Salesforce Training Day 2 – You as the Admin, Build the App

Assuming you are now all set to get your journey started.

Lets agree on one thing – I am your Team lead, the one who throws work at you and expect you to get it done!

You, the Admin (eventually Salesforce developer) are going to deligently get the work done.

And mind you, you have to report the progress on a regular basis so that I know you are not stuck. If you are stuck, just reach out, dont stop.

Alrighty, lets start

As a team, we are going to build an application for our business team to manage their Customer Accounts, their leads, potential opportunities and communications with their customers.

Our business team is new to Salesforce, so lets get them started slowly. We will build 1 feature at a time, release it so that they can start using it and get accustomed to it. Then improvise.

Here we go.

User Story 1 – Build a InnoHub Sales App for the Sales team to manage their operations – The App should have Home Tab and Leads Tab

Don’t worry if you don’t know what a user story is, for now, understand that its a task am going to assign to you.

So what is an app. An App or an Application is a collection of few items that will help business teams use Salesforce

Login to your Developer org (if you did not set it up yet, go to Salesforce Training – Day 1)

When you are logged in, check which App you are currently on?

I am on the Sales app – observe the name besides the 9 dots (App Launcher) just below the Salesforce logo on left side ?

So, am now asking you to create a similar one – lets name it InnoHub Sales

Before you do it, understand this

In the actual project, you will be given access to a Sandbox, its where you need to develop, Once you done with development, someone will pick it up to move to a different sandbox where the testing is done (you might as well have to do it)

But, since we in a developer org, we do not have luxury to get a sandbox. Lets just use the same place to build, test and make it available for the user!

Here we go

• On the left size top corner, find the Settings Icon
• Click it and a menu shows up
• Click on the Setup
• Once in Setup, the search box on the left size, look for App Manager
• Once you land on the App Manager, on the right side, look for the New Lightning App
• Click it and you can start creating your App
• Under App Details – Set App Name as InnoHub Sales
• The Developer Name field will be auto populated, keep it that way.
• You can optionally give some description about the App.
• You can choose a icon, or leave it as it and go to next step
• Go to Next Page
  • The App Options, you can choose to leave the defaults – no changes
• Go to Next Page
  • Utlitliy Items (Desktop Only) – No changes here either, we will discuss during Service App creation once you get familiar with Salesforce
• Go to Next Page
  • Navigation Items
    • From Available Items, search Home (with a pink home icon), move to right side by clicking on the icon and using the arrow in the middle of the page
    • Look for Leads as well and move to right
• Go to Next Page
  • User Profiles
    • This is important, you do not know what Profile is at this point.
    • Take my word for now and find System Administrator and move to the right.
• Click on Save & Finish

Bravo!

You completed your first Task

From the App Launcher, find for the App InnoHub Sales, click on it and you should see a view as below

If you have come till this point, then you have done with your task for today.