Files
blackroad-salesforce-hub/force-app/main/default/quickActions/NewLead.quickAction-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

19 lines
701 B
XML

<?xml version="1.0" encoding="UTF-8"?>
<QuickAction xmlns="http://soap.sforce.com/2006/04/metadata">
<label>New Lead</label>
<optionsCreateFeedItem>false</optionsCreateFeedItem>
<quickActionLayout>
<layoutSectionStyle>TwoColumnsLeftToRight</layoutSectionStyle>
<quickActionLayoutColumns>
<quickActionLayoutItems>
<emptySpace>false</emptySpace>
<field>Name</field>
<uiBehavior>Required</uiBehavior>
</quickActionLayoutItems>
</quickActionLayoutColumns>
<quickActionLayoutColumns/>
</quickActionLayout>
<targetObject>Lead__c</targetObject>
<type>Create</type>
</QuickAction>