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

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BlackRoad_CRM_Dashboard.flexipage-meta.xml

Add General CRM + Agency CRM automation and dashboard

2026-01-11 18:41:38 -06:00

BlackRoad_Hub_Home.flexipage-meta.xml

Add Lightning App Page, Reports, and Dashboard for BlackRoad Hub

2026-01-11 17:37:39 -06:00