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Order Management Application

The document describes an order management system built on the Salesforce platform. It gives different user permissions and allows dynamic order management. It supports sales, business, and support users with customized functionality. Order approval is automated through triggers, and lightning web components are used to create a customized app homepage and override standard actions.

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Sarath Balaga
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79 views16 pages

Order Management Application

The document describes an order management system built on the Salesforce platform. It gives different user permissions and allows dynamic order management. It supports sales, business, and support users with customized functionality. Order approval is automated through triggers, and lightning web components are used to create a customized app homepage and override standard actions.

Uploaded by

Sarath Balaga
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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ORDER MANAGEMENT

APPLICATION
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.
OVERALL UTILITY FEATURES

1, Gives different sets of users various permissions.

2. Dynamic order management


SCOPE

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).
ACTIVITY DIAGRAM FOR SALES/BUSINESS
USER
ACTIVITY DIAGRAM FOR SUPPORT USER
ADMIN COMPONENTS

1. Sharing and Security


ADMIN COMPONENTS
2. Approving Orders
ADMIN COMPONENTS
3. Notification Process
ADMIN COMPONENTS

4. Reports and Dashboards


DEV COMPONENTS

● Lightning Web Components


1. Overriding Order Creation
2. Order Capture Screen
DEV COMPONENTS

● Apex Triggers
1. Trigger on User : To restrict managers
2. Trigger on Order : To restrict order Stage reversion
3. Trigger on Order Item : To maintain stocks
4. Trigger on Account : To check and maintain owner details
5. Trigger on Invoice : To update order stage based on invoice details
DEV COMPONENTS

● Aura Component
○ For the purpose of allowing the custom LWC to be overridden.

● Visualforce Component
○ To display a personalised message to the order viewer.
SCREENSHOTS

Order Creation
SCREENSHOTS

Searching Products
SCREENSHOTS

Order Summary

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