sf-intelligence 0.1.12 → 0.1.13
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/LICENSE +20 -13
- package/demo-source/main/default/approvalProcesses/Project__c.Discount_Approval.approvalProcess-meta.xml +31 -0
- package/demo-source/main/default/classes/IncentiveBatch.cls +54 -0
- package/demo-source/main/default/classes/IncentiveBatch.cls-meta.xml +5 -0
- package/demo-source/main/default/classes/PaymentService.cls +44 -0
- package/demo-source/main/default/classes/PaymentService.cls-meta.xml +5 -0
- package/demo-source/main/default/classes/PaymentServiceTest.cls +57 -0
- package/demo-source/main/default/classes/PaymentServiceTest.cls-meta.xml +5 -0
- package/demo-source/main/default/classes/ProjectTriggerHandler.cls +60 -0
- package/demo-source/main/default/classes/ProjectTriggerHandler.cls-meta.xml +5 -0
- package/demo-source/main/default/classes/ProjectTriggerHandlerTest.cls +80 -0
- package/demo-source/main/default/classes/ProjectTriggerHandlerTest.cls-meta.xml +5 -0
- package/demo-source/main/default/flows/Installation_On_Complete.flow-meta.xml +72 -0
- package/demo-source/main/default/flows/Project_On_Approve.flow-meta.xml +48 -0
- package/demo-source/main/default/groups/Finance_Group.group-meta.xml +7 -0
- package/demo-source/main/default/groups/Ops_Group.group-meta.xml +7 -0
- package/demo-source/main/default/layouts/Installation__c-Installation Layout.layout-meta.xml +43 -0
- package/demo-source/main/default/layouts/Project__c-Residential Layout.layout-meta.xml +78 -0
- package/demo-source/main/default/objects/Battery__c/Battery__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Battery__c/fields/Capacity_kWh__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Battery__c/fields/Manufacturer__c.field-meta.xml +21 -0
- package/demo-source/main/default/objects/Battery__c/fields/Unit_Cost__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Equipment_Allocation__c/Equipment_Allocation__c.object-meta.xml +13 -0
- package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Battery__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Line_Total__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Project__c.field-meta.xml +14 -0
- package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Quantity__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Equipment_Allocation__c/fields/Solar_Panel__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Incentive__c/Incentive__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Incentive__c/fields/Amount__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Incentive__c/fields/Approved__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Incentive__c/fields/Project__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Incentive__c/fields/Type__c.field-meta.xml +26 -0
- package/demo-source/main/default/objects/Installation__c/Installation__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Installation__c/fields/Crew_Lead__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Installation__c/fields/Install_Date__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Installation__c/fields/Panels_Installed__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Installation__c/fields/Project__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Installation__c/fields/Status__c.field-meta.xml +31 -0
- package/demo-source/main/default/objects/Invoice__c/Invoice__c.object-meta.xml +17 -0
- package/demo-source/main/default/objects/Invoice__c/fields/Amount__c.field-meta.xml +12 -0
- package/demo-source/main/default/objects/Invoice__c/fields/Balance__c.field-meta.xml +14 -0
- package/demo-source/main/default/objects/Invoice__c/fields/Due_Date__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Invoice__c/fields/Project__c.field-meta.xml +14 -0
- package/demo-source/main/default/objects/Invoice__c/fields/Status__c.field-meta.xml +36 -0
- package/demo-source/main/default/objects/Invoice__c/fields/Total_Paid__c.field-meta.xml +12 -0
- package/demo-source/main/default/objects/Payment__c/Payment__c.object-meta.xml +17 -0
- package/demo-source/main/default/objects/Payment__c/fields/Amount__c.field-meta.xml +12 -0
- package/demo-source/main/default/objects/Payment__c/fields/Invoice__c.field-meta.xml +14 -0
- package/demo-source/main/default/objects/Payment__c/fields/Method__c.field-meta.xml +36 -0
- package/demo-source/main/default/objects/Payment__c/fields/Payment_Date__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Payment__c/validationRules/Amount_Positive.validationRule-meta.xml +9 -0
- package/demo-source/main/default/objects/Permit__c/Permit__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Permit__c/fields/Approved_Date__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Permit__c/fields/Jurisdiction__c.field-meta.xml +8 -0
- package/demo-source/main/default/objects/Permit__c/fields/Project__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Permit__c/fields/Status__c.field-meta.xml +26 -0
- package/demo-source/main/default/objects/Permit__c/fields/Submitted_Date__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Permit__c/validationRules/Approved_Needs_Date.validationRule-meta.xml +9 -0
- package/demo-source/main/default/objects/Project__c/Project__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Project__c/fields/Account__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Project__c/fields/Contract_Value__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Project__c/fields/Expected_Completion__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Project__c/fields/Is_Complete__c.field-meta.xml +8 -0
- package/demo-source/main/default/objects/Project__c/fields/Margin_Percent__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Project__c/fields/Opportunity__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Project__c/fields/Permit_Approved__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Project__c/fields/Risk_Score__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Project__c/fields/Status__c.field-meta.xml +41 -0
- package/demo-source/main/default/objects/Project__c/fields/System_Size_kW__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Project__c/fields/Total_Invoiced__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Project__c/recordTypes/Commercial.recordType-meta.xml +6 -0
- package/demo-source/main/default/objects/Project__c/recordTypes/Residential.recordType-meta.xml +6 -0
- package/demo-source/main/default/objects/Project__c/validationRules/Complete_Requires_Permit.validationRule-meta.xml +9 -0
- package/demo-source/main/default/objects/SBQQ__ProductRule__c/SBQQ__ProductRule__c.object-meta.xml +16 -0
- package/demo-source/main/default/objects/SBQQ__ProductRule__c/fields/SBQQ__ErrorMessage__c.field-meta.xml +12 -0
- package/demo-source/main/default/objects/SBQQ__ProductRule__c/fields/SBQQ__Type__c.field-meta.xml +12 -0
- package/demo-source/main/default/objects/Service_Visit__c/Service_Visit__c.object-meta.xml +17 -0
- package/demo-source/main/default/objects/Service_Visit__c/fields/Installation__c.field-meta.xml +13 -0
- package/demo-source/main/default/objects/Service_Visit__c/fields/Reason__c.field-meta.xml +36 -0
- package/demo-source/main/default/objects/Service_Visit__c/fields/Resolved__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Service_Visit__c/fields/Technician__c.field-meta.xml +13 -0
- package/demo-source/main/default/objects/Service_Visit__c/fields/Visit_Date__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Site_Survey__c/Site_Survey__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Site_Survey__c/fields/Project__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Site_Survey__c/fields/Roof_Type__c.field-meta.xml +31 -0
- package/demo-source/main/default/objects/Site_Survey__c/fields/Shading_Factor__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Site_Survey__c/fields/Survey_Date__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Site_Survey__c/fields/Surveyor__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Solar_Panel__c/Solar_Panel__c.object-meta.xml +12 -0
- package/demo-source/main/default/objects/Solar_Panel__c/fields/Active__c.field-meta.xml +7 -0
- package/demo-source/main/default/objects/Solar_Panel__c/fields/Manufacturer__c.field-meta.xml +26 -0
- package/demo-source/main/default/objects/Solar_Panel__c/fields/Unit_Cost__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Solar_Panel__c/fields/Wattage__c.field-meta.xml +9 -0
- package/demo-source/main/default/objects/Warranty_Claim__c/Warranty_Claim__c.object-meta.xml +17 -0
- package/demo-source/main/default/objects/Warranty_Claim__c/fields/Claim_Date__c.field-meta.xml +10 -0
- package/demo-source/main/default/objects/Warranty_Claim__c/fields/Installation__c.field-meta.xml +13 -0
- package/demo-source/main/default/objects/Warranty_Claim__c/fields/Issue__c.field-meta.xml +12 -0
- package/demo-source/main/default/objects/Warranty_Claim__c/fields/Status__c.field-meta.xml +36 -0
- package/demo-source/main/default/omniDataTransforms/Quote_To_Project_Map_1.rpt-meta.xml +83 -0
- package/demo-source/main/default/omniIntegrationProcedures/Project_Provision_1.oip-meta.xml +87 -0
- package/demo-source/main/default/omniScripts/Customer_Intake_English_1.os-meta.xml +69 -0
- package/demo-source/main/default/permissionsets/Finance_Team.permissionset-meta.xml +77 -0
- package/demo-source/main/default/permissionsets/Project_Manager.permissionset-meta.xml +88 -0
- package/demo-source/main/default/profiles/Verdant_Installer.profile-meta.xml +193 -0
- package/demo-source/main/default/profiles/Verdant_Read_Only.profile-meta.xml +263 -0
- package/demo-source/main/default/profiles/Verdant_Sales_Rep.profile-meta.xml +194 -0
- package/demo-source/main/default/queues/Permit_Review_Queue.queue-meta.xml +9 -0
- package/demo-source/main/default/queues/Warranty_Queue.queue-meta.xml +9 -0
- package/demo-source/main/default/roles/Installer.role-meta.xml +10 -0
- package/demo-source/main/default/roles/Ops_Director.role-meta.xml +9 -0
- package/demo-source/main/default/roles/Ops_Manager.role-meta.xml +10 -0
- package/demo-source/main/default/roles/Sales_Manager.role-meta.xml +10 -0
- package/demo-source/main/default/roles/Sales_Rep.role-meta.xml +10 -0
- package/demo-source/main/default/roles/Sales_VP.role-meta.xml +9 -0
- package/demo-source/main/default/sharingRules/Invoice__c.sharingRules-meta.xml +17 -0
- package/demo-source/main/default/sharingRules/Project__c.sharingRules-meta.xml +17 -0
- package/demo-source/main/default/triggers/ProjectTrigger.trigger +8 -0
- package/demo-source/main/default/triggers/ProjectTrigger.trigger-meta.xml +5 -0
- package/demo-source/main/default/workflows/Opportunity.workflow-meta.xml +24 -0
- package/dist/index.js +537 -441
- package/package.json +38 -20
- package/server.json +32 -0
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<?xml version="1.0" encoding="UTF-8"?>
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<Profile xmlns="http://soap.sforce.com/2006/04/metadata">
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<custom>true</custom>
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<userLicense>Salesforce</userLicense>
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<objectPermissions>
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<object>Project__c</object>
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<allowCreate>false</allowCreate>
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<allowDelete>false</allowDelete>
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<allowEdit>false</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>false</modifyAllRecords>
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<viewAllRecords>false</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<object>Site_Survey__c</object>
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<allowCreate>false</allowCreate>
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<allowDelete>false</allowDelete>
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<allowEdit>false</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>false</modifyAllRecords>
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<viewAllRecords>false</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<object>Installation__c</object>
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<allowCreate>false</allowCreate>
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<allowDelete>false</allowDelete>
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<allowEdit>false</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>false</modifyAllRecords>
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<viewAllRecords>false</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<object>Solar_Panel__c</object>
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<allowCreate>false</allowCreate>
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<allowDelete>false</allowDelete>
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<allowEdit>false</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>false</modifyAllRecords>
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<viewAllRecords>false</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<object>Battery__c</object>
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<allowCreate>false</allowCreate>
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<allowDelete>false</allowDelete>
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<allowEdit>false</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>false</modifyAllRecords>
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<viewAllRecords>false</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<object>Equipment_Allocation__c</object>
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<allowCreate>false</allowCreate>
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<allowDelete>false</allowDelete>
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<allowEdit>false</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>false</modifyAllRecords>
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<viewAllRecords>false</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<object>Permit__c</object>
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<allowCreate>false</allowCreate>
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<allowDelete>false</allowDelete>
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<allowEdit>false</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>false</modifyAllRecords>
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<viewAllRecords>false</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<object>Incentive__c</object>
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<allowCreate>false</allowCreate>
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<allowDelete>false</allowDelete>
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<allowEdit>false</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>false</modifyAllRecords>
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<viewAllRecords>false</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<object>Invoice__c</object>
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<allowCreate>false</allowCreate>
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<allowDelete>false</allowDelete>
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<allowEdit>false</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>false</modifyAllRecords>
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<viewAllRecords>false</viewAllRecords>
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</objectPermissions>
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<objectPermissions>
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<object>Payment__c</object>
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<allowCreate>false</allowCreate>
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<allowDelete>false</allowDelete>
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<allowEdit>false</allowEdit>
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<allowRead>true</allowRead>
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<modifyAllRecords>false</modifyAllRecords>
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</objectPermissions>
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<objectPermissions>
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<object>Service_Visit__c</object>
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<allowCreate>false</allowCreate>
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<allowDelete>false</allowDelete>
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<modifyAllRecords>false</modifyAllRecords>
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</objectPermissions>
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<objectPermissions>
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<object>Warranty_Claim__c</object>
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<allowCreate>false</allowCreate>
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<allowDelete>false</allowDelete>
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</objectPermissions>
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<field>Project__c.Account__c</field>
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<readable>true</readable>
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<editable>false</editable>
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</fieldPermissions>
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<fieldPermissions>
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<field>Project__c.Status__c</field>
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<readable>true</readable>
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<editable>false</editable>
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</fieldPermissions>
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<fieldPermissions>
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<field>Project__c.System_Size_kW__c</field>
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<readable>true</readable>
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<editable>false</editable>
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</fieldPermissions>
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<fieldPermissions>
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<field>Project__c.Contract_Value__c</field>
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<readable>true</readable>
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<editable>false</editable>
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</fieldPermissions>
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<fieldPermissions>
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<field>Project__c.Permit_Approved__c</field>
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<readable>true</readable>
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<editable>false</editable>
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</fieldPermissions>
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<fieldPermissions>
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<field>Project__c.Expected_Completion__c</field>
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<readable>true</readable>
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<editable>false</editable>
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</fieldPermissions>
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<fieldPermissions>
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<field>Project__c.Risk_Score__c</field>
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<readable>true</readable>
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<editable>false</editable>
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</fieldPermissions>
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<fieldPermissions>
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<field>Site_Survey__c.Roof_Type__c</field>
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<readable>true</readable>
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<editable>false</editable>
|
|
152
|
+
</fieldPermissions>
|
|
153
|
+
<fieldPermissions>
|
|
154
|
+
<field>Site_Survey__c.Shading_Factor__c</field>
|
|
155
|
+
<readable>true</readable>
|
|
156
|
+
<editable>false</editable>
|
|
157
|
+
</fieldPermissions>
|
|
158
|
+
<fieldPermissions>
|
|
159
|
+
<field>Installation__c.Install_Date__c</field>
|
|
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|
+
<readable>true</readable>
|
|
161
|
+
<editable>false</editable>
|
|
162
|
+
</fieldPermissions>
|
|
163
|
+
<fieldPermissions>
|
|
164
|
+
<field>Installation__c.Status__c</field>
|
|
165
|
+
<readable>true</readable>
|
|
166
|
+
<editable>false</editable>
|
|
167
|
+
</fieldPermissions>
|
|
168
|
+
<fieldPermissions>
|
|
169
|
+
<field>Installation__c.Panels_Installed__c</field>
|
|
170
|
+
<readable>true</readable>
|
|
171
|
+
<editable>false</editable>
|
|
172
|
+
</fieldPermissions>
|
|
173
|
+
<fieldPermissions>
|
|
174
|
+
<field>Permit__c.Jurisdiction__c</field>
|
|
175
|
+
<readable>true</readable>
|
|
176
|
+
<editable>false</editable>
|
|
177
|
+
</fieldPermissions>
|
|
178
|
+
<fieldPermissions>
|
|
179
|
+
<field>Permit__c.Status__c</field>
|
|
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|
+
<readable>true</readable>
|
|
181
|
+
<editable>false</editable>
|
|
182
|
+
</fieldPermissions>
|
|
183
|
+
<fieldPermissions>
|
|
184
|
+
<field>Permit__c.Submitted_Date__c</field>
|
|
185
|
+
<readable>true</readable>
|
|
186
|
+
<editable>false</editable>
|
|
187
|
+
</fieldPermissions>
|
|
188
|
+
<fieldPermissions>
|
|
189
|
+
<field>Permit__c.Approved_Date__c</field>
|
|
190
|
+
<readable>true</readable>
|
|
191
|
+
<editable>false</editable>
|
|
192
|
+
</fieldPermissions>
|
|
193
|
+
<fieldPermissions>
|
|
194
|
+
<field>Incentive__c.Type__c</field>
|
|
195
|
+
<readable>true</readable>
|
|
196
|
+
<editable>false</editable>
|
|
197
|
+
</fieldPermissions>
|
|
198
|
+
<fieldPermissions>
|
|
199
|
+
<field>Incentive__c.Amount__c</field>
|
|
200
|
+
<readable>true</readable>
|
|
201
|
+
<editable>false</editable>
|
|
202
|
+
</fieldPermissions>
|
|
203
|
+
<fieldPermissions>
|
|
204
|
+
<field>Incentive__c.Approved__c</field>
|
|
205
|
+
<readable>true</readable>
|
|
206
|
+
<editable>false</editable>
|
|
207
|
+
</fieldPermissions>
|
|
208
|
+
<fieldPermissions>
|
|
209
|
+
<field>Invoice__c.Amount__c</field>
|
|
210
|
+
<readable>true</readable>
|
|
211
|
+
<editable>false</editable>
|
|
212
|
+
</fieldPermissions>
|
|
213
|
+
<fieldPermissions>
|
|
214
|
+
<field>Invoice__c.Due_Date__c</field>
|
|
215
|
+
<readable>true</readable>
|
|
216
|
+
<editable>false</editable>
|
|
217
|
+
</fieldPermissions>
|
|
218
|
+
<fieldPermissions>
|
|
219
|
+
<field>Invoice__c.Status__c</field>
|
|
220
|
+
<readable>true</readable>
|
|
221
|
+
<editable>false</editable>
|
|
222
|
+
</fieldPermissions>
|
|
223
|
+
<fieldPermissions>
|
|
224
|
+
<field>Payment__c.Amount__c</field>
|
|
225
|
+
<readable>true</readable>
|
|
226
|
+
<editable>false</editable>
|
|
227
|
+
</fieldPermissions>
|
|
228
|
+
<fieldPermissions>
|
|
229
|
+
<field>Payment__c.Payment_Date__c</field>
|
|
230
|
+
<readable>true</readable>
|
|
231
|
+
<editable>false</editable>
|
|
232
|
+
</fieldPermissions>
|
|
233
|
+
<fieldPermissions>
|
|
234
|
+
<field>Payment__c.Method__c</field>
|
|
235
|
+
<readable>true</readable>
|
|
236
|
+
<editable>false</editable>
|
|
237
|
+
</fieldPermissions>
|
|
238
|
+
<fieldPermissions>
|
|
239
|
+
<field>Service_Visit__c.Visit_Date__c</field>
|
|
240
|
+
<readable>true</readable>
|
|
241
|
+
<editable>false</editable>
|
|
242
|
+
</fieldPermissions>
|
|
243
|
+
<fieldPermissions>
|
|
244
|
+
<field>Service_Visit__c.Reason__c</field>
|
|
245
|
+
<readable>true</readable>
|
|
246
|
+
<editable>false</editable>
|
|
247
|
+
</fieldPermissions>
|
|
248
|
+
<fieldPermissions>
|
|
249
|
+
<field>Service_Visit__c.Resolved__c</field>
|
|
250
|
+
<readable>true</readable>
|
|
251
|
+
<editable>false</editable>
|
|
252
|
+
</fieldPermissions>
|
|
253
|
+
<fieldPermissions>
|
|
254
|
+
<field>Warranty_Claim__c.Claim_Date__c</field>
|
|
255
|
+
<readable>true</readable>
|
|
256
|
+
<editable>false</editable>
|
|
257
|
+
</fieldPermissions>
|
|
258
|
+
<fieldPermissions>
|
|
259
|
+
<field>Warranty_Claim__c.Status__c</field>
|
|
260
|
+
<readable>true</readable>
|
|
261
|
+
<editable>false</editable>
|
|
262
|
+
</fieldPermissions>
|
|
263
|
+
</Profile>
|
|
@@ -0,0 +1,194 @@
|
|
|
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>true</allowCreate>
|
|
8
|
+
<allowDelete>false</allowDelete>
|
|
9
|
+
<allowEdit>true</allowEdit>
|
|
10
|
+
<allowRead>true</allowRead>
|
|
11
|
+
<modifyAllRecords>false</modifyAllRecords>
|
|
12
|
+
<viewAllRecords>false</viewAllRecords>
|
|
13
|
+
</objectPermissions>
|
|
14
|
+
<objectPermissions>
|
|
15
|
+
<object>Site_Survey__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>Invoice__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>Incentive__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>Solar_Panel__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>Battery__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
|
+
<fieldPermissions>
|
|
60
|
+
<field>Project__c.Account__c</field>
|
|
61
|
+
<readable>true</readable>
|
|
62
|
+
<editable>true</editable>
|
|
63
|
+
</fieldPermissions>
|
|
64
|
+
<fieldPermissions>
|
|
65
|
+
<field>Project__c.Opportunity__c</field>
|
|
66
|
+
<readable>true</readable>
|
|
67
|
+
<editable>true</editable>
|
|
68
|
+
</fieldPermissions>
|
|
69
|
+
<fieldPermissions>
|
|
70
|
+
<field>Project__c.Status__c</field>
|
|
71
|
+
<readable>true</readable>
|
|
72
|
+
<editable>true</editable>
|
|
73
|
+
</fieldPermissions>
|
|
74
|
+
<fieldPermissions>
|
|
75
|
+
<field>Project__c.System_Size_kW__c</field>
|
|
76
|
+
<readable>true</readable>
|
|
77
|
+
<editable>true</editable>
|
|
78
|
+
</fieldPermissions>
|
|
79
|
+
<fieldPermissions>
|
|
80
|
+
<field>Project__c.Contract_Value__c</field>
|
|
81
|
+
<readable>true</readable>
|
|
82
|
+
<editable>true</editable>
|
|
83
|
+
</fieldPermissions>
|
|
84
|
+
<fieldPermissions>
|
|
85
|
+
<field>Project__c.Permit_Approved__c</field>
|
|
86
|
+
<readable>true</readable>
|
|
87
|
+
<editable>false</editable>
|
|
88
|
+
</fieldPermissions>
|
|
89
|
+
<fieldPermissions>
|
|
90
|
+
<field>Project__c.Expected_Completion__c</field>
|
|
91
|
+
<readable>true</readable>
|
|
92
|
+
<editable>true</editable>
|
|
93
|
+
</fieldPermissions>
|
|
94
|
+
<fieldPermissions>
|
|
95
|
+
<field>Project__c.Risk_Score__c</field>
|
|
96
|
+
<readable>true</readable>
|
|
97
|
+
<editable>false</editable>
|
|
98
|
+
</fieldPermissions>
|
|
99
|
+
<fieldPermissions>
|
|
100
|
+
<field>Site_Survey__c.Project__c</field>
|
|
101
|
+
<readable>true</readable>
|
|
102
|
+
<editable>true</editable>
|
|
103
|
+
</fieldPermissions>
|
|
104
|
+
<fieldPermissions>
|
|
105
|
+
<field>Site_Survey__c.Roof_Type__c</field>
|
|
106
|
+
<readable>true</readable>
|
|
107
|
+
<editable>true</editable>
|
|
108
|
+
</fieldPermissions>
|
|
109
|
+
<fieldPermissions>
|
|
110
|
+
<field>Site_Survey__c.Shading_Factor__c</field>
|
|
111
|
+
<readable>true</readable>
|
|
112
|
+
<editable>true</editable>
|
|
113
|
+
</fieldPermissions>
|
|
114
|
+
<fieldPermissions>
|
|
115
|
+
<field>Site_Survey__c.Survey_Date__c</field>
|
|
116
|
+
<readable>true</readable>
|
|
117
|
+
<editable>true</editable>
|
|
118
|
+
</fieldPermissions>
|
|
119
|
+
<fieldPermissions>
|
|
120
|
+
<field>Site_Survey__c.Surveyor__c</field>
|
|
121
|
+
<readable>true</readable>
|
|
122
|
+
<editable>true</editable>
|
|
123
|
+
</fieldPermissions>
|
|
124
|
+
<fieldPermissions>
|
|
125
|
+
<field>Invoice__c.Amount__c</field>
|
|
126
|
+
<readable>true</readable>
|
|
127
|
+
<editable>true</editable>
|
|
128
|
+
</fieldPermissions>
|
|
129
|
+
<fieldPermissions>
|
|
130
|
+
<field>Invoice__c.Due_Date__c</field>
|
|
131
|
+
<readable>true</readable>
|
|
132
|
+
<editable>true</editable>
|
|
133
|
+
</fieldPermissions>
|
|
134
|
+
<fieldPermissions>
|
|
135
|
+
<field>Invoice__c.Status__c</field>
|
|
136
|
+
<readable>true</readable>
|
|
137
|
+
<editable>true</editable>
|
|
138
|
+
</fieldPermissions>
|
|
139
|
+
<fieldPermissions>
|
|
140
|
+
<field>Incentive__c.Project__c</field>
|
|
141
|
+
<readable>true</readable>
|
|
142
|
+
<editable>true</editable>
|
|
143
|
+
</fieldPermissions>
|
|
144
|
+
<fieldPermissions>
|
|
145
|
+
<field>Incentive__c.Type__c</field>
|
|
146
|
+
<readable>true</readable>
|
|
147
|
+
<editable>true</editable>
|
|
148
|
+
</fieldPermissions>
|
|
149
|
+
<fieldPermissions>
|
|
150
|
+
<field>Incentive__c.Amount__c</field>
|
|
151
|
+
<readable>true</readable>
|
|
152
|
+
<editable>true</editable>
|
|
153
|
+
</fieldPermissions>
|
|
154
|
+
<fieldPermissions>
|
|
155
|
+
<field>Incentive__c.Approved__c</field>
|
|
156
|
+
<readable>true</readable>
|
|
157
|
+
<editable>false</editable>
|
|
158
|
+
</fieldPermissions>
|
|
159
|
+
<fieldPermissions>
|
|
160
|
+
<field>Solar_Panel__c.Manufacturer__c</field>
|
|
161
|
+
<readable>true</readable>
|
|
162
|
+
<editable>false</editable>
|
|
163
|
+
</fieldPermissions>
|
|
164
|
+
<fieldPermissions>
|
|
165
|
+
<field>Solar_Panel__c.Wattage__c</field>
|
|
166
|
+
<readable>true</readable>
|
|
167
|
+
<editable>false</editable>
|
|
168
|
+
</fieldPermissions>
|
|
169
|
+
<fieldPermissions>
|
|
170
|
+
<field>Solar_Panel__c.Unit_Cost__c</field>
|
|
171
|
+
<readable>true</readable>
|
|
172
|
+
<editable>false</editable>
|
|
173
|
+
</fieldPermissions>
|
|
174
|
+
<fieldPermissions>
|
|
175
|
+
<field>Solar_Panel__c.Active__c</field>
|
|
176
|
+
<readable>true</readable>
|
|
177
|
+
<editable>false</editable>
|
|
178
|
+
</fieldPermissions>
|
|
179
|
+
<fieldPermissions>
|
|
180
|
+
<field>Battery__c.Manufacturer__c</field>
|
|
181
|
+
<readable>true</readable>
|
|
182
|
+
<editable>false</editable>
|
|
183
|
+
</fieldPermissions>
|
|
184
|
+
<fieldPermissions>
|
|
185
|
+
<field>Battery__c.Capacity_kWh__c</field>
|
|
186
|
+
<readable>true</readable>
|
|
187
|
+
<editable>false</editable>
|
|
188
|
+
</fieldPermissions>
|
|
189
|
+
<fieldPermissions>
|
|
190
|
+
<field>Battery__c.Unit_Cost__c</field>
|
|
191
|
+
<readable>true</readable>
|
|
192
|
+
<editable>false</editable>
|
|
193
|
+
</fieldPermissions>
|
|
194
|
+
</Profile>
|
|
@@ -0,0 +1,9 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<Queue xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<name>Permit Review Queue</name>
|
|
4
|
+
<doesSendEmailToMembers>false</doesSendEmailToMembers>
|
|
5
|
+
<description>Permits awaiting jurisdiction review.</description>
|
|
6
|
+
<queueSobject>
|
|
7
|
+
<sobjectType>Permit__c</sobjectType>
|
|
8
|
+
</queueSobject>
|
|
9
|
+
</Queue>
|
|
@@ -0,0 +1,9 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<Queue xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<name>Warranty Queue</name>
|
|
4
|
+
<doesSendEmailToMembers>false</doesSendEmailToMembers>
|
|
5
|
+
<description>Warranty claims awaiting triage.</description>
|
|
6
|
+
<queueSobject>
|
|
7
|
+
<sobjectType>Warranty_Claim__c</sobjectType>
|
|
8
|
+
</queueSobject>
|
|
9
|
+
</Queue>
|
|
@@ -0,0 +1,10 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<Role xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<name>Installer</name>
|
|
4
|
+
<parentRole>Ops_Manager</parentRole>
|
|
5
|
+
<caseAccessLevel>None</caseAccessLevel>
|
|
6
|
+
<contactAccessLevel>Read</contactAccessLevel>
|
|
7
|
+
<opportunityAccessLevel>None</opportunityAccessLevel>
|
|
8
|
+
<mayForecastManagerShare>false</mayForecastManagerShare>
|
|
9
|
+
<description>Field technician installing panels and batteries.</description>
|
|
10
|
+
</Role>
|
|
@@ -0,0 +1,9 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<Role xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<name>Ops Director</name>
|
|
4
|
+
<caseAccessLevel>Edit</caseAccessLevel>
|
|
5
|
+
<contactAccessLevel>Edit</contactAccessLevel>
|
|
6
|
+
<opportunityAccessLevel>Read</opportunityAccessLevel>
|
|
7
|
+
<mayForecastManagerShare>false</mayForecastManagerShare>
|
|
8
|
+
<description>Top of the operations role hierarchy at Verdant Energy.</description>
|
|
9
|
+
</Role>
|
|
@@ -0,0 +1,10 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<Role xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<name>Ops Manager</name>
|
|
4
|
+
<parentRole>Ops_Director</parentRole>
|
|
5
|
+
<caseAccessLevel>Edit</caseAccessLevel>
|
|
6
|
+
<contactAccessLevel>Edit</contactAccessLevel>
|
|
7
|
+
<opportunityAccessLevel>Read</opportunityAccessLevel>
|
|
8
|
+
<mayForecastManagerShare>false</mayForecastManagerShare>
|
|
9
|
+
<description>Schedules and oversees installation crews.</description>
|
|
10
|
+
</Role>
|
|
@@ -0,0 +1,10 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<Role xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<name>Sales Manager</name>
|
|
4
|
+
<parentRole>Sales_VP</parentRole>
|
|
5
|
+
<caseAccessLevel>Edit</caseAccessLevel>
|
|
6
|
+
<contactAccessLevel>Edit</contactAccessLevel>
|
|
7
|
+
<opportunityAccessLevel>Edit</opportunityAccessLevel>
|
|
8
|
+
<mayForecastManagerShare>false</mayForecastManagerShare>
|
|
9
|
+
<description>Manages a team of solar sales reps.</description>
|
|
10
|
+
</Role>
|
|
@@ -0,0 +1,10 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<Role xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<name>Sales Rep</name>
|
|
4
|
+
<parentRole>Sales_Manager</parentRole>
|
|
5
|
+
<caseAccessLevel>Read</caseAccessLevel>
|
|
6
|
+
<contactAccessLevel>Edit</contactAccessLevel>
|
|
7
|
+
<opportunityAccessLevel>Edit</opportunityAccessLevel>
|
|
8
|
+
<mayForecastManagerShare>false</mayForecastManagerShare>
|
|
9
|
+
<description>Sells residential solar and battery systems.</description>
|
|
10
|
+
</Role>
|
|
@@ -0,0 +1,9 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<Role xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<name>Sales VP</name>
|
|
4
|
+
<caseAccessLevel>Edit</caseAccessLevel>
|
|
5
|
+
<contactAccessLevel>Edit</contactAccessLevel>
|
|
6
|
+
<opportunityAccessLevel>Edit</opportunityAccessLevel>
|
|
7
|
+
<mayForecastManagerShare>true</mayForecastManagerShare>
|
|
8
|
+
<description>Top of the sales role hierarchy at Verdant Energy.</description>
|
|
9
|
+
</Role>
|
|
@@ -0,0 +1,17 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<SharingRules xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<sharingCriteriaRules>
|
|
4
|
+
<fullName>Share_Invoices_To_Finance</fullName>
|
|
5
|
+
<label>Share Invoices To Finance</label>
|
|
6
|
+
<accessLevel>Read</accessLevel>
|
|
7
|
+
<sharedTo>
|
|
8
|
+
<group>Finance_Group</group>
|
|
9
|
+
</sharedTo>
|
|
10
|
+
<booleanFilter>1</booleanFilter>
|
|
11
|
+
<criteriaItems>
|
|
12
|
+
<field>Status__c</field>
|
|
13
|
+
<operation>notEqual</operation>
|
|
14
|
+
<value>Draft</value>
|
|
15
|
+
</criteriaItems>
|
|
16
|
+
</sharingCriteriaRules>
|
|
17
|
+
</SharingRules>
|
|
@@ -0,0 +1,17 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<SharingRules xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<sharingCriteriaRules>
|
|
4
|
+
<fullName>Share_Projects_To_Ops</fullName>
|
|
5
|
+
<label>Share Projects To Ops</label>
|
|
6
|
+
<accessLevel>Edit</accessLevel>
|
|
7
|
+
<sharedTo>
|
|
8
|
+
<group>Ops_Group</group>
|
|
9
|
+
</sharedTo>
|
|
10
|
+
<booleanFilter>1</booleanFilter>
|
|
11
|
+
<criteriaItems>
|
|
12
|
+
<field>Status__c</field>
|
|
13
|
+
<operation>notEqual</operation>
|
|
14
|
+
<value>Cancelled</value>
|
|
15
|
+
</criteriaItems>
|
|
16
|
+
</sharingCriteriaRules>
|
|
17
|
+
</SharingRules>
|
|
@@ -0,0 +1,8 @@
|
|
|
1
|
+
trigger ProjectTrigger on Project__c (before insert, before update, after update) {
|
|
2
|
+
if (Trigger.isBefore) {
|
|
3
|
+
ProjectTriggerHandler.handleBeforeSave(Trigger.new);
|
|
4
|
+
}
|
|
5
|
+
if (Trigger.isAfter && Trigger.isUpdate) {
|
|
6
|
+
ProjectTriggerHandler.handleAfterUpdate(Trigger.new, Trigger.oldMap);
|
|
7
|
+
}
|
|
8
|
+
}
|
|
@@ -0,0 +1,24 @@
|
|
|
1
|
+
<?xml version="1.0" encoding="UTF-8"?>
|
|
2
|
+
<Workflow xmlns="http://soap.sforce.com/2006/04/metadata">
|
|
3
|
+
<fieldUpdates>
|
|
4
|
+
<fullName>Flag_As_High_Value</fullName>
|
|
5
|
+
<description>Stamp the opportunity description when it crosses the high-value threshold.</description>
|
|
6
|
+
<field>Description</field>
|
|
7
|
+
<name>Flag As High Value</name>
|
|
8
|
+
<notifyAssignee>false</notifyAssignee>
|
|
9
|
+
<operation>Formula</operation>
|
|
10
|
+
<protected>false</protected>
|
|
11
|
+
<formula>"HIGH VALUE - " & TEXT(Amount)</formula>
|
|
12
|
+
</fieldUpdates>
|
|
13
|
+
<rules>
|
|
14
|
+
<fullName>High_Value_Flag</fullName>
|
|
15
|
+
<actions>
|
|
16
|
+
<name>Flag_As_High_Value</name>
|
|
17
|
+
<type>FieldUpdate</type>
|
|
18
|
+
</actions>
|
|
19
|
+
<active>true</active>
|
|
20
|
+
<description>Flag opportunities over 100,000 for executive review (legacy workflow rule, kept for order-of-execution demo).</description>
|
|
21
|
+
<formula>Amount > 100000</formula>
|
|
22
|
+
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
|
23
|
+
</rules>
|
|
24
|
+
</Workflow>
|