Alexa Louise
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cbdbf1692b
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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>
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2026-01-11 19:46:51 -06:00 |
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Alexa Louise
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f1f0148009
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Add BlackRoad General CRM objects and fields
- 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>
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2026-01-11 17:41:02 -06:00 |
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