f1f0148009
- Added 5 custom objects: Lead__c, Deal__c, Company__c, Activity__c, Task__c - Added fields for each object (email, phone, status, stage, amount, etc.) - Created tabs for navigation - Updated permission set with new object access - Registered as CRM_Product__c: GENERAL_CRM Objects included: - Lead__c: Email, Phone, Company Name, Job Title, Lead Status, Lead Source, Notes - Deal__c: Company, Amount, Stage, Close Date, Probability, Lead, Description - Company__c: Website, Phone, Industry, Company Size, Annual Revenue, Status - Activity__c: Type, Date, Duration, Subject, Notes, Outcome (linked to deals/leads) - Task__c: Status, Priority, Due Date, Description (linked to deals/leads/companies) 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
19 lines
896 B
Plaintext
19 lines
896 B
Plaintext
// Insert BlackRoad General CRM as a CRM Product
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CRM_Product__c generalCRM = new CRM_Product__c();
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generalCRM.Name = 'BlackRoad General CRM';
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generalCRM.Product_Code__c = 'GENERAL_CRM';
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generalCRM.Description__c = 'General-purpose sales CRM for any industry. Includes lead management, deal pipeline, company accounts, activity tracking, and task management.';
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generalCRM.Version__c = '1.0';
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generalCRM.Target_Vertical__c = 'All Industries';
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generalCRM.Objects_Included__c = 'Lead__c, Deal__c, Company__c, Activity__c, Task__c';
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generalCRM.Flows_Included__c = '';
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// Check if already exists
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List<CRM_Product__c> existing = [SELECT Id FROM CRM_Product__c WHERE Product_Code__c = 'GENERAL_CRM' LIMIT 1];
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if (existing.isEmpty()) {
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insert generalCRM;
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System.debug('Created GENERAL_CRM product: ' + generalCRM.Id);
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} else {
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System.debug('GENERAL_CRM already exists: ' + existing[0].Id);
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}
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