Building Platform Recruiting App in Salesforce

Project report submitted in fulfilment of the requirement for the

degree of Bachelor of Technology

In

Computer Science and Engineering

By

Tapasya Sangrai (161234)

Under the supervision of

Dr. Mrityunjay Singh
To

Department of Computer Science & Engineering and Information

Technology
Jaypee University of Information Technology Waknaghat, Solan-
173234, Himachal Pradesh
 Certificate
We hereby declare that the work presented in this report entitled “Building Platform
Recruiting App in Salesforce” in fulfilment of the requirements for the award of the degree
of Bachelor of Technology in Computer Science & Engineering submitted in the
Department of Computer Science & Engineering and Information Technology, Jaypee
University of Information Technology, Waknaghat is an authentic record of our own work
carried out over a period from February 2020 to May 2020 under the supervision of Dr.
Mrityunjay Singh.

The matter embodied in the report has not been appeased for the award of any other degree or
diploma.

11
.-------------------------------------

Tapasya Sangrai

161234

This is to certify that the above affirmation made by the candidate is true to the best of my
knowledge.

………………………….

Dr. Mrityunjay Singh

Assistant Professor

Department of Computer Science & Engineering and Information Technology

Jaypee University of Information Technology

Dated: June 23, 2020

 ACKNOWLEDGEMENT
We would like to take the opportunity to thank and express my deep sense of gratitude to
our mentor and project guide Dr. Mrityunjay Singh for his immense support and valuable
guidance without which it would not have been possible to reach this stage of our final year
project.

We are also obliged to all our faculty members for their valuable support in their respective
fields which helped us in reaching at this stage of our project. Our thanks and appreciations
also go to the colleagues who have helped us out with their abilities in developing the
project.

-------------------------------------

Tapasya Sangrai

161234
 Project Report Undertaking

I Mr. /Ms. Tapasya Sangrai Roll No.161234 Branch-CSE is doing my internship with
Cognizant from Feb 7, 2020 to June 5, 2020.

As per procedure I have to submit my project report to the university related to my work that
I have done during this internship.

I have compiled my project report. But due to COVID-19 situation my project mentor in the
company is not able to sign my project report.

So I hereby declare that the project report is fully designed/developed by me and no part of
the work is borrowed or purchased from any agency. And I'll produce a certificate/document
of my internship completion with the company to TnP Cell whenever COVID-19 situation
gets normal.

Signature-

Name-Tapasya Sangrai

Date-June 23, 2020__________

 Table of contents

Certificate 2

Acknowledgement 3

Table of Contents 4

List of figures 6

Abstract 8

Chapter 1. Introduction ……………………………………………………………..........9

1.1 Introduction………………………………………………………………...9

1.2 Deployment Models ……………………………………………………...11

1.3 Service Models……………………………………………………………11

Chapter 2. Salesforce…………………………………………………………………….14

2.1 Introduction………………………………………………….……………14

2.2 Products and services offered by salesforce………………………………15

2.3 Salesforce editions………………………………………………….…......17

2.4 Salesforce versions…………………………………………………………19

2.4.1 Introduction to salesforce classic…………………………………….19

2.4.2 Introduction to salesforce lightening………………………………...20

2.5 Need for CRM and Salesforce as a solution………………………………21

2.6 Salesforce basics…………………………………………………………...22

2.6.1 Salesforce standard objects………………………………………….24

Chapter 3: Building Platform Recruiting App In lightening experience……….........26

3.1 Introduction……………………………………………………………….26
 3.2 Methodology…………………………………………………….……......26

3.3 Implementation…………………………………………………………27

3.3.1Building a data model for recruiting application…………....…....27

3.3.2 Customizing the user interface…………………………...…........31

3.3.3Improving data quality for the recruiting application……………36

3.3.4 Keeping the data secure in the recruiting application…………....40

3.3.5 Automate business process for recruiting application…………...43

Chapter 4: Conclusion…………………………….………………………….……...48

4.1 Conclusion…………………………………………………….……….48

References…………………………………….……………………….….49
 List of Figures

Fig 1: Basic cloud computing 10

Fig 2: Types of cloud services 11

Fig 3: Services offered by salesforce 17

Fig 4: Salesforce classic version 18

Fig 5: Salesforce lightening experience 19

Fig 6: Objects and records in salesforce 19

Fig 7: Standard Objects in salesforce 20

Fig 8: Custom object Review 22

Fig 9: Job Posting Site object 23

Fig 10: Job Posting site object with fields 24

Fig 11: Lookup relationship of position object 25

Fig 12: Created custom fields on review object 27

Fig 13 Arranging the tabs in the app 32

Fig 14: Candidate object layout customized 33

Fig 15: Candidate record page 34

Fig 16: Technical position record type 24

Fig 17: Non-Technical position record type 25

Fig 18: Candidate name formula field 27

Fig 19: Position title formula field 32

Fig 20: Position validation rule 33

Fig 21: Candidate validation rule 34

Fig 22: Rollup summary field for the count of reviews 45

Fig 23: Rollup summary field to summarize the reviews 17

Fig 24: Profile Permissions set for custom objects 18

Fig 25: Permissions set for interviewer object 19

Fig 26: Sharing setting enabled 19

Fig 27: Classic email template for position approved 17

Fig 28: Approval process created 18

Fig 29: Approval process created with certain actions 19

Fig 30: Process is created for automation. 19

 ABSTRACT
Cloud Computing is the new trend in IT industries. In simple terms, cloud computing refers
to the storage and access of data and programs over the internet rather than from our
computer’s hard drive. It has the most powerful architecture for computation. Before cloud
computing techniques came into existence in August 2006, traditional business applications
were very complicated and involved a huge amount of money. These applications involved a
variety of hardware and software that were very challenging. So, it required a whole team of
experts to install the hardware and software, configure them accordingly, run and test them
and update them as well. It was a cumbersome task to do. Along with that security of the data
was also the issue. When we consider multiple applications the effort also gets multiplied.

With cloud computing these efforts were minimized and these headaches of managing the
hardware and software were eliminated. It was the responsibility of experienced platforms
like Salesforce.com in cloud computing. With the cloud-based applications we can open the
browser and login and start customizing the application. Now businesses are using all kinds
of applications in the cloud like customer relationship management (CRM), accounting,
Human Resource and much more. Some of the world’s largest companies have moved their
applications to the cloud with salesforce.com after rigorously testing the security and
reliability of its infrastructure.

Salesforce brings customers closer to the companies. Customers interaction with the
companies have also increased over recent years and the products that salesforce offers
creates best possible experience for the customers to interact with their companies. They have
created a positive impact on all the communities that they have interacted with.
 CHAPTER 1: INTRODUCTION

1.1 Introduction

Cloud Computing is a big revolution that has changed the way traditional business thinks
about information technology resources. And in this revolution Salesforce is the leading
environment in cloud computing that offers applications in the cloud like customer
relationship management (CRM), accounting, Human Resource and much more. Cloud
computing is an environment that is basically used for storing and accessing the programs
and files over the internet rather than storing and accessing the programs and files from our
hard drives. It makes the task very easy and therefore is very easy to use and understand as
well.

It is an era of cloud computing in information technology industries. As real clouds are the
collection of water molecules similarly cloud in cloud computing is the huge collection of
networks. There are various reasons why the information technology industries are shifting to
cloud computing services from traditional business technologies. Some of the reasons may
include cost, performance, speed, productivity, security and many more. In cloud computing
environment it is possible for the user to use the features and modalities of cloud computing
in every possible way without worrying about the boundaries or any limits set. This is not
possible in traditional techniques as it requires setting up of a physical infrastructure and also
includes the management of that infrastructure. Whereas in cloud computing there is no
requirement of any physical infrastructure. It just needs to use a mediator for using the
services over the internet. User pay for the services used by them. The services that the user
uses are the responsibility of network and are handled by them. Therefore, the collection of
networks forms the cloud and all we need is a web browser to access the services of cloud
computing. Apart from this there are several reasons because of which cloud computing
techniques are preferred over traditional business techniques.

Cost: This is one of the biggest reasons for the use of cloud computing instead of traditional
business. Traditional business techniques involved the setting up of large hardware and
software which itself required a huge amount of capital. Not only this but the management of
theses hardware and software also required money in large amount. Using cloud computing
eliminated these setting and management cost as user pay only for the services they used and
rest is all managed.
Speed: A Cloud computing service provides speed in its working. Most of the services and
resources of cloud computing are accessed in minutes with the help of few mouse clicks and
everything is a self-service and on demand.

Productivity: Cloud computing has eliminated the headache of setting up and management of
hardware and software on onsite data centres where the physical infrastructure is set up.
Therefore, the team which was previously involved in these tasks can now do something
productive and achieve business goals.

Performance and Security: Cloud computing services are based on certain set of policies like
data encryption that provides a very secure framework in all its applications and safeguard
the applications from any potential threats. Cloud computing services run on a wide data
network centres all over the world instead of a single data centres which are regularly
updated with efficient hardware and therefore achieving high economy of scale.

Fig 1:Basic Cloud computing

1.2 Deployment Models:

Every cloud is different in its features and services and not one type of cloud is right for
every user. Every user has its own requirements of cloud and every cloud has its own
specifications. Depending upon that there are four types of ways in which the cloud services
can be employed to the user requirements.

Private cloud: Private cloud is a type a cloud in which the cloud computing services and its
resources are used by a single organization. The cloud is basically set on the organizations
data centres which may be offsite or may be onsite or sometimes contract may be given to
third party to handle the cloud but the cloud is used only by the organization.

Public cloud: Public cloud is a type of cloud which are owned by a third organization that
provides services to different organizations and charges them accordingly. Salesforce is an
example of public cloud. All the hardware and software are owned and managed by third
party commonly known as cloud service provider. The users can access the services via a
web browser and pay according to the services used by them.

Hybrid cloud: Hybrid cloud basically is the combination of private and public cloud and data
sharing takes place between the clouds. Now as the data flows between the public and private
clouds there is a better environment for service deployment and thereby achieving high
economy of scale and accomplish business goals.

Community cloud: Community cloud is a type of cloud in which several organizations can
use the cloud that is set up and maintained by a third organization externally.

1.3 Service Models:

Services of cloud computing are divided into three categories which are Software as a
service, Infrastructure as a service and Platform as a service. These are commonly known as
SaaS, IaaS, PaaS respectively.

Software as a service (SaaS): This is a way of deploying software services over the internet.
In 2020 from small business to big multinational companies everyone uses software as a
service as a default deployment method. In SaaS the software is delivered over the internet
and all the data and programs are accessed over the internet. The whole task of setting up the
software and maintaining the software and all the coding behind the software is accomplished
by the software dealers and the users only access the services offered by the software via a
web browser by logging on to the software. This system is very flexible and less expensive
and affordable for the users. The software under SaaS comes under subscription basis. Users
can subscribe for the software they want to use and pay accordingly. Today’s software based
on web are flexible enough for customizations. Therefore, users can customize the software
according to their own choice and enjoy the working experience. The data completely belong
to the user and SaaS providers have no ownership of the data. So even if the software service
provider goes out of the business then the data is still users to keep. The data is completely
safe as there is set of security policies like data encryption, two factor authentication that
forms a whole set of security bubble around the data. And even if there are security patches,
these patches are identified and filled up by the service providers themselves.

Infrastructure as a service (IaaS): This is a way of deploying services on rent. It is completely

managed over the internet. Users can access the services over the internet and pay for what
the user use. It is very flexible system as the user can rent only the particular software that
they want and pay for only that particular software. The complete headache of setting and
managing the software is eliminated. The overhead of buying the software and complexity of
managing it is also avoided by this and the user only pays for the software as long as they
rent it. For example, cloud service provider salesforce manages all the physical infrastructure
and users like us access the services as long as we are subscribed to it and as long as we rent
it. This is also a very flexible system which is user friendly. The user can rent small
infrastructures like networks, operating systems from service providers based on which we
can pay accordingly. There are various reasons for using IaaS like stability, supportability
and reliability. One of the main reasons for using this system is better security and
elimination of cost involved in setting up of software and maintenance of software. There are
various scenarios where this type of deploying service is used like in test and development,
big data analysis, website hosting.

Platform as a service (PaaS): This is a way of deploying services over the internet on
demand. It provides an environment for developing, testing and managing different software
applications. Users simply can create web applications without worrying about the physical
infrastructure that is associated with it for setting up the software and its overall management.
It makes the system easier for the user to create the application by using the platform as a
service. Platform as a service is used in various scenarios like development framework and
analytics. There are various reasons for which PaaS can be used like its decreases the coding
time for certain applications as some applications are pre-coded. As the development
environment is accessed totally over the internet different people sitting in different places
can easily work together

Fig 2: Types of cloud services

 CHAPTER 2: SALESFORCE

2.1 Introduction
Salesforce is the customer relationship management that act as a bridge between the customer
and companies. It is an American based cloud software company. Salesforce brings
customers closer to the companies. Customers interaction with the companies have also
increased over recent years and the products that salesforce offers creates best possible
experience for the customers to interact with their companies. They have created a positive
impact on all the communities that they have interacted with. It does not need any pre-
installation before accessing its services. All what is needed is a web browser to login and
access the services of salesforce.

Salesforce values: Salesforce does everything according to their values. It has four core
values according to which it does all the things. These four values are as follows:

Trust: Trust is the foremost value which salesforce follows. Salesforce believes in the trust of
customers and stakeholders who have invested in the company with their money and time.
Everything that is delivered by the salesforce is trustworthy.

Customer Success: Salesforce always believes in success of the customers. Customer success
is the foremost goal of Salesforce community.

Innovation: Salesforce empowers Trailblazers to succeed with technology in their hand in the
Industrial Revolution, and also it incorporates into the products the latest innovations three
times in a year so that our customers can stay focus and ahead in their industries.

Equality: Salesforce always believes in equality of customers though they belong to different
diverse locations

Salesforce always put the customers at the centre of everything. Using salesforce, we can get
the complete data about customers and therefore it makes it easier to get the complete picture
of the customer and thereby helping the business to meet the customer needs. In 1999
salesforce became trailblazer by making software as a service popular. This is a way of
deploying software services over the internet. In 2020 from small business to big
multinational companies everyone uses software as a service as a default deployment method.
In SaaS the software is delivered over the internet and all the data and programs are accessed
over the internet. The whole task of setting up the software and maintaining the software and
all the coding behind the software is accomplished by the software dealers and the users only
access the services offered by the software via a web browser by logging on to the software.

2.2 Products and Services offered by Salesforce

Sales: Salesforce provides sales cloud as a platform which basically controls all the processes
related to sales. We know that in a company there are a lot of employees who work in
different departments and eventually they have to be connected to each other in their
respective departments. Sales department has to be well aware of all the information about its
customers, leads, opportunities, contacts and accounts. Therefore, salesforce provide sales
cloud as a service to manage all the sales processes and also helps in refining the sales
processes

Marketing: Salesforce provides marketing cloud as a service to manage all the marketing
processes. Sales cloud is only for selling the product to the customers but the question is how
will the people sell their products. This is done with the marketing of the product which can
be in the form of mass short messages, mass e-mails and even in the form of digital
marketing which is perhaps a very good option for marketing of any product. With marketing
cloud people can manage their social profiles and their marketing as well.

Services: Salesforce provides service cloud as a platform to manage all the service-related
requests of the customers. It is there to provide the best service to the customer queries.
Whenever the customers are not happy with the product, they may raise a query about the
product and this generates ticket in the service cloud and a particular person from the sales
cloud is assigned to the customer to answer all his queries and provide him with the best
possible solution of his problem.

Analytics: Salesforce provides an analytics cloud to perform the analysis of almost all the
activities that are going on in the framework. Analytics cloud can perform analysis on sales
cloud, marketing cloud, service cloud and every other cloud that is present in salesforce. It
lets the clouds know that their certain scheme like for example certain marketing scheme is a
success or it is a failure. Therefore, it is basically for analysis purpose and also it can
collaborate with other clouds for their analysis.

Community: Salesforce provide community cloud as a platform where the customers can
interact with each other. Here the customers can put up their queries regarding the product
and not only the service people can respond but every other customer who can relate to the
query have an open environment to respond. Basically, it enables the communication between
the clients and therefore they can collaborate and help each other with their problems.

App: App cloud is one of the major services that is offered by salesforce where the user can
create and customize their own app with the help of developer teams. Salesforce lightning
and salesforce classic are such platforms where the user gets a chance to create their own
customized app. Therefore, app cloud allows user to create their own apps with their own
programming logic.

Commerce: Commerce cloud in salesforce is basically used to improve the e-commerce

activities of the client. The concept behind this is the recommendation engine. Using this
concept, the companies help the clients better their e-commerce activities. For example,
suppose a client buys a product A then the recommendation system will recommend the
client with the products that were bought by the all the clients who bought the similar
product. This is all managed using the commerce cloud.

IoT: IoT cloud is provided by the salesforce to manage the activities of companies that are
basically, dealing with IoT devices. All the data that comes from these companies about the
clients can be stored in the IoT cloud and therefore managed from there.

Health: Salesforce provides health cloud as a service which is basically used by the doctors
and patients. The kind of data that is stored in this cloud is basically the information about the
patients and the diseases and using the data analysis can be done about various things like
which diseases are most common among the patients and what type of treatments are
recommended for them and also which doctors are specialist in handling various type of
diseases.

These are the basic services that are offered by the salesforce platform for the customers and
every service that is offered is managed in the best possible manner keeping in mind the
customer satisfaction which is the foremost goal of salesforce.
 Fig 3: Services offered by salesforce

2.3 Salesforce Editions

Salesforce offers variety of services and features that are wrapped together in the form of
bundle called editions. These editions are designed to meet specific business needs and they
have different functionality and prices associated with them. Depending upon the
functionality salesforce editions varies from the very basic to advanced version and it is upon
the need of business to choose the right edition. Different salesforce editions are

Essential edition: This salesforce edition is basically designed for small business companies
who have just taken a decision to get started with any customer relationship management
software and wants to be able to use the very basic features of this CRM software. It basically
includes the very basic functionalities of CRM that is essential for small businesses such as
account management, opportunity management, lead management, contact management,
reports and dashboards, chatter, fields and relationships, task or event tracking, salesforce
mobile app which is customizable etc. Since this is the basic version the features are also very
basic and there are various limitations of this edition of salesforce such as limit of custom
objects and custom fields, field history tracking of maximum of 20 objects that may be
standard or custom, no external objects, no opportunity teams, no dashboard filters and many
more. Essential edition is available at the cost of $25 per user per month.

Professional edition: Professional edition is designed for mid-sized business company that
wants to explore the complete feature of customer relationship management software. It
includes no user limit unlike essential edition. Professional edition is available at the cost of
$75 per user per month. Some of the features that are included in this edition are case
management, mass emails, lead assignment and routing, products and price books, process
builder to automate processes, developer sandbox to develop and test the new functionalities.
However, it also includes various limitations in different cloud of salesforce. There are no
bucket fields, no dynamic dashboards, no joined reports, no account assignment rules, a limit
of 20 validation rules per object, limit of 100 custom fields per object, no live agents, no
salesforce communities, limit of 10 developer sandboxes and many more.

Enterprise edition: Enterprise edition is designed for big businesses that are very complex.
This edition is available at the cost of $150 per user per month. User may opt for this edition
over the professional edition due to its exclusive enterprise features like in this edition user
has full control of what it can do with the profiles, multiple systems can be integrated in
salesforce through this edition, offers workflow rules and visual workflow in addition to web
to lead automation, 200 custom objects,500 custom fields per object,100 validation rules per
object, 10 custom apps, 200 custom reports, advanced history tracking ,advanced cross filters,
joining reports and also it offers 25 developer sandboxes. These exclusive features make
enterprise edition a perfect choice but along with these, feature there comes certain limitation
also such as limit of 25 lightening apps, limit of 5 dynamic dashboards, and limit of 1
reporting snapshot.

Unlimited edition: Unlimited edition is for large businesses having thousands of users and the
requirement of using the entire ultimate functionality, services and features. This edition is
available at the cost of $350 per user per month. User may opt for this edition over the
professional edition and enterprise edition due to its exclusive enterprise features like in this
edition there is a benefit of having500 validation rules, 800 custom fields per object, 2000
custom objects and an unlimited number of lightening apps, etc. In addition to this ultimate
and exclusive functionality, user gets a 24/7 full toll-free support, premium knowledge
database can be accessed, developer support for facilitating custom code development and
development using multiple Developer Pro Sandboxes and testing of new functionalities.
These exclusive features make unlimited edition a perfect choice but along with these, feature
there comes certain limitation also such as limit of 300 Custom settings: maximum fields per
setting, limit of 100 Divisions: Maximum and the limit of 1000 Reply: maximum characters.

It is very crucial to opt for the right edition of salesforce that meet the needs and requirements
of a business company and its users as well. Although there is an option of changing the
edition once chosen by the company but downgrading the edition may be a very intimidating
task though upgrading may be encouraging for the business. User can upgrade the business
from the essential edition to professional edition and then from professional edition to
enterprise edition and then from enterprise edition to unlimited edition depending upon the
needs and requirements of the business but going the other way around is not something that
is encouraged. So, it is very important to understand and evaluate the needs and requirements
of any business at the right time that is the present as well as the future to choose the right
edition of salesforce for it which can meet its needs in the present as well as the future.

2.4 Salesforce Versions

Salesforce is of great importance in today’s time. Almost every company is using salesforce
as customer relationship management software. There is a cut-throat competition between
companies in almost every situation. Salesforce is the framework that is enlightening the
companies of their maximum capacity and how they can handle the load that is strived upon
them. Salesforce has also taken customizability into next level by letting the user choose the
two major versions of salesforce. Two major versions of salesforce are Salesforce Classic and
Salesforce Lightning.

2.4.1 Introduction to salesforce classic

As implied by its name classic is the original interface that was designed by salesforce for its
users. It is an easy to use user interface which is filled up with all the basic and as well as
some advanced features that any user requires.
 Fig 4: Salesforce classic version

2.4.2 Introduction to salesforce lightening

Fig 5: Salesforce lightening experience

2.5 Need for CRM and Salesforce as a solution

CRM (Customer Relationship Management) as the name suggests is basically a program to

manage the relationship of the company with its customers. Customers are very important for
any company and to maintain a good relationship with them is the company’s priority. CRM
changes the way the company totally works. Before CRM the sales team or any other team of
the company spent more time and effort in keeping the track of every customer’s information.
They had to manually keep the track and every updating also was done manually. This is
possible in small businesses with a smaller number of users but in large organizations where
the numbers of users or customers are in a very large number it is a very daunting task to
keep the track of customers manually. It will involve a lot of time and effort to manually
update the customer related information in these large organizations. And if they want to
retrieve certain information about any customer like their phone number or email id, they
have to manually search for it which will consume a lot of time. So nowadays every large
company and even small company have adopted the concept of CRM software like
salesforce. It completely keeps the track of its customer’s information. Thus, by adopting the
CRM solutions the profitability of the company is increased as it smoothens the
administrative processes, sales processes, marketing processes, commerce processes, service
platforms and lets us keep our main focus intact which is maintaining the relationship with
the customer and their satisfaction.

CRM brings growth opportunities in any company that follows it as it is a platform where
everything crucial about the customer is stored to retain the company –customer relationship.
Without CRM maintaining the relationship with the customer and growth of the company is
not possible. Without CRM there may come situations where due to some mistakes the
potential customer can be lost which is a loss to the company in every sense. We can imagine
the situation where the customer information can be misplaced if it handled manually and the
delay caused in finding that customers information can result in the loss of customer to the
company. If everything is handles manually there may come a situation when two of the sales
people are handling the same client which can definitely annoy the client as two times he has
to answer the question of the sales people and two times he has to give his information and
information about his company which is definitely annoying and it is unfriendly and
unethical on part of the company and also it may develop very unhealthy competition
between the sales people which can create a bad and unhealthy atmosphere in the company.
There is a need of a centralized system to keep the track of customers and their information.
CRM brings with it great growth opportunities as with this centralized automated system the
business professional have to no longer be involved in keeping customer tracks and they can
be more involved in their tasks to achieve the goal of the organization leading it to success.
There is definitely the need of CRM for achieving the business goals and customer
satisfaction. Salesforce comes as a solution of it. It is number one in CRM software.
Salesforce is a cloud-based customer relationship management (CRM) platform that is
basically responsible for supercharging of every part of your company that involves in
interaction with customers including marketing, sales, commerce, service, and more.

2.6 Salesforce basics

Salesforce is very game- changing technologies, with a host of productivity-boosting features

that will help any company sell faster and better. Salesforce is a platform that is designed to
help anyone sell, service, analyse, market and connect with the customers. Salesforce has
everything that we need to run our business from anywhere. Using standard products and
features, we can manage relationships with prospects and customers, collaborate and engage
with employees and partners, and store your data securely in the cloud. Salesforce offers
variety of services and features that are wrapped together in the form of bundle called
editions. These editions are designed to meet specific business needs and they have different
functionality and prices associated with them. Depending upon the functionality salesforce
editions varies from the very basic to advanced version and it is upon the need of business to
choose the right edition.

Before salesforce the data was stored in different places in different computers, different
spreadsheets, sometimes in bulletin boards so it was difficult to get the complete picture of
the data and hence the data could not get access from anywhere and from any computer and
also the progress could not be seen by managers. And then to solve this problem Salesforce
came into existence and changed everything. Now with the help of salesforce all the data is
organized into a simple user interface. Salesforce is a place where we can manage all our
contacts, work with customers prospectively, organize our every task and events, keep a great
focus on the right deals, collaborate with the team effectively, publicly showcase the big
achievements.
In salesforce data is organized into objects and fields. Objects can be compared to tabs on
spreadsheets and record can be compared to a single row of data.

Fig 6: Objects and records in salesforce

Basic terms in salesforce:

A record is something that we are tracking or entering in a database. It

is like the single row of data in a spreadsheet. It is an item that we
Record
retrieve from what we have stored.

Fields are like the places where we store the values like the information
of our customers like their names, addresses etc. It is like the column of
Fields
a spreadsheet.
 Objects are like the table in data base. Standard objects include
accounts, contacts, leads, opportunities. In a spreadsheet it can be
Objects
compared to tabs.

Short for “organization,” the place where all your data, configuration,
and customization live. You log in to access it. You might also hear this
Org
called “your instance of Salesforce”

An app is a set of fields, objects, permissions, and functionality to

support a business process.
App

In salesforce all the data is stored in a very secure cloud that can be access from any location
using the desktop or even using our mobile phones. When everything is stored in salesforce
we don’t need to worry about if anything is left in our desk, we can simply get it by logging
in. In addition to this we also don’t need to inform the managers about the progress that is
happening in any deal as the manager can simply log on to salesforce and can keep a check
on the progress of his team. Salesforce has options of who can access the data and edit the
data. Therefore, there is a benefit of powerful security and sharing features in salesforce that
protects the data and also ensures that the data is visible to the right people who have access
to the data.

2.6.1 Salesforce standard objects:

Salesforce offers a few standard objects that plays a very import role in salesforce dynamics.
These are accounts, leads, opportunities and contacts. Each one of the standard objects has an
important role to play.

Leads: Leads are the objects in salesforce that are going to store the information of potential
customers. They are the customers who may be interested in the product but they have not yet
confirmed to buy the product. For example, let us suppose we are selling a camera, then the
potential customers who can be interested in the product can be photographers, videographers
and those who are interested in buying a camera but have not yet confirmed to buy the
camera. Therefore, their information is stored in leads.
Accounts: Accounts are the objects in salesforce where we store the information of company
with whom we are doing business or selling our product to. We can do business with a
company as well as an individual customer. For example, when we sell a camera to any
photographer or any photographic company and they have confirmed the deal then the
company information is stored in accounts. Account object has different fields that are
associated with it like account id, account number, account owner, account source, annual
revenue, billing address, account site etc.

Contacts: Contacts are those objects in salesforce where we store the information of those
particular people of company with whom we are contacting to finalize the deal. For example,
suppose we are selling 100 canon cameras to a digital company then there will be a particular
person of the company with whom we will be interacting. That particular person information
we store in contacts.

Opportunities: Opportunities are those objects in salesforce where we store the information of
those leads who have been converted into accounts. The opportunity object basically consists
the information of the companies with which have done business or are going to do any sort
of business.

Fig7: Standard Objects in salesforce

 Ch-3

Building Platform Recruiting App In lightening experience

3.1 Introduction

Salesforce is a secure platform where the user can create applications that can solve business
problems and deliver very engaging experiences. Salesforce can be effectively used in

 Quickly creating applications without writing any code for it.

 Creating web and mobile applications that scale easily.
 Ensuring applications are secure and CRM-connected.

Salesforce can create applications that are designed to fit the needs of every department
including HR, legal, marketing, finance, and other business units. The applications developed
are used to automate the business processes across every business unit and also give every
employee of the company a 360-degree view of the customer and their expectations and
connect everything with faster app integration.

Salesforce offers two development platforms. The first one being the App Platform which is
also known as Salesforce platform and the other one being the Heroku enterprise. The
salesforce platform consists of variety of salesforce’s native tools for building applications
and on the other hand Heroku is a cloud, based platform service which supports databases
and multiple open source languages.

3.2 Methodology

The main steps that are included in the building of platform application in salesforce
lightening are

 Building a data model for the recruiting application.

 Customize the user interface for the recruiting application.
 Improve data quality for the recruiting application.
 Keep data secure in the recruiting application.
 Automate business process for the recruiting application.
3.3 Implementation

3.3.1 Building a data model for the recruiting application

In this step of implementation, we customize an app using clicks and not using code
to give the recruiters an easy access to the key data. Before following any of the steps
we need to install the package Recruiting app package whose publisher is AW
Computing. After installation of the package we follow the further steps:
 Creating a custom object for reviews

We start by creating a custom object named review.

 Launch the salesforce profile and select setup and from there click on
object manager tab.
 Now click on create and select custom object to create Review named
custom object.
 The next step is to fill in details like label, plural label, data type, display
format, starting number.
 In the optional features section select allow reports and field history and in
the search status section select allow search.
 Now finally save the object.

Fig 8: Custom object Review

 Create job posting site object

Next to keep the track of which websites host AW Computing open positions we
create an object named job posting site

 Launch the salesforce profile and select setup and from there click on
object manager tab.
 Now click on create and select custom object to create Job Posting Site
named custom object.
 The next step is to fill in details like label, plural label, data type
 In the optional features section select allow reports and field history and in
the search status section select allow search.
 Select launch new tab after saving the object option in the object creation
section.
 Click save and now a new tab appears where we select the tab style as real
estate sign and click next and then save the object.

Fig 9: Job Posting Site object

 Now we create four fields for our object namely Job posting site URL
status, technical site, description of data type URL, picklist having
values active & inactive, checkbox, text area respectively by clicking
on field and relationships.
 Fig 10: Job Posting site object with fields

 Creating a junction object for job postings

A junction object is the one having two master detail relationships and
displays many to many relationships.
 Create object named job postings using the same procedure as for
review object.
 Now we create two master detail relationships for this object. First is
related to Position object which is already created in the recruiting
package and the second is related to job posting site object created
above.
 Next, we modify their page layouts by customizing the related lists.
 Creating self-relationship with the position object
When HR team members look at a position in their recruiting app, they want
each recruiter to be able to identify other open positions requiring similar
skills or having similar job descriptions. This can be set up by creating a
lookup relationship for her
 From Setup->Object Manager select positions object and click on field
and relationship to create new lookup relationship.
 Click on create and select lookup relationship and relate it to position
object itself and give the field and label names and save it.
  Now we can add lookup filters to help the team work in more efficient
manner and narrow down their searches.
 Select related position and select edit.
 A page opens where at the bottom click on show filter settings and
now, we can add filters like if position record id not equal to related
position’s record id then display the appropriate message other display
the error message.

Fig 11: Lookup relationship of position object

 Creating custom recruiting fields

In this phase, you can help HR recruiters track the interview process by
inserting custom fields to collect details about the outcome of an interview. In
the areas of core competencies and leadership skills, it is needed that
interviewees should assess and comment on each candidate and provide input
on how they are recommending a hire candidate. To do this, set the Analysis
object to some custom fields.

 Now we create three custom picklists on review object namely core

competencies, leadership skills, experience so that the interviewer can
rate the candidates from 1 to 5.
  Then we create 3 text area fields namely core competency comments,
leader ship skill comments and experience comments so that the
interviewer can add his comments.
 We also create a checkbox field namely recommend for hire so that the
interviewer can check the box if he recommends the candidate
otherwise let it remain unchecked.
 We also created a text area field namely reason for recommend to let
the interviewer write the reason for recommendation.

Fig 12: Created custom fields on review object

3.3.2 Customizing user interface for the recruiting application

We continue to configure AW Computing Recruiting App for this project, which is used by
the HR team as they work to place candidates in open roles within the organization. We
would like to see her recruiters have an effective user interface that helps them match the
right candidate with the right job faster

 Creating a tab for review object

We start by creating a tab for review object.
  Click on setup and select tabs by searching in the quick find box and
click on new.
 Select the review object and select the tab style thermometer for the
review object.
 Click next and save.
 Now customize the tab according to the user by reordering the tabs in
the recruiting app.
 Enter app manager in quick find box and find recruiting and select edit
.
 Click on navigation items and now add review and job posting to be
displayed on the recruiting app.
 We can also reorder the tabs according to our own convenience.
 Click save and exit.

Fig 13: Arranging the tabs in the app

 Creating object specific quick actions

Users can use object-specific behavior to create records which have automatic
links to other records, make changes to document records and interact with the
document records in distinguishing ways.
  From setup->object manager select candidate object and click on
button, links and actions.
 Click on new action and create an action of type create a record and
label it as New job app and select the target object as job application
and click save.
 Now customize the layout by including status right next to the
candidate field.
 Click save to save the layout.

Fig 14: Candidate object layout customized

 Creating custom record page for candidate object

When we create a record page for any object then we can easily add or drop or
reorder the lightening components.
 From the app launcher select the recruiting app and then click on
candidate object to create a new entry.
 Enter the first name and the last name and then save the entry.
 From setting click on edit page and now move the components
according to the convenience like recent items on top of related lists.
 We can also assign this as the default page.
 Fig 15: Candidate record page

 Creating record types on the position object

We would like to hire managers at AW Computing so that they can only create
new positions for their own departments. We want technical hiring managers,
for example, to create positions for their IT and Engineering departments only.
You can do this with a tailored type of record. Record types specify which
features, including fields, position and properties, are available on page
layouts

 Enter profiles in the quick find box and clone the standard user profile
to create two new profile recruiting: technical and recruiting:
nontechnical.
 Now from object manager select position and click on record types to
create two new record types for position object.
 First record type is Technical position which is enables only for
recruiting technical profile and includes only IT and engineering
options in its department field.
 The other record type is Non-technical position which is enabled only
for recruiting: non- technical profile and it includes finance sales and
support values in the department field.

Fig 16: Technical position record type

Fig 17:Non-technical position record type

3.3.3 Improving data quality for the recruiting application
The data entered by the HR team in the recruiting must be consistent. For, this we will
use the cross-object formulas to avoid inconsistency.
 Creating cross object formula
We start by creating cross object formulas so that candidates full name is
displayed on the review object.
 From the object manager select review object and click on fields and
relationships.
 Create a new formula field with label Candidate name of return type
text to return the full name of candidate.
 Now the advanced formula in the section and check for the syntax.
 Click save if the syntax is correct.

Fig 18: Candidate name formula field

 Create another formula field to display the position title.

 Now customize the page layout by creating a new section and
adding the candidate name and position title to it.
 Fig 19: Position title formula field

 Creating validation rules

Next, we create validation rules to set some standards according to which only the
user must enter the data. They improve the data integrity and also prevent the
entry of invalid data. First, we create a validation rule that says that a hiring
manager must be included with each position listed in the app.

 From setup->Object manager, select position and click validation rules.

 Enter the rule name and other details like description and error message.
 Enter the formula in the advanced formula section and then check the
syntax of the formula,
 If it includes no syntax errors click save.
 Fig 20: Position validation rule

Now we create another validation rule to ensure that candidates zip code and sates
match. But before that we first create a custom object Zip code of type text along with
two fields State and City of type text.

 From setup->Object manager, select candidate and click validation rules.

 Enter the rule name and other details like description and error message.
 Enter the formula in the advanced formula section and then check the
syntax of the formula and then click save.

Fig 21: Candidate validation rule

  Creating rollup summary fields
Now that we know a lot of data has been entered about candidates, we know
that for the data to be useful it needs to calculated and scored. For this we use
rollup summary fields.
 From setup->Object manager, select job application object and click
fields and relationships.
 Select rollup summary field and click next.
 Enter the label and select reviews object from the summarized object
picklist.
 Select count from the list as the roll type and ensure that all the fields
are selected for the review and click next, next and save.

Fig 22: Rollup summary field for the count of reviews

Create another rollup summary field for finding the total review score using the same
procedure but select sum instead of count from the rollup types. Also modify the page
layout by creating a new section and dragging the two rollup summaries into this
section for the reviews.
 Fig 23: Rollup summary to summarize the reviews.

3.3.4 Keeping data secure in the recruiting app

One of the most important steps is to keep the data secure in the app. This may be
done using the permission sets, sharing settings so that the users see only that data that
they need to see. The first step is to create a HR recruiting profile and set the standard
user profile for all the users.

 Create custom profile HR Recruiter

The first step is to create a HR recruiting profile and set the standard user
profile for all the users.
 From setup enter Profiles in the quick find box.
 Select Standard User profile and click on clone. This created a same
profile as Standard User.
 Enter the name as the HR Recruiter and save.
 Now click edit on the profile and on the custom object permissions set
the permissions of edit, create, delete, read on all the custom objects so
that the profile is accessed by those who are allowed to access.
 Finally click save and the profile for HR Recruiter is created.
 Fig 24: Profile Permissions set for custom objects

 Creating permission sets, Field level security and sharing settings.

Now we create additional permissions for the users on the basis of which they
can access the data
 From the setup enter the permission sets in the quick find box and click
new.
 Enter the label and description and user license as salesforce.
 In the app section click on assigned apps and click edit.
 Add recruiting app from the available app list to the enabled apps.
 Click, save.
 From the assigned app list select object settings and click on
interviewer object and click on edit.
 Now enable the object settings as visible, read, create, edit.
 Click save and enable permissions set for other objects also.
 Fig 25:Permissions sets for interviewer object.

Now we set the field level security for salary range field of position object.

 From object manager select position and click on field and relationships.
 Select salary range and click on set field level security.
 Make it visible for HR Recruiter and system administrator and save.

Now every user should have permission to access any record. We give this
permission using sharing settings.

 Enter sharing settings in the quick find box and select it and click on org-wide
defaults section.
 Click on edit and now enable the settings according to the convenience and
save.
 Fig 26: Sharing settings enabled.

3.3.5 Automate Business process for recruiting app

We need to automate the business process for our recruiting application.

 Lay the groundwork for approval process
Before creating the approval process, we need to do some pre work like
creating some email-templates and a folder to host them.
 Enter classic email templates in the quick find box and select it.
 Click on create new folder and enter the folder name and give access
of read/write to it and make sure that it is accessible by all the users.
 Now click on new template and create one for position approved by
entering all the details like template name and email body .

Fig 27: Classic email template for position approved

Now create another template similarly for position declined and also create few fields
for the position object and modify the layout by creating a new section and dragging
the newly created field on those sections.
  Creating an approval process
Approval process is a process that approves the records. When we create an
approval process, we specify all the criteria needed for approving the process.
The criteria can be dedicated to a single record or multiple records.
 Enter approval process in the quick find box and select it.
 Select position object from the manage process as the process is
created for position object.
 Click on create new approval process and enter the details such as
name and description.
 Click next, next and save.
 Select the fields that you want to add in the approval process page
layout and add them.
 Ensure that display proper history, approve all the users to access the
page and position owner is visible.
 Click save.

Fig 28: Approval process created

Now we need to create Approval steps for the approval process.

  In the approval step section click on new approval step and select field
update from it.
 Enter the name and click next and select all the all records should enter
it.
 Then select automatically apply to all approvers and then select
approver 1 from the related list and approver and click save.

This way creates 3 more approval steps for approver 2 and approver 3.

Now we create final approval actions.

 Under the final approval actions click create and select field update.
 Enter the details and for field to update select approval status and then
select the specified value as approved.
 Click save and new.
 Using the above steps create more final actions for status field with
specific value new and for email alert select the position approved
template and select the recipient as owner.

Then we create final rejected actions

 Under the final rejected actions click create and select field update.
 Enter the details and for field to update select approval status and then
select the specified value as rejected.
 Click save and new.
 Using the above steps create more final actions for status field with
specific value closed and for email alert select the position rejected
template and select the recipient as owner.

We can create few more actions for our approval steps that all depends upon own
company’s recruiting convenience.
 Fig 29: Approval process with certain actions

 Creating a process for automatic submitting positions for approval

Since now we have created an approval process, we automate the system by

creating a process that automatically submits new positions for approval.

 Enter process builder in the quick find box and select it

 Enter the process name and the process will start when a record is changed
and click save.
 Select the object position to be object on which the process will work.
 Now click on add criteria and enter the criteria name.
 For executing actions select the options criteria are met.
 Now choose the criteria according to which the action will take place.
 Click, save.
 Click on immediate actions and enter the details
 Click save activate and then confirm.

We have created an automated process for our recruiting app which will automatically
submit the positions for approval.
Fig 30: Process is created for automation.
 Chapter 4: Conclusion

4.1 Conclusion

We cannot deny the fact that salesforce brings the customers and the company together. It
strengthens their relationship. Cloud Computing is the new trend in IT industries. It has the
most powerful architecture for computation. Before cloud computing techniques came into
existence, traditional business applications were very complicated and involved a huge
amount of money. These applications involved a variety of hardware and software that were
very challenging. So, it required a whole team of experts to install the hardware and software,
configure them accordingly, run and test them and update them as well. It was a cumbersome
task to do. Along with that security of the data was also the issue. When we consider multiple
applications the effort also gets multiplied. With cloud computing these efforts were
minimized and these headaches of managing the hardware and software were eliminated.

Similarly in this project also cloud computing has come very handy. With the help of
salesforce a recruiting app was developed with the help of which the recruiting process for
any company can be made easier and time consuming as well as the data can be entered in the
application about the recruiters and nothing needs to be done manually. Every calculation can
be done with the help of this application in just few clicks. Remarks and comments can be
entered, they can be compared , the information can be analyzed and the whole process is
automated.

Even more things can be added in this project to increase its performance. However this is
just a basic version of a recruiting application.
 References

 https://dynamics.microsoft.com/en-us/crm/what-is-crm/
 https://trailhead.salesforce.com/content/learn/projects/build-a-data-model-for-
a-recruiting-app?trail_id=build-platform-apps-in-lightning-experience
 https://trailhead.salesforce.com/en/content/learn/projects/customize-the-ui-for-
a-recruiting-app?trail_id=build-platform-apps-in-lightning-experience
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experience
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sics/admin_intro_getstart_crm_basics