Project 1: Mobile Company

The steps for implementing this project are the following.

Prerequisites for this project:

This project needs a basic setup such as the Application.

Also, it is assumed that the related user records have been created and are active in the system.

Action Points:

1. Project Roadmap Planning:

This project is focused on creating a mobile platform for a mobile company—a platform that works in a

more dynamic environment, bringing more advancement in the work related to Salesforce application.

All the required Objects, fields, as well as reporting steps will be planned in the initial stages, which can

be tracked and used later.

2. Data model designing:

In this process, the required data model needs to be designed, which contains the Object format that

works as a Table in the Database domain. And the related fields need to be created which will work as

Columns of the table. And the data entry will generate records in the data model which will work as

rows of that Table.

3. Creating Objects:

For creating this project, we need an object called as Job Form.

The Object creation steps are the following:

Log into Salesforce account

Go to Setup

Go to Build

Go to Create

Click New Custom Object

Enter Mobile Transaction for the label

Enter Mobile Transactions for the plural label

Keep the other fields as default

Click Save

Create the related tab for the Object

4. Creating Fields:

On the Job Form object, create fields called:

Mobile Number
Brand

Price

Category

The above fields are created with the following type.

Mobile Number = Text

Brand = Text

Price = Currency

Category = Picklist

5. Configuring Chart:

Go To:

Report Tab

New Report

Select Report Type “Mobile Transaction”

Click Create
Add Fields from left side Field list

Convert report type to “Summary Report”

Drag and Drop “Brand” field to Drop Zone

Add Chart type: Pi Chart

6. Tracking transactions in App Builder:

Perform the following steps:

Setup

Build

Lightning App Builder

New

New App Page

Single Column

Enter Label: Mobile Transaction Tracker

Drag: Filter List, Report Chart working area

Filter list to be set for “Mobile Transaction” object

Save

Activate

Set Tab position

Use the app from Mobile device using Salesforce1.