- 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>
- 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>
