// ============================================ // BLACKROAD HUB - SIMPLE DATA LOADER // Creates minimal sample data for all 3 CRMs // ============================================ // ----- FINANCIAL ADVISOR CRM ----- List households = new List(); households.add(new Client_Household__c(Name='Johnson Family - $1.25M AUM')); households.add(new Client_Household__c(Name='Martinez Family - $3.5M AUM')); households.add(new Client_Household__c(Name='Thompson Trust - $8.75M AUM')); insert households; System.debug('Created ' + households.size() + ' FA households'); // ----- GENERAL CRM ----- List companies = new List(); companies.add(new Company__c(Name='Acme Corporation')); companies.add(new Company__c(Name='GlobalTech Solutions')); companies.add(new Company__c(Name='Midwest Manufacturing')); insert companies; System.debug('Created ' + companies.size() + ' companies'); List leads = new List(); leads.add(new Lead__c(Name='Sarah Wilson')); leads.add(new Lead__c(Name='Michael Brown')); leads.add(new Lead__c(Name='Jennifer Lee')); insert leads; System.debug('Created ' + leads.size() + ' leads'); List deals = new List(); deals.add(new Deal__c(Name='Acme Enterprise License', Company__c=companies[0].Id)); deals.add(new Deal__c(Name='GlobalTech Platform Upgrade', Company__c=companies[1].Id)); deals.add(new Deal__c(Name='Midwest ERP Implementation', Company__c=companies[2].Id)); insert deals; System.debug('Created ' + deals.size() + ' deals'); // ----- AGENCY CRM ----- List agents = new List(); agents.add(new Agent__c(Name='Robert Anderson')); agents.add(new Agent__c(Name='Lisa Chen')); agents.add(new Agent__c(Name='James Wilson')); insert agents; System.debug('Created ' + agents.size() + ' agents'); List clients = new List(); clients.add(new Client__c(Name='John Smith', Primary_Agent__c=agents[0].Id)); clients.add(new Client__c(Name='Amanda Johnson', Primary_Agent__c=agents[1].Id)); clients.add(new Client__c(Name='Thomas Davis', Primary_Agent__c=agents[2].Id)); insert clients; System.debug('Created ' + clients.size() + ' clients'); List policies = new List(); policies.add(new Policy__c(Name='POL-2024-001', Client__c=clients[0].Id, Agent__c=agents[0].Id)); policies.add(new Policy__c(Name='POL-2024-002', Client__c=clients[1].Id, Agent__c=agents[1].Id)); policies.add(new Policy__c(Name='POL-2024-003', Client__c=clients[2].Id, Agent__c=agents[2].Id)); insert policies; System.debug('Created ' + policies.size() + ' policies'); List listings = new List(); listings.add(new Listing__c(Name='123 Oak Street', Agent__c=agents[1].Id)); listings.add(new Listing__c(Name='456 Pine Avenue', Agent__c=agents[1].Id)); listings.add(new Listing__c(Name='789 Maple Drive', Agent__c=agents[0].Id)); insert listings; System.debug('Created ' + listings.size() + ' listings'); System.debug('=== SIMPLE DATA LOAD COMPLETE ===');