
Explore the Salesforce live project internship introduction and subscriber terms. See how the pet breeder app uses Sales Cloud to manage leads, quotes, analytics, and demos for certification.
Domain Name Registration
● PawBreed Dev Domain
● Transfer all user login to this New Domain
Note: For Domain logo , please download from this Tutorial
See Domain Logo file attached in this section.
Domain Name Registartion
● PawBreed Dev Domain
● Transfer all user login to this New Domain
Note: For Domain logo , please download from this Tutorial
EXLYApp Tutorial section.
Application Configuration
● Create an application named Called
PawBreed CRM.
● Add Home, Account, Contact, Reports,
Dashboards Tab to the application.
Download App Logo from Resource
Create a lightning app named Power Breed CRM in App Manager, add home, account, contact, reports, and dashboards tabs, upload the logo, and set red as the primary color.
Create a pet object with a tab in the Power Breed CRM app, defining fields as date of birth, weight, color, breed, adoption status, owner, and dad and mom lookups.
Create an application request object with a tab in Salesforce, define fields including first name, last name, email, mobile, address, breed requirement, and status, with conversions to account and contact.
Create a new code object and code line object in Salesforce, configuring an auto-number code field, account and contact lookups, breed requirement picklist, addresses, status, and master-detail with application request.
Create a code line item object in Salesforce, link it to code via a master-detail relationship, and configure sales price, discount, discount amount, total, and net total with formulas.
Create an agreement object and type in Salesforce. Define fields such as agreement date, term and condition, customer sign date, and address, and relate to account and application request.
Update search layouts and all list views for pet, application request, code, and agreement objects by adding key fields, overriding results, and refreshing views to reveal comprehensive columns.
Explore how standard and custom Salesforce objects, such as accounts, contacts, application requests, code line items, and pet inventory, relate via master-detail links, leading to quotes and adoption agreements.
Learn how to manage the end-to-end application flow in Salesforce CRM, from customer submission and qualification to account creation, inventory search, quotes, and agreement for pet adoptions.
Launch a screen flow from the application request convert button to check for existing account and contact, create them if needed, and set converted to true.
Build a Salesforce screen flow to convert application requests by updating or creating account and contact records, with checks for already converted status and clear success messaging.
Learn how to update multiple Salesforce page layouts for the application request, petal, code, and agreement objects by adding sections, two-column layouts, related lists, and read-only fields.
Create a new code button on the application request page to auto populate a code record, mapping the application id, account, contact, billing and shipping addresses, and breed requirement.
Create a screen flow to display a pet's siblings on its record page by passing the pet record id, fetching related pets, and presenting name, status, breeder, color, and gender.
Validate code creation with a rule that requires application conversion, and use dynamic actions to show or hide the new code button based on code count.
Create and enable guided paths in Salesforce power grid applications for application request and code objects, configure status fields, guided success messages, and embed paths on record pages.
Explore practical Salesforce validation rules to enforce data integrity in crm apps, including preventing blank customer accepted dates, restricting status changes without agreements, and validating code line items and agreements.
Create a new agreement directly from the code record using a mapped action button and application request, then use a record-triggered flow to update code status and adopt Bruno.
Create and configure an agent profile in Salesforce, clone the standard platform user profile, assign CRM application access and object permissions, then practice user creation and sharing settings.
Create and organize reports and dashboards for the crm app by creating a report folder with a custom report type, status-wise and monthly/quarterly insights, and setting user access.
Course Overview:
This Salesforce Project Internship is designed to provide comprehensive knowledge and hands-on experience in Salesforce administration and advanced admin setup. The course is meticulously structured to ensure you understand each topic thoroughly and are well-prepared for real-world applications.
Key Topics Covered:
Salesforce Administration:
Basic Salesforce setup and configuration
User management and security settings
Data management and reporting
Workflow automation and process builder
Advanced Administration:
Advanced security controls and data access
Complex workflow rules and validation
Advanced data management techniques
Salesforce integration and data migration
PawBreed CRM App Implementation:
End-to-end setup of the PawBreed CRM application
Custom object creation and management
Implementing business logic
Building custom user interfaces with lightning Screen Flow
Live Demo and Interview Preparation:
Practical sessions with live demos of the PawBreed CRM application
Preparing for Salesforce admin and developer interviews
Mock interviews and feedback sessions
Course Highlights:
Hands-on Projects: Work on real-world projects to apply your knowledge.
Interactive Sessions: Engage in live demos and Q&A sessions with the instructor.
Certification: Upon course completion, present a demo to receive a certificate from the organization.
You can reach out to the instructor directly in case of any questions.
Embark on this journey to become a proficient Salesforce administrator and developer, equipped with the skills to succeed in the Salesforce ecosystem.