blackroad-os/blackroad-salesforce-hub
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99e8984d32e68e5427a19b2556ac463370dd14f9
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4 Commits

Author SHA1 Message Date
Alexa Louise
6d049c0e52 Add CRM enhancements: Reports, Quick Actions, Layouts, Sample Data 
- 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>
 2026-01-11 19:34:33 -06:00
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
Alexa Louise
f1f0148009 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>
 2026-01-11 17:41:02 -06:00