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	e9b4f3acce	Add automation Flows and sample data scripts ... - 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>	2026-01-11 18:04:39 -06:00