6d049c0e52
- 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>
382 lines
13 KiB
XML
382 lines
13 KiB
XML
<?xml version="1.0" encoding="UTF-8"?>
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<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
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<description>Full access to BlackRoad OS Hub</description>
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<hasActivationRequired>false</hasActivationRequired>
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<label>BlackRoad Hub Admin</label>
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<!-- Client_Household__c Field Permissions -->
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<fieldPermissions>
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<editable>true</editable>
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<field>Client_Household__c.Total_AUM__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Client_Household__c.Annual_Fee__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Client_Household__c.Household_Status__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Client_Household__c.Risk_Tolerance__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Client_Household__c.Last_Review_Date__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Client_Household__c.Next_Review_Date__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Client_Household__c.Primary_Contact__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Client_Household__c.Secondary_Contact__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<!-- Company__c Field Permissions - General CRM -->
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Account_Status__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Address__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Annual_Revenue__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Company_Size__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Description__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Industry__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Phone__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Company__c.Website__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<!-- Compliance_Log__c Field Permissions -->
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<fieldPermissions>
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<editable>true</editable>
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<field>Compliance_Log__c.Log_Type__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Compliance_Log__c.Description__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Compliance_Log__c.Auto_Generated__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Compliance_Log__c.Household__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<!-- Financial_Account__c Field Permissions -->
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<fieldPermissions>
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<editable>true</editable>
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<field>Financial_Account__c.Account_Type__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Financial_Account__c.Current_Value__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Financial_Account__c.Custodian__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Financial_Account__c.Household__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Financial_Account__c.Is_Liquid__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<!-- Liquidity_Event__c Field Permissions -->
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<fieldPermissions>
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<editable>true</editable>
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<field>Liquidity_Event__c.Event_Type__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Liquidity_Event__c.Gross_Proceeds__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Liquidity_Event__c.Estimated_Tax__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Liquidity_Event__c.Net_Proceeds__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Liquidity_Event__c.QSBS_Eligible__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Liquidity_Event__c.Status__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Liquidity_Event__c.Household__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<!-- Mortality_Event__c Field Permissions -->
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<fieldPermissions>
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<editable>true</editable>
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<field>Mortality_Event__c.Date_of_Death__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Mortality_Event__c.Death_Certificate_Received__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Mortality_Event__c.Executor_Name__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Mortality_Event__c.Total_Estate_Value__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Mortality_Event__c.Probate_Required__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Mortality_Event__c.Status__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<fieldPermissions>
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<editable>true</editable>
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<field>Mortality_Event__c.Household__c</field>
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<readable>true</readable>
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</fieldPermissions>
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<!-- Object Permissions - FA CRM -->
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Client_Household__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>false</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>false</modifyAllRecords>
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<object>Compliance_Log__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Connected_CRM__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>CRM_Product__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Distribution_Request__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Financial_Account__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Liquidity_Event__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Mortality_Event__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<!-- Object Permissions - General CRM -->
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Activity__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Company__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Deal__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Lead__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Task__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<!-- Object Permissions - Agency CRM -->
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Agent__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Client__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Commission__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Listing__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<allowCreate>true</allowCreate>
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<allowDelete>true</allowDelete>
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<allowEdit>true</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>true</modifyAllRecords>
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<object>Policy__c</object>
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<viewAllRecords>true</viewAllRecords>
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</objectPermissions>
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</PermissionSet>
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