2 Commits

Author	SHA1	Message	Date
Alexa Louise	516e55519a	Add General CRM + Agency CRM automation and dashboard ... - Add Lead-to-Deal Conversion Flow (screen flow) - Add Policy Renewal Reminder Flow (scheduled, draft) - Add Commission Auto-Calculate Flow (record-triggered, draft) - Add BlackRoad CRM Dashboard (Lightning App Page) - Add sample data loader scripts for all 3 CRMs - Update permission sets with new object access 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>	2026-01-11 18:41:38 -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