sf-intelligence 0.1.11 → 0.1.13

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Files changed (123) hide show
  1. package/LICENSE +20 -13
  2. package/demo-source/main/default/approvalProcesses/Project__c.Discount_Approval.approvalProcess-meta.xml +31 -0
  3. package/demo-source/main/default/classes/IncentiveBatch.cls +54 -0
  4. package/demo-source/main/default/classes/IncentiveBatch.cls-meta.xml +5 -0
  5. package/demo-source/main/default/classes/PaymentService.cls +44 -0
  6. package/demo-source/main/default/classes/PaymentService.cls-meta.xml +5 -0
  7. package/demo-source/main/default/classes/PaymentServiceTest.cls +57 -0
  8. package/demo-source/main/default/classes/PaymentServiceTest.cls-meta.xml +5 -0
  9. package/demo-source/main/default/classes/ProjectTriggerHandler.cls +60 -0
  10. package/demo-source/main/default/classes/ProjectTriggerHandler.cls-meta.xml +5 -0
  11. package/demo-source/main/default/classes/ProjectTriggerHandlerTest.cls +80 -0
  12. package/demo-source/main/default/classes/ProjectTriggerHandlerTest.cls-meta.xml +5 -0
  13. package/demo-source/main/default/flows/Installation_On_Complete.flow-meta.xml +72 -0
  14. package/demo-source/main/default/flows/Project_On_Approve.flow-meta.xml +48 -0
  15. package/demo-source/main/default/groups/Finance_Group.group-meta.xml +7 -0
  16. package/demo-source/main/default/groups/Ops_Group.group-meta.xml +7 -0
  17. package/demo-source/main/default/layouts/Installation__c-Installation Layout.layout-meta.xml +43 -0
  18. package/demo-source/main/default/layouts/Project__c-Residential Layout.layout-meta.xml +78 -0
  19. package/demo-source/main/default/objects/Battery__c/Battery__c.object-meta.xml +12 -0
  20. package/demo-source/main/default/objects/Battery__c/fields/Capacity_kWh__c.field-meta.xml +9 -0
  21. package/demo-source/main/default/objects/Battery__c/fields/Manufacturer__c.field-meta.xml +21 -0
  22. package/demo-source/main/default/objects/Battery__c/fields/Unit_Cost__c.field-meta.xml +9 -0
  23. package/demo-source/main/default/objects/Equipment_Allocation__c/Equipment_Allocation__c.object-meta.xml +13 -0
  24. package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Battery__c.field-meta.xml +10 -0
  25. package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Line_Total__c.field-meta.xml +10 -0
  26. package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Project__c.field-meta.xml +14 -0
  27. package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Quantity__c.field-meta.xml +9 -0
  28. package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Solar_Panel__c.field-meta.xml +10 -0
  29. package/demo-source/main/default/objects/Incentive__c/Incentive__c.object-meta.xml +12 -0
  30. package/demo-source/main/default/objects/Incentive__c/fields/Amount__c.field-meta.xml +9 -0
  31. package/demo-source/main/default/objects/Incentive__c/fields/Approved__c.field-meta.xml +7 -0
  32. package/demo-source/main/default/objects/Incentive__c/fields/Project__c.field-meta.xml +10 -0
  33. package/demo-source/main/default/objects/Incentive__c/fields/Type__c.field-meta.xml +26 -0
  34. package/demo-source/main/default/objects/Installation__c/Installation__c.object-meta.xml +12 -0
  35. package/demo-source/main/default/objects/Installation__c/fields/Crew_Lead__c.field-meta.xml +10 -0
  36. package/demo-source/main/default/objects/Installation__c/fields/Install_Date__c.field-meta.xml +7 -0
  37. package/demo-source/main/default/objects/Installation__c/fields/Panels_Installed__c.field-meta.xml +9 -0
  38. package/demo-source/main/default/objects/Installation__c/fields/Project__c.field-meta.xml +10 -0
  39. package/demo-source/main/default/objects/Installation__c/fields/Status__c.field-meta.xml +31 -0
  40. package/demo-source/main/default/objects/Invoice__c/Invoice__c.object-meta.xml +17 -0
  41. package/demo-source/main/default/objects/Invoice__c/fields/Amount__c.field-meta.xml +12 -0
  42. package/demo-source/main/default/objects/Invoice__c/fields/Balance__c.field-meta.xml +14 -0
  43. package/demo-source/main/default/objects/Invoice__c/fields/Due_Date__c.field-meta.xml +10 -0
  44. package/demo-source/main/default/objects/Invoice__c/fields/Project__c.field-meta.xml +14 -0
  45. package/demo-source/main/default/objects/Invoice__c/fields/Status__c.field-meta.xml +36 -0
  46. package/demo-source/main/default/objects/Invoice__c/fields/Total_Paid__c.field-meta.xml +12 -0
  47. package/demo-source/main/default/objects/Payment__c/Payment__c.object-meta.xml +17 -0
  48. package/demo-source/main/default/objects/Payment__c/fields/Amount__c.field-meta.xml +12 -0
  49. package/demo-source/main/default/objects/Payment__c/fields/Invoice__c.field-meta.xml +14 -0
  50. package/demo-source/main/default/objects/Payment__c/fields/Method__c.field-meta.xml +36 -0
  51. package/demo-source/main/default/objects/Payment__c/fields/Payment_Date__c.field-meta.xml +10 -0
  52. package/demo-source/main/default/objects/Payment__c/validationRules/Amount_Positive.validationRule-meta.xml +9 -0
  53. package/demo-source/main/default/objects/Permit__c/Permit__c.object-meta.xml +12 -0
  54. package/demo-source/main/default/objects/Permit__c/fields/Approved_Date__c.field-meta.xml +7 -0
  55. package/demo-source/main/default/objects/Permit__c/fields/Jurisdiction__c.field-meta.xml +8 -0
  56. package/demo-source/main/default/objects/Permit__c/fields/Project__c.field-meta.xml +10 -0
  57. package/demo-source/main/default/objects/Permit__c/fields/Status__c.field-meta.xml +26 -0
  58. package/demo-source/main/default/objects/Permit__c/fields/Submitted_Date__c.field-meta.xml +7 -0
  59. package/demo-source/main/default/objects/Permit__c/validationRules/Approved_Needs_Date.validationRule-meta.xml +9 -0
  60. package/demo-source/main/default/objects/Project__c/Project__c.object-meta.xml +12 -0
  61. package/demo-source/main/default/objects/Project__c/fields/Account__c.field-meta.xml +10 -0
  62. package/demo-source/main/default/objects/Project__c/fields/Contract_Value__c.field-meta.xml +9 -0
  63. package/demo-source/main/default/objects/Project__c/fields/Expected_Completion__c.field-meta.xml +7 -0
  64. package/demo-source/main/default/objects/Project__c/fields/Is_Complete__c.field-meta.xml +8 -0
  65. package/demo-source/main/default/objects/Project__c/fields/Margin_Percent__c.field-meta.xml +10 -0
  66. package/demo-source/main/default/objects/Project__c/fields/Opportunity__c.field-meta.xml +10 -0
  67. package/demo-source/main/default/objects/Project__c/fields/Permit_Approved__c.field-meta.xml +7 -0
  68. package/demo-source/main/default/objects/Project__c/fields/Risk_Score__c.field-meta.xml +9 -0
  69. package/demo-source/main/default/objects/Project__c/fields/Status__c.field-meta.xml +41 -0
  70. package/demo-source/main/default/objects/Project__c/fields/System_Size_kW__c.field-meta.xml +9 -0
  71. package/demo-source/main/default/objects/Project__c/fields/Total_Invoiced__c.field-meta.xml +9 -0
  72. package/demo-source/main/default/objects/Project__c/recordTypes/Commercial.recordType-meta.xml +6 -0
  73. package/demo-source/main/default/objects/Project__c/recordTypes/Residential.recordType-meta.xml +6 -0
  74. package/demo-source/main/default/objects/Project__c/validationRules/Complete_Requires_Permit.validationRule-meta.xml +9 -0
  75. package/demo-source/main/default/objects/SBQQ__ProductRule__c/SBQQ__ProductRule__c.object-meta.xml +16 -0
  76. package/demo-source/main/default/objects/SBQQ__ProductRule__c/fields/SBQQ__ErrorMessage__c.field-meta.xml +12 -0
  77. package/demo-source/main/default/objects/SBQQ__ProductRule__c/fields/SBQQ__Type__c.field-meta.xml +12 -0
  78. package/demo-source/main/default/objects/Service_Visit__c/Service_Visit__c.object-meta.xml +17 -0
  79. package/demo-source/main/default/objects/Service_Visit__c/fields/Installation__c.field-meta.xml +13 -0
  80. package/demo-source/main/default/objects/Service_Visit__c/fields/Reason__c.field-meta.xml +36 -0
  81. package/demo-source/main/default/objects/Service_Visit__c/fields/Resolved__c.field-meta.xml +10 -0
  82. package/demo-source/main/default/objects/Service_Visit__c/fields/Technician__c.field-meta.xml +13 -0
  83. package/demo-source/main/default/objects/Service_Visit__c/fields/Visit_Date__c.field-meta.xml +10 -0
  84. package/demo-source/main/default/objects/Site_Survey__c/Site_Survey__c.object-meta.xml +12 -0
  85. package/demo-source/main/default/objects/Site_Survey__c/fields/Project__c.field-meta.xml +10 -0
  86. package/demo-source/main/default/objects/Site_Survey__c/fields/Roof_Type__c.field-meta.xml +31 -0
  87. package/demo-source/main/default/objects/Site_Survey__c/fields/Shading_Factor__c.field-meta.xml +9 -0
  88. package/demo-source/main/default/objects/Site_Survey__c/fields/Survey_Date__c.field-meta.xml +7 -0
  89. package/demo-source/main/default/objects/Site_Survey__c/fields/Surveyor__c.field-meta.xml +10 -0
  90. package/demo-source/main/default/objects/Solar_Panel__c/Solar_Panel__c.object-meta.xml +12 -0
  91. package/demo-source/main/default/objects/Solar_Panel__c/fields/Active__c.field-meta.xml +7 -0
  92. package/demo-source/main/default/objects/Solar_Panel__c/fields/Manufacturer__c.field-meta.xml +26 -0
  93. package/demo-source/main/default/objects/Solar_Panel__c/fields/Unit_Cost__c.field-meta.xml +9 -0
  94. package/demo-source/main/default/objects/Solar_Panel__c/fields/Wattage__c.field-meta.xml +9 -0
  95. package/demo-source/main/default/objects/Warranty_Claim__c/Warranty_Claim__c.object-meta.xml +17 -0
  96. package/demo-source/main/default/objects/Warranty_Claim__c/fields/Claim_Date__c.field-meta.xml +10 -0
  97. package/demo-source/main/default/objects/Warranty_Claim__c/fields/Installation__c.field-meta.xml +13 -0
  98. package/demo-source/main/default/objects/Warranty_Claim__c/fields/Issue__c.field-meta.xml +12 -0
  99. package/demo-source/main/default/objects/Warranty_Claim__c/fields/Status__c.field-meta.xml +36 -0
  100. package/demo-source/main/default/omniDataTransforms/Quote_To_Project_Map_1.rpt-meta.xml +83 -0
  101. package/demo-source/main/default/omniIntegrationProcedures/Project_Provision_1.oip-meta.xml +87 -0
  102. package/demo-source/main/default/omniScripts/Customer_Intake_English_1.os-meta.xml +69 -0
  103. package/demo-source/main/default/permissionsets/Finance_Team.permissionset-meta.xml +77 -0
  104. package/demo-source/main/default/permissionsets/Project_Manager.permissionset-meta.xml +88 -0
  105. package/demo-source/main/default/profiles/Verdant_Installer.profile-meta.xml +193 -0
  106. package/demo-source/main/default/profiles/Verdant_Read_Only.profile-meta.xml +263 -0
  107. package/demo-source/main/default/profiles/Verdant_Sales_Rep.profile-meta.xml +194 -0
  108. package/demo-source/main/default/queues/Permit_Review_Queue.queue-meta.xml +9 -0
  109. package/demo-source/main/default/queues/Warranty_Queue.queue-meta.xml +9 -0
  110. package/demo-source/main/default/roles/Installer.role-meta.xml +10 -0
  111. package/demo-source/main/default/roles/Ops_Director.role-meta.xml +9 -0
  112. package/demo-source/main/default/roles/Ops_Manager.role-meta.xml +10 -0
  113. package/demo-source/main/default/roles/Sales_Manager.role-meta.xml +10 -0
  114. package/demo-source/main/default/roles/Sales_Rep.role-meta.xml +10 -0
  115. package/demo-source/main/default/roles/Sales_VP.role-meta.xml +9 -0
  116. package/demo-source/main/default/sharingRules/Invoice__c.sharingRules-meta.xml +17 -0
  117. package/demo-source/main/default/sharingRules/Project__c.sharingRules-meta.xml +17 -0
  118. package/demo-source/main/default/triggers/ProjectTrigger.trigger +8 -0
  119. package/demo-source/main/default/triggers/ProjectTrigger.trigger-meta.xml +5 -0
  120. package/demo-source/main/default/workflows/Opportunity.workflow-meta.xml +24 -0
  121. package/dist/index.js +900 -475
  122. package/package.json +25 -6
  123. package/server.json +32 -0
@@ -0,0 +1,12 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
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+ <CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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+ <fullName>Issue__c</fullName>
4
+ <description>Free-text description of the warranty issue reported by the customer.</description>
5
+ <label>Issue</label>
6
+ <length>2000</length>
7
+ <required>false</required>
8
+ <trackHistory>false</trackHistory>
9
+ <trackTrending>false</trackTrending>
10
+ <type>LongTextArea</type>
11
+ <visibleLines>5</visibleLines>
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+ </CustomField>
@@ -0,0 +1,36 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
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+ <CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <fullName>Status__c</fullName>
4
+ <description>Review status of the warranty claim.</description>
5
+ <label>Status</label>
6
+ <required>false</required>
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+ <trackHistory>false</trackHistory>
8
+ <trackTrending>false</trackTrending>
9
+ <type>Picklist</type>
10
+ <valueSet>
11
+ <restricted>true</restricted>
12
+ <valueSetDefinition>
13
+ <sorted>false</sorted>
14
+ <value>
15
+ <fullName>Open</fullName>
16
+ <default>true</default>
17
+ <label>Open</label>
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+ </value>
19
+ <value>
20
+ <fullName>In_Review</fullName>
21
+ <default>false</default>
22
+ <label>In Review</label>
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+ </value>
24
+ <value>
25
+ <fullName>Approved</fullName>
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+ <default>false</default>
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+ <label>Approved</label>
28
+ </value>
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+ <value>
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+ <fullName>Denied</fullName>
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+ <default>false</default>
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+ <label>Denied</label>
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+ </value>
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+ </valueSetDefinition>
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+ </valueSet>
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+ </CustomField>
@@ -0,0 +1,83 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <OmniDataTransform xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <active>true</active>
4
+ <assignmentRulesUsed>false</assignmentRulesUsed>
5
+ <deletedOnSuccess>false</deletedOnSuccess>
6
+ <description>Maps an incoming solar quote payload onto Project__c fields for the Customer Intake provisioning flow.</description>
7
+ <errorIgnored>false</errorIgnored>
8
+ <fieldLevelSecurityEnabled>true</fieldLevelSecurityEnabled>
9
+ <inputType>JSON</inputType>
10
+ <isManagedUsingStdDesigner>false</isManagedUsingStdDesigner>
11
+ <name>Quote_To_Project_Map</name>
12
+ <nullInputsIncludedInOutput>false</nullInputsIncludedInOutput>
13
+ <omniDataTransformItem>
14
+ <disabled>false</disabled>
15
+ <filterGroup>0.0</filterGroup>
16
+ <globalKey>a1b2c3d4-0001-0001-0001-000000000001</globalKey>
17
+ <inputFieldName>Quote:AccountId</inputFieldName>
18
+ <inputObjectQuerySequence>0.0</inputObjectQuerySequence>
19
+ <linkedObjectSequence>0.0</linkedObjectSequence>
20
+ <name>MapAccount</name>
21
+ <outputCreationSequence>1.0</outputCreationSequence>
22
+ <outputFieldName>Project:Account__c</outputFieldName>
23
+ <outputObjectName>Project__c</outputObjectName>
24
+ <requiredForUpsert>false</requiredForUpsert>
25
+ <transformValuesMappings>{ }</transformValuesMappings>
26
+ <upsertKey>false</upsertKey>
27
+ </omniDataTransformItem>
28
+ <omniDataTransformItem>
29
+ <disabled>false</disabled>
30
+ <filterGroup>0.0</filterGroup>
31
+ <globalKey>a1b2c3d4-0001-0001-0001-000000000002</globalKey>
32
+ <inputFieldName>Quote:OpportunityId</inputFieldName>
33
+ <inputObjectQuerySequence>0.0</inputObjectQuerySequence>
34
+ <linkedObjectSequence>0.0</linkedObjectSequence>
35
+ <name>MapOpportunity</name>
36
+ <outputCreationSequence>1.0</outputCreationSequence>
37
+ <outputFieldName>Project:Opportunity__c</outputFieldName>
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+ <outputObjectName>Project__c</outputObjectName>
39
+ <requiredForUpsert>false</requiredForUpsert>
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+ <transformValuesMappings>{ }</transformValuesMappings>
41
+ <upsertKey>false</upsertKey>
42
+ </omniDataTransformItem>
43
+ <omniDataTransformItem>
44
+ <disabled>false</disabled>
45
+ <filterGroup>0.0</filterGroup>
46
+ <globalKey>a1b2c3d4-0001-0001-0001-000000000003</globalKey>
47
+ <inputFieldName>Quote:SystemSizeKw</inputFieldName>
48
+ <inputObjectQuerySequence>0.0</inputObjectQuerySequence>
49
+ <linkedObjectSequence>0.0</linkedObjectSequence>
50
+ <name>MapSystemSize</name>
51
+ <outputCreationSequence>1.0</outputCreationSequence>
52
+ <outputFieldName>Project:System_Size_kW__c</outputFieldName>
53
+ <outputObjectName>Project__c</outputObjectName>
54
+ <requiredForUpsert>false</requiredForUpsert>
55
+ <transformValuesMappings>{ }</transformValuesMappings>
56
+ <upsertKey>false</upsertKey>
57
+ </omniDataTransformItem>
58
+ <omniDataTransformItem>
59
+ <disabled>false</disabled>
60
+ <filterGroup>0.0</filterGroup>
61
+ <globalKey>a1b2c3d4-0001-0001-0001-000000000004</globalKey>
62
+ <inputFieldName>Quote:ContractValue</inputFieldName>
63
+ <inputObjectQuerySequence>0.0</inputObjectQuerySequence>
64
+ <linkedObjectSequence>0.0</linkedObjectSequence>
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+ <name>MapContractValue</name>
66
+ <outputCreationSequence>1.0</outputCreationSequence>
67
+ <outputFieldName>Project:Contract_Value__c</outputFieldName>
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+ <outputObjectName>Project__c</outputObjectName>
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+ <requiredForUpsert>false</requiredForUpsert>
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+ <transformValuesMappings>{ }</transformValuesMappings>
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+ <upsertKey>false</upsertKey>
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+ </omniDataTransformItem>
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+ <outputType>SObject</outputType>
74
+ <processSuperBulk>false</processSuperBulk>
75
+ <responseCacheTtlMinutes>0.0</responseCacheTtlMinutes>
76
+ <rollbackOnError>false</rollbackOnError>
77
+ <sourceObjectDefault>false</sourceObjectDefault>
78
+ <synchronousProcessThreshold>0.0</synchronousProcessThreshold>
79
+ <type>Transform</type>
80
+ <uniqueName>Quote_To_Project_Map_1</uniqueName>
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+ <versionNumber>1.0</versionNumber>
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+ <xmlDeclarationRemoved>false</xmlDeclarationRemoved>
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+ </OmniDataTransform>
@@ -0,0 +1,87 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
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+ <OmniIntegrationProcedure xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <elementTypeComponentMapping>{&quot;ElementTypeToHTMLTemplateList&quot;:[]}</elementTypeComponentMapping>
4
+ <isActive>true</isActive>
5
+ <isIntegProcdSignatureAvl>false</isIntegProcdSignatureAvl>
6
+ <isIntegrationProcedure>true</isIntegrationProcedure>
7
+ <isManagedUsingStdDesigner>false</isManagedUsingStdDesigner>
8
+ <isMetadataCacheDisabled>false</isMetadataCacheDisabled>
9
+ <isOmniScriptEmbeddable>false</isOmniScriptEmbeddable>
10
+ <isTestProcedure>false</isTestProcedure>
11
+ <isWebCompEnabled>false</isWebCompEnabled>
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+ <language>Procedure</language>
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+ <name>Project Provision</name>
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+ <omniProcessElements>
15
+ <description>Data Mapper Transform Action</description>
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+ <isActive>true</isActive>
17
+ <isOmniScriptEmbeddable>false</isOmniScriptEmbeddable>
18
+ <level>0.0</level>
19
+ <name>MapQuoteToProject</name>
20
+ <omniProcessVersionNumber>0.0</omniProcessVersionNumber>
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+ <propertySetConfig>{
22
+ &quot;bundle&quot; : &quot;Quote_To_Project_Map&quot;,
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+ &quot;isActive&quot; : true
24
+ }</propertySetConfig>
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+ <sequenceNumber>1.0</sequenceNumber>
26
+ <type>DataRaptor Transform Action</type>
27
+ </omniProcessElements>
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+ <omniProcessElements>
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+ <description>Create Project record</description>
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+ <isActive>true</isActive>
31
+ <isOmniScriptEmbeddable>false</isOmniScriptEmbeddable>
32
+ <level>0.0</level>
33
+ <name>CreateProject</name>
34
+ <omniProcessVersionNumber>0.0</omniProcessVersionNumber>
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+ <propertySetConfig>{
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+ &quot;sObjectName&quot; : &quot;Project__c&quot;,
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+ &quot;sObjectFieldValues&quot; : {
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+ &quot;Status__c&quot; : &quot;Draft&quot;
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+ },
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+ &quot;isActive&quot; : true
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+ }</propertySetConfig>
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+ <sequenceNumber>2.0</sequenceNumber>
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+ <type>DataRaptor Post Action</type>
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+ </omniProcessElements>
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+ <omniProcessElements>
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+ <description>Integration Procedure Action</description>
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+ <isActive>true</isActive>
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+ <isOmniScriptEmbeddable>false</isOmniScriptEmbeddable>
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+ <level>0.0</level>
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+ <name>InvokePermitChild</name>
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+ <omniProcessVersionNumber>0.0</omniProcessVersionNumber>
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+ <propertySetConfig>{
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+ &quot;integrationProcedureKey&quot; : &quot;Permit_Submit&quot;,
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+ &quot;isActive&quot; : true
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+ }</propertySetConfig>
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+ <sequenceNumber>3.0</sequenceNumber>
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+ <type>Integration Procedure Action</type>
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+ </omniProcessElements>
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+ <omniProcessElements>
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+ <description>Response Action</description>
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+ <isActive>true</isActive>
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+ <isOmniScriptEmbeddable>false</isOmniScriptEmbeddable>
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+ <level>0.0</level>
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+ <name>Response</name>
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+ <omniProcessVersionNumber>0.0</omniProcessVersionNumber>
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+ <propertySetConfig>{
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+ &quot;additionalOutput&quot; : {
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+ &quot;ProjectId&quot; : &quot;%CreateProject:Id%&quot;
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+ },
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+ &quot;returnOnlyAdditionalOutput&quot; : true,
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+ &quot;isActive&quot; : true
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+ }</propertySetConfig>
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+ <sequenceNumber>4.0</sequenceNumber>
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+ <type>Response Action</type>
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+ </omniProcessElements>
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+ <omniProcessKey>Project_Provision</omniProcessKey>
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+ <omniProcessType>Integration Procedure</omniProcessType>
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+ <propertySetConfig>{
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+ &quot;transientValues&quot; : {
80
+ &quot;enableLogging&quot; : false
81
+ }
82
+ }</propertySetConfig>
83
+ <subType>Provision</subType>
84
+ <type>Project</type>
85
+ <uniqueName>Project_Provision_1</uniqueName>
86
+ <versionNumber>1.0</versionNumber>
87
+ </OmniIntegrationProcedure>
@@ -0,0 +1,69 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <OmniScript xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <elementTypeComponentMapping>{&quot;ElementTypeToHTMLTemplateList&quot;:[]}</elementTypeComponentMapping>
4
+ <isActive>true</isActive>
5
+ <isIntegrationProcedure>false</isIntegrationProcedure>
6
+ <isManagedUsingStdDesigner>false</isManagedUsingStdDesigner>
7
+ <isMetadataCacheDisabled>false</isMetadataCacheDisabled>
8
+ <isOmniScriptEmbeddable>true</isOmniScriptEmbeddable>
9
+ <isTestProcedure>false</isTestProcedure>
10
+ <isWebCompEnabled>true</isWebCompEnabled>
11
+ <language>English</language>
12
+ <name>Customer Intake</name>
13
+ <omniProcessElements>
14
+ <isActive>true</isActive>
15
+ <isOmniScriptEmbeddable>false</isOmniScriptEmbeddable>
16
+ <level>0.0</level>
17
+ <name>HomeownerStep</name>
18
+ <omniProcessVersionNumber>0.0</omniProcessVersionNumber>
19
+ <propertySetConfig>{&quot;label&quot;:&quot;Homeowner Details&quot;,&quot;allowSaveForLater&quot;:true}</propertySetConfig>
20
+ <sequenceNumber>0.0</sequenceNumber>
21
+ <type>Step</type>
22
+ </omniProcessElements>
23
+ <omniProcessElements>
24
+ <isActive>true</isActive>
25
+ <isOmniScriptEmbeddable>false</isOmniScriptEmbeddable>
26
+ <level>0.0</level>
27
+ <name>RoofStep</name>
28
+ <omniProcessVersionNumber>0.0</omniProcessVersionNumber>
29
+ <propertySetConfig>{&quot;label&quot;:&quot;Roof &amp; Shading&quot;,&quot;allowSaveForLater&quot;:true}</propertySetConfig>
30
+ <sequenceNumber>1.0</sequenceNumber>
31
+ <type>Step</type>
32
+ </omniProcessElements>
33
+ <omniProcessElements>
34
+ <isActive>true</isActive>
35
+ <isOmniScriptEmbeddable>false</isOmniScriptEmbeddable>
36
+ <level>0.0</level>
37
+ <name>extractAccount</name>
38
+ <omniProcessVersionNumber>0.0</omniProcessVersionNumber>
39
+ <propertySetConfig>{&quot;label&quot;:&quot;Extract Account&quot;,&quot;bundle&quot;:&quot;Quote_To_Project_Map&quot;,&quot;ignoreCache&quot;:false}</propertySetConfig>
40
+ <sequenceNumber>2.0</sequenceNumber>
41
+ <type>DataRaptor Extract Action</type>
42
+ </omniProcessElements>
43
+ <omniProcessElements>
44
+ <isActive>true</isActive>
45
+ <isOmniScriptEmbeddable>false</isOmniScriptEmbeddable>
46
+ <level>0.0</level>
47
+ <name>provisionProject</name>
48
+ <omniProcessVersionNumber>0.0</omniProcessVersionNumber>
49
+ <propertySetConfig>{&quot;label&quot;:&quot;Provision Project&quot;,&quot;integrationProcedureKey&quot;:&quot;Project_Provision&quot;,&quot;remoteTimeout&quot;:30000}</propertySetConfig>
50
+ <sequenceNumber>3.0</sequenceNumber>
51
+ <type>Integration Procedure Action</type>
52
+ </omniProcessElements>
53
+ <omniProcessElements>
54
+ <isActive>true</isActive>
55
+ <isOmniScriptEmbeddable>false</isOmniScriptEmbeddable>
56
+ <level>0.0</level>
57
+ <name>goToConfirmation</name>
58
+ <omniProcessVersionNumber>0.0</omniProcessVersionNumber>
59
+ <propertySetConfig>{&quot;label&quot;:&quot;Go to Confirmation&quot;,&quot;targetType&quot;:&quot;Web Page&quot;,&quot;targetUrl&quot;:&quot;/s/intake-complete&quot;}</propertySetConfig>
60
+ <sequenceNumber>4.0</sequenceNumber>
61
+ <type>Navigate Action</type>
62
+ </omniProcessElements>
63
+ <omniProcessType>OmniScript</omniProcessType>
64
+ <propertySetConfig>{&quot;allowSaveForLater&quot;:true,&quot;enableKnowledge&quot;:false,&quot;currentLanguage&quot;:&quot;en_US&quot;,&quot;scrollBehavior&quot;:&quot;auto&quot;,&quot;stepChartPlacement&quot;:&quot;right&quot;}</propertySetConfig>
65
+ <subType>Intake</subType>
66
+ <type>Customer</type>
67
+ <uniqueName>Customer_Intake_English_1</uniqueName>
68
+ <versionNumber>1.0</versionNumber>
69
+ </OmniScript>
@@ -0,0 +1,77 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <label>Finance Team</label>
4
+ <hasActivationRequired>false</hasActivationRequired>
5
+ <objectPermissions>
6
+ <object>Invoice__c</object>
7
+ <allowCreate>true</allowCreate>
8
+ <allowDelete>false</allowDelete>
9
+ <allowEdit>true</allowEdit>
10
+ <allowRead>true</allowRead>
11
+ <modifyAllRecords>false</modifyAllRecords>
12
+ <viewAllRecords>true</viewAllRecords>
13
+ </objectPermissions>
14
+ <objectPermissions>
15
+ <object>Payment__c</object>
16
+ <allowCreate>true</allowCreate>
17
+ <allowDelete>false</allowDelete>
18
+ <allowEdit>true</allowEdit>
19
+ <allowRead>true</allowRead>
20
+ <modifyAllRecords>false</modifyAllRecords>
21
+ <viewAllRecords>true</viewAllRecords>
22
+ </objectPermissions>
23
+ <objectPermissions>
24
+ <object>Incentive__c</object>
25
+ <allowCreate>true</allowCreate>
26
+ <allowDelete>false</allowDelete>
27
+ <allowEdit>true</allowEdit>
28
+ <allowRead>true</allowRead>
29
+ <modifyAllRecords>false</modifyAllRecords>
30
+ <viewAllRecords>true</viewAllRecords>
31
+ </objectPermissions>
32
+ <fieldPermissions>
33
+ <field>Invoice__c.Amount__c</field>
34
+ <readable>true</readable>
35
+ <editable>true</editable>
36
+ </fieldPermissions>
37
+ <fieldPermissions>
38
+ <field>Invoice__c.Due_Date__c</field>
39
+ <readable>true</readable>
40
+ <editable>true</editable>
41
+ </fieldPermissions>
42
+ <fieldPermissions>
43
+ <field>Invoice__c.Status__c</field>
44
+ <readable>true</readable>
45
+ <editable>true</editable>
46
+ </fieldPermissions>
47
+ <fieldPermissions>
48
+ <field>Payment__c.Amount__c</field>
49
+ <readable>true</readable>
50
+ <editable>true</editable>
51
+ </fieldPermissions>
52
+ <fieldPermissions>
53
+ <field>Payment__c.Payment_Date__c</field>
54
+ <readable>true</readable>
55
+ <editable>true</editable>
56
+ </fieldPermissions>
57
+ <fieldPermissions>
58
+ <field>Payment__c.Method__c</field>
59
+ <readable>true</readable>
60
+ <editable>true</editable>
61
+ </fieldPermissions>
62
+ <fieldPermissions>
63
+ <field>Incentive__c.Type__c</field>
64
+ <readable>true</readable>
65
+ <editable>true</editable>
66
+ </fieldPermissions>
67
+ <fieldPermissions>
68
+ <field>Incentive__c.Amount__c</field>
69
+ <readable>true</readable>
70
+ <editable>true</editable>
71
+ </fieldPermissions>
72
+ <fieldPermissions>
73
+ <field>Incentive__c.Approved__c</field>
74
+ <readable>true</readable>
75
+ <editable>true</editable>
76
+ </fieldPermissions>
77
+ </PermissionSet>
@@ -0,0 +1,88 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <label>Project Manager</label>
4
+ <hasActivationRequired>false</hasActivationRequired>
5
+ <objectPermissions>
6
+ <object>Project__c</object>
7
+ <allowCreate>true</allowCreate>
8
+ <allowDelete>false</allowDelete>
9
+ <allowEdit>true</allowEdit>
10
+ <allowRead>true</allowRead>
11
+ <modifyAllRecords>false</modifyAllRecords>
12
+ <viewAllRecords>true</viewAllRecords>
13
+ </objectPermissions>
14
+ <objectPermissions>
15
+ <object>Permit__c</object>
16
+ <allowCreate>true</allowCreate>
17
+ <allowDelete>false</allowDelete>
18
+ <allowEdit>true</allowEdit>
19
+ <allowRead>true</allowRead>
20
+ <modifyAllRecords>false</modifyAllRecords>
21
+ <viewAllRecords>true</viewAllRecords>
22
+ </objectPermissions>
23
+ <fieldPermissions>
24
+ <field>Project__c.Account__c</field>
25
+ <readable>true</readable>
26
+ <editable>true</editable>
27
+ </fieldPermissions>
28
+ <fieldPermissions>
29
+ <field>Project__c.Opportunity__c</field>
30
+ <readable>true</readable>
31
+ <editable>true</editable>
32
+ </fieldPermissions>
33
+ <fieldPermissions>
34
+ <field>Project__c.Status__c</field>
35
+ <readable>true</readable>
36
+ <editable>true</editable>
37
+ </fieldPermissions>
38
+ <fieldPermissions>
39
+ <field>Project__c.System_Size_kW__c</field>
40
+ <readable>true</readable>
41
+ <editable>true</editable>
42
+ </fieldPermissions>
43
+ <fieldPermissions>
44
+ <field>Project__c.Contract_Value__c</field>
45
+ <readable>true</readable>
46
+ <editable>true</editable>
47
+ </fieldPermissions>
48
+ <fieldPermissions>
49
+ <field>Project__c.Permit_Approved__c</field>
50
+ <readable>true</readable>
51
+ <editable>true</editable>
52
+ </fieldPermissions>
53
+ <fieldPermissions>
54
+ <field>Project__c.Expected_Completion__c</field>
55
+ <readable>true</readable>
56
+ <editable>true</editable>
57
+ </fieldPermissions>
58
+ <fieldPermissions>
59
+ <field>Project__c.Risk_Score__c</field>
60
+ <readable>true</readable>
61
+ <editable>true</editable>
62
+ </fieldPermissions>
63
+ <fieldPermissions>
64
+ <field>Permit__c.Project__c</field>
65
+ <readable>true</readable>
66
+ <editable>true</editable>
67
+ </fieldPermissions>
68
+ <fieldPermissions>
69
+ <field>Permit__c.Jurisdiction__c</field>
70
+ <readable>true</readable>
71
+ <editable>true</editable>
72
+ </fieldPermissions>
73
+ <fieldPermissions>
74
+ <field>Permit__c.Status__c</field>
75
+ <readable>true</readable>
76
+ <editable>true</editable>
77
+ </fieldPermissions>
78
+ <fieldPermissions>
79
+ <field>Permit__c.Submitted_Date__c</field>
80
+ <readable>true</readable>
81
+ <editable>true</editable>
82
+ </fieldPermissions>
83
+ <fieldPermissions>
84
+ <field>Permit__c.Approved_Date__c</field>
85
+ <readable>true</readable>
86
+ <editable>true</editable>
87
+ </fieldPermissions>
88
+ </PermissionSet>
@@ -0,0 +1,193 @@
1
+ <?xml version="1.0" encoding="UTF-8"?>
2
+ <Profile xmlns="http://soap.sforce.com/2006/04/metadata">
3
+ <custom>true</custom>
4
+ <userLicense>Salesforce</userLicense>
5
+ <objectPermissions>
6
+ <object>Project__c</object>
7
+ <allowCreate>false</allowCreate>
8
+ <allowDelete>false</allowDelete>
9
+ <allowEdit>false</allowEdit>
10
+ <allowRead>true</allowRead>
11
+ <modifyAllRecords>false</modifyAllRecords>
12
+ <viewAllRecords>false</viewAllRecords>
13
+ </objectPermissions>
14
+ <objectPermissions>
15
+ <object>Installation__c</object>
16
+ <allowCreate>true</allowCreate>
17
+ <allowDelete>false</allowDelete>
18
+ <allowEdit>true</allowEdit>
19
+ <allowRead>true</allowRead>
20
+ <modifyAllRecords>false</modifyAllRecords>
21
+ <viewAllRecords>false</viewAllRecords>
22
+ </objectPermissions>
23
+ <objectPermissions>
24
+ <object>Service_Visit__c</object>
25
+ <allowCreate>true</allowCreate>
26
+ <allowDelete>false</allowDelete>
27
+ <allowEdit>true</allowEdit>
28
+ <allowRead>true</allowRead>
29
+ <modifyAllRecords>false</modifyAllRecords>
30
+ <viewAllRecords>false</viewAllRecords>
31
+ </objectPermissions>
32
+ <objectPermissions>
33
+ <object>Warranty_Claim__c</object>
34
+ <allowCreate>true</allowCreate>
35
+ <allowDelete>false</allowDelete>
36
+ <allowEdit>true</allowEdit>
37
+ <allowRead>true</allowRead>
38
+ <modifyAllRecords>false</modifyAllRecords>
39
+ <viewAllRecords>false</viewAllRecords>
40
+ </objectPermissions>
41
+ <objectPermissions>
42
+ <object>Site_Survey__c</object>
43
+ <allowCreate>false</allowCreate>
44
+ <allowDelete>false</allowDelete>
45
+ <allowEdit>false</allowEdit>
46
+ <allowRead>true</allowRead>
47
+ <modifyAllRecords>false</modifyAllRecords>
48
+ <viewAllRecords>false</viewAllRecords>
49
+ </objectPermissions>
50
+ <objectPermissions>
51
+ <object>Solar_Panel__c</object>
52
+ <allowCreate>false</allowCreate>
53
+ <allowDelete>false</allowDelete>
54
+ <allowEdit>false</allowEdit>
55
+ <allowRead>true</allowRead>
56
+ <modifyAllRecords>false</modifyAllRecords>
57
+ <viewAllRecords>false</viewAllRecords>
58
+ </objectPermissions>
59
+ <objectPermissions>
60
+ <object>Battery__c</object>
61
+ <allowCreate>false</allowCreate>
62
+ <allowDelete>false</allowDelete>
63
+ <allowEdit>false</allowEdit>
64
+ <allowRead>true</allowRead>
65
+ <modifyAllRecords>false</modifyAllRecords>
66
+ <viewAllRecords>false</viewAllRecords>
67
+ </objectPermissions>
68
+ <fieldPermissions>
69
+ <field>Project__c.Account__c</field>
70
+ <readable>true</readable>
71
+ <editable>false</editable>
72
+ </fieldPermissions>
73
+ <fieldPermissions>
74
+ <field>Project__c.Status__c</field>
75
+ <readable>true</readable>
76
+ <editable>false</editable>
77
+ </fieldPermissions>
78
+ <fieldPermissions>
79
+ <field>Project__c.System_Size_kW__c</field>
80
+ <readable>true</readable>
81
+ <editable>false</editable>
82
+ </fieldPermissions>
83
+ <fieldPermissions>
84
+ <field>Project__c.Permit_Approved__c</field>
85
+ <readable>true</readable>
86
+ <editable>false</editable>
87
+ </fieldPermissions>
88
+ <fieldPermissions>
89
+ <field>Project__c.Expected_Completion__c</field>
90
+ <readable>true</readable>
91
+ <editable>false</editable>
92
+ </fieldPermissions>
93
+ <fieldPermissions>
94
+ <field>Installation__c.Project__c</field>
95
+ <readable>true</readable>
96
+ <editable>true</editable>
97
+ </fieldPermissions>
98
+ <fieldPermissions>
99
+ <field>Installation__c.Install_Date__c</field>
100
+ <readable>true</readable>
101
+ <editable>true</editable>
102
+ </fieldPermissions>
103
+ <fieldPermissions>
104
+ <field>Installation__c.Crew_Lead__c</field>
105
+ <readable>true</readable>
106
+ <editable>true</editable>
107
+ </fieldPermissions>
108
+ <fieldPermissions>
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+ <field>Installation__c.Status__c</field>
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+ <readable>true</readable>
111
+ <editable>true</editable>
112
+ </fieldPermissions>
113
+ <fieldPermissions>
114
+ <field>Installation__c.Panels_Installed__c</field>
115
+ <readable>true</readable>
116
+ <editable>true</editable>
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+ </fieldPermissions>
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+ <fieldPermissions>
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+ <field>Service_Visit__c.Installation__c</field>
120
+ <readable>true</readable>
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+ <editable>true</editable>
122
+ </fieldPermissions>
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+ <fieldPermissions>
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+ <field>Service_Visit__c.Visit_Date__c</field>
125
+ <readable>true</readable>
126
+ <editable>true</editable>
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+ </fieldPermissions>
128
+ <fieldPermissions>
129
+ <field>Service_Visit__c.Reason__c</field>
130
+ <readable>true</readable>
131
+ <editable>true</editable>
132
+ </fieldPermissions>
133
+ <fieldPermissions>
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+ <field>Service_Visit__c.Technician__c</field>
135
+ <readable>true</readable>
136
+ <editable>true</editable>
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+ </fieldPermissions>
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+ <fieldPermissions>
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+ <field>Service_Visit__c.Resolved__c</field>
140
+ <readable>true</readable>
141
+ <editable>true</editable>
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+ </fieldPermissions>
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+ <fieldPermissions>
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+ <field>Warranty_Claim__c.Installation__c</field>
145
+ <readable>true</readable>
146
+ <editable>true</editable>
147
+ </fieldPermissions>
148
+ <fieldPermissions>
149
+ <field>Warranty_Claim__c.Claim_Date__c</field>
150
+ <readable>true</readable>
151
+ <editable>true</editable>
152
+ </fieldPermissions>
153
+ <fieldPermissions>
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+ <field>Warranty_Claim__c.Issue__c</field>
155
+ <readable>true</readable>
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+ <editable>true</editable>
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+ </fieldPermissions>
158
+ <fieldPermissions>
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+ <field>Warranty_Claim__c.Status__c</field>
160
+ <readable>true</readable>
161
+ <editable>true</editable>
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+ </fieldPermissions>
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+ <fieldPermissions>
164
+ <field>Site_Survey__c.Roof_Type__c</field>
165
+ <readable>true</readable>
166
+ <editable>false</editable>
167
+ </fieldPermissions>
168
+ <fieldPermissions>
169
+ <field>Site_Survey__c.Shading_Factor__c</field>
170
+ <readable>true</readable>
171
+ <editable>false</editable>
172
+ </fieldPermissions>
173
+ <fieldPermissions>
174
+ <field>Solar_Panel__c.Manufacturer__c</field>
175
+ <readable>true</readable>
176
+ <editable>false</editable>
177
+ </fieldPermissions>
178
+ <fieldPermissions>
179
+ <field>Solar_Panel__c.Wattage__c</field>
180
+ <readable>true</readable>
181
+ <editable>false</editable>
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+ </fieldPermissions>
183
+ <fieldPermissions>
184
+ <field>Battery__c.Manufacturer__c</field>
185
+ <readable>true</readable>
186
+ <editable>false</editable>
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+ </fieldPermissions>
188
+ <fieldPermissions>
189
+ <field>Battery__c.Capacity_kWh__c</field>
190
+ <readable>true</readable>
191
+ <editable>false</editable>
192
+ </fieldPermissions>
193
+ </Profile>