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Salesforce Draft Report1

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Salesforce Draft Report1

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VISVESVARAYA TECHNOLOGICAL UNIVERSITY

BELAGAVI-590018

“INTERNSHIP”
(21INT68)

REPORT ON
“SALESFORCE ADMINISTRATORS”
(LIBRARY MANAGEMENT SYSTEM USING SALESFORCE)

Submitted in partial fulfillment for the requirements for the Award of Degree of

BACHELOR OF ENGINEERING
IN
INFORMATION SCIENCE AND ENGINEERING BY

KEERTHANA C S
1EP21IS040

UNDER THE GUIDANCE OF


Prof. TEENA K B
ASST. PROFESSOR
DEPT. OF ISE, EPCET

Department of Information Science and Engineering


Approved by AICTE New Delhi| Affiliated to VTU, Belagavi Virgo Nagar,
Bengaluru-560049
2023-24
(Affiliated to Visvesvaraya Technological University, Belagavi)
Bangalore-560049

DEPARTMENT OF INFORMATION SCIENCE & ENGINEERING

CERTIFICATE

This is to certify that the INTERNSHIP entitled “LIBRARY MANAGEMENT SYSTEM


USING SALESFORCE” is a bonafied work carried out by Ms. KEERTHANA C S, bearing
USN 1EP21IS040 in partial fulfillment for the award of Bachelor of Engineering in Information
Science and Engineering under Visvesvaraya Technological University, Belagavi during the
year 2023-24. It is certified that all the corrections/suggestions indicated in the Internal Assessment have
been incorporated in the report and submitted in the department library. This Internship report has been
approved as it satisfies the academic requirements in respect of Internship (21INT68) prescribed for the
award of the said degree.

GUIDE HOD PRINCIPAL


Prof. Teena K B Prof. Kemparaju N Dr. Mrityunjaya V Latte
Asst. Professor EPCET EPCET

Examiners

Name of the Examiners Signature with date

1.

2.
ACKNOWLEDGEMENT

Any achievement, be it scholastic or otherwise does not depend solely on the individual efforts but
on the guidance, encouragement and cooperation of intellectuals, elders and friends. I would like to
take this opportunity to thank them all.

First and fore-most I would like to express our sincere regards and thanks to Mr. Pramod Gowda
and Mr. Rajiv Gowda, CEOs, East Point Group of Institutions, Bangalore, for providing
necessary infrastructure and creating good environment.

I express my gratitude to Dr. Prakash S, Senior Vice President, EPGI and Dr. Mrityunjaya V
Latte, Principal, EPCET who has always been a great source of inspiration.

I express my sincere regards and thanks to Prof. Kemparaju N, Professor and Head, Department
of Information Science and Engineering, EPCET, Bangalore, for his encouragement and support.

I am obliged to Dr. Vaishali Shende, Associate Professor, Department of Information Science and
Engineering, who rendered valuable assistance as the Internship coordinator.

I am grateful to acknowledge the guidance and encouragement given to me by Prof. Teena K B,


Assistant Professor, Department of Information Science and Engineering, EPCET, Bangalore,
who has rendered a valuable assistance.

I also extend my thanks to the entire faculty of the Department of Information Science and
Engineering, EPCET, Bangalore, who have encouraged me throughout the course of the
Internship.

Last, but not the least, I would like to thank my family and friends for their inputs to improve the
Internship.

Name: KEERTHANA C S

USN: 1EP21IS040
ABSTRACT

In today’s digital era, libraries face increasing demands to enhance operational efficiency and member
engagement while managing diverse collections and resources. Leveraging salesforce, a leading CRM
platform known for its flexibility and scalability, offers a compelling solution to modernize library
management systems. This abstract explores the integration of salesforce into library operations,
focusing on centralizing cataloging, member management, and resource tracking. By harnessing
salesforce’s capabilities, libraries can streamline processes, automate routine tasks, and gain valuable
insights through advanced analytics. This transformation not only improves service delivery and
member satisfaction but also enables libraries to adapt swiftly to evolving technological landscapes.
Through customization, integration with existing library systems, and leveraging cloud-based
solutions, salesforce empowers libraries to efficiently manage resources, engage members more
effectively, and uphold their crucial role as community hubs of knowledge and learning.
TABLE OF CONTENTS

CHAPTER 1: ABOUT THE INTERNSHIP..................................................1-3


1.1 Company Introduction

1.2 Program Objectives

1.3 Program Structure

1.4 Benefits to Learners

1.5 Learning Task

CHAPTER 2: SALESFORCE ADMINISTRATOR: QUICK LOOK..........4-5

2.1 Salesforce values: Quick Look


2.2 Trailblazer Community: Quick Look

CHAPTER 3: SALESFORCE ADMINISTRATOR: MODULES..............6-20

3.1 Trailhead playground Management

3.2 Salesforce platfrom Basics

3.3 Accounts and Contacts

3.4 Customize an org to support a new Business unit

3.5 Data Modeling

3.6 Data Security

3.7 Data Management

3.8 Reports & Dashboard for

CHAPTER 4: SALESFORCE ADMINISTRATOR: SUPERBADGE.....21-23

4.1 User Access specialist superbadge

4.2 Security Governance specialist superbadge

4.3 Business Administration specialist

4.4 Lightning Experience Reports & Dashboards specialist

4.5 Security specialist superbadge

4.6 Admin Super set


CHAPTER 5: LMS USING SALESFORCE..............................................24-27

5.1 Introduction

5.2 Problem Statement

5.3 Methodology

5.4 Result

5.5 Snapshots

5.6 Advantages

5.7 Disadvantages

CONCLUSION……………………………………………………………….28

DAYWISE SCHEDULE……………………………………………………..29

OUTCOME OF INTERNSHIP……………………………………………...30

REFERENCE…………………………………………………….…………...31
Figures

Figure no. Names of the figures Page no.


1.1 Program overview 01

1.2 Program Structure 02

5.1 Snapshot of Dashboard 25

5.2 Snapshot of Contacts 25

5.3 Snapshot of Student details 26

5.4 Snapshot of Book details 26

5.5 Snapshot of web component (more) 27


CONCLUSION

The internship was a useful experience. In conclusion, participating in the Salesforce virtual internship has
been a highly beneficial experience. It has provided valuable insights into Salesforce's ecosystem, including
its powerful CRM functionalities and cloud-based solutions. Through practical projects and hands-on tasks,
I've developed essential skills in Salesforce administration. This internship has not only strengthened my
technical proficiency but also deepened my understanding of how Salesforce can drive business success
through enhanced customer relationship management and data-driven decision-making. Furthermore,
collaborating remotely with a diverse team has honed my communication and teamwork skills, preparing me
for future professional end in the tech industry. Overall, the Salesforce virtual internship has been
instrumental in equipping me with practical knowledge and skills that are invaluable for my career growth
and development.
DAYWISE SCHEDULE

DAY WORKDONE
1 Salesforce Organisation & Fundamentals

2 Salesforce Organisation & Fundamentals

3 Salesforce Platform Basics

4 Data Modeling

5 Relationship & Sales Cloud

6 Accounts & Contacts for Lightning Experience

7 Service Cloud & Process Automation

8 Service Cloud for Lightning Experience

9 Customize the user interface for a security app

10 Customize the user interface for a security app

11 Flows & Chatter

12 Salesforce Flow, Flow Basics & Builder

13 Chatter Administration for Lightning Experience

14 Security & Dashboard

15 Security & Dashboard

16 Data Security

17 Reports & Dashboard for Lightning Experience

18 Data Management

19 Data Management

20 Data Management Tools & Data Loader (Data Management)

21 Guided Project
OUTCOME OF INTERNSHIP

 Gained hands-on experience in Salesforce CRM administration, configuration, and


customization.
 Learned to manage data, automate processes, and generate reports using Salesforce tools.
 Acquired practical skills highly sought after in the tech industry, enhancing employability.
 Positioned oneself for future roles involving Salesforce implementation and optimization.
REFERENCE

[1]. "Salesforce AppExchange " by Salesforce “Salesforce AppExchange | Leading


Enterprise Cloud Marketplace”.s
[2]. "Salesforce Customer Success Stories " by Philadelphia Free Library “e Library
Customer Success Stories - Salesforce.com US”.
[3]. “Salesforce Administrators smartbridge slack” by Salesforce “Salesforce Slack -
Salesforce Admins”.

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