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    Order Management Using Salesforce: Prepared For

    Uploaded by

    Sarath Balaga
    The document describes an order management system built on the Salesforce platform. The system allows sales, business, and support users to create, view, and approve orders. It uses Lightning web components, Apex triggers, and approval processes. The triggers automate tasks like restricting manager assignments and updating stock levels. The approval process directly approves smaller orders and requires manager approval for larger orders.

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    Order Management Using Salesforce: Prepared For

    Uploaded by

    Sarath Balaga
    111 views17 pages
    The document describes an order management system built on the Salesforce platform. The system allows sales, business, and support users to create, view, and approve orders. It uses Lightning web components, Apex triggers, and approval processes. The triggers automate tasks like restricting manager assignments and updating stock levels. The approval process directly approves smaller orders and requires manager approval for larger orders.

    Original Description:

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    Original Title

    ORDER MANAGEMENT(1)

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    The document describes an order management system built on the Salesforce platform. The system allows sales, business, and support users to create, view, and approve orders. It uses Lightning web components, Apex triggers, and approval processes. The triggers automate tasks like restricting manager assignments and updating stock levels. The approval process directly approves smaller orders and requires manager approval for larger orders.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    111 views17 pages

    Order Management Using Salesforce: Prepared For

    Uploaded by

    Sarath Balaga
    The document describes an order management system built on the Salesforce platform. The system allows sales, business, and support users to create, view, and approve orders. It uses Lightning web components, Apex triggers, and approval processes. The triggers automate tasks like restricting manager assignments and updating stock levels. The approval process directly approves smaller orders and requires manager approval for larger orders.

    Copyright:

    © All Rights Reserved
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    Download as pdf or txt
    of 17

    ORDER MANAGEMENT USING

    SALESFORCE

    PREPARED FOR

    SFDC Training Program


    Capgemini

    PREPARED BY

    Priyam Dutta
    Abstract

    The order management system is a Salesforce app and environment


    meant to facilitate the creation and approval of orders generated by a firm’s
    clients. The firm’s order handing team comprises employees in sales,
    business and support roles. The system is meant to handle how an
    employee interacts with and handles order and client data, while overriding
    the standard sales cloud utility with customizable lightning web
    components.

    Scope
    Inscope

    1. Support user, Business User and Sales User were given their own
    specific functionality as per the use case.
    2. Order approval was automated.
    3. Triggers were used to apply business logic.
    4. Lightning Web Components used to create app home page and
    override actions(wrapped in aura component).

    Outscope

    1. Ensuring code coverage using test classes, to prepare for


    deployment was not done.
    2. Batch apex jobs which could remove empty orders at a timely basis.
    3. Limited salesforce license reduced number of users.
    Class Diagram
    Sequence Diagrams

    1. For Sales User:


    2. For Business User:
    3. For Support User:
    Activity Diagram

    1. For Support User:


    2. For Sales/Business User:
    Flowchart
    Use Case Diagram
    Wireframes
    Order Creation

    Search Products
    Add/Remove Products

    Order Summary
    Reports

    Approval Process
    Process

    Classes and Constituents


    Users

    Contains data such as EmailId, UserId, Password, Username and utility


    controls such as profiles, roles, managers and licenses, which is then used
    to configure sharing of data and utility.
    Accounts
    Contains data of the Clients such as their Contact information, related
    deals and trade​.

    Orders
    Contains order details to record client order data and facilitate order
    handling.

    Invoices
    It has payment data and progression details for an order.

    Pricebooks
    Contains price lists and products

    Products
    Contains product details and stock details

    Components
    Lightning Web Components

    Lightning Web Components were used to:

    1. Creating an Order, using the lightning-record-edit-data form


    2. Searching Products, using a Controller and an Apex imperative call
    3. Adding Order Line Items, using a Controller and an Apex imperative
    cal
    4. Generating the Order Summary
    5. Overriding the new Order button on the Order home page, using a
    lightning Aura Component which calls a lightning web component.

    Apex Triggers

    1. Trigger on User Object:


    Used to restrict the manager of a sales user to a business user. Also
    checks and restrains the number of accounts managed by a user
    based on profile.

    2. Trigger on Account Object:


    Sets email opt out for an account’s contacts

    3. Trigger on Order Object:


    Used to control reversion of order stage

    4. Trigger on OrderItem Object:


    Used to maintain stock quantity and update it

    5. Trigger on Invoice Object:


    Used to update Order stage upon invoice generation
    Approval Processes

    1. Order Approval Process:

    The order approval process works by directly approving orders


    having amount under 100,000 dollars, and requiring a manager’s
    approval for orders above that.

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