Internship Report

A Salesforce Developer Virtual Internship Report Submitted to

Jawaharlal Nehru Technological University Anantapur,

Ananthapuramu

in partial fulfillment of the requirements for the

award of the degree of

BACHELOR OF TECHNOLOGY
IN
INFORMATION TECHNOLOGY

Submitted by

M. Mahesh Babu 21121A3527

Department of Information Technology

SREE VIDYANIKETHAN ENGINEERING COLLEGE
(AUTONOMOUS)
(Affiliated to JNTUA, Ananthapuramu, Approved by AICTE, Accredited by NBA & NAAC)
Sree Sainath Nagar, Tirupati – 517 102, A.P., INDIA
2023-2024
 Department of Information Technology
SREE VIDYANIKETHAN ENGINEERING COLLEGE
(AUTONOMOUS)
(Affiliated to JNTUA, Ananthapuramu, Approved by AICTE, Accredited by NBA & NAAC)
Sree Sainath Nagar, Tirupati – 517 102, A.P., INDIA

Certificate

This is to certify that, the Salesforce Virtual Internship entitled

“Salesforce Developer Virtual Internship”

is the bonafide work done by

M. Mahesh Babu 21121A3527

in the Department of Information Technology, SreeVidyanikethan Engineering College

(Autonomous), Sree Sainath Nagar, Tirupati and is submitted to Jawaharlal Nehru
Technological University Anantapur, Ananthapuramu for partial fulfillment of the
requirements of the award of B.Tech degree in Information Technology during the academic year
2023-2024.

Supervisor: Head of the Dept.:

Ms. Ch. Prathima, M.Tech., Ph.D. Dr. K. Ramani, M.Tech., Ph.D.

Professor Professor
Dept. of Information Technology Dept. of Information Technology
SreeVidyanikethan Engineering College Sree SreeVidyanikethan Engineering College
Sainath Nagar, Tirupati – 517 102 Sree Sainath Nagar, Tirupati – 517 102

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ABSTRACT:
"Flow Elements and Resources Specialist Superbadge" on Salesforce Trailhead.
Since the information available to me is not current, I recommend checking the
official Salesforce Trailhead platform for the latest and most accurate information
regarding any newly introduced Superbadges. If this Superbadge has been
introduced after my last update, you can find information about it, including its
objectives, requirements, and challenges, on the Trailhead website. Superbadges on
Trailhead are designed to provide hands-on, real-world scenarios to test and validate
your skills in specific areas of Salesforce. The "Flow Elements and Resources
Specialist Superbadge" on Salesforce Trailhead is designed to assess and validate
your proficiency in leveraging flow elements and resources within the Salesforce
platform. This Superbadge presents real-world scenarios that require the application
of advanced flow concepts, resource optimization techniques, and best practices.
Participants will be challenged to demonstrate their expertise in designing efficient
and scalable flows, utilizing a variety of elements such as variables, formulas,
actions, and connectors. Key areas of assessment may include flow governance,
version control, integration capabilities, and adherence to Salesforce development
best practices. Successful completion of this Superbadge signifies a high level of
competency in utilizing flow resources and elements to build robust and effective
solutions within the Salesforce ecosystem.
Keywords:
Screen Flows, Record-Triggered Flows, Auto launched Flows, Decision Elements,
Assignment Elements, Loop Elements, Variables, Formulas, Collections, Constants.

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 TABLE OF CONTENTS

CERTIFICATE Ⅱ

ABSTRACT iii

TABLEOF CONTENTS iv

LIST OF FIGURES Ⅴ

LISTOF FIGURES Ⅵ

INTRODUCTION 1

MODULE1:[FLOW FUNDAMENTAL] 2-5

1.1 FLOW FUNDAMENTALS

1.2 FLOW ELEMENTS

1.3 FLOW VARIABLES

MODULE 2: [FLOW OPTIMIZATION] 6-9

MODULE 3: [FLOW ADMINISTRATION] 10-13

CONCLUSION 14

REFERENCES 14

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 List Of Figures

S.NO Figure name Page No

1 Fig 1: Flow elements and 1

Resources specialist
superbadge

2 Fig 2: Staff 7
Recommandation

3 Fig 3: Book order count 8

4 Fig 4: Create a QA task 9

for Book Order

5 Fig 5: Book Order flow 11

6 Fig 6: Recommendation 12
Email flow

7 Fig 7: Update Flow 13

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INTRODUTON:
"Flow Elements and Resources Specialist" Superbadge, an advanced challenge tailored
to Salesforce professionals seeking mastery in the strategic utilization of Flow elements
and resources. This Superbadge is designed to push your skills to new heights, allowing
you to demonstrate your expertise in architecting dynamic and efficient business
processes within the Salesforce ecosystem

Fig 1: Flow elements and Resources Specialist Superbadge

The Flow Elements and Resources Specialist Superbadge is a Salesforce credential

composed of three superbadge units.

1. Flow Fundamentals Superbadge Unit

2. Flow Optimization Superbadge Unit
3. Flow Administration Superbadge Unit

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 MODULE-1

FLOW FUNDAMENTAL

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 1. FLOW FUNDAMENTAL

1.1 FLOW TYPES:

Screen Flows: Guided processes that include screens with fields to collect and
display information. These are often used for user interactions, such as data entry or
approvals.
Purpose: Screen flows are used to guide users through a series of screens,
collecting and displaying information. They are interactive and allow users to input
data or make decisions.
Use Cases: Data entry, updating records, multi-step processes, guided user
interactions.
Autolaunched Flows: Flows that run in the background without direct user
interaction. They are often triggered by record changes or other events.
Purpose: Autolaunched flows run in the background without direct user
interaction. They are typically triggered by a process, such as a record being created
or updated.
Use Cases: Background automation, process automation triggered by record
changes.
Record-Triggered Flows: Flows that start when a record is created or updated.
They allow for more advanced automation based on changes to record data.
Purpose: Record-triggered flows start when a record is created, updated, or
deleted. They are associated with a specific object and are triggered by changes to
records.
Use Cases: Complex record updates, related record creation, advanced automation
based on record changes.

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1.2 ELEMENTS:
Screen Elements: Used in Screen Flows to display information to users or collect
input.
Purpose: Display information to users or collect input through a series of screens.
Use Cases: Data entry, guided processes, user interactions.
Action Elements: Include record updates, assignments, decisions, loops, and more,
allowing for the automation of various tasks.
Purpose: Execute actions such as creating or updating records, sending emails,
posting to Chatter, and more.
Use Cases: Automating business processes, updating records, sending notifications.
Subflow Elements: Allow the incorporation of one flow into another as a
subprocess.
Purpose: Invoke another flow as a subprocess within the main flow.
Use Cases: Reusing common flow logic, modular design.
Formula Elements: Perform calculations within the flow.
Purpose: Perform calculations and manipulate data within the flow.
Use Cases: Calculating values, transforming data.
Apex-Defined Data Types: Allow the use of complex Apex-defined data types.
Purpose: Allows the use of complex Apex-defined data types within the flow.
Use Cases: Leveraging custom Apex classes and data structures.

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1.3 VARIABLES:
Input Variables:Input variables in Salesforce Flow are placeholders or
containers used to receive data from the flow's starting point. When a flow
is triggered or launched, input variables allow external values to be passed
into the flow, making it dynamic and adaptable to different scenarios. These
variables are defined at the beginning of the flow and act as parameters,
allowing for customization and flexibility. Here are key aspects of input
variables: Receive data at the beginning of the flow.
Input variables in Salesforce Flow are placeholders or containers used to
receive data from the flow's starting point. When a flow is triggered or
launched, input variables allow external values to be passed into the flow,
making it dynamic and adaptable to different scenarios. These variables are
defined at the beginning of the flow and act as parameters, allowing for
customization and flexibility. Here are key aspects of input variables.

SObject Variables: Hold records and allow access to their fields.

SObject variables in Salesforce Flow are containers that hol. records, and
they allow users to access and manipulate the fields of those records within
the flow. These variables are particularly useful when working with records
from standard or custom objects in Salesforce. Here are key points about
SObject variables.

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 Module 2
FLOW OPTIMIZATION

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2.FLOW OPTIMIZATION
Flow optimization in Salesforce involves fine-tuning and improving the
performance, efficiency, and user experience of your flows. Here are several
strategies and best practices for optimizing flow.

Fig 2: Staff Recommandation

CHALLENGE 1: Make updates to Staff Recommendation flow

1. To remove the Decision element you will need a Collection Filter. The new element
should filter the reader’s favorite genre to a collection and then output only the items that
meet the criteria.
Enter in collections: {!Get_Recommended_Books}

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In condition: Genre__c Equals {!$Record.Favorite_Genre__c}
2. If the Favorite Genre field on the Contact record is blank, the flow shouldn’t run at
all.
Enter condition in start element: Favorite_Genre__c Is Null {!$GlobalConstant.False}.

To counts the total number of books a reader has preordered using the flow variable
varUpdatePreorderedCount. Create a formula variable with formula IF ({!
BookLineItems.Preordered__c},{!BookLineItems.Quantity__c},0)
CHALLENGE 2 : Make updates to Book Order Count flow

Fig 3: Book order count

2. Flow updates the Preordered Book Count field on the Contact object with the all-time
total number of preordered books.
In Assignment element: {!varUpdatePreorderedCount} Add {!
PreorderedBookCount}
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In Update records: Preordered_Book_Count__c <= {!varUpdatePreorderedCount}
3. Flow to run only if a book order is made by a staff member entering information in the
screen flow.
Remove decision element and in start : Imported__c Equals {!$GlobalConstant.False}

CHALLENGE 3: Make updates to Create QA Task for Book Order flow

Make updates to the "Create QA Task for Book Order” flow according to the
requirements.

Fig 4: Create a QA task for Book Order

1. QA team is assigned the tasks that the flow creates.

In Create records: OwnerId <= {!Get_Records_for_QA_Queue.Id}
2. Task is created for every 5th and 10th order.
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In decision element: {!BookOrderName.Name} Ends With 0 OR {!
BookOrderName.Name} Ends With 5

Module 3

FLOW ADMINISTRATION

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3.FLOW ADMINISTRATION
This blog consists of all three challenges of flow fundamentals include
 Create tasks according to specific criteria,
 Add more details to the email and update the customer Record
 Update the Birthday Loyalty Points Update Flow

Challenge 1: Create tasks according to specific criteria

Update the Book Order flow to create tasks when the order has three, four, five, or more
books

A decision element is to be created with the API name How Many Books in the Order?
Create a formula resource with the API name DueDate and enter the formula {!
$Flow.CurrentDate}+1.
Using the create records element on record fields, choose to use separate resources, and
literal values on the Task object with the subject Add Bookmark, WhatId as {!
Create_Book_Order}, OwnerId as {!Get_Records_for_Queue.Id} and ActivityDate as
{!DueDate}.

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 Fig 5 :Book Order flow

Challenge 2: Add more details to the email and update the customer Record

Add new elements to the Recommendation Email flow in order to add more details to
the email body and stamp the Last Outreach field on the contact record.Now you will
update the contact records with {!Get_Customer_Info} record variable as you have new
values to it in the previous step. This will be done in the new Update records element. In
the end, you will have to create a new screen for confirmation with the API name
Confirmation_Screen. It will use display text to show Your email has been sent message
on the screen. Hide the previous and pause button from the screen from the footer as per
requirement they want it to be the last screen. You are good to check the challenge.

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 Fig 6: Recommendation Email flow

Challenge 3: Update the Birthday Loyalty Points Update Flow

Make updates to the Birthday Loyalty Points Update flow so that, members are
rewarded with the correct amount of points.
Add the assignment element and assign the newly created formula AssignLoyalityPoints
to the field Loyalty Points
` {!Loop_Through_Contacts.Loyalty_Points__c} equals {!AssignLoyalityPoints}
Add an Update record element to update the records by {!Customercontactforemail}
record variable.

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 Fig 7: Update Flow

Add an Update record element to update the records by {!Customercontactforemail}

record variable.

CONCLUSION:
The conclusion of a Superbadge would include a summary of the key skills and
knowledge demonstrated throughout the completion of the challenges. If such a
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Superbadge exists, you might consider a conclusion that highlights your proficiency in
using flow elements, optimizing resources, problem-solving abilities, adherence to best
practices, and possibly integration skills. Elements and Resources Specialist
Superbadge" on the Salesforce Trailhead platform. However, I can help you with a
general conclusion for a Superbadge related to Flow Elements and Resources, based on
the typical structure of Superbadges and the significance of flow elements in Salesforce.

REFERENCES:
1.[ https://www.forcetalks.com/blog/oauth-2-0-client-credentials-flow-
salesforcedeveloper-guide/]
2.[https://www.forcetalks.com/blog/salesforce-crm-implementation-challengesand-
solutions/ ]
3.[https://www.forcetalks.com/blog/managed-services-the-go-to-model-forsalesforce-
users/ ]
4.[https://trailhead.salesforce.com/content/learn/superbadges/superbadge_apex]
5.[https://www.forcetalks.com/blog/learn-all-about-the-lightning-webcomponents-in-
salesforce/]

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