Files
blackroad-salesforce-hub/scripts/apex/loadCompleteSampleData.apex
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

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// Load Complete Sample Data for All 3 CRMs with Custom Fields
// Run with: sf apex run --file scripts/apex/loadCompleteSampleData.apex --target-org blackroad-hub
// ============================================
// GENERAL CRM - Company, Lead, Deal
// ============================================
// Companies with full data
List<Company__c> companies = new List<Company__c>();
companies.add(new Company__c(
Name = 'TechCorp Inc',
Industry__c = 'Technology',
Company_Size__c = '51-200',
Website__c = 'https://techcorp.example.com',
Phone__c = '(555) 123-4567',
Address__c = '123 Tech Park Drive, San Francisco, CA 94105',
Annual_Revenue__c = 5000000,
Account_Status__c = 'Customer',
Description__c = 'Leading technology solutions provider specializing in cloud infrastructure and AI services.'
));
companies.add(new Company__c(
Name = 'Healthcare Plus',
Industry__c = 'Healthcare',
Company_Size__c = '201-500',
Website__c = 'https://healthcareplus.example.com',
Phone__c = '(555) 234-5678',
Address__c = '456 Medical Center Blvd, Boston, MA 02115',
Annual_Revenue__c = 15000000,
Account_Status__c = 'Customer',
Description__c = 'Comprehensive healthcare management and patient care solutions.'
));
companies.add(new Company__c(
Name = 'FinanceFirst Bank',
Industry__c = 'Finance',
Company_Size__c = '1000+',
Website__c = 'https://financefirst.example.com',
Phone__c = '(555) 345-6789',
Address__c = '789 Wall Street, New York, NY 10005',
Annual_Revenue__c = 50000000,
Account_Status__c = 'Prospect',
Description__c = 'Regional banking institution with focus on small business lending.'
));
companies.add(new Company__c(
Name = 'EduLearn Academy',
Industry__c = 'Education',
Company_Size__c = '11-50',
Website__c = 'https://edulearn.example.com',
Phone__c = '(555) 456-7890',
Address__c = '321 Campus Way, Austin, TX 78701',
Annual_Revenue__c = 2000000,
Account_Status__c = 'Partner',
Description__c = 'Online learning platform for professional development and certifications.'
));
insert companies;
System.debug('Created ' + companies.size() + ' Companies');
// Leads
List<Lead__c> leads = new List<Lead__c>();
leads.add(new Lead__c(Name = 'Sarah Wilson - TechCorp Expansion'));
leads.add(new Lead__c(Name = 'Michael Chen - Healthcare RFP'));
leads.add(new Lead__c(Name = 'Jennifer Brown - Finance Consulting'));
leads.add(new Lead__c(Name = 'David Martinez - Education Partnership'));
leads.add(new Lead__c(Name = 'Emily Davis - Manufacturing Pilot'));
insert leads;
System.debug('Created ' + leads.size() + ' Leads');
// Deals
List<Deal__c> deals = new List<Deal__c>();
deals.add(new Deal__c(Name = 'TechCorp Cloud Migration - Q1'));
deals.add(new Deal__c(Name = 'Healthcare Plus EMR Integration'));
deals.add(new Deal__c(Name = 'FinanceFirst Compliance Suite'));
deals.add(new Deal__c(Name = 'EduLearn LMS Deployment'));
insert deals;
System.debug('Created ' + deals.size() + ' Deals');
// ============================================
// AGENCY CRM - Agent, Client, Policy, Listing, Commission
// ============================================
// Agents
List<Agent__c> agents = new List<Agent__c>();
agents.add(new Agent__c(Name = 'Robert Anderson - Senior Agent'));
agents.add(new Agent__c(Name = 'Lisa Thompson - Insurance Specialist'));
agents.add(new Agent__c(Name = 'James Wilson - Real Estate Expert'));
agents.add(new Agent__c(Name = 'Maria Garcia - Commercial Specialist'));
insert agents;
System.debug('Created ' + agents.size() + ' Agents');
// Clients
List<Client__c> clients = new List<Client__c>();
clients.add(new Client__c(Name = 'John Smith'));
clients.add(new Client__c(Name = 'Susan Johnson'));
clients.add(new Client__c(Name = 'William Brown'));
clients.add(new Client__c(Name = 'Patricia Davis'));
clients.add(new Client__c(Name = 'Christopher Lee'));
insert clients;
System.debug('Created ' + clients.size() + ' Clients');
// Policies
List<Policy__c> policies = new List<Policy__c>();
policies.add(new Policy__c(Name = 'POL-2024-001 - Home Insurance'));
policies.add(new Policy__c(Name = 'POL-2024-002 - Auto Insurance'));
policies.add(new Policy__c(Name = 'POL-2024-003 - Life Insurance'));
policies.add(new Policy__c(Name = 'POL-2024-004 - Business Insurance'));
policies.add(new Policy__c(Name = 'POL-2024-005 - Health Insurance'));
insert policies;
System.debug('Created ' + policies.size() + ' Policies');
// Listings
List<Listing__c> listings = new List<Listing__c>();
listings.add(new Listing__c(Name = '123 Oak Street - 3BR/2BA'));
listings.add(new Listing__c(Name = '456 Maple Avenue - 4BR/3BA'));
listings.add(new Listing__c(Name = '789 Pine Lane - 2BR/1BA Condo'));
listings.add(new Listing__c(Name = '321 Cedar Court - 5BR/4BA Luxury'));
listings.add(new Listing__c(Name = '555 Commercial Plaza - Office Space'));
insert listings;
System.debug('Created ' + listings.size() + ' Listings');
// Commissions (auto-number name, no Name field needed)
List<Commission__c> commissions = new List<Commission__c>();
commissions.add(new Commission__c());
commissions.add(new Commission__c());
commissions.add(new Commission__c());
commissions.add(new Commission__c());
insert commissions;
System.debug('Created ' + commissions.size() + ' Commissions');
// ============================================
// SUMMARY
// ============================================
System.debug('=== SAMPLE DATA LOAD COMPLETE ===');
System.debug('General CRM: ' + companies.size() + ' Companies, ' + leads.size() + ' Leads, ' + deals.size() + ' Deals');
System.debug('Agency CRM: ' + agents.size() + ' Agents, ' + clients.size() + ' Clients, ' + policies.size() + ' Policies, ' + listings.size() + ' Listings, ' + commissions.size() + ' Commissions');
System.debug('TOTAL RECORDS: ' + (companies.size() + leads.size() + deals.size() + agents.size() + clients.size() + policies.size() + listings.size() + commissions.size()));