Overview Of Property Management Application

Deepika Khanna
A free video tutorial from Deepika Khanna
Software Developer,Blogger,Author
4.4 instructor rating • 32 courses • 102,478 students

Lecture description

In this tutorial, we will take a look at the Property Management application which we will build in this course. We will learn about the custom object which we will create for our Property Management application. We will also learn about integrating authorize.net payment gateway system with Salesforce in order to process the payments made by our renter.

Learn more from the full course

Salesforce Development With Real-Time Project

Salesforce Development: Build a real-time project using Apex and visualforce Integrate Salesforce with external System.

06:08:11 of on-demand video • Updated February 2019

  • Learn to build a real-time application using Salesforce out-of-the-box features, apex and visualforce.
  • Learn to integrate Salesforce with third party service.
  • Learn Apex programming with hands on project.
  • Learn about Custom Settings and different types of custom settings in Salesforce.
  • Learn about Remote Site Settings and its use.
  • Learn about REST WebServices and we will use REST webservices to communicate with our third party service.
English [Auto] Hello, guys, this is the pick up from my tutorial dot com in this tutorial, we are going to create a property management application and this property management application will integrate with a third party system called authorized dot net. And this authorized dot net is a service provider which is used to accept payments like credit card payments or cheque payments, etc. So it authorizes our payments. So we're going to go ahead and use a test environment for the authorized dot net and we're going to integrate that environment with our sales force. So in this property management application, we are going to create a custom object called rental units. And this rental unit will store the information related to all the rental apartments that are available for rent. So in any apartment building, if there is an apartment which is available for rent, this object will be used to give information related to that apartment unit. So let's say we are going to create a new rental unit. Rental unit name is Tucker Hill. This is the Hill Apartments. This is the name of the rental unit and the apartment number one three one is available for rent and it has two bedrooms and one bathroom floor. It's a single story, garages attached number of parking spaces. Let's say we have two available laundry is in community. You do not have any hookups, appliances included? Yes, furniture is not included. It's a twelve hundred square footage. Air conditioning is available. Central heating is also available. So this is the information related to the rental unit. Now, once the rental unit is available for the rent, they're going to advertise and stuff. Right. And let's see, we have a customer who came in and who wants to rent this unit. He's interested in renting out this unit. What are you going to do is as a manager of this rental apartments, what I'm going to do is I'm going to create an agreement between the renter and the unit that he's going to rent. So we are going to create another custom object, which is called the rental agreement. And this custom object would be used to see what is the amount that the customer is going to pay for the unit if there is a deposit made by him, if he's going to be keeping any pets and stuff like that. So this is another custom object that we are going to build as part of our property management application. So here, let's say the renter name, who is going to rent is Pete Martin. This is the name of the renter. The rental information will be stored in our existing object, which is the existing standard object called context. So this context is going to store the information related to the renters. So his address, phone number, stuff like that, all that information we are going to store in this contact object. And let's say the name of the agreement is Pete Tucker Hill Agreement. And you can even see starting December twenty eighteen. So this is going to be the agreement name and deposit. He has a pet, so he has to be one hundred dollar deposit, but deposit, he has a bet and he hasn't been any other deposit, but the rental amount every month rent that we're going to collect would be fifteen hundred let's say. So this rental agreement will give indication about what will be the rent that the renter has to pay every month. So this is the rental agreement we have created between the renter and the apartment unit. So now what happened is, as in management of this apartment complex, I'm going to issue billing statements so that the renter has to pay the amount that is due for that month's rent. Right. So in order to do that, we are going to create a statement object. This is going to be another custom object that we are going to create. And this custom object is going to tell that, hey, this renter has to pay current month's rent by this date. So this is going to be the object that we're going to create and it is going to be equal to the amount would be it can be more or less than the rental amount. So the rental agreement was fifteen hundred dollars every month. Right. So I'm going to issue a statement that as the manager of this apartment complex, I'm going to issue an statement for who for this bit additional fee. He does not have to pay anything else. And the due date would be, let's say he has to pay. This is for the November rent. Right. He has to pay by December 19th. And we have issued this statement, OK, so this is going to be another custom object that we are going to build. Now, what'll happen is by this due date, Pete Martin has to pay the rental amount. Right. So what are we going to do is we are going to have a payment, say. Available in which he can come and he can log into Salesforce and pay his monthly payment. So how is going to do he's going to come here under the statements or whatever the statement is. So what rental units we have? This is going to be the information related to the apartment that is available for the rent rental agreement is whatever the agreement you have made with the renter and video rental agreement, you have issued the statement that this person has to pay fifteen hundred dollars. So you have issued the statement. Now, what'll happen is it is the responsibility of the renter to come and be in time, OK? And we have given him three options. He can pay by cash, he can pay by cheque, or he can pay by credit card. If he's willing to pay by cheque, then he has to provide the check account number and routing number. If he's going to pay by credit card, then he has to give the credit card number expiration date and the security code. Now, important thing here is you cannot just use a random credit card number. No, it has to be a valid credit card number. You don't have to go ahead and actually use your own credit card. What I'm going to use here is we're going to use its credit card numbers. If you Google any website, you have different services that are available. Who helps you in generating these credit card numbers. So what are you going to do here is we are going to use these credit card numbers like Visa, MasterCard, etc. But if you try to use a wrong credit card number, desalt red dot net will tell you that, hey, this is wrong. So you have to use a valid credit card number. It can be a test one, but it has to be a valid one. You cannot just use any random numbers. So this authorized dot net is going to be responsible for accepting payments, which the renters are going to make. So now in happiness, this Pete Martin comes and he is going to provide information. Right. So the Texas is the billing state credit card number has to be one of these. So we're going to go ahead and provide a credit card. No credit card expiration. You can pick any two thousand twenty, let's say security good is one one one and hit the safe payment. So what will happen now is. It's going to go ahead and make it call external, will make a call out to this authorized dot net, and if you go to the transaction history here so you can see here, once you come to this authorized dot net, you will see there is a payment made by Martin Pete via a credit card. And this is the number he used. If you remember, this is a number ending in two five nine two. This is the payment method we use. And the amount that he paid is fifteen hundred dollars. So since we used a right credit card number, that payment would became successful. So now what will happen is if you refresh this page now, whatever the payments the speed has me, Martin, Pete Martin has made, it will be collected under this payment object. Now this payment object will also have the information related to the response that is coming from authorized dot net. So we are going to send the request with all our credit card information to this third party system. And now the third party is going to come back with the response that he we authorized. We looked at the credit card. It's a valid credit card, etc. So this is the response that came from the authorized dot net. So you can see here, this is the transaction six zero one one two four zero. And this is the transaction which matches this number. So it gives you the transaction, it gives you the authorization code and it gives you the response. Now, this response is not generated by Salesforce. This response came from authorized dot net. Okay, so this is the third party system we're going to integrate and how are we going to integrate? We will take a look at it from the next tutorial. But this is just to give you an overview of what are going to build in this course. So this is the response that came back, credit card, expiration year, security good, et cetera. So this is the property management application that we're going to know if somebody tries to use or give a random credit card number. Let's see what happens if, let's say I'm coming here and for the same apartment, for the same agreement, because Pete is going to be leasing this apartment for about a year. Right. So this he made a payment of November. Lizzi, this is the payment we made for November. Now he needs to pick a payment for December. Right. So what are we going to do is we're going to issue another statement as the rental manager, I'm going to go ahead and issue a statement for Pete Martin that he has to pay the next monthly rent and it is going to be due by January 9th. So we're going to go ahead and for the same amount. Fifteen hundred and no additional fees started. We are going to make sure that this is the payment he has to make for December thirty. First statement, Dages and due date would be the January the 9th. OK, so 2019, he has to go ahead and make the payment by the 9th. So we are giving him one week to make the payment and no additional fee status is issued. As a manager of this rental complex, I'm going to go ahead and issue a statement which is going to remind my renter that he has to make the payment. Now, if he comes to sales force and he's going to go ahead and say, hey, I'm going to make my payment by a credit card, an amount is this much. And then billing status, Texas credit card number, if you try to use it wrong, credit card number, what will happen? Let's see. I'm trying to use your credit card number, which is invalid, but it's a 16 digit and but it's the wrong one to August of twenty one. Security code is two to two. And now if I try to hit the payment, what is going to happen is it's going to be invalid. It's wrong because this credit card number that you used is wrong. Credit card number means it's invalid. So that's why the payment was did not ring true. So this is the responsibility of authorized Artnet to go ahead and see if somebody is using the right credit card number, authorized them if they make the right payment or if they use the correct credit card numbers. So any time the payment is made, we will also going to send an email to the contact to the renter saying that the payment has been received, the payment has been made for fifteen hundred dollars. This is the amount. Twenty five ninety two. This is the transaction 80. So this is for the recording purposes that this person has made, made the payment on time and this is the receipt. So all this we are going to do in our property management application. So we are going to create some standard objects. We are going to utilize some standard objects. We are going to create some custom objects. We are going to write the apex code. We will create a vision for those pages. We will integrate our sales force with authorized dot net. And how do we do all that? We are going to learn about that in this court. So this is the property management application that we are going to build in this course from the next tutorial. We're going to. Go ahead and start working on our property management application from scratch, so I will see you then. Thank you so much.