Files
blackroad-salesforce-hub/force-app/main/default/layouts/Client__c-Client Layout.layout-meta.xml
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

23 lines
867 B
XML

<?xml version="1.0" encoding="UTF-8"?>
<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
<layoutSections>
<customLabel>false</customLabel>
<detailHeading>false</detailHeading>
<editHeading>true</editHeading>
<label>Information</label>
<layoutColumns>
<layoutItems>
<behavior>Required</behavior>
<field>Name</field>
</layoutItems>
</layoutColumns>
<layoutColumns/>
<style>TwoColumnsTopToBottom</style>
</layoutSections>
<showEmailCheckbox>false</showEmailCheckbox>
<showHighlightsPanel>false</showHighlightsPanel>
<showInteractionLogPanel>false</showInteractionLogPanel>
<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
</Layout>