Creation of application for School

management using Salesforce

NAAN MUDHALVAN

PROJECT REPORT

Submitted by

HEMASRI S (au620120104033)

DEEPIKA K (au620120104018)

INDHUMATHI S (au620120104306)

KAVITHA M (au620120104046)

In partial fulfillment of the award of the degree of

BACHELOR OF ENGINEERING
in
COMPUTER SCIENCE AND ENGINEERING

AVS ENGINEERING COLLEGE

AMMAPET, SALEM- 636 003

ANNA UNIVERSITY :: CHENNAI 600 025

 BONAFIDE CERTIFICATE

Certified that this project report “Creation of application for school

management ” is the bonafide work of “Hemasri S (au620120104033),

Deepika K(au6201201043017), Indhumathi S (au620120104306), Kavitha M

(au620120104046)” who carried out the project work under my supervision.

SIGNATURE SIGNATURE

HEAD OF THE DEPARTMENT PROJECT SUPERVISOR

Prof. V. Meena, M.E., Mr. G. ArokiaNathan, M.E.,

Assistant Professor, Assistant Professor,

Department of CSE, Department of CSE,

AVS Engineering College, AVS Engineering College,

Salem- 636003. Salem- 636003.

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

SPOC HEAD OF THE DEPARTMENT

 ACKNOWLEDGEMENT
We would like to express our gratitude and appreciation to all those who gave us the
possibility to complete this report. We would like to acknowledge with much
appreciation to our honorable Chairman, Shri.K.KAILASAM, Secretary,
Shri.K.RAJAVINAYAKAM, MBA., and also to our Correspondent,
Shri.K.SENTHILKUMAR, B.Tech., for providing all necessary facilities for the
successful completion of the project.

We have immense pleasure in expressing our gratitude to our beloved Principal,

Dr.J.SUNDARARAJAN, M.E,Ph.D., for allowing us to have extensive use of our
college facilities to do this project. It gives us a great sense of pleasure in expressing
our gratefulness to our beloved Vice Principal’s, Dr.R.VISWANATHAN,
M.E.,Ph.D., and Dr.D.R.JOSHUA, M.E.,Ph.D., for their professional guidance in
scheduling the project work to complete on time.

We express our heartiest gratitude to Dr.M.VILASINI, M.E.,Ph.D., Dean R&D

and Head of the Department Prof.V.MEENA, M.E., Department of Computer
Science and Engineering for her guidance and encouragement throughout the Project
Period. We are indebted to our project coordinator Mr. G. AROKIANATHAN,
M.E., Assistant Professor for their constant help and excellent direction.

We specially thank all our Teaching and Non-Teaching Staff Members and Lab
Technicians of the Computer Science and Engineering for their consistent
encouragement to do the project work with full interest and zeal. We pay our
profound gratitude to the Almighty God for his invisible vigilance and would like to
thank our Parents for giving us support, encouragement and guidance throughout the
course of our work.
 TABLE OF CONTENTS

Chapter Title Page No

No
LIST OF FIGURES 5
1. PROJECT SPECIFICATION 6
1.1 Project Goal 6
1.2 Project Scope 7
1.3 Problem Statement Definition 8
1.4 Empathy Map Canvas 8
1.5 Proposed Solution 10
1.6 Functional & Technical Requirements 11
1.7 Project Road Map 12

2. PREPARATION DATA MODELING 14

2.1 Salesforce Developer Org 14
2.2 Object Creation 16
2.3 Fields and Relationship 18
2.4 Page Layouts 20
2.5 The Lightning App 21

3. USERS & DATA SECURITY 24

3.1 Profile 24
3.2 Setup Roles 30
3.3 Users 32
3.4 User Adoption & Approval 34

4. AUTOMATION 41
4.1 Flow 41

5. REPORTS & DASHBOARD 43

5.1 Reports 43
5.2 Dashboard 47

6. CONCLUSION 49

7. Project Demonstration 50
GitHub & Project Video Demo Link
 LIST OF FIGURES

Figure No Name of Figure Page No

1.7.1 Data Flow Diagram 12

1.7.2 Technical Architecture 13

 CHAPTER-1
PROJECT SPECIFICATION
1.1 Project Goal

The goal of school administration is to create an environment in which all

students can demonstrate continuous academic improvement. The
superintendent must possess leadership qualities which motivate all staff
members to improve the educational program and to attain the board's goals
and objectives.

 Operational Efficiency: School is one of the basic necessities of Human

beings School is like heaven and the teacher is god for the students.

 Customer Engagement: School management is a very wide field and this

work needs a lot of personnel to run this management as any other
organization.

 Growth: The first objective of this system is to maintain the data of all
the student and teacher in database. It maintains the personal record as
well as the academic record of the student. It maintains student fee
record and dues record. Teacher personal record and salary record are
also store in the software

 Data Management: A school management system is a software

application that is designed to streamline various administrative tasks
within a school.

 Automation: Introduce automation through triggers, flows, and approval

processes to reduce manual tasks and improve accuracy in coupon
generation and record keeping.
1.2 Project Scope

The scope of the School management Application project is comprehensive

and covers various aspects of students. This project encompasses the following
key components:

1. Custom Object Creation: Anything done to improve the quality of education

at any stage may be ranging from the supply of material, human and
financial resources to the highest cultural or academic needs-comes.

2. Application used: Scope is the set of features, functions, and requirements

that the web app must deliver to meet the needs and expectations of the
stakeholders.

3. User Profiles and Roles: The project scope is the total amount of work that
needs to be done to complete a project. To define it, project managers must
break down the project into the tasks and deliverables.

4. Automation: Implementing automation through triggers, flows, and

approval processes to automate processes like coupon generation based on
employee types, data validation, and record updates.

5. Reports and Dashboards: Developing various report types, including

tabular, summary, and matrix reports, to provide insights into customer
data, product sales, and financial performance. Creating dashboards for data
visualization.

6. Data Modeling: Designing the data model with relationships between

objects to enable efficient data management, allowing the creation of
customer records, order details, and coupon management.

7. Security and Access Control: Ensuring data security and access control
through user profiles, roles, and sharing rules to safeguard sensitive
information.
1.3 Problem Statement Definition

Problem Trying to But Which makes

for
Poor communication When parents and This makes me feel
between parents and school teachers are not able overwhelmed and hinders
staff is a major problem that to communicate our ability to provide a
Students contributes to the overall effectively, it can seamless student
ineffective management of have a negative experience.
schools. impact on the entire
school community &
learning.

1.4 Empathy Map Canvas

An empathy map is a simple, easy-to-digest visual that captures knowledge

about a user’s behavior and attitudes.

It is a useful tool to helps teams better understand their users. Creating an

effective solution requires understanding the true problem and the person who
is experiencing it.

The exercise of creating the map helps participants consider things from the
user’s perspective along with his or her goals and challenges.
1.5 Proposed Solution
 S. No Parameter Description
The problem to be solved is the manual
and time-school management of customer
1. Problem Statement records, order processing, and discount
coupon generation, leading to
inefficiencies and the risk of errors.
The proposed solution is to create a
Salesforce-based School Management
system. This system will include custom
objects for managing customer records,
2. Idea / Solution Description consultants, retailers, and other
employees. Automation tools like triggers
and flows will streamline data entry, order
processing, and coupon generation. The
solution will also provide comprehensive
reports and dashboards for insights and
decision-making.
The uniqueness of this solution lies in its
customized implementation using
Salesforce. The automation of routine
3. Novelty / Uniqueness
tasks, such as coupon generation based on
employee roles, is novel and addresses the
specific needs of cosmetics stores.
The solution is expected to significantly
improve customer satisfaction by reducing
processing times, minimizing errors, and
enhancing the overall shopping
4. Social Impact Satisfaction experience. It will also lead to improved
data management, enabling better
customer engagement and personalized
services. This project contributes to the
efficient management of cosmetics stores,
potentially impacting the business's social
and financial aspects positively.

1.6 Functional & Technical Requirements

1.6.1 Functional Requirements

Requirement Description

Create custom objects for "Our schools,"

Object Creation "Students," "Teachers," and "Others" to
manage student data, order details, and
student information.
Set up user profiles and roles to control access
User Profiles and Roles and permissions for different user groups,
including "Store data" and "Reports
Operator."
Implement automation using triggers, flows,
Automation and approval processes to automate coupon
generation, data validation, and record
updates.
Develop various report types, including
Reports and Dashboards tabular, summary, and matrix reports, to
provide insights into customer data, product
sales, and financial performance. Create
dashboards for data visualization.
Design the data model with relationships
Data Modeling between objects to enable efficient data
management, allowing the creation of
customer records, order details, and coupon
management.

1.6.2 Technical Requirements

Requirement Description

Salesforce Developer Org Create a Salesforce developer org for

project development and testing.
Create a Lightning app to brand the
Lightning App application and provide a customized
color scheme and logo.
Automation Tools Use Apex triggers and flows to implement
automation in the system.
Configure security settings using user
Security and Access Control profiles, roles, and sharing rules to control
access to sensitive data.
 Provide user training and documentation
User Training for effective adoption of the Salesforce
system within the cosmetics store.

1.7 Project Road Map

1.7.1 Data Flow Diagram
A Data Flow Diagram (DFD) is a traditional visual representation of the
information flows within a system. A neat and clear DFD can depict the
right amount of the system requirement graphically. It shows how data
enters and leaves the system, what changes the information, and where data
is stored.
1.7.2 Technical Architecture
 CHAPTER-2
PREPARATION DATA MODELING

2.1 Salesforce Developer Org

In Salesforce, a Developer Sign Up or Developer Edition is a special type of
Salesforce environment that is primarily used for development, testing, and
learning purposes.
Account Activation
Activation tracks information about devices from which users have verified their
identity.
2.2 Object Creation
Salesforce objects are database tables that permit you to store data that is specific
to an organization. Salesforce objects are of two types: Standard Objects: Standard
objects are the kind of objects that are provided by salesforce.com such as users,
contracts, reports, dashboards, etc. Custom objects: Students, Teachers, Parents,
Others.
Create the Consultants Object
Create the Retailers Object

Create the Others Object

2.3 Fields and Relationship
An object relationship in Salesforce is a two-way association between two objects.
Relationships are created by creating custom relationship fields on an object. This
is done so that when users view records, they can also see and access related data.
Fields in School Objects

Fields in Student Objects

Fields in Parent Objects

Fields in Others Objects

2.4 Page Layouts
In Salesforce, page layouts define the organization and arrangement of fields,
buttons, related lists, and other components on an object's detail and edit pages.
They allow you to control the user interface and tailor it to meet the specific needs
of your organization.
Select the School Layout page layout
2.5 The Lightning App
An app is a collection of items that work together to serve a particular function. In
Lightning Experience, Lightning apps give your users access to sets of objects,
tabs, and other items all in one convenient bundle in the navigation bar. Lightning
apps let you brand your apps with a custom Color and logo. You can even include
a utility bar and Lightning page tabs in your Lightning app.
To create a lightning app page
 CHAPTER-3
USERS & DATA SECURITY
3.1 Profile
A profile is a group/collection of settings and permissions that define what a user
can do in salesforce. A profile controls “Object permissions, Field permissions,
User permissions, Tab settings, App settings, Apex class access, Visualforce page
access, Page layouts, Record Types, Login hours & Login IP ranges.
Creating a Profiles
To create a new profile (Store Supervisor)
To create a new profile (management Operator)
3.2 Setup Roles

Salesforce roles are record-level access controls that define what data a user can
see in Salesforce.

Creating a Role
3.3 Users

A user is anyone who logs in to Salesforce. Users are employees at your school,
such as sales reps, managers, and IT specialists, who need access to the company's
records. Every user in Salesforce has a user account.

Creating A Users
Creating another Users
3.4 User Adoption & Approval

It is the interaction with database and their records.

Create Our Customer Record

View Record (Our school)
Delete Record (Our school)
Data Import
The Data Import Wizard is one of various tools available to Salesforce users for
importing data. The tool is best used when importing data into the Account,
Contact, Lead, or Solution objects along with any custom objects within your
Salesforce organization
Programming for school records:
 CHAPTER-4
AUTOMATION
4.1 Flow
The last business rule functionality to implement before testing your application is
a rule to set the Out-of-State checkbox field on the Travel Approval object if out-
of-state travel has been chosen. Salesforce offers workflow capabilities that
provide a declarative, drag-and-drop design environment to build our business
process logic.
 CHAPTER-5
REPORTS & DASHBOARD
5.1 Reports
A Salesforce report is a list of data generated based on filter criteria. Salesforce
Reports helped us predict trends and gives us the advantage to increase profits. The
report builder provides a drag-and-drop interface to easily build and customize
your reports.
View Report
5.2 Dashboard
A dashboard provides an interactive visual display of key metrics and trends. Multiple dashboard
components can be shown together on a single dashboard layout, creating rich visual displays of
multiple reports that have a common theme.
View Dashboard
 CHAPTER-6
CONCLUSION

An effective conclusion brings the reader back to the main point, reminding the
reader of the purpose of the essay. However, avoid repeating the thesis verbatim.
Paraphrase your argument slightly while still preserving the primary point.

Briefly restates the main points of the writing and makes sense of any results that
were obtained. To write a good conclusion, you can keep these points in mind the
points made in the body of the text. Try to write these in a different way from how
they were written in the body.

In all the school management system is bringing a great difference in the lives of
students, teachers, parents, and the admin. Good management offers better
productivity and hence more progress towards development.

School management software is an essential tool for educational institutions. It

helps to streamline administrative tasks, improve communication, and enhance
overall efficiency.

The “SCHOOL MANAGEMENT SYSTEM” deals with all kind of student details,
academic related reports, curriculum, batch details and other resource related
details too.

This creative problem solving is accomplished through four functions of

management: planning, organizing, leading and controlling.
 CHAPTER-7
PROJECT DEMONSTRATION
GitHub:
https://github.com/S33HEMASRI/Salesforce

Demo Link:

https://drive.google.com/file/d/1TYUas7mx93YVqT8ekIZOis6gFYJwDYBR/view
?usp=sharing