PROJECT REPORT ON

Creation of an Application for School Management

Introduction:
The project aim is to provide real-time knowledge for all the students who have basic knowledge of
Salesforce and Looking for a real-time project. This project will also help those professionals who are in cross-
technology and want to switch to Salesforce. With the help of this project they will gain knowledge and can
include it into their resume as well.

Milestone 01 - Creating Developer Org

 Go to developer.salesforce.com
 Click on sign up.
 On the sign up form, enter the following details
 First name & Last name – TABASSUM ARA & SHAIK
 Email – sonushaik1625@gmail.com
 Role – SALESFORCE DEVELOPER
 Company – GAYATRI DEGREE COLLEGE – TIRUPATI
 Country - India
 Postal Code – pin code 517501
 Username – sonshaik1625@gdcproject.com
Milestone 02 – Creation of Object
Salesforce objects are database tables that permit you to store data that is specific to an organization.
Salesforce objects are of two types: Standard Objects: Standard objects are the kind of objects that are
provided by salesforce.com such as users, contracts, reports, dashboards, etc.

 Custom Objects: School, Student, Parent.

  Custom Tabs: School, student, Parent.

Milestone 03 - Lightning App

Apps in Salesforce are a group of tabs that help the application function by working together as a unit. It
has a name, a logo, and a particular set of tabs.
 Create The School Management App
1. From Setup, enter App Manager in the Quick Find and select App Manager.
2. Click New Lightning App.
3. Enter School Management as the App Name, then click Next
4. Under App Options, leave the default selections and click Next.
5. Under Utility Items, leave as is and click Next.
6. From Available Items, select Schools, Students, Parents, Reports, and Dashboards and move them to
Selected Items. Click Next.
7. From Available Profiles, select System Administrator and move it to Selected Profiles. Click Save &
Finish.

Milestone 04 – Fields And Relationship

An object relationship in Salesforce is a two-way association between two objects. Relationships are
created by creating custom relationship fields on an object. This is done so that when users view records, they
can also see and access related data.
 Fields in School Object:

 Fields in Student Object:

 Fields in Parent object:

Milestone 05 – Profile
 Creation On Profile
1. From Setup enter Profiles in the Quick Find box
2. Select Profiles.
3. Click new, From the list of profiles, find Standard User (profile to clone)
4. For Profile Name, enter School Profile
5. Click Save.
6. While still on the School profile page, then click Edit.
7. Scroll down to Custom Object Permissions and Give view all access permissions.
Milestone 06 – Users
 Creating A User
 User - Parent
1. From Setup, in the Quick Find box, enter Users.
2. Select Users.
3. Click New User.
4. Enter the user’s name as Sardar Basha and email address and a unique username in the form of an
email address.
5. By default, the username is the same as the email address.
6. Select a User License as salesforce.
7. Select a profile as a School profile.
8. Check Generate new password and notify the user immediately to have the user’s login name and a
temporary password emailed to your email.
 User – Teacher
1. From Setup, in the Quick Find box, enter Users.
2. Select Users.
3. Click New User.
4. Enter the user’s name as Madhu Sudhan Podipattu and email address and a unique username in
the form of an email address.
5. By default, the username is the same as the email address.
6. Select a User License as salesforce.
7. Select a profile as a School profile.
8. Check Generate new password and notify the user immediately.
 User – Principal
1. From Setup, in the Quick Find box, enter Users.
2. Select Users.
3. Click New User.
4. Enter the user’s name as Neeraja mam and email address and a unique username in the form of an
email address.
5. By default, the username is the same as the email address.
6. Select a User License as salesforce.
7. Select a profile as a School profile.
8. Check Generate new password and notify the user immediately
Milestone 07 - Permission Sets
 Permission Sets 1
1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
2. Click New.
3. Give the name of the Permission set name as teacher permission.
4. Under the object settings give the view all, create and edit permissions to School, student, and
teacher custom objects.
5. Click on manage assignment
6. Click on add assignment.
7. Click on Madhu Sudhan Podipattu, Next, Assign.
  Permission Sets 2
1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
2. Click New.
3. Give the name of the Permission set name as Principal permission.
4. Under the object settings give the view create and edit permissions to School, student, and teacher
custom objects.
5. Click on manage assignment
6. Click on add assignment.
7. Click on Neeraja mam, Next, Assign.

Milestone 08 - User Adoption

 Create Record (School)
1. Click on App Launcher on left side of screen.
2. Search School Management App & click on it.
3. Click on Schools tab.
4. Click new button
5. Fill all School record details.
6. Click on Save Button.
 View Record (School)
1. Click on App Launcher on left side of screen.
2. Search School Management App & click on it.
3. Click on Schools Tab.
4. Click on any record name. you can see the details of the School.

 Delete Record (School)

1. Click on App Launcher on left side of screen.
2. Search School Management App & click on it.
3. Click on Schools Tab.
4. Click on Arrow at right hand side on that Particular record.
5. Click delete and delete again.
Milestone 09 – Reports
 Create Report:
1. In School Management App click Reports tab.
2. Click New Report.
3. Select the report type as School with students and parents for the report.
4. Click start report.
5. Customize your report, then save and run
6. Give report name – Schools with Students Report
7. Click Save

 View Report
1. Click on App Launcher on left side of screen.
2. Search School Management App & click on it.
3. Click on Reports Tab.
4. Click on School with Students report and see records.

Milestone 10 – Triggers
 Write A Trigger
write a trigger whenever the school website is null you should be unable to delete the record.
1. Go to the gear icon and select the developer console.
 2. From the menu bar click on file and select Apex class.
3. Now give the class name as schoolHandler.
4. Now Write the below code and save.

5. From the menu bar click on file and select Apex trigger.
6. Now give the trigger name as Internalmarks
7. Select Object as School
8. Now Write the below code and save.

Milestone 11 – Flows
 Create Flow
1. Click on Gear icon and select setup
2. In Quick find Box enter flow and select the flows
3. Click on New flow and Select Record triggered Flows.
4. In the search bar type student and click done.
5. Select (+)
6. type action and select send Email.
7. Enter the following details
8. Label:Student Record Creation
9. Api Name:Student_Record_Creation( Auto-pupulated)
10. Body: Hi {!$Record.Name} , we are happy to inform you that you have joined in our {!
$Record.school__r.Name}.
11. Subject: Record Creation
12. Recipient email Address:{!$Record.Email__c}
13. click on done and Click on save
14. Flow label: Student flow
15. Flow API Name: Student_flow
16. and then click Activate.

THE END