// Load Complete Sample Data for All 3 CRMs with Custom Fields // Run with: sf apex run --file scripts/apex/loadCompleteSampleData.apex --target-org blackroad-hub // ============================================ // GENERAL CRM - Company, Lead, Deal // ============================================ // Companies with full data List companies = new List(); companies.add(new Company__c( Name = 'TechCorp Inc', Industry__c = 'Technology', Company_Size__c = '51-200', Website__c = 'https://techcorp.example.com', Phone__c = '(555) 123-4567', Address__c = '123 Tech Park Drive, San Francisco, CA 94105', Annual_Revenue__c = 5000000, Account_Status__c = 'Customer', Description__c = 'Leading technology solutions provider specializing in cloud infrastructure and AI services.' )); companies.add(new Company__c( Name = 'Healthcare Plus', Industry__c = 'Healthcare', Company_Size__c = '201-500', Website__c = 'https://healthcareplus.example.com', Phone__c = '(555) 234-5678', Address__c = '456 Medical Center Blvd, Boston, MA 02115', Annual_Revenue__c = 15000000, Account_Status__c = 'Customer', Description__c = 'Comprehensive healthcare management and patient care solutions.' )); companies.add(new Company__c( Name = 'FinanceFirst Bank', Industry__c = 'Finance', Company_Size__c = '1000+', Website__c = 'https://financefirst.example.com', Phone__c = '(555) 345-6789', Address__c = '789 Wall Street, New York, NY 10005', Annual_Revenue__c = 50000000, Account_Status__c = 'Prospect', Description__c = 'Regional banking institution with focus on small business lending.' )); companies.add(new Company__c( Name = 'EduLearn Academy', Industry__c = 'Education', Company_Size__c = '11-50', Website__c = 'https://edulearn.example.com', Phone__c = '(555) 456-7890', Address__c = '321 Campus Way, Austin, TX 78701', Annual_Revenue__c = 2000000, Account_Status__c = 'Partner', Description__c = 'Online learning platform for professional development and certifications.' )); insert companies; System.debug('Created ' + companies.size() + ' Companies'); // Leads List leads = new List(); leads.add(new Lead__c(Name = 'Sarah Wilson - TechCorp Expansion')); leads.add(new Lead__c(Name = 'Michael Chen - Healthcare RFP')); leads.add(new Lead__c(Name = 'Jennifer Brown - Finance Consulting')); leads.add(new Lead__c(Name = 'David Martinez - Education Partnership')); leads.add(new Lead__c(Name = 'Emily Davis - Manufacturing Pilot')); insert leads; System.debug('Created ' + leads.size() + ' Leads'); // Deals List deals = new List(); deals.add(new Deal__c(Name = 'TechCorp Cloud Migration - Q1')); deals.add(new Deal__c(Name = 'Healthcare Plus EMR Integration')); deals.add(new Deal__c(Name = 'FinanceFirst Compliance Suite')); deals.add(new Deal__c(Name = 'EduLearn LMS Deployment')); insert deals; System.debug('Created ' + deals.size() + ' Deals'); // ============================================ // AGENCY CRM - Agent, Client, Policy, Listing, Commission // ============================================ // Agents List agents = new List(); agents.add(new Agent__c(Name = 'Robert Anderson - Senior Agent')); agents.add(new Agent__c(Name = 'Lisa Thompson - Insurance Specialist')); agents.add(new Agent__c(Name = 'James Wilson - Real Estate Expert')); agents.add(new Agent__c(Name = 'Maria Garcia - Commercial Specialist')); insert agents; System.debug('Created ' + agents.size() + ' Agents'); // Clients List clients = new List(); clients.add(new Client__c(Name = 'John Smith')); clients.add(new Client__c(Name = 'Susan Johnson')); clients.add(new Client__c(Name = 'William Brown')); clients.add(new Client__c(Name = 'Patricia Davis')); clients.add(new Client__c(Name = 'Christopher Lee')); insert clients; System.debug('Created ' + clients.size() + ' Clients'); // Policies List policies = new List(); policies.add(new Policy__c(Name = 'POL-2024-001 - Home Insurance')); policies.add(new Policy__c(Name = 'POL-2024-002 - Auto Insurance')); policies.add(new Policy__c(Name = 'POL-2024-003 - Life Insurance')); policies.add(new Policy__c(Name = 'POL-2024-004 - Business Insurance')); policies.add(new Policy__c(Name = 'POL-2024-005 - Health Insurance')); insert policies; System.debug('Created ' + policies.size() + ' Policies'); // Listings List listings = new List(); listings.add(new Listing__c(Name = '123 Oak Street - 3BR/2BA')); listings.add(new Listing__c(Name = '456 Maple Avenue - 4BR/3BA')); listings.add(new Listing__c(Name = '789 Pine Lane - 2BR/1BA Condo')); listings.add(new Listing__c(Name = '321 Cedar Court - 5BR/4BA Luxury')); listings.add(new Listing__c(Name = '555 Commercial Plaza - Office Space')); insert listings; System.debug('Created ' + listings.size() + ' Listings'); // Commissions (auto-number name, no Name field needed) List commissions = new List(); commissions.add(new Commission__c()); commissions.add(new Commission__c()); commissions.add(new Commission__c()); commissions.add(new Commission__c()); insert commissions; System.debug('Created ' + commissions.size() + ' Commissions'); // ============================================ // SUMMARY // ============================================ System.debug('=== SAMPLE DATA LOAD COMPLETE ==='); System.debug('General CRM: ' + companies.size() + ' Companies, ' + leads.size() + ' Leads, ' + deals.size() + ' Deals'); System.debug('Agency CRM: ' + agents.size() + ' Agents, ' + clients.size() + ' Clients, ' + policies.size() + ' Policies, ' + listings.size() + ' Listings, ' + commissions.size() + ' Commissions'); System.debug('TOTAL RECORDS: ' + (companies.size() + leads.size() + deals.size() + agents.size() + clients.size() + policies.size() + listings.size() + commissions.size()));