Design and develop custom Applications (Mini Project) using SalesForce Cloud.

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Custom App Development Steps and Stages:

1. Go Setup  

Go Platform tools (On the LHS) and search for Apps and select App Manager and then click on New Lightning App.

Enter the app Name as Student App, Image (optional), and click on Next.

Select Navigation Style as Standard Navigation and click on Next.

Select Next in Utility Items

In Navigation Items search for Home in available items and select it and click on Next.

In User profile select System administrators and select Save and finish.

2. Now go to Setup and Create Custom Object.

  1. Label: Student Data
  2. Plural Label: Students Data
  3. Record Name: Student Id
  4. Data Type: Auto number
  5. Display Format: Sid-{000}
  6. Starting Number: 1
  7. Select all Optional Features
  8. Select Allow Search and Launch New Custom Tab Wizard after saving this custom object and Save.
  9. New Tab opens select Airplane and click on Next -> Next -> Deselect all and select only Student App and Save.
  10. Go to Fields and Relation click on New select Data Type as Text and click on Next-> Enter the following details.
    1. Field Label: Student Name
    2. Length: 100 
    3. Check the Required checkbox -> Next -> Next -> Save.

For More fields such as Phone.no, Email, etc. repeat the above steps.

3. To add Records:

    1. Go to Nine Dots  and search for Student App and click on it.
    2. Click on Student Data (Right side).
    3. Click on New -> Add the details
      1. Aditya Shinde ->
      2. 932125636 ->
    4. Save

4. To create a custom object go to Setup -> Create -> Custom object and enter details

    • Label: Marks
    • Plural Label: Marks
    • Record Name: Student marks
    • Data Type: Auto Number
    • Display Format: {0}
    • Starting Number: 1
    • Select All optional features
    • Select Allow search, Launch New Custom Tab Wizard after saving this custom object and Save
    • A New Tab opens select Airplane and click on Next -> Next -> Deselect all and select only Student App and Save.
    • Go to Fields and Relation click on New and select Data Type as Master Details Relationship (Master details consists of one parent and many children. It supports the cascade delete i.e. when the record is deleted from the parent object it also gets deleted from the child object as well.)
    • Related To: Student Data -> Next 
    • Field Label: Student Data
    • Field Name: Student_ID -> Next -> Next -> Next -> Save.
  • Go to Fields and Relation -> New -> Number -> Next->
    1. Field Label: Subject 1 -> Next -> Next -> Save
  • Create Subject 2 field and follow the about steps.
5. To add Records:
    1. Go to Nine Dots and search for Student App
    2. Click on Marks (Right side).
    3. Click on New 
      • Student Data: Sid-001
      • Enter subject marks -> 94 , 88 
    4. Save

6. To modify the view

  1. Go to Setup and click on Object Manager
    • Click on Student Data and then click on Search Layouts (left side) and see for Default layout then Add [Student Id, Name, Phone. No] and Save.
2. Go to Setup and click on Object Manager
    • Click on Marks and then click on Search Layouts (left side) and see for Default layout then Add [Student Data, Subject 1, Subject 2] and Save.
7. To Create profile follow the steps:
    1. Go to Setup and search for user and click on Profile

             2. Click on New 

 Enter the following details

  1. Force.com– Free user
  2. Student marks

Then Save and Edit
For Custom Object permission Select Marks(read) and Save.

[ Now, we will create user for students and assign them profiles that they can login as students and view marks.]

  1. View users and click on New user and add the details:
    • Ankita
    • Kulkarni
    • Akul
    • kulkarni2ankita@gmail.com
    • Ak
    • User License: Force.com – Free
    • Profile-> Student Marks
    • Save
    • Verify your mail
    • Login and view the Mark

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