricted>true</restricted>
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<valueSetDefinition>
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<sorted>false</sorted>
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<value><fullName>Discovery</fullName><default>true</default><label>Discovery</label></value>
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||||
<value><fullName>Qualification</fullName><default>false</default><label>Qualification</label></value>
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<value><fullName>Proposal</fullName><default>false</default><label>Proposal</label></value>
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<value><fullName>Negotiation</fullName><default>false</default><label>Negotiation</label></value>
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<value><fullName>Closed Won</fullName><default>false</default><label>Closed Won</label></value>
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<value><fullName>Closed Lost</fullName><default>false</default><label>Closed Lost</label></value>
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||||
</valueSetDefinition>
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||||
</valueSet>
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</CustomField>
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@@ -0,0 +1,15 @@
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<?xml version="1.0" encoding="UTF-8"?>
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||||
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<deploymentStatus>Deployed</deploymentStatus>
|
||||
<description>Sales leads and prospects - BlackRoad General CRM</description>
|
||||
<enableActivities>true</enableActivities>
|
||||
<enableHistory>true</enableHistory>
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<enableReports>true</enableReports>
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<label>Lead</label>
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<nameField>
|
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<label>Lead Name</label>
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<type>Text</type>
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</nameField>
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<pluralLabel>Leads</pluralLabel>
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||||
<sharingModel>ReadWrite</sharingModel>
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||||
</CustomObject>
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@@ -0,0 +1,8 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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||||
<fullName>Company_Name__c</fullName>
|
||||
<label>Company Name</label>
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||||
<type>Text</type>
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||||
<length>255</length>
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||||
<required>false</required>
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||||
</CustomField>
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||||
@@ -0,0 +1,10 @@
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<?xml version="1.0" encoding="UTF-8"?>
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||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Company__c</fullName>
|
||||
<label>Company</label>
|
||||
<type>Lookup</type>
|
||||
<referenceTo>Company__c</referenceTo>
|
||||
<relationshipLabel>Leads</relationshipLabel>
|
||||
<relationshipName>Leads</relationshipName>
|
||||
<required>false</required>
|
||||
</CustomField>
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@@ -0,0 +1,7 @@
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<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Email__c</fullName>
|
||||
<label>Email</label>
|
||||
<type>Email</type>
|
||||
<required>false</required>
|
||||
</CustomField>
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||||
@@ -0,0 +1,8 @@
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<?xml version="1.0" encoding="UTF-8"?>
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||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Job_Title__c</fullName>
|
||||
<label>Job Title</label>
|
||||
<type>Text</type>
|
||||
<length>128</length>
|
||||
<required>false</required>
|
||||
</CustomField>
|
||||
@@ -0,0 +1,20 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Lead_Source__c</fullName>
|
||||
<label>Lead Source</label>
|
||||
<type>Picklist</type>
|
||||
<valueSet>
|
||||
<restricted>true</restricted>
|
||||
<valueSetDefinition>
|
||||
<sorted>false</sorted>
|
||||
<value><fullName>Website</fullName><default>false</default><label>Website</label></value>
|
||||
<value><fullName>Referral</fullName><default>false</default><label>Referral</label></value>
|
||||
<value><fullName>Cold Call</fullName><default>false</default><label>Cold Call</label></value>
|
||||
<value><fullName>Social Media</fullName><default>false</default><label>Social Media</label></value>
|
||||
<value><fullName>Trade Show</fullName><default>false</default><label>Trade Show</label></value>
|
||||
<value><fullName>Email Campaign</fullName><default>false</default><label>Email Campaign</label></value>
|
||||
<value><fullName>Partner</fullName><default>false</default><label>Partner</label></value>
|
||||
<value><fullName>Other</fullName><default>false</default><label>Other</label></value>
|
||||
</valueSetDefinition>
|
||||
</valueSet>
|
||||
</CustomField>
|
||||
@@ -0,0 +1,17 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Lead_Status__c</fullName>
|
||||
<label>Lead Status</label>
|
||||
<type>Picklist</type>
|
||||
<valueSet>
|
||||
<restricted>true</restricted>
|
||||
<valueSetDefinition>
|
||||
<sorted>false</sorted>
|
||||
<value><fullName>New</fullName><default>true</default><label>New</label></value>
|
||||
<value><fullName>Contacted</fullName><default>false</default><label>Contacted</label></value>
|
||||
<value><fullName>Qualified</fullName><default>false</default><label>Qualified</label></value>
|
||||
<value><fullName>Unqualified</fullName><default>false</default><label>Unqualified</label></value>
|
||||
<value><fullName>Converted</fullName><default>false</default><label>Converted</label></value>
|
||||
</valueSetDefinition>
|
||||
</valueSet>
|
||||
</CustomField>
|
||||
@@ -0,0 +1,8 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Notes__c</fullName>
|
||||
<label>Notes</label>
|
||||
<type>LongTextArea</type>
|
||||
<length>32768</length>
|
||||
<visibleLines>5</visibleLines>
|
||||
</CustomField>
|
||||
@@ -0,0 +1,7 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Phone__c</fullName>
|
||||
<label>Phone</label>
|
||||
<type>Phone</type>
|
||||
<required>false</required>
|
||||
</CustomField>
|
||||
@@ -0,0 +1,15 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<deploymentStatus>Deployed</deploymentStatus>
|
||||
<description>To-do tasks and action items - BlackRoad General CRM</description>
|
||||
<enableActivities>true</enableActivities>
|
||||
<enableHistory>true</enableHistory>
|
||||
<enableReports>true</enableReports>
|
||||
<label>CRM Task</label>
|
||||
<nameField>
|
||||
<label>Task Name</label>
|
||||
<type>Text</type>
|
||||
</nameField>
|
||||
<pluralLabel>CRM Tasks</pluralLabel>
|
||||
<sharingModel>ReadWrite</sharingModel>
|
||||
</CustomObject>
|
||||
@@ -0,0 +1,10 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Company__c</fullName>
|
||||
<label>Company</label>
|
||||
<type>Lookup</type>
|
||||
<referenceTo>Company__c</referenceTo>
|
||||
<relationshipLabel>Tasks</relationshipLabel>
|
||||
<relationshipName>Tasks</relationshipName>
|
||||
<required>false</required>
|
||||
</CustomField>
|
||||
@@ -0,0 +1,7 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Completed_Date__c</fullName>
|
||||
<label>Completed Date</label>
|
||||
<type>Date</type>
|
||||
<required>false</required>
|
||||
</CustomField>
|
||||
@@ -0,0 +1,10 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Deal__c</fullName>
|
||||
<label>Deal</label>
|
||||
<type>Lookup</type>
|
||||
<referenceTo>Deal__c</referenceTo>
|
||||
<relationshipLabel>Tasks</relationshipLabel>
|
||||
<relationshipName>Tasks</relationshipName>
|
||||
<required>false</required>
|
||||
</CustomField>
|
||||
@@ -0,0 +1,8 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Description__c</fullName>
|
||||
<label>Description</label>
|
||||
<type>LongTextArea</type>
|
||||
<length>32768</length>
|
||||
<visibleLines>5</visibleLines>
|
||||
</CustomField>
|
||||
@@ -0,0 +1,7 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Due_Date__c</fullName>
|
||||
<label>Due Date</label>
|
||||
<type>Date</type>
|
||||
<required>false</required>
|
||||
</CustomField>
|
||||
@@ -0,0 +1,10 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Lead__c</fullName>
|
||||
<label>Lead</label>
|
||||
<type>Lookup</type>
|
||||
<referenceTo>Lead__c</referenceTo>
|
||||
<relationshipLabel>Tasks</relationshipLabel>
|
||||
<relationshipName>Tasks</relationshipName>
|
||||
<required>false</required>
|
||||
</CustomField>
|
||||
@@ -0,0 +1,16 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Priority__c</fullName>
|
||||
<label>Priority</label>
|
||||
<type>Picklist</type>
|
||||
<valueSet>
|
||||
<restricted>true</restricted>
|
||||
<valueSetDefinition>
|
||||
<sorted>false</sorted>
|
||||
<value><fullName>Low</fullName><default>false</default><label>Low</label></value>
|
||||
<value><fullName>Normal</fullName><default>true</default><label>Normal</label></value>
|
||||
<value><fullName>High</fullName><default>false</default><label>High</label></value>
|
||||
<value><fullName>Urgent</fullName><default>false</default><label>Urgent</label></value>
|
||||
</valueSetDefinition>
|
||||
</valueSet>
|
||||
</CustomField>
|
||||
@@ -0,0 +1,17 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<fullName>Task_Status__c</fullName>
|
||||
<label>Status</label>
|
||||
<type>Picklist</type>
|
||||
<valueSet>
|
||||
<restricted>true</restricted>
|
||||
<valueSetDefinition>
|
||||
<sorted>false</sorted>
|
||||
<value><fullName>Not Started</fullName><default>true</default><label>Not Started</label></value>
|
||||
<value><fullName>In Progress</fullName><default>false</default><label>In Progress</label></value>
|
||||
<value><fullName>Completed</fullName><default>false</default><label>Completed</label></value>
|
||||
<value><fullName>Deferred</fullName><default>false</default><label>Deferred</label></value>
|
||||
<value><fullName>Cancelled</fullName><default>false</default><label>Cancelled</label></value>
|
||||
</valueSetDefinition>
|
||||
</valueSet>
|
||||
</CustomField>
|
||||
28
force-app/main/default/package.xml
Normal file
28
force-app/main/default/package.xml
Normal file
@@ -0,0 +1,28 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<types>
|
||||
<members>*</members>
|
||||
<name>CustomObject</name>
|
||||
</types>
|
||||
<types>
|
||||
<members>*</members>
|
||||
<name>CustomTab</name>
|
||||
</types>
|
||||
<types>
|
||||
<members>*</members>
|
||||
<name>ApexClass</name>
|
||||
</types>
|
||||
<types>
|
||||
<members>*</members>
|
||||
<name>LightningComponentBundle</name>
|
||||
</types>
|
||||
<types>
|
||||
<members>*</members>
|
||||
<name>CustomApplication</name>
|
||||
</types>
|
||||
<types>
|
||||
<members>*</members>
|
||||
<name>PermissionSet</name>
|
||||
</types>
|
||||
<version>59.0</version>
|
||||
</Package>
|
||||
@@ -75,4 +75,50 @@
|
||||
<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>
|
||||
</objectPermissions>
|
||||
<objectPermissions>
|
||||
<allowCreate>true</allowCreate>
|
||||
<allowDelete>true</allowDelete>
|
||||
<allowEdit>true</allowEdit>
|
||||
<allowRead>true</allowRead>
|
||||
<modifyAllRecords>true</modifyAllRecords>
|
||||
<object>Company__c</object>
|
||||
<viewAllRecords>true</viewAllRecords>
|
||||
</objectPermissions>
|
||||
<objectPermissions>
|
||||
<allowCreate>true</allowCreate>
|
||||
<allowDelete>true</allowDelete>
|
||||
<allowEdit>true</allowEdit>
|
||||
<allowRead>true</allowRead>
|
||||
<modifyAllRecords>true</modifyAllRecords>
|
||||
<object>Activity__c</object>
|
||||
<viewAllRecords>true</viewAllRecords>
|
||||
</objectPermissions>
|
||||
<objectPermissions>
|
||||
<allowCreate>true</allowCreate>
|
||||
<allowDelete>true</allowDelete>
|
||||
<allowEdit>true</allowEdit>
|
||||
<allowRead>true</allowRead>
|
||||
<modifyAllRecords>true</modifyAllRecords>
|
||||
<object>Task__c</object>
|
||||
<viewAllRecords>true</viewAllRecords>
|
||||
</objectPermissions>
|
||||
</PermissionSet>
|
||||
|
||||
5
force-app/main/default/tabs/Activity__c.tab-meta.xml
Normal file
5
force-app/main/default/tabs/Activity__c.tab-meta.xml
Normal file
@@ -0,0 +1,5 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<customObject>true</customObject>
|
||||
<motif>Custom50: Handshake</motif>
|
||||
</CustomTab>
|
||||
5
force-app/main/default/tabs/Company__c.tab-meta.xml
Normal file
5
force-app/main/default/tabs/Company__c.tab-meta.xml
Normal file
@@ -0,0 +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>
|
||||
</CustomTab>
|
||||
5
force-app/main/default/tabs/Deal__c.tab-meta.xml
Normal file
5
force-app/main/default/tabs/Deal__c.tab-meta.xml
Normal file
@@ -0,0 +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>
|
||||
</CustomTab>
|
||||
5
force-app/main/default/tabs/Lead__c.tab-meta.xml
Normal file
5
force-app/main/default/tabs/Lead__c.tab-meta.xml
Normal file
@@ -0,0 +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>
|
||||
</CustomTab>
|
||||
5
force-app/main/default/tabs/Task__c.tab-meta.xml
Normal file
5
force-app/main/default/tabs/Task__c.tab-meta.xml
Normal file
@@ -0,0 +1,5 @@
|
||||
<?xml version="1.0" encoding="UTF-8"?>
|
||||
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
|
||||
<customObject>true</customObject>
|
||||
<motif>Custom33: Pencil</motif>
|
||||
</CustomTab>
|
||||
Reference in New Issue
Block a user