- 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>
The $330/month enterprise backend discovery:
- 30B users → Cloudflare → Shellfish → Tailscale → Pi Cluster → Agents → Salesforce
- Fortune 500 pays $10M+/year, BlackRoad pays $4K/year
- 78 TOPS local AI inference (Hailo-8 x3)
- 11 Raspberry Pis, Jetson Orin Nano
- Total infrastructure: ~$500-800/month for "unlimited" scale
Their pricing model assumes humans click buttons.
We removed the bottleneck.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
THE INSIGHT:
- Salesforce thinks they sell CRM seats at $330/user/month
- We're buying enterprise backend infrastructure for $330/month TOTAL
- 30 billion users, 1000+ agents, 1 Salesforce seat
THE HARDWARE:
- 11 Raspberry Pis (Lucidia, Aria, Octavia, Alice + more)
- 78 TOPS local AI inference (3x Hailo-8)
- Jetson Orin Nano, ESP32s, LoRa, sensors
THE MATH:
- Fortune 500: $10M+/year for enterprise Salesforce
- BlackRoad: $3,960/year for same capabilities
- Difference: Used to build edge infrastructure
Their pricing model cannot comprehend agent swarms.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Added 3 Record-Triggered Flows:
- Household_Create_Compliance_Log: Auto-creates FINRA audit log when household created
- Mortality_Event_Workflow: Initiates estate processing workflow
- Liquidity_Event_Alert: Creates compliance tracking for business sales/IPOs
- Added sample-data-simple.apex script for inserting test data
- All Flows deployed successfully to Salesforce org
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Added 4 Custom Report Types (deployed to org):
- Client_Households
- Distribution_Requests
- Mortality_Events
- Compliance_Logs
- Updated report field references to use proper dot notation
- Reports reference custom report types for accurate data
Report Types are deployed to Salesforce org and available for
creating reports in the Report Builder UI.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Agent__c: License, commission rate, hire date, agent type (insurance/RE)
- Policy__c: Type, premium, coverage, carrier, effective/expiration dates
- Listing__c: Property type, beds/baths/sqft, list/sale price, status
- Commission__c: Links to policies/listings, amount, type, payment status
- Client__c: Contact info, client type (buyer/seller/policyholder), source
Objects designed for dual-use: insurance agencies AND real estate brokerages.
Commissions track earnings from both policy sales and property transactions.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Updated BlackRoad_Hub app with FA CRM tabs and improved structure
- Added BlackRoad_Hub_Home flexipage with blackroadHubDashboard LWC
- Created BlackRoad Hub Reports folder with 4 reports:
- Households by AUM (summary with AUM tier buckets)
- Pending Distributions (filtered by pending status)
- Active Mortality Events (excludes closed events)
- Compliance Log Activity (last 90 days grouped by type)
- Created BlackRoad Hub Dashboard with all 4 reports
App and FlexiPage deployed successfully to org.
Reports and Dashboard metadata ready for deployment.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
