2 Commits

Author	SHA1	Message	Date
Alexa Louise	cbdbf1692b	Add BlackRoad CRM enhancements - validation rules, relationships, views, app, and dashboard ... - 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>	2026-01-11 19:46:51 -06:00
Alexa Louise	eee13afebb	Add Lightning App Page, Reports, and Dashboard for BlackRoad Hub ... - 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>	2026-01-11 17:37:39 -06:00