eee13afebb
- 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>
27 lines
1.0 KiB
XML
27 lines
1.0 KiB
XML
<?xml version="1.0" encoding="UTF-8"?>
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<CustomApplication xmlns="http://soap.sforce.com/2006/04/metadata">
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<brand>
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<headerColor>#000000</headerColor>
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<shouldOverrideOrgTheme>true</shouldOverrideOrgTheme>
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</brand>
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<description>BlackRoad OS Hub - Financial Advisor CRM Command Center</description>
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<formFactors>Large</formFactors>
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<isNavAutoTempTabsDisabled>false</isNavAutoTempTabsDisabled>
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<isNavPersonalizationDisabled>false</isNavPersonalizationDisabled>
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<isNavTabPersistenceDisabled>false</isNavTabPersistenceDisabled>
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<label>BlackRoad Hub</label>
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<navType>Standard</navType>
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<tabs>standard-home</tabs>
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<tabs>Client_Household__c</tabs>
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<tabs>Financial_Account__c</tabs>
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<tabs>Distribution_Request__c</tabs>
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<tabs>Mortality_Event__c</tabs>
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<tabs>Liquidity_Event__c</tabs>
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<tabs>Compliance_Log__c</tabs>
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<tabs>Connected_CRM__c</tabs>
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<tabs>CRM_Product__c</tabs>
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<tabs>standard-report</tabs>
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<tabs>standard-Dashboard</tabs>
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<uiType>Lightning</uiType>
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</CustomApplication>
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