516e55519a
- Add Lead-to-Deal Conversion Flow (screen flow) - Add Policy Renewal Reminder Flow (scheduled, draft) - Add Commission Auto-Calculate Flow (record-triggered, draft) - Add BlackRoad CRM Dashboard (Lightning App Page) - Add sample data loader scripts for all 3 CRMs - Update permission sets with new object access 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
23 lines
736 B
Plaintext
23 lines
736 B
Plaintext
// Minimal Data Loader - Only Name fields
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System.debug('Starting minimal data load...');
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// FA CRM
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insert new Client_Household__c(Name='Johnson Family');
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insert new Client_Household__c(Name='Martinez Family');
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System.debug('Created 2 FA households');
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// General CRM
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insert new Company__c(Name='Acme Corporation');
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insert new Lead__c(Name='Sarah Wilson');
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insert new Deal__c(Name='Enterprise License');
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System.debug('Created General CRM records');
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// Agency CRM
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insert new Agent__c(Name='Robert Anderson');
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insert new Client__c(Name='John Smith');
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insert new Policy__c(Name='POL-2024-001');
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insert new Listing__c(Name='123 Oak Street');
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System.debug('Created Agency CRM records');
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System.debug('=== MINIMAL DATA LOAD COMPLETE ===');
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