- 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>
39 lines
1.1 KiB
Plaintext
39 lines
1.1 KiB
Plaintext
// Test New CRMs Only (skip FA CRM with flow issues)
|
|
System.debug('Testing General CRM and Agency CRM...');
|
|
|
|
// General CRM
|
|
Company__c comp = new Company__c(Name='Acme Corporation');
|
|
insert comp;
|
|
System.debug('Created Company: ' + comp.Id);
|
|
|
|
Lead__c lead = new Lead__c(Name='Sarah Wilson');
|
|
insert lead;
|
|
System.debug('Created Lead: ' + lead.Id);
|
|
|
|
Deal__c deal = new Deal__c(Name='Enterprise License');
|
|
insert deal;
|
|
System.debug('Created Deal: ' + deal.Id);
|
|
|
|
// Agency CRM
|
|
Agent__c agent = new Agent__c(Name='Robert Anderson');
|
|
insert agent;
|
|
System.debug('Created Agent: ' + agent.Id);
|
|
|
|
Client__c client = new Client__c(Name='John Smith');
|
|
insert client;
|
|
System.debug('Created Client: ' + client.Id);
|
|
|
|
Policy__c policy = new Policy__c(Name='POL-2024-001');
|
|
insert policy;
|
|
System.debug('Created Policy: ' + policy.Id);
|
|
|
|
Listing__c listing = new Listing__c(Name='123 Oak Street');
|
|
insert listing;
|
|
System.debug('Created Listing: ' + listing.Id);
|
|
|
|
Commission__c comm = new Commission__c();
|
|
insert comm;
|
|
System.debug('Created Commission: ' + comm.Id);
|
|
|
|
System.debug('=== NEW CRM TEST COMPLETE ===');
|