e9b4f3acce
- Added 3 Record-Triggered Flows: - Household_Create_Compliance_Log: Auto-creates FINRA audit log when household created - Mortality_Event_Workflow: Initiates estate processing workflow - Liquidity_Event_Alert: Creates compliance tracking for business sales/IPOs - Added sample-data-simple.apex script for inserting test data - All Flows deployed successfully to Salesforce org 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
53 lines
2.3 KiB
Plaintext
53 lines
2.3 KiB
Plaintext
// BLACKROAD FA CRM - SAMPLE DATA (Basic)
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// Creates records using only standard Name field (where writable)
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// Objects with AutoNumber: Liquidity_Event__c, Mortality_Event__c, Compliance_Log__c
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// HOUSEHOLDS (Name is Text - writable)
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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 = 'Chen Household - $1.2M AUM'));
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households.add(new Client_Household__c(Name = 'Okonkwo Household - $3M AUM'));
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households.add(new Client_Household__c(Name = 'Reyes Household - $8.5M AUM'));
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households.add(new Client_Household__c(Name = 'Hartley Household - $4.7M AUM'));
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households.add(new Client_Household__c(Name = 'Williams Household - Prospect'));
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insert households;
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System.debug('Created ' + households.size() + ' households');
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// FINANCIAL ACCOUNTS (Name is Text - writable)
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List<Financial_Account__c> accounts = new List<Financial_Account__c>();
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accounts.add(new Financial_Account__c(Name='Margaret Chen IRA - $680k'));
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accounts.add(new Financial_Account__c(Name='Chen Joint Brokerage - $340k'));
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accounts.add(new Financial_Account__c(Name='Aisha Okonkwo 403(b) - $2.1M'));
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accounts.add(new Financial_Account__c(Name='James Okonkwo Brokerage - $890k'));
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accounts.add(new Financial_Account__c(Name='Hartley Trust - $2.71M'));
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accounts.add(new Financial_Account__c(Name='Hartley IRA - $1.1M'));
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insert accounts;
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System.debug('Created ' + accounts.size() + ' financial accounts');
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// LIQUIDITY EVENTS (Name is AutoNumber LIQ-{0000})
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Liquidity_Event__c le = new Liquidity_Event__c();
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insert le;
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System.debug('Created 1 liquidity event');
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// MORTALITY EVENTS (Name is AutoNumber MORT-{0000})
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Mortality_Event__c me = new Mortality_Event__c();
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insert me;
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System.debug('Created 1 mortality event');
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// COMPLIANCE LOGS (Name is AutoNumber LOG-{000000})
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List<Compliance_Log__c> logs = new List<Compliance_Log__c>();
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logs.add(new Compliance_Log__c());
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logs.add(new Compliance_Log__c());
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logs.add(new Compliance_Log__c());
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insert logs;
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System.debug('Created ' + logs.size() + ' compliance logs');
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System.debug('======================================');
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System.debug('FA CRM Sample Data Created!');
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System.debug('5 Households, 6 Accounts, 1 Liquidity Event, 1 Mortality Event, 3 Compliance Logs');
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System.debug('======================================');
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