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Add BlackRoad General CRM objects and fields

Browse Source 
- 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:
Alexa Louise
2026-01-11 17:41:02 -06:00
parent eee13afebb
commit f1f0148009
58 changed files with 720 additions and 0 deletions
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.sf/orgs/00Daj00000OQcILEA1/localSourceTracking/HEAD Normal file
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ref: refs/heads/main

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.sf/orgs/00Daj00000OQcILEA1/localSourceTracking/config Normal file
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[core]
repositoryformatversion = 0
filemode = false
bare = false
logallrefupdates = true
symlinks = false
ignorecase = true

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deploy-crm-product/package.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
<types>
<members>CRM_Product__c.Product_Code__c</members>
<members>CRM_Product__c.Description__c</members>
<members>CRM_Product__c.Version__c</members>
<members>CRM_Product__c.Target_Vertical__c</members>
<members>CRM_Product__c.Objects_Included__c</members>
<members>CRM_Product__c.Flows_Included__c</members>
<name>CustomField</name>
</types>
<version>59.0</version>
</Package>

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force-app/main/default/objects/Activity__c/Activity__c.object-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<deploymentStatus>Deployed</deploymentStatus>
<description>Sales activities - calls, emails, meetings - BlackRoad General CRM</description>
<enableActivities>true</enableActivities>
<enableHistory>true</enableHistory>
<enableReports>true</enableReports>
<label>Activity</label>
<nameField>
<label>Activity Name</label>
<type>Text</type>
</nameField>
<pluralLabel>Activities</pluralLabel>
<sharingModel>ReadWrite</sharingModel>
</CustomObject>

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force-app/main/default/objects/Activity__c/fields/Activity_Date__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Activity_Date__c</fullName>
<label>Activity Date</label>
<type>DateTime</type>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Activity__c/fields/Activity_Type__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Activity_Type__c</fullName>
<label>Activity Type</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Call</fullName><default>false</default><label>Call</label></value>
<value><fullName>Email</fullName><default>false</default><label>Email</label></value>
<value><fullName>Meeting</fullName><default>false</default><label>Meeting</label></value>
<value><fullName>Demo</fullName><default>false</default><label>Demo</label></value>
<value><fullName>Presentation</fullName><default>false</default><label>Presentation</label></value>
<value><fullName>Note</fullName><default>false</default><label>Note</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

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force-app/main/default/objects/Activity__c/fields/Company__c.field-meta.xml Normal file
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<?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>Activities</relationshipLabel>
<relationshipName>Activities</relationshipName>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Activity__c/fields/Deal__c.field-meta.xml Normal file
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<?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>Activities</relationshipLabel>
<relationshipName>Activities</relationshipName>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Activity__c/fields/Duration_Minutes__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Duration_Minutes__c</fullName>
<label>Duration (Minutes)</label>
<type>Number</type>
<precision>5</precision>
<scale>0</scale>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Activity__c/fields/Lead__c.field-meta.xml Normal file
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<?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>Activities</relationshipLabel>
<relationshipName>Activities</relationshipName>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Activity__c/fields/Notes__c.field-meta.xml Normal file
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<?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>

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force-app/main/default/objects/Activity__c/fields/Outcome__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Outcome__c</fullName>
<label>Outcome</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Completed</fullName><default>false</default><label>Completed</label></value>
<value><fullName>No Answer</fullName><default>false</default><label>No Answer</label></value>
<value><fullName>Left Voicemail</fullName><default>false</default><label>Left Voicemail</label></value>
<value><fullName>Rescheduled</fullName><default>false</default><label>Rescheduled</label></value>
<value><fullName>Cancelled</fullName><default>false</default><label>Cancelled</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

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force-app/main/default/objects/Activity__c/fields/Subject__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Subject__c</fullName>
<label>Subject</label>
<type>Text</type>
<length>255</length>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Company__c/Company__c.object-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<deploymentStatus>Deployed</deploymentStatus>
<description>Company accounts and organizations - BlackRoad General CRM</description>
<enableActivities>true</enableActivities>
<enableHistory>true</enableHistory>
<enableReports>true</enableReports>
<label>Company</label>
<nameField>
<label>Company Name</label>
<type>Text</type>
</nameField>
<pluralLabel>Companies</pluralLabel>
<sharingModel>ReadWrite</sharingModel>
</CustomObject>

16
force-app/main/default/objects/Company__c/fields/Account_Status__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Account_Status__c</fullName>
<label>Account Status</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Prospect</fullName><default>true</default><label>Prospect</label></value>
<value><fullName>Customer</fullName><default>false</default><label>Customer</label></value>
<value><fullName>Partner</fullName><default>false</default><label>Partner</label></value>
<value><fullName>Churned</fullName><default>false</default><label>Churned</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

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force-app/main/default/objects/Company__c/fields/Address__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Address__c</fullName>
<label>Address</label>
<type>TextArea</type>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Company__c/fields/Annual_Revenue__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Annual_Revenue__c</fullName>
<label>Annual Revenue</label>
<type>Currency</type>
<precision>18</precision>
<scale>2</scale>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Company__c/fields/Company_Size__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Company_Size__c</fullName>
<label>Company Size</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>1-10</fullName><default>false</default><label>1-10</label></value>
<value><fullName>11-50</fullName><default>false</default><label>11-50</label></value>
<value><fullName>51-200</fullName><default>false</default><label>51-200</label></value>
<value><fullName>201-500</fullName><default>false</default><label>201-500</label></value>
<value><fullName>501-1000</fullName><default>false</default><label>501-1000</label></value>
<value><fullName>1000+</fullName><default>false</default><label>1000+</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

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force-app/main/default/objects/Company__c/fields/Description__c.field-meta.xml Normal file
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<?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>

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force-app/main/default/objects/Company__c/fields/Industry__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Industry__c</fullName>
<label>Industry</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Technology</fullName><default>false</default><label>Technology</label></value>
<value><fullName>Healthcare</fullName><default>false</default><label>Healthcare</label></value>
<value><fullName>Finance</fullName><default>false</default><label>Finance</label></value>
<value><fullName>Manufacturing</fullName><default>false</default><label>Manufacturing</label></value>
<value><fullName>Retail</fullName><default>false</default><label>Retail</label></value>
<value><fullName>Education</fullName><default>false</default><label>Education</label></value>
<value><fullName>Government</fullName><default>false</default><label>Government</label></value>
<value><fullName>Non-Profit</fullName><default>false</default><label>Non-Profit</label></value>
<value><fullName>Other</fullName><default>false</default><label>Other</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

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force-app/main/default/objects/Company__c/fields/Phone__c.field-meta.xml Normal file
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<?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>

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force-app/main/default/objects/Company__c/fields/Website__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Website__c</fullName>
<label>Website</label>
<type>Url</type>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Deal__c/Deal__c.object-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<deploymentStatus>Deployed</deploymentStatus>
<description>Sales opportunities and pipeline - BlackRoad General CRM</description>
<enableActivities>true</enableActivities>
<enableHistory>true</enableHistory>
<enableReports>true</enableReports>
<label>Deal</label>
<nameField>
<label>Deal Name</label>
<type>Text</type>
</nameField>
<pluralLabel>Deals</pluralLabel>
<sharingModel>ReadWrite</sharingModel>
</CustomObject>

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force-app/main/default/objects/Deal__c/fields/Amount__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Amount__c</fullName>
<label>Amount</label>
<type>Currency</type>
<precision>18</precision>
<scale>2</scale>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Deal__c/fields/Close_Date__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Close_Date__c</fullName>
<label>Close Date</label>
<type>Date</type>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Deal__c/fields/Company__c.field-meta.xml Normal file
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<?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>Deals</relationshipLabel>
<relationshipName>Deals</relationshipName>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Deal__c/fields/Description__c.field-meta.xml Normal file
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<?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>

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force-app/main/default/objects/Deal__c/fields/Lead__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Lead__c</fullName>
<label>Original Lead</label>
<type>Lookup</type>
<referenceTo>Lead__c</referenceTo>
<relationshipLabel>Deals</relationshipLabel>
<relationshipName>Deals</relationshipName>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Deal__c/fields/Primary_Contact__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Primary_Contact__c</fullName>
<label>Primary Contact</label>
<type>Text</type>
<length>255</length>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Deal__c/fields/Probability__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Probability__c</fullName>
<label>Probability (%)</label>
<type>Percent</type>
<precision>3</precision>
<scale>0</scale>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Deal__c/fields/Stage__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Stage__c</fullName>
<label>Stage</label>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value><fullName>Discovery</fullName><default>true</default><label>Discovery</label></value>
<value><fullName>Qualification</fullName><default>false</default><label>Qualification</label></value>
<value><fullName>Proposal</fullName><default>false</default><label>Proposal</label></value>
<value><fullName>Negotiation</fullName><default>false</default><label>Negotiation</label></value>
<value><fullName>Closed Won</fullName><default>false</default><label>Closed Won</label></value>
<value><fullName>Closed Lost</fullName><default>false</default><label>Closed Lost</label></value>
</valueSetDefinition>
</valueSet>
</CustomField>

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force-app/main/default/objects/Lead__c/Lead__c.object-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<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>
<enableReports>true</enableReports>
<label>Lead</label>
<nameField>
<label>Lead Name</label>
<type>Text</type>
</nameField>
<pluralLabel>Leads</pluralLabel>
<sharingModel>ReadWrite</sharingModel>
</CustomObject>

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force-app/main/default/objects/Lead__c/fields/Company_Name__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Company_Name__c</fullName>
<label>Company Name</label>
<type>Text</type>
<length>255</length>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Lead__c/fields/Company__c.field-meta.xml Normal file
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<?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>Leads</relationshipLabel>
<relationshipName>Leads</relationshipName>
<required>false</required>
</CustomField>

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force-app/main/default/objects/Lead__c/fields/Email__c.field-meta.xml Normal file
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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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force-app/main/default/objects/Lead__c/fields/Job_Title__c.field-meta.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<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>

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force-app/main/default/objects/Lead__c/fields/Lead_Source__c.field-meta.xml Normal file
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<?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>

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force-app/main/default/objects/Lead__c/fields/Lead_Status__c.field-meta.xml Normal file
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<?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>

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force-app/main/default/objects/Lead__c/fields/Notes__c.field-meta.xml Normal file
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<?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>

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force-app/main/default/objects/Lead__c/fields/Phone__c.field-meta.xml Normal file
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<?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>

15
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<?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>

10
force-app/main/default/objects/Task__c/fields/Company__c.field-meta.xml Normal file
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<?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>

7
force-app/main/default/objects/Task__c/fields/Completed_Date__c.field-meta.xml Normal file
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<?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>

10
force-app/main/default/objects/Task__c/fields/Deal__c.field-meta.xml Normal file
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<?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>

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<?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>

7
force-app/main/default/objects/Task__c/fields/Due_Date__c.field-meta.xml Normal file
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<?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>

10
force-app/main/default/objects/Task__c/fields/Lead__c.field-meta.xml Normal file
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<?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>

16
force-app/main/default/objects/Task__c/fields/Priority__c.field-meta.xml Normal file
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<?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>

17
force-app/main/default/objects/Task__c/fields/Task_Status__c.field-meta.xml Normal file
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<?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>

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<?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>

46
force-app/main/default/permissionsets/BlackRoad_Hub_Admin.permissionset-meta.xml
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<object>Compliance_Log__c</object> <object>Compliance_Log__c</object>
<viewAllRecords>true</viewAllRecords> <viewAllRecords>true</viewAllRecords>
</objectPermissions> </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> </PermissionSet>

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<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom50: Handshake</motif>
</CustomTab>

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<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom20: Factory</motif>
</CustomTab>

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<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom18: Dollar</motif>
</CustomTab>

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<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom41: Prospect</motif>
</CustomTab>

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<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
<customObject>true</customObject>
<motif>Custom33: Pencil</motif>
</CustomTab>

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// Insert BlackRoad General CRM as a CRM Product
CRM_Product__c generalCRM = new CRM_Product__c();
generalCRM.Name = 'BlackRoad General CRM';
generalCRM.Product_Code__c = 'GENERAL_CRM';
generalCRM.Description__c = 'General-purpose sales CRM for any industry. Includes lead management, deal pipeline, company accounts, activity tracking, and task management.';
generalCRM.Version__c = '1.0';
generalCRM.Target_Vertical__c = 'All Industries';
generalCRM.Objects_Included__c = 'Lead__c, Deal__c, Company__c, Activity__c, Task__c';
generalCRM.Flows_Included__c = '';
// Check if already exists
List<CRM_Product__c> existing = [SELECT Id FROM CRM_Product__c WHERE Product_Code__c = 'GENERAL_CRM' LIMIT 1];
if (existing.isEmpty()) {
insert generalCRM;
System.debug('Created GENERAL_CRM product: ' + generalCRM.Id);
} else {
System.debug('GENERAL_CRM already exists: ' + existing[0].Id);
}

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// BLACKROAD FA CRM - SAMPLE DATA
// HOUSEHOLDS
Client_Household__c chen = new Client_Household__c(
Name = 'Chen Household',
Total_AUM__c = 1200000,
Household_Status__c = 'Active',
Risk_Tolerance__c = 'Moderate',
Annual_Fee__c = 12000
);
insert chen;
Client_Household__c okonkwo = new Client_Household__c(
Name = 'Okonkwo Household',
Total_AUM__c = 3000000,
Household_Status__c = 'Active',
Risk_Tolerance__c = 'Moderately Aggressive',
Annual_Fee__c = 30000
);
insert okonkwo;
Client_Household__c reyes = new Client_Household__c(
Name = 'Reyes Household',
Total_AUM__c = 8500000,
Household_Status__c = 'Active',
Risk_Tolerance__c = 'Moderate',
Annual_Fee__c = 85000
);
insert reyes;
Client_Household__c hartley = new Client_Household__c(
Name = 'Hartley Household',
Total_AUM__c = 4700000,
Household_Status__c = 'Deceased Primary',
Risk_Tolerance__c = 'Conservative',
Annual_Fee__c = 47000
);
insert hartley;
Client_Household__c williams = new Client_Household__c(
Name = 'Williams Household',
Total_AUM__c = 450000,
Household_Status__c = 'Prospect',
Risk_Tolerance__c = 'Moderate'
);
insert williams;
// FINANCIAL ACCOUNTS
insert new Financial_Account__c(Name='Margaret Chen IRA', Household__c=chen.Id, Account_Type__c='Traditional IRA', Current_Value__c=680000, Custodian__c='Ameriprise', Is_Liquid__c=true);
insert new Financial_Account__c(Name='Chen Joint Brokerage', Household__c=chen.Id, Account_Type__c='Joint Brokerage', Current_Value__c=340000, Custodian__c='Ameriprise', Is_Liquid__c=true);
insert new Financial_Account__c(Name='Aisha Okonkwo 403(b)', Household__c=okonkwo.Id, Account_Type__c='403(b)', Current_Value__c=2100000, Custodian__c='Ameriprise', Is_Liquid__c=true);
insert new Financial_Account__c(Name='James Okonkwo Brokerage', Household__c=okonkwo.Id, Account_Type__c='Individual Brokerage', Current_Value__c=890000, Custodian__c='Ameriprise', Is_Liquid__c=true);
insert new Financial_Account__c(Name='Hartley Trust', Household__c=hartley.Id, Account_Type__c='Trust', Current_Value__c=2710000, Custodian__c='Ameriprise', Is_Liquid__c=true);
insert new Financial_Account__c(Name='Hartley IRA', Household__c=hartley.Id, Account_Type__c='Traditional IRA', Current_Value__c=1100000, Custodian__c='Ameriprise', Is_Liquid__c=true);
// LIQUIDITY EVENT
insert new Liquidity_Event__c(Household__c=reyes.Id, Event_Type__c='Business Sale', Gross_Proceeds__c=9350000, Estimated_Tax__c=1385000, Net_Proceeds__c=7965000, QSBS_Eligible__c='Yes - Verified', Status__c='Due Diligence');
// MORTALITY EVENT
insert new Mortality_Event__c(Household__c=hartley.Id, Date_of_Death__c=Date.today().addDays(-7), Death_Certificate_Received__c=true, Executor_Name__c='Michael Hartley', Total_Estate_Value__c=4700000, Probate_Required__c=true, Status__c='Documents Gathering');
// COMPLIANCE LOGS
insert new Compliance_Log__c(Household__c=chen.Id, Log_Type__c='Phone Call', Description__c='Client reported spouse death. Initiated emergency distribution.', Auto_Generated__c=false);
insert new Compliance_Log__c(Household__c=reyes.Id, Log_Type__c='Meeting', Description__c='Business sale planning. Reviewed QSBS eligibility.', Auto_Generated__c=false);
insert new Compliance_Log__c(Household__c=hartley.Id, Log_Type__c='Document Received', Description__c='Death certificate received.', Auto_Generated__c=true);
System.debug('✅ FA CRM Sample Data Created!');
System.debug('5 Households, 6 Accounts, 1 Liquidity Event, 1 Mortality Event, 3 Compliance Logs');