Experiment-4

Experiment TitleTo create Billing Application in salesforce.com

Student Name: Kaustubh UID:18BCS4112

Branch:18AITCC2 Section/Group:B
Semester:5th Date of Performance13/09/2020
Subject Name: CCV Lab Subject Code: CSA-332

1. Overview of Salesforce.com:

Salesforce.com is an American cloud-based software company with its headquarters

in San Francisco, California. It provides (CRM) customer relationship
management service and also sells a complementary suite of enterprise applications
focused on customer service, marketing automation, analytics, and application
development.
The company was founded in 1999 by former Oracle executive Marc Benioff, together
with Parker Harris, Dave Moellenhoff, and Frank Dominguez as a software as a
service (SaaS) company, and was launched publicly between September and November
1999

2. Tasks to be done:

 Create a warehouse application

2. Steps for practical: (Mention the steps for each and every task)
Step 1:Login to your salesforce account with valid credentials such as username and
password

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Step 2: After logging in go to the classic version, new window will appear as shown below.
Now navigate to the setup option available at the top right of the screen.

Step 3: Scroll down and go to Build option and click on the dropdown list for Create and click
on 1st option that is Application.

Step 4: New Window will appear as shown below. Now to create new application click on the
new option available in the top centre of the App screen.

Step 5: Select an image to create the custom app (Optional).

Step 6: Select the tabs you want to include in your application. You can add or remove tabs
using “<” ,“>” options available.

Step 7: Select the Profile who can view your application and click on save.

Step 8: Now your new application is created with your selected custom tabs which can be
viewed from the dropdown list available at the top right corner of the screen.

Step 9: Your New application is created .

Step 10: Now in order to create more new custom tabs select the option Custom label available
in the build>create option and click on new.

Step 11: Give the name of your new custom tab with its description and click on Save.

Step 12: After clicking save a new window will appear with tab details as shown below.

Step 13: You can see the newly custom tab. Now in order to make it available with others tab
we need to create its object.

Step 14: Go to Build>Create>Object and click on new to create a new custom object.

Step 15: Enter the name of the Tab in the field of Label and configure according to your need.

Step 16: Now you can see the new custom object is created.

Step 17: Now in order to make new tab visible go to Build>Create>Tabs and click on new.
Select the details of your tab with keeping the name of the object same in the field named as
object.

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Step 18: Select who all can view your custom tabs and hit next.

Step 19: Select to which apps you want to add this tab and click on save.

Step 20: Similarly create the different tabs you want to add in your application which in my
case are Home, Account, profile, Attendance, Scorecard.

Step 21: Click on the Profile tab and make object in it by using the new button available in the
top centre of the screen inside the profile tab, make new object by the name of UID and click on
save.

Step 22: Now choose the datatype of the new field you want to insert in the tab profile under the
object UID.

Step 23: Add the name of the field.

Step 24: Now select who all can see and change the data present in the tab profile in application
student database management system.

Step 25: It will show you the details of your new field.

Step 26: Similarly create multiple fields.

Step 27: Now select the UID of the user’s whose data is present in the object.

Step 28: By clicking on the UID, you can see the details associated with that UID.

Step 29: Now choose the datatype of the new field you want to insert in the tab Account under
the object UID.

Step 30: Add the name of the field.

Step 31: Now select who all can see and change the data present in the tab Account in
application student database management system and add new fields in it and make relationship
and validation on them like when user add his annual fee and paid fee it will automatically
calculate pending fee and fine as per date of deposition of fee.

Step 32: It will show you the details of your new field.

Step 33: similarly create multiple fields and enter the data in them.

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Step 34: Now select the UID of the user’s whose data is present in the object.

Step 35: By clicking on the UID, you can see the details associated with that UID.

Step 36: Repeat the above-mentioned steps to create new field in the tab Attendance under the
object UID and also check the formula applied on status that if overall attendance is less than
75% then status is detained else it is eligible.

Step 37: Enter the details of the user and save them.

Step 38: Now you can view the UID’s added into the database

Step 39: Click on the specific UID to view the data in it.

Step 40: Similarly, with the help of above-mentioned steps create new fields in the Scorecard
tab and also check the formula(((average marks/total )*100)/9.5) applied to calculate overall
CGPA.

Step 41: Now you can view the UID’s added into the database.

3. Screenshots

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Department of Computer Science and Engineering, AIT
Department of Computer Science and Engineering, AIT
5. Commands used:

6. Result/Output/Writing Summary:

Salesforce.com is used to build application with various fields and objects. Inmy case, I have
created a student database management system which holdsthe data of multiple users. This
database management system holds the datawith the help of taking input from the user and
displaying it onto the userwindow. These kinds of applications can be created with the setup
options ofthe salesforce, create new tabs, adding new fields, creating new objects andlabels.
Salesforce provide the builder with options to add functionality byadding formulas to the added
fields and objects. Salesforce also enhances theproductivity of the developer by providing the
user with interactive graphicaluser interface.

Learning outcomes (What I have learnt):

1. Creating application with Salesforce.com

2. Adding new custom tabs to your application
3. Creating new objects and fields to take user input data
4. Adding data into the designed fields and viewing the data

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Evaluation Grid (To be created as per the SOP and Assessment guidelines by the faculty):

Sr. No. Parameters Marks Obtained Maximum Marks

1.
2.
3.

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