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>
66 lines
3.0 KiB
Plaintext
66 lines
3.0 KiB
Plaintext
// ============================================
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// BLACKROAD HUB - SIMPLE DATA LOADER
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// Creates minimal sample data for all 3 CRMs
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// ============================================
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// ----- FINANCIAL ADVISOR CRM -----
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List<Client_Household__c> households = new List<Client_Household__c>();
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households.add(new Client_Household__c(Name='Johnson Family - $1.25M AUM'));
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households.add(new Client_Household__c(Name='Martinez Family - $3.5M AUM'));
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households.add(new Client_Household__c(Name='Thompson Trust - $8.75M AUM'));
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insert households;
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System.debug('Created ' + households.size() + ' FA households');
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// ----- GENERAL CRM -----
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List<Company__c> companies = new List<Company__c>();
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companies.add(new Company__c(Name='Acme Corporation'));
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companies.add(new Company__c(Name='GlobalTech Solutions'));
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companies.add(new Company__c(Name='Midwest Manufacturing'));
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insert companies;
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System.debug('Created ' + companies.size() + ' companies');
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List<Lead__c> leads = new List<Lead__c>();
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leads.add(new Lead__c(Name='Sarah Wilson'));
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leads.add(new Lead__c(Name='Michael Brown'));
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leads.add(new Lead__c(Name='Jennifer Lee'));
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insert leads;
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System.debug('Created ' + leads.size() + ' leads');
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List<Deal__c> deals = new List<Deal__c>();
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deals.add(new Deal__c(Name='Acme Enterprise License', Company__c=companies[0].Id));
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deals.add(new Deal__c(Name='GlobalTech Platform Upgrade', Company__c=companies[1].Id));
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deals.add(new Deal__c(Name='Midwest ERP Implementation', Company__c=companies[2].Id));
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insert deals;
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System.debug('Created ' + deals.size() + ' deals');
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// ----- AGENCY CRM -----
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List<Agent__c> agents = new List<Agent__c>();
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agents.add(new Agent__c(Name='Robert Anderson'));
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agents.add(new Agent__c(Name='Lisa Chen'));
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agents.add(new Agent__c(Name='James Wilson'));
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insert agents;
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System.debug('Created ' + agents.size() + ' agents');
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List<Client__c> clients = new List<Client__c>();
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clients.add(new Client__c(Name='John Smith', Primary_Agent__c=agents[0].Id));
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clients.add(new Client__c(Name='Amanda Johnson', Primary_Agent__c=agents[1].Id));
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clients.add(new Client__c(Name='Thomas Davis', Primary_Agent__c=agents[2].Id));
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insert clients;
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System.debug('Created ' + clients.size() + ' clients');
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List<Policy__c> policies = new List<Policy__c>();
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policies.add(new Policy__c(Name='POL-2024-001', Client__c=clients[0].Id, Agent__c=agents[0].Id));
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policies.add(new Policy__c(Name='POL-2024-002', Client__c=clients[1].Id, Agent__c=agents[1].Id));
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policies.add(new Policy__c(Name='POL-2024-003', Client__c=clients[2].Id, Agent__c=agents[2].Id));
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insert policies;
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System.debug('Created ' + policies.size() + ' policies');
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List<Listing__c> listings = new List<Listing__c>();
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listings.add(new Listing__c(Name='123 Oak Street', Agent__c=agents[1].Id));
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listings.add(new Listing__c(Name='456 Pine Avenue', Agent__c=agents[1].Id));
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listings.add(new Listing__c(Name='789 Maple Drive', Agent__c=agents[0].Id));
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insert listings;
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System.debug('Created ' + listings.size() + ' listings');
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System.debug('=== SIMPLE DATA LOAD COMPLETE ===');
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