f1f0148009
- Added 5 custom objects: Lead__c, Deal__c, Company__c, Activity__c, Task__c - Added fields for each object (email, phone, status, stage, amount, etc.) - Created tabs for navigation - Updated permission set with new object access - Registered as CRM_Product__c: GENERAL_CRM Objects included: - Lead__c: Email, Phone, Company Name, Job Title, Lead Status, Lead Source, Notes - Deal__c: Company, Amount, Stage, Close Date, Probability, Lead, Description - Company__c: Website, Phone, Industry, Company Size, Annual Revenue, Status - Activity__c: Type, Date, Duration, Subject, Notes, Outcome (linked to deals/leads) - Task__c: Status, Priority, Due Date, Description (linked to deals/leads/companies) 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
69 lines
3.5 KiB
Plaintext
69 lines
3.5 KiB
Plaintext
// BLACKROAD FA CRM - SAMPLE DATA
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// HOUSEHOLDS
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Client_Household__c chen = new Client_Household__c(
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Name = 'Chen Household',
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Total_AUM__c = 1200000,
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Household_Status__c = 'Active',
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Risk_Tolerance__c = 'Moderate',
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Annual_Fee__c = 12000
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);
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insert chen;
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Client_Household__c okonkwo = new Client_Household__c(
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Name = 'Okonkwo Household',
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Total_AUM__c = 3000000,
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Household_Status__c = 'Active',
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Risk_Tolerance__c = 'Moderately Aggressive',
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Annual_Fee__c = 30000
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);
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insert okonkwo;
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Client_Household__c reyes = new Client_Household__c(
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Name = 'Reyes Household',
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Total_AUM__c = 8500000,
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Household_Status__c = 'Active',
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Risk_Tolerance__c = 'Moderate',
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Annual_Fee__c = 85000
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);
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insert reyes;
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Client_Household__c hartley = new Client_Household__c(
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Name = 'Hartley Household',
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Total_AUM__c = 4700000,
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Household_Status__c = 'Deceased Primary',
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Risk_Tolerance__c = 'Conservative',
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Annual_Fee__c = 47000
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);
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insert hartley;
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Client_Household__c williams = new Client_Household__c(
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Name = 'Williams Household',
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Total_AUM__c = 450000,
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Household_Status__c = 'Prospect',
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Risk_Tolerance__c = 'Moderate'
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);
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insert williams;
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// FINANCIAL ACCOUNTS
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insert new Financial_Account__c(Name='Margaret Chen IRA', Household__c=chen.Id, Account_Type__c='Traditional IRA', Current_Value__c=680000, Custodian__c='Ameriprise', Is_Liquid__c=true);
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insert new Financial_Account__c(Name='Chen Joint Brokerage', Household__c=chen.Id, Account_Type__c='Joint Brokerage', Current_Value__c=340000, Custodian__c='Ameriprise', Is_Liquid__c=true);
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insert new Financial_Account__c(Name='Aisha Okonkwo 403(b)', Household__c=okonkwo.Id, Account_Type__c='403(b)', Current_Value__c=2100000, Custodian__c='Ameriprise', Is_Liquid__c=true);
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insert new Financial_Account__c(Name='James Okonkwo Brokerage', Household__c=okonkwo.Id, Account_Type__c='Individual Brokerage', Current_Value__c=890000, Custodian__c='Ameriprise', Is_Liquid__c=true);
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insert new Financial_Account__c(Name='Hartley Trust', Household__c=hartley.Id, Account_Type__c='Trust', Current_Value__c=2710000, Custodian__c='Ameriprise', Is_Liquid__c=true);
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insert new Financial_Account__c(Name='Hartley IRA', Household__c=hartley.Id, Account_Type__c='Traditional IRA', Current_Value__c=1100000, Custodian__c='Ameriprise', Is_Liquid__c=true);
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// LIQUIDITY EVENT
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insert new Liquidity_Event__c(Household__c=reyes.Id, Event_Type__c='Business Sale', Gross_Proceeds__c=9350000, Estimated_Tax__c=1385000, Net_Proceeds__c=7965000, QSBS_Eligible__c='Yes - Verified', Status__c='Due Diligence');
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// MORTALITY EVENT
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insert new Mortality_Event__c(Household__c=hartley.Id, Date_of_Death__c=Date.today().addDays(-7), Death_Certificate_Received__c=true, Executor_Name__c='Michael Hartley', Total_Estate_Value__c=4700000, Probate_Required__c=true, Status__c='Documents Gathering');
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// COMPLIANCE LOGS
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insert new Compliance_Log__c(Household__c=chen.Id, Log_Type__c='Phone Call', Description__c='Client reported spouse death. Initiated emergency distribution.', Auto_Generated__c=false);
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insert new Compliance_Log__c(Household__c=reyes.Id, Log_Type__c='Meeting', Description__c='Business sale planning. Reviewed QSBS eligibility.', Auto_Generated__c=false);
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insert new Compliance_Log__c(Household__c=hartley.Id, Log_Type__c='Document Received', Description__c='Death certificate received.', Auto_Generated__c=true);
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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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