Professional Documents
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A Summer Internship report submitted in partial fulfilment of the requirements for the award of the
degree of
BACHELOR OF TECHNOLOGY
in
submitted by
YAKKATI SAI
(20B21A4382)
Under the Guidance of
2022-2023
KAKINADA INSTITUTE OF ENGINEERING AND TECHNOLOGY
(Approved by AICTE & Affiliated to JNTUK & Accredited by NAAC)
Yanam Road, Korangi, Andhra Pradesh-533461.
DEPARTMENT OF CSE - ARTIFICIAL INTELLIGENCE
CERTIFICATE
This is to certify that the report entitled “SALESFORCE VIRTUAL INTERNSHIP”, that
is being submitted by YAKKATI SAI of III Year I Semester bearing 20B21A4382, in partial
fulfilment for the award of the Degree of Bachelor of Technology in Computer Science and
External Examiner
Student’s Declaration
completed the mandatory internship from AUGUST 2022 to OCTOBER 2022 in SALESFORCE
Endorsements
Faculty Guide
Principal
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ACKNOWLEDGEMENTS
It gives us an immense Pleasure to express a deep sense of gratitude to our
INTELLIGENCE because of his whole hearted and invaluable guidance throughout the
report. Without his sustained and sincere effort, this report would not have taken this
shape. He encouraged and helped us to overcome various difficulties that we have faced at
Professor for providing all the necessary facilities that led to the successful completion of
our report.
Computer Science & Engineering (AI), for providing all the necessary facilities that led to
We would like to take this opportunity to thank our beloved Principal Dr. M.M.S.
Prasad, M.Tech, for providing a great support to us in completing our project and for giving
Finally, we would like to thank all of our friends and family members for their
YAKKATI SAI
20B21A4382
Contents
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1. Title Page………………………………………………..
2. Student Declaration…………………………...………..
3. Official Certification………………………….………..
5. Acknowledgements……………………………………..
8. Chapter-3: Internship…………………………………..
15.Internal Evaluation……………….………………………
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CHAPTER 1: EXECUTIVE SUMMARY
Salesforce Developers have different responsibilities depending on their abilities.
Developing, creating, and modifying computer applications are their main
responsibilities. Developers work with customers in order to understand what the
customer wants, then use their knowledge of code and technology to create
anything from functional websites to applications. When writing your resume
objective, highlight your education and training, as well as any experience you
have in code or software development. Self-management and good customer
service skills are also something prospective employers are likely to look for.
Objectives:
Learning Outcomes:
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Salesforce Activities track the interactions your users have with prospects and
customers through various communication channels. These are either Salesforce
Tasks or Salesforce Events records.
“Activity” appears in the Object Manager in every Salesforce org, which means
that every Salesforce customer can leverage them. In my experience, I found it
hard to wrap my head around this functionality. However, it’s full of potential to
tailor it to how your organization operates, and more importantly, to get better
quality reporting on the other side. While it’s under-appreciated, it’s also
sometimes misused; either teams don’t populate records properly, or the whole
setup is over-engineered.
That’s why we have put together this guide on Salesforce Activities best practices,
which will cover the differences between Salesforce Tasks and Events, Quick
Actions, the “Type” field, and more.
Salesforce Activities track the interactions your users have with prospects and
customers, which are split into two objects: Salesforce Tasks and
Events. Tasks and Events act like record types, each with their own set of fields
and serving different purposes.
Fact: Salesforce Activities are not an object.
You may question the fact above – and you’d be right to! Go into Salesforce
Object Manager, and you will see all three in the list: Activity, Tasks, Events.
However, when looking at the Salesforce Activities data model, you will only see
two featured: Tasks and Events.
Activities could be considered the fuel that ignites the engine. Companies often
establish “cadences” – sequences of activities that have been proven to work in
achieving a goal (e.g. to qualify a lead).Reporting on Activities will give sales
managers and sales operations a huge amount of value and insight – especially in
terms of what isn’t working or the gaps in cadences.
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CHAPTER 2: OVERVIEW OF THE ORGANIZATION
Suggestive contents
Salesforce is one of the best cloud-based CRM platforms. It is an integrated CRM platform that provides a
single shared view of each customer for all the departments within an organization, such as Marketing,
Sales, Commerce, and Service. Our salesforce tutorial is designed to help beginners with the Salesforce
and professionals' basic concepts with advanced concepts. In this, we will cover all the essential topics of
Salesforce from beginning to Apex development.
Salesforce is a SaaS or Software as a Service, which means there is no need to install the software or
server to work on. Users can simply sign-up in Salesforce.com and can start running the business
instantly.
It was founded by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank
Dominguez in 1999.
Salesforce was started as a CRM software, but today it provides various products and
software solutions to users and developers.
Since Salesforce is cloud-based software, hence it does not require any IT professional to
set up anything.
It provides one of the best ways to connect with customers, business partners, and clients
over the single integrated environment. It allows the businesses to identify the customer's
requirements, address the problems easily, and provide the same solution in the minimum
timeframe. For example, the contact details of the customer, the deals that are in progress or
already completed, the support requests from a customer or a new lead from a new customer.
Beyond the customer related information, it also involves storing and managing the details of the
people and the concerned department from the seller organization that is managing the customer’s
account and needs.
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Technologies used by the Salesforce:
o Apex: Salesforce has its own programming languages, knows as Apex. Hence
to become a salesforce developer, or to create a salesforce app, user must have
a good knowledge of Salesforce Apex.
o Visual Force: Visualforce is the framework introduced by the Salesforce,
which enables the developers to create the custom user interfaces that can work
on the lighting platform.
o Compiler: Salesforce contains its own complier to compile the Apex programs
and Visual Force Pages.
1. Empower businesses
2. Stimulating change and growth
Salesforce vision statement is “We’re committed to a sustainable future for all.”
The statement has the following points:
1. Commitment
2. Future for all
The future of Salesforce technology is bright, and therefore a career in this technology
has more potential than other technologies such as JAVA. JAVA is widely used
everywhere, from the website to many company programs and cellular peripherals. It’s
a great tool, but Salesforce is a better customer relationship management platform,
which comes with its own set of tools and incorporates administration, developer,
integration, lighting, and analytics to take as a career option.
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CHAPTER 3: INTERNSHIP PART
I have done Salesforce internship. It will equip you with both basic concepts and
advanced offerings of the Salesforce ecosystem which include Programming, Apex
Data Types, Service Cloud, Community Cloud, and more. I have Chosen a
developer option. they provided us with different services with the help of several
modules.
salesforce gave us with apex language. Apex enables developers to access the
Salesforce platform back-end database and client-server interfaces to create third-
party SaaS applications. Apex includes an application programming interface (API)
that Salesforce developers can use to access user data on the platform. Apex is a
strongly typed, object-oriented programming language that allows developers to
execute flow and transaction control statements on the Lightning platform server in
conjunction with calls to the Lightning Platform API.
we have done this internship virtually during 8 weeks they offered us
several activities in trailhead modules. daily we used to do work about 4 hours for
about 8 weeks.
we used several equipments like laptop,stationary, internet facility etc. we
have performed different tasks during this period like intialsing different programs
by creating playground so they also assessed us with several questions in the form
of knowledge check.
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In this internship I acquired several skills they are
•salesforce fundamentals.
•organizational setup.
•relationship & process automation.
•types of flows and security.
•Apex testing and debugging.
•vs code setup and cli setup.
•lightening web components & api
•SUPERBADGE: -apex specialist.
•SUPERBADGE:- process automation specialist.
These are skills we acquired from the internship which is provided by
salesforce trailhead
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ACTIVITY LOG FOR THE FIRST WEEK
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WEEKLY REPORT
WEEK – 1 (From Dt………..….. to Dt ...... )
Detailed Report:
The Trailblazer Community is home to thousands of groups. Some are created and
managed by Salesforce, while many others are led by Trailblazers like you. Groups are
where Trailblazers with common interests gather to discuss multiple topics. A group can
be private, public, or unlisted. Salesforce credentials validate your knowledge and
experience with specific Salesforce products and job roles to prove that you have these
in-demand skills. There’s no better time than now to earn a Salesforce credential and
include these achievements on your resume hese resume-worthy Salesforce credentials
are found on the Credentials tab on Trailhead, and are grouped as Superbadges (hands-on
assessments completed within Trailhead) and Certifications (exams completed in a
proctored environment).
Not only can superbadges help you take your career to the next level, completing them is
a big achievement. Since you demonstrate your Salesforce skills through real-world
business scenarios, superbadges are increasingly recognized as relevant skill assessments.
In fact, many Trailblazers proudly share their superbadge super-accomplishments on their
resumes, LinkedIn profiles, and social media posts. Quick Find lets you navigate to any
Setup page using a keyword. You can search for pages related to users and data, user
interface modification, org security, and more. Quick Find is the best way to find what
you’re looking for if you know its name. Just start typing in the Quick Find box. As you
type, the list shows only the pages that match your search term. Click the name and off
you go. The Object Manager is a one-stop shop for managing all objects in your org. It
lists standard objects, such as Account and Contact, and custom objects that you or
another admin created. Access all objects and their related settings—such as fields,
layouts, record types, buttons, links, and so on—from a single entry point. To customize
an object, select the object name in the list, and then select a specific customization from
the left pane. For example, to add a custom field to the Account object, select Account,
then Fields & Relationships, and then New.
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ACTIVITY LOG FOR THE SECOND WEEK
Quick Start: Lightning App Builder Build an app for sales reps in
the field. No code required.
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WEEKLY REPORT
WEEK – 2 (From Dt………..….. to Dt ................... )
Detailed Report:
Quick actions allow users to quickly create and modify records. After you add the actions, you
activate the Lightning Page as an app, which makes it available to mobile users.
The Actions property at the bottom of the inspector now shows the actions that you added.
Activate the app, which automatically creates tabs and adds them to the Salesforce mobile app
navigation.
1. Click Activation....
2. On the Page Settings tab, type Field Sales App for the App Name. It should already be
defaulted in for you. Leave all other defaults as is.
3. On the Mobile Navigation tab, click the Add page to app button and then drag the Field
Sales App icon and place it below the Today icon.
4. Click Save to activate.
5. Create a validation rule that displays an error message and prevents a user from creating
or updating a contact if two conditions are both true.
6. Rule Name: Contact_must_be_in_Account_ZIP_Code
7. Operator: AND (return true if both conditions are true)
8. Define two error conditions:
1. The contact is associated with an account id
Hint: Use the ISBLANK and NOT functions.
2. The contact mailing zip code is different than the account shipping zip code
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ACTIVITY LOG FOR THE THIRD WEEK
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WEEKLY REPORT
WEEK – 3 (From Dt………..….. to Dt.. )
Objective of the Activity Done: Set up an approval process that emails the
initial approvers.
Set up an approval process that allows users to approve or reject opportunity
records.
Describe how to use opportunities.
Create an opportunity.
Add contact roles to an opportunity.
Detailed Report:
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ACTIVITY LOG FOR THE FORTH WEEK
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WEEKLY REPORT
WEEK – 4 (From Dt………..….. to Dt.. )
Detailed Report:
Create a new Trailhead Playground for this superbadge. Your new org will
have all the special data you need. (Be sure to create a Trailhead Playground,
and not a regular Developer Edition org. Only Trailhead Playgrounds have
the correct data for these challenges.) Using this org for any other reason
might create problems when validating the challenges.
Use Lightning Experience.
Install the Process Automation superbadge unmanaged package(package ID
04t46000001Zch4). If you have trouble installing a managed or unmanaged
package or app from AppExchange, follow the steps in this article.
Although you can only create a single user in your Trailhead Playground
org, you can create as many permissions (profiles, roles, public groups, and
so on) as you need to complete this challenge. We recommend creating a
user to test your various automations. Create a user named Nushi Davoud for
this purpose. Assign Nushi as your manager for approvals.
Because this superbadge involves USD currency, you may need to update
your personal preferences. From your personal settings, go to Personal |
Language & Time Zone and change the Locale to English (United States)
and the Language to English and click Save.
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ACTIVITY LOG FOR THE FIFTH WEEK
Apex Testing: Create Test Data for Apex Execute all test methods in a
Tests clas
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WEEKLY REPORT
WEEK – 5 (From Dt………..….. to Dt.. )
Detailed Report:
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ACTIVITY LOG FOR THE SIXTH WEEK
Synchronize Salesforce
Apex Specialist: Schedule data with an external
Synchronization system using asynchronous
REST callouts
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WEEKLY REPORT
WEEK – 6 (From Dt………..….. to Dt.. )
Detailed Report:
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CHAPTER 5: OUTCOMES DESCRIPTION
Describe the work environment you have experienced (in terms of people
interactions, facilities available and maintenance, clarity of job roles, protocols,
procedures, processes, discipline, time management, harmonious relationships,
socialization, mutual support and teamwork, motivation, space and ventilation,
etc.)
I need some facilities when I work. If the facilities are good we can do
many things, I need minimum facilities like fans, lights, tables, chairs, stationary
etc. I observed that the maintenance was good at internship institute. There is a
proper sanitation. They will provide us with some water.in my work place
everyone is doing their job. there is no disturbance in sharing their work and they
thrive to work productively. there is a manager, secretaries, skilled persons etc.
there is no particular protocol in the institution and everyone are working on their
time basis. Procedure is simple and they were assigned with their work previously
and they work transparently. the workers are coordinating with each other.
I noticed that the place was in total silence, they are doing their works
and are coordinating with each of them. I admired the discipline that institution.
Time management in the job was the main factors. Everyone should complete their
work within the time. I noticed that work is running rapidly with more discipline.
they came to the place at the exact time and they completing the work at assigned
time.
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mutual support is essential to complete our work in time. we need to
support others and gets support from them. mutual support plays key role in every
field with more passionate workers. we should get motivated by our higher
authorities and should follow them to achieve our goal. we need motivation to
boost our confidence with our work.
ventilation plays key role in our mental health and physical health. our
work space has greater ventilation. in any field we need to work team wise because
we could do more work with others help and it will decrease our work pressure. I
am completely satisfied with the work space.
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Describe the real time technical skills you have acquired (in terms of
the job- related skills and hands on experience)
Technical skills are the specialized knowledge and expertise to perform specific
tasks and use specific tools and programs in real world situations. Diverse technical
skills
are required in just about field, from IT and Education. In fact, many entry-level
positions across industries require basic technical skills, such as cloud Computing
and Social Media Platforms. There are many examples of more advanced technical
skills that a job might require include programming languages and Data Analysis.
unlike workplace skills, also called Hard skills. technical skills, often require
specific education and training to acquire.
Technical skills:
I’m learning the following skills, but not in depth. Sometimes referred to as hard
skills, involve the practical knowledge I use in order to complete tasks.
Some examples of technical skills are:
communication
Problem solving
Project management
Computer programming
analytical skills
logical skills etc.
Fundamental object-oriented programming
concepts
Basic knowhow of C# and JavaScript
MVC style of designing
Data management, modeling
Visualforce and Apex fundamentals
Lightning framework
Developer console
The following skills are the necessary for job:
Team Work
Self Management
Thinking Skills (problem solving and decision
making)
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Describe the managerial skills you have acquired (in terms of planning, leadership,
team work, behaviour, workmanship, productive use of time, weekly improvement in
competencies, goal setting, decision making, performance analysis, etc.
First I can understand what is mean by managerial skills; Managerial skills are the
knowledge and ability of the individuals in a managerial position to fulfill some specific
management activities or tasks. this knowledge and ability can be learned and practiced.
However, I also acquired through practical implementation of required activities and
tasks. This skill will help me to manage people and technology. I understand the how to
do work with planning and how to lead the team work, and how to manage the time and
how to do improve the decision making during working hours ,and finally I understand
the how to reach our goal in future, all these I observed in my Internship.
There are three types of skills that are essential for a successful management process:
Technical skills:
These skills tell us, knowledge and ability to use different techniques to achieve what we
want. Technical skills are not related only for machines, production tools or
other equipment. I observed skills that will be required to complete the Office work and
Home work. Technical skills are like;
Fundamental object-oriented programming concepts
Basic knowhow of C# and JavaScript
MVC style of designing
Data management, modeling
Visualforce and Apex fundamentals
Lightning framework
Developer console
Web services, SQL, Salesforce Object Query Language
jQuery, AngularJS, Bootstrap, etc.
Technical our skills are most important for students to do computer system work. without
technical skills, we cannot get more jobs.
Conceptual skills:
I understand the conceptual skills are necessary to improve our knowledge and ability. I
can easily see the whole through analysis and diagnosis of different conditions.
In such a way we can predict the future of the Institute/company/organization/
department as a whole. observed that Conceptual skills are virtual for top managers, For
mid-level managers in the company
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Interpersonal Managerial Skills:
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Describe how you could improve your communication skills (in terms of
improvement in oral communication, written communication, conversational
abilities, confidence levels while communicating, anxiety management,
understanding others, getting understood by others, extempore speech, ability to
articulate the key points, closing the conversation, maintaining niceties and
protocols, greeting, thanking and appreciating others, etc.,)
Having good English communication skills is necessary across many industries and
Job roles. The ability to express yourself clearly and confidently can help you on a
personal and Professional Front .regardless of your existing skills, you should work
on your English Communication to advance in your career. In this internship I also
learned some basic communication skills in English language .Basic
communication skills are necessary for effective communication in any
environment, especially in your workplace.
During my internship I followed Reading, writing, listening and speaking for
improving my language Skills .I slightly improved oral and written
communication,
sometimes I talk to my friends in English language, which gave me confidence .I
can understand the others, while they are speaking. I followed slow speaking
practiced with other friends, and I read English newspapers and listening English
videos and audios whenever I have time regularly. Sentence formation, listen to
others, ask questions are helped me a lot to improve my communication skills
during my internships.
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Describe how could you could enhance your abilities in group discussions,
participation in teams, contribution as a team member, leading a
team/activity.
Learning how to be a good leader can greatly impact the success of your team,
your organization and yourself. To be an effective leader, you must understand
•your own motivations, strengths and weaknesses. Great leaders connect with their
team by facilitating open communication, encouraging employee growth and
development, and giving and receiving feedback.
when the team/group get success, the appreciation should go to the lead, who
is leading from the front. At last i learnt that leadership qualities makes you to
achieve what you wanted to do.
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Describe the technological developments you have observed and relevant
to the subject area of training (focus on digital technologies relevant to your job role)
This century is all about technology. technology is developing day by day. technology
made our lives easy and comfortable .In other words, technology is ruling all over the
world. In recent times, one course is emerging as different courses like computer
science and engineering is emerged as different courses. we are creating new elements
in the technology. in my childhood we don’t know about artificial intelligence ,data
science, machine learning, cyber security etc. now these skills are ruling the world.
Technology refers to the use of technical and scientific knowledge to create, monitor,
and design machinery. education, technology is booming at a much faster rate. With
the help of technology, kids are able to expand their knowledge for better learning
outcomes. It makes the process of learning simple and easily understandable. There
are many tools and applications in technology that help kids to understand concepts
easily. The main reason for using technology in education is that it saves time,
provides personalized learning and engaging concepts.
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In my work space i observed a lot of changes in the technology. the tools they are using is
completely advanced in Modern technology. I learnt several algorithms which is used to
solve several problems. they built an application in front of us and it was totally helped me
to understand the process. they showed their skills for advancement in our abilities. they
explained the future of the technology and how it is going to be evolved I trained in
application development services through my mentor. they are very professionals in
technological basis. I gets lot of motivation and going to get larger skills. finally this
internship helps us to understanding and developing the technology.
CONCLUSION:
Salesforce is a good CRM platform that helps various businesses to make use of their customer
data well. Through this program individuals will examine the Apex and Visual force systems'
capabilities. Individuals will gain knowledge of data modeling, data security, Apex triggers and classes,
and validation methodologies, as well as Apex integration services skills. Individuals will also learn
how to logically customize apps using formulas and validation rules, as well as build business process
models utilizing process builders and flows.
Skills I learned through this course:
Management
Security
Apex
Integration
Database
Testing
Build different data models
Schema Building
Through this program one can learn in -demand Sales force Skills, earn resume worthy credentials and
connect to opportunities in Salesforce ecosystem.
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Student Self Evaluation of the Short-Term Internship
Date of Evaluation:
1 Oral communication 1 2 3 4 5
2 Written communication 1 2 3 4 5
3 Proactiveness 1 2 3 4 5
4 Interaction ability with community 1 2 3 4 5
5 Positive Attitude 1 2 3 4 5
6 Self-confidence 1 2 3 4 5
7 Ability to learn 1 2 3 4 5
8 Work Plan and organization 1 2 3 4 5
9 Professionalism 1 2 3 4 5
10 Creativity 1 2 3 4 5
11 Quality of work done 1 2 3 4 5
12 Time Management 1 2 3 4 5
13 Understanding the Community 1 2 3 4 5
14 Achievement of Desired Outcomes 1 2 3 4 5
15 OVERALL PERFORMANCE 1 2 3 4 5
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Evaluation by the Supervisor of the Intern Organization
Date of Evaluation:
Please note that your evaluation shall be done independent of the Student’s self-
evaluation
1 Oral communication 1 2 3 4 5
2 Written communication 1 2 3 4 5
3 Proactiveness 1 2 3 4 5
4 Interaction ability with community 1 2 3 4 5
5 Positive Attitude 1 2 3 4 5
6 Self-confidence 1 2 3 4 5
7 Ability to learn 1 2 3 4 5
8 Work Plan and organization 1 2 3 4 5
9 Professionalism 1 2 3 4 5
10 Creativity 1 2 3 4 5
11 Quality of work done 1 2 3 4 5
12 Time Management 1 2 3 4 5
13 Understanding the Community 1 2 3 4 5
14 Achievement of Desired Outcomes 1 2 3 4 5
15 OVERALL PERFORMANCE 1 2 3 4 5
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PHOTOS & VIDEO LINKS
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EVALUATION
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INTERNAL ASSESSMENT STATEMENT
1. Activity Log 25
2. Internship Evaluation 50
3. Oral Presentation 25
GRAND TOTAL 100
Certified by
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ANDHRA PRADESH
STATE COUNCIL OF HIGHER EDUCATION
(A Statuory Body of the Government of Andhra Pradesh)
2nd, 3rd, 4th and 5th floors, Neeladri Towers, Sri Ram Nagar, 6th Battalion Road
Atmakur (V)Mangalagiri (M), Guntur, Andhra Pradesh, Pin - 522 503
www.apsche.ap.gov.in