Anuj Reports
Anuj Reports
Internship Report
On
SALESFORCE CRM
Submitted to
Rashtrasant Tukadoji Maharaj Nagpur University,Nagpur
In partial fulfillment of the requirement for the Degree of
Computer Science and Engineering
Academic Year 2021-22
Developed and Submitted By
Mr. Anuj S pund Under the
I hereby declare that the internship entitled “Salesforce CRM ” submitted for the
fulfillment of IV semester B. E. (Computer Science and Engineering) degree is our
original work and the internship has not formed the basis for the award of any other
degree, diploma, fellowship or any other similar titles.
Signature
First we would like to express my gratitude to Dr. Leena H.Patil (Head of CSE) for
providing necessary guidance for selection of right technology to be learnt in internship. I
would like to extend my gratitude to Prof. Pratibha P. Waghale (Assistant Professor CSE) for
the effort taken by her right from the selection of the internship to its completion. She spent
her precious time whenever we were in need of guidance.
Moreover we would like to thank Mr. C.U. Chauhan (Assistant Professor CSE), who was
always there whenever needed any support and was a constant source of inspiration for
accomplishment of this internship.
Last but not least I would like to thank my internship mentor “Mr.Rajiv Verma Sir” for
providing all kinds technical support throughout this internship program
Topics Page
Chapter 4: SALESFORCE 39
Chapter 5: PROJECT 42
Chapter 6: REFERENCES 44
Industrial Supervisor
Name: Mr.Rajiv Verma Title:
Company/Organization: ITNetworkz
Internship Address: #F-5/A, 102/201, Akansha, RTPS Road, Laxmi
Nagar, Nagpur, India
City, State, Pin: Nagpur,Maharashtra – 440022
Phone: 91-712-6464622 Email: [email protected]
Faculty Mentor
Table Page
INTRODUCTION TO HTML
What is HTML:
HTML (Hyper-Text Markup Language) is a markup language that defines the structure of your
content. HTML (Hyper-Text Markup Language) is one of the most important foundations on the
web. HTML consists of a series of elements, which you use to enclose, or wrap, different parts of
the content to make it appear a certain way, or act a certain way. The enclosing tags can make a
word or image hyperlink to somewhere else, can italicize words, can make the font bigger or
smaller, and so on. HTML is the code that is used to structure a web page and its content. For
example, content could be structured within a set of paragraphs, a list of bulleted points, or using
images and data tables.
HTML Architecture:
The basic structure of an HTML page is laid out below. It contains the essential building-block
elements (i.e doctype declaration, HTML, head, title, and body elements) upon which all web
pages are created.
<!DOCTYPEhtml>: This is the document type declaration (not technically a tag). It declares
a document as being an HTML document. The doctype declaration is not case-sensitive.
<html>: This is called the HTML root element. All other elements are contained within it.
<head>: The head tag contains the “behind the scenes” elements for a webpage. Elements
within the head aren’t visible on the front-end of a webpage. HTML elements used inside
the <head> element include:
<style>
<body>: The body tag is used to enclose all the visible content of a webpage. In other words,
the body content is what the browser will show on the front-end.
An HTML document can be created using any text editor. Save the text file using .html or
.htm. Once saved as an HTML document, the file can be opened as a webpage in the browser.
Note: Basic/built-in text editors are Notepad (Windows) and TextEdit (Macs). Basic text
editors are entirely sufficient for when you’re just getting started. As you progress, there are
many feature-rich text editors available which allow for greater function and flexibility.
Features of HTML:
Advantages:
Disadvantages:
HTML can only create static web pages. For dynamic web pages, other languages have to
be used.
A large amount of code has to be written to create a simple web page.
The security feature is not good.
An HTML element is the collection of start and end tags with the content inserted in between
them.
Example 1: In this example <p> is a starting tag, </p> is an ending tag and it contains some
content between the tags, which form an element.
Solution
<!DOCTYPE html>
<html>
<head>
<title>HTML Elements</title></head>
<body>
<h2>Hello World!</h2>
</body> Fig 1.2 First Program
</html>
HTML Heading
An HTML heading tag is used to define the headings of a page. There are six levels of headings
defined by HTML. These 6 heading elements are H1, H2, H3, H4, H5, and H6; with H1 being the
highest level and H6 the least.
Syntax :- <h1>statements…</h1>
<h2> statements…</h2>
<h3> statements…</h3>
<h4> statements…</h4>
<h5> statements…</h5>
<h6> statements…</h6>
Example 1: In this example, we are using the <p> tag that is used for paragraphs in HTML.
Program:- Output:-
<!DOCTYPE html>
<html>
<body>
<p>Welcome To ITNetworkZ</p>
</body> Fig 1.4 HTML Paragraph
</html>
HTML Comments
The comment tag (<!– Comment –>) is used to insert comments in the HTML code. It is a good
practice of coding so that coder and the reader can get help to understand the code. It is helpful to
understand the complex code. The comment tag is useful during the debugging of codes.
It is a simple piece of code that is wiped off (ignore) by web browsers i.e, not displayed
by the browser.
It helps the coder and reader to understand the piece of code used for especially
in complex source code.
Syntax :- <!-- Comments here -->
HTML facilitates the ability for formatting text just like we do in MS Word or any text editing
software. We will go through a few such options.
Example: In this example, we simply display text in HTML strong, small, and Highlight
formatting respectively.
HTML links are hyperlinks.You can click on a link and jump to another
document. Syntax:- <a href="url">link text</a>
Example:- Write a program to link a website.
Program:- Output:-
<!DOCTYPE html>
<html>
</body></html>
Images are not technically inserted into a web page; images are linked to web pages. The <img>
tag creates a holding space for the referenced image. The <img> tag is empty, it contains
attributes only, and does not have a closing tag.
Example 1: This simple example illustrates the use of the <img> tag in HTML that is used to
embed the image into the webpage.
Program:- Output:-
<!DOCTYPE html>
<html>
<head>
<title>Welcome To GFG</title>
</head>
<body>
<h2>GeeksforGeeks</h2>
<p>This is the demo of <img> tag.</p>
<img src="D:\itnetwokrz image.png"
alt="company image" />
</body>
</html> Fig 1.7 Adding Image To HTML
HTML Tables
A table in HTML consists of table cells inside rows and columns. HTML tables allow web
developers to arrange data into rows and columns.
HTML Tables are presented by <table> and </table>.
Table Cells:- Each table cell is defined by a <td> and a </td> tag.
Table Rows:- Each table row starts with a <tr> and end with a </tr> tag.
Table Headers:- Sometimes you want your cells to be headers, in those cases use the <th> tag
instead of the <td> tag:
Output:-
HTML Lists
A list is a record of short pieces of related information or used to display the data or any
information in web pages in the ordered or unordered form. HTML lists allow web developers to
group a set of related items in lists.
Unordered HTML List:- An unordered list starts with the <ul> tag. Each list item starts with the
<li> tag. The list items will be marked with bullets (small black circles) by default:
An ordered list starts with the <ol> tag. Each list item starts with the <li> tag. The list items
will be marked with numbers by default:
Program:-
<!DOCTYPE html>
<html>
<head>
<title>GeeksforGeeks</title> Output:-
</head>
<body>
<h2>Grocery list</h2>
<ul>
<li>Bread</li>
<li>Eggs</li>
<li>Milk</li>
<li>Coffee</li>
</ul>
<h3>HTML <ol> tag</h3>
<p>reversed attribute</p>
<ol reversed>
<li>HTML</li>
<li>CSS</li>
<li>JS</li>
</ol>
<p>start attribute</p>
<ol start="5">
<li>HTML</li>
<li>CSS</li>
<li>JS</li>
</ol>
</body></html> Fig:1.8 Adding List To HTML
HTML Iframes
The “<iframe> “tag defines a rectangular region within the document in which the browser can
display a separate document, including scrollbars and borders. An inline frame is used to embed
another document within the current HTML document.
Syntax: <iframe src="URL" title="description"></iframe>
Example: This example illustrates the use of an iframe tag which is used to display a webpage
inside the current web page.
Program:-
<!DOCTYPE html>
<html>
<body>
<h2>HTML Iframes</h2>
<p>You can use the height and width attributes to specify the size of the
iframe:</p>
</body>
</html>
HTML Entities
HTML provides some method to display reserved characters. Reserved characters are those
characters that are either reserved for HTML or those which are not present in the basic
keyboard. For instance, ‘<‘ is reserved in HTML language. Sometimes this character needs to
display on the web page which creates tags in code.
Syntax: &entity_name; or &#entity_number;
Some useful Symbols with their Entity name and Entity numbers are listed below:
Notation Symbols Entity name Entity Number
non-breaking space
< less than < <
® registered trademark ® ®
© copyright © ©
€ euro € €
¥ yen ¥ ¥
£ pound £ £
¢ cent ¢ ¢
“ double quotation mark " “
& ampersand & &
> greater than > >
∂ PARTIAL DIFFERENTIAL ∂ ∂<
∃ THERE EXISTS ∃ ∃
∑ N-ARY SUMMATION ∑ ∑
Α Alpha Α Α
Β Beta Β Β
Γ Gamma Γ Γ
Δ delta Δ Δ
Ε Epsilon Ε Ε
Ζ Zeta Ζ Ζ
↓ DOWNWARDS ARROW ↓ ↓
→ RIGHTWARDS ARROW → →
↑ UPWARDS ARROW ↑ ↑
Table 1.2 Different Types Of Entities Used In HTML
What is CSS?
CSS stands for Cascading Style Sheets.
CSS describes how HTML elements are to be displayed on screen, paper, or in
other media.
CSS saves a lot of work. It can control the layout of multiple web pages all at once.
External stylesheets are stored in CSS files.
CSS is used to define styles for your web pages, including the design, layout and
variations in display for different devices and screen sizes.
There are three types of CSS which are given below:
Types of CSS
1. External style sheet (Using HTML <link> Tag): External CSS contains separate CSS
file which contains only style property with the help of tag attributes (For example class,
id, heading, … etc). CSS property written in a separate file with .css extension and should
be linked to the HTML document using link tag. This means that for each element, style
can be set only once and that will be applied across web pages. The link tag is used to
link the external style sheet with the html webpage.
2. Internal style sheet (Using the <style> Element): This can be used when a single
HTML document must be styled uniquely. The CSS rule set should be within the HTML
file in the head section i.e the CSS is embedded within the HTML file.
<style>
element {
// CSS property
}
</style>
CSS Architecture :-
Fig 2.1 Architecture Of CSS
Features Of CSS
A CSS Syntax rule consists of a selector, property, and its value. The selector points to the
HTML element where CSS style is to be applied. The CSS property is separated by
semicolons. It is a combination of selector name followed by the property: value pair that is
defined for the specific selector.
A CSS Selectors are used to selecting HTML elements based on their element name, id,
attributes, etc. It can select one or more elements simultaneously.
Syntax:
element_name {
// CSS Property
}
The CSS id Selector
The id selector uses the id attribute of an HTML element to select a specific element.
The id of an element is unique within a page, so the id selector is used to select one unique
element!
To select an element with a specific id, write a hash (#) character, followed by the id of the
element.
Syntax:-
#id_name {
// CSS Property
}
The * selector in CSS is used to select all the elements in an HTML document. It also selects all
elements which are inside under another element. It is also called the universal selector.
Syntax:- * {
// CSS property
}
The Comments in CSS, are the statements in your code that are ignored by the compiler and are
not executed. Comments are used to explain the code. They make the program more readable
and understandable. Comment can be single-line or multi-line. The /* */ comment syntax can be
used for both single and multiline comments.
Syntax:- /* content */
CSS Colors
CSS Color property is used to set the color of HTML elements. This property is used to set font
color, background color etc.
Color of an element can be defined in the following ways:
Built-In Color
RGB Format
RGBA Format
Hexadecimal Notation
HSL
HSLA
Example:
<!DOCTYPE html>
<html>
<body>
<h3 style="color:Tomato;">Hello World</h3>
<!-- CSS Text Color -->
<p style="color:DodgerBlue;">Lorem ipsum dolor sit amet, consectetuer
adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore
magna aliquam erat volutpat.</p>
<!-- CSS Border Color -->
<p style="border:2px dotted Tomato;">Ut wisi enim ad minim veniam, quis nostrud
exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo
consequat.</p>
</body>
</html>
Output:
Output:-
Fig 2.3 CSS Background Colors
CSS background-image
CSS Padding
The CSS padding properties are used to generate space around an element's content, inside of any
defined borders.
With CSS, you have full control over the padding. There are properties for setting the padding for
each side of an element (top, right, bottom, and left).
Syntax:- Selector {
padding-top: 50px;
padding-right: 30px;
padding-bottom: 50px;
padding-left: 80px;}
In CSS, the term "box model" is used when talking about design and layout.
The CSS box model is essentially a box that wraps around every HTML element. It consists of:
margins, borders, padding, and the actual content. The image below illustrates the box model:
Text Color
The color property is used to set the color of the text. The color is specified by:
a color name - like "red"
a HEX value - like "#ff0000"
an RGB value - like "rgb(255,0,0)
Example:- Output:-
<!DOCTYPE html>
<html>
<head>
<style>
body { color: blue;} Fig 2.5 CSS Text Colors
h1 { color: green;}
</style>
</head>
<body>
<h1>This is heading 1</h1>
<p>This is an ordinary paragraph. Notice that this text is blue.
The default text color for a page is defined in the body
selector.</p>
<p>Another paragraph.</p>
</body>
</html>
Text Background Color
In this example, we define both the background-color property and the color property:
Example:- <!DOCTYPE html>
<html>
<head>
<style>
body {
background-color: lightgrey;
color: blue;
}
h1 {
background-color: black;
color: white;
}
div {
background-color: blue;
color: white;
</tr>
<tr>
First Last Savings
<td>Peter</td>
<td>Griffin</td> Name Name
<td>$100</td>
</tr> Peter Griffin $100
<tr>
<td>Lois</td> Lois Griffin $150
<td>Griffin</td> Joe Swanson $300
<td>$150</td>
</tr> Cleveland Brown $250
<tr>
<td>Joe</td> Table 2.1Table Color
<td>Swanson</td>
<td>$300</td>
</tr>
<tr>
<td>Cleveland</td>
<td>Brown</td>
<td>$250</td>
</tr>
</table>
</body>
</html>
What Is Javascript:-
JavaScript is the world most popular lightweight, interpreted compiled programming language.
It is also known as scripting language for web pages. It is well-known for the development of web
pages, many non-browser environments also use it. JavaScript can be used for Client-side
developments as well as Server-side developments.
Internal JS: We can add JavaScript directly to our HTML file by writing the code inside
the <script> tag. The <script> tag can either be placed inside the <head> or the <body>
tag according to the requirement.
External JS: We can write JavaScript code in other file having an extension .js and
then link this file inside the <head> tag of the HTML file in which we want to add this
code.
Syntax:- <script>
// JavaScript Code
</script>
Features of JavaScript
Object-Centered Script Language
Client Side Technology
Validation Of User’s Input.
Light-Weighted Language
Interpreted Language
Case Sensitive
Used as Front-End as well as Back-End Language too.
Platform Independent.
Note: It is recommended we use let instead of var. However, there are a few browsers
that do not support let.
Javascript Intialization of Variables:
We use the assignment operator = to assign a value to a variable.
let x;
x = 5;
Here, 5 is assigned to variable x.
Data Types In JS
1. String = “Hello”,’Hello’
2. Number = 10,3.114,-21,2e10
3. Boolean = True/False
4. Undefined = Let a;
5. Null = Let a = null;
6. Object = let student = { };
+= Addition assignment a += 5; // a = a + 5
-= Subtraction Assignment a -= 2; // a = a - 2
*= Multiplication Assignment a *= 3; // a = a * 3
/= Division Assignment a /= 2; // a = a / 2
%= Remainder Assignment a %= 2; // a = a % 2
Note: The commonly used assignment operator is =. You will understand other assignment
operators such as +=, -=, *= etc. once we learn arithmetic operators.
let x = 5;
let y = 3;
// addition
console.log('x + y = ', x + y); // 8
// subtraction
console.log('x - y = ', x - y); // 2
// multiplication
console.log('x * y = ', x * y); // 15
// division
console.log('x / y = ', x / y); // 1.6666666666666667
// remainder
console.log('x % y = ', x % y); // 2
// increment
console.log('++x = ', ++x); // x is now 6
console.log('x++ = ', x++); // prints 6 and then increased to 7
console.log('x = ', x); // 7
// decrement
console.log('--x = ', --x); // x is now 6
console.log('x-- = ', x--); // prints 6 and then decreased to 5
console.log('x = ', x); // 5
//exponentiation
console.log('x ** y =', x ** y);
Comparison operators compare two values and return a boolean value, either true or false.
Here, the comparison operator > is used to compare whether a is greater than b.
// logical OR
console.log(true || false); // true
// logical NOT
console.log(!true); // false Fig 3.3 Logical Operators
Syntax:-
/* The following program contains the source code for a game called
Baghchal.
Baghchal is a popular board game in Nepal where two players choose either
sheep or tiger. It is played on a 5x5 grid.
For the player controlling the tiger to win, they must capture all the
sheep. There are altogether 4 tigers on the board.
For the sheep to win, all tigers must be surrounded and cornered so that
they cannot move. The player controlling the sheep has 20 sheep at his
disposal.
*/
JavaScript Conditional Statements
Very often when you write code, you want to perform different actions for different decisions.
You can use conditional statements in your code to do this.
In JavaScript we have the following conditional statements:
The if Statement
Use the if statement to specify a block of JavaScript code to be executed if a condition is true.
Syntax
if (condition) {
// block of code to be executed if the condition is true
}
Syntax:- if (condition) {
// block of code to be executed if the condition is true
} else {
// block of code to be executed if the condition is false
}
Program:- const time = new
Date(.getHours()); Let hour;
if (hour < 18) { Output:- Good day
greeting = "Good day";
} else { greeting = "Good evening";}
if (condition1) {
// block of code to be executed if condition1 is true
} else if (condition2) {
// block of code to be executed if the condition1 is false and
condition2 is true
} else {
// block of code to be execute
Example:-
const time = new Date(.getHours();
let greeting;
if (time < 10) {
greeting = "Good morning";
} else if (time < 20) {
greeting = "Good day";
} else {
greeting = "Good evening";
}
Output:- Good day
Example:-
<script>
let day;
switch (new Date().getDay()) {
case 0:
day = "Sunday";
break;
case 1:
day = "Monday";
break;
case 2:
day = "Tuesday";
break;
case 3:
day = "Wednesday";
break;
case 4:
day = "Thursday";
break;
case 5:
day = "Friday";
break;
case 6:
day = "Saturday";
}
document.write(Today is " + day);
</script>
Output:- Today is Sunday
Example:-
<!DOCTYPE html>
<html>
<body>
<h2>JavaScript For Loop</h2>
<p id="demo"></p>
<script>
let text = "";
for (let i = 0; i < 5; i++) {
text += "The number is " + i + "<br>";
}
document.getElementById("demo").innerHTML = text;
</script>
</body>
</html>
Output:- Fig 3.4 For Loop
Function Return
When JavaScript reaches a return statement, the function will stop executing.
If the function was invoked from a statement, JavaScript will "return" to execute the code after the
invoking statement.
Functions often compute a return value. The return value is "returned" back to the "caller":
Example:-
What is Salesforce?
Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. We help your
marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep
your customers happy everywhere.
Salesforce - Environment
As Salesforce is a cloud based system it does not need any software installation on your part. All
you have to do is signup for a free trial and get started. The free trial account provides nearly all
features which you need to learn to understand the basics of Salesforce platform. Let us now
discuss the steps to get started with the Salesforce environment.
Step 1
Go to the link Salesforce and click on Free Trial.
It takes you to a window where you have to fill in some details about you and sign up.
Step 2
You will receive an activation mail for your account which also contains the details of your
account and the duration of the trial period. Click on the link in the email to verify your email ID
and activate the account.
Step 3
Again visit the link Salesforce and click on login. Give the login credentials which you just
created. You will be directed to your home page.
These relational tables are roughly referred to as API Objects or only objects in Salesforce. There
are three kinds of Salesforce objects.
Standard Objects − The objects already created for you by the Salesforce platform.
Custom Objects − These are the objects created by you based on your business processes.
External Objects − The objects which you create map to the data stored outside
your organization.
Standard Objects
These are the objects which already exist in the Salesforce platform to manage the configurations
and settings of the environment. Once you log in to the salesforce platform, you can see the
available objects.
Custom Objects
The organization’s data will always not fit into the existing standard objects. So we can extend
and customize many sales force objects to meet this need. For example, a courier company can
create a custom object to store the schedule and dispatch details for every week. So these objects
store the data that is unique to the business. The custom objects can also have custom fields along
with the standard fields available in Salesforce.
Build page layouts to control which fields users can view and edit when entering data
for the custom object record.
Import custom object records.
Create reports and dashboards to analyze custom object data.
Create a custom tab for the custom object, to display the object’s data.
Track tasks and events for custom object records.
Import custom object records.
The Master Detail relationship is used when we want to control the display of detail records
based on the value in the master record. For example, in the courier company model a delivery
schedule is always linked to a delivery location. If we remove a delivery location from our
list, then all the related delivery schedules should also be eliminated. Such a dependency can
be achieved through Master-detail relationship between the sales force objects.
After Creation Of Custom Object go to custom object on right side arrow appears go
through it click on view fields go to create fields and relationship choose master
relationship relate with the parent save it.
Do step same as master relationship but instead of Master Relationship choose Lookup
Relationship.
PROJECT
Project Scenario:-
Project Solution:-
Custom Object (Customer)
CHAPTER 6
REFERENCES
1) https://www.w3schools.com/html/default.asp/
2) https://www.w3schools.com/css/default.asp
3) https://www.w3schools.com/js/default.asp
4) https://www.tutorialspoint.com/salesforce/index.htm
5) https://trailhead.salesforce.com/today