Merged Document

INTERNSHIP SUMMARY REPORT
A report submitted in partial fulfilment of the requirements of the Award of
BACHELOR OF TECHNOLOGY
in
COMPUTER SCIENCE AND ENGINEERING
By
AKANKSHA KUMARI SINHA
Roll No.-20531
Reg. No.-20105108027
Under Supervision of
SALESFORCES SMART INTERNZ & AICTE
Salesforces Developer Virtual Internship
(Duration: 18 December 2023 to 30 January 2024)
DEPARTMENT OF COMPUTER SCIENCE AND ENGINEERING

BHAGALPUR COLLEGE OF ENGINEERING
BHAGALPUR, BIHAR-813210
2020-24
DEPARTMENT OF COMPUTER SCIENCE AND ENGINEERING
BHAGALPUR COLLEGE OF ENGINEERING
BHAGALPUR, BIHAR-813210
CERTIFICATE
Internship Report AKANKSHA

KUMARI SINHA (Reg. No.-20105108027) is work done by her and submitted
during 2023-24 academic year, in partial fulfilment of the requirements for the
award of the degree of BACHELOR OF TECHNOLOGY in COMPUTER
SCIENCE AND ENGINEERING at Salesforces Smart Internz .
Prof. Abha Kumari

Internship Coordinator
Assistant Professor, CSE
Prof. Raj Anwit

Assistant Professor, CSE
Head - Department of CSE
DECLARATION
I hereby declare that the Industrial Internship report entitled “Salesforces

Developer” submitted by me toBhagalpur College of Engineering, Bhagalpur
in partial fulfilment of the requirement for the award of the degree of Bachelor
of Technology in Computer Science and Engineering under the supervision of
Salesforces Smart Internz, Prof. Abha Kumari Internship Coordinator,
Department of CSE, BCE Bhagalpur.
I further declare that the work reported in this report has not been
submitted and will not be submitted, either in part or in full, for the award of any
other degree or diploma in this institute or any other institute or university.
Signature Of the Student

(20105108027)
ACKNOWLEDGEMENT
First I would like to thank Salesforces Smart Internz for giving me the opportunity
to do an internship within the organisation.
I would also like to thanks all the people who worked along with me and helped
me in the learning o f" Salesforces Developer"
at Salesforces Smart Internz
in a learning and working Environment.
It is indeed with a great sense of pleasure and immense sense of gratitude that I
acknowledge the help of these individuals and Faculty members.
I am highly indebted to Principal Dr. Omprakash Roy, for the facilities provided
to accomplish this internship.
I would like to thank my Head of the Department Prof. Raj Anwit Sir ,Head of
the Department and Prof. Mintu Singh sir, Academic coordinator for his
constructive criticism throughout my internship.
I would like to thank Prof. Abha KumariInternship Coordinator Department

of CSE for their support and advices to get and complete internship in above
said organization.
I am extremely great full to my department staff members and friends who helped
me in successful completion of this internship.

(20105108027)
Abstract
Salesforce is an American cloud-based software company headquartered in San

Francisco, California. It provides customer relationship management service and
also sells a complementary suite of enterprise applications focused on customer
service, marketing automation, analytics, and application development.
Salesforce Development and deployment typically takes place in an environment
or org, which provides a number of features and services for applications.
Salesforce developer groups are run by community members across the globe.
These groups meet in order to share knowledge about programming on the
Salesforce App-Cloud, to learn new skills via Trailhead, and to build community. I
mainly worked on apex specialists and process automation super badges which
fetches debug logs from a specified org using a log ID or the number of logs to
help overcome customer issues such as slow response, code coverage reporting
issues, and missing information from the resulting output.
1
INDEX
SNo. Contents Page

1. Introduction 4
2. Suggested Prerequisites 5
3. Bootcamp 5
4. Salesforce Org 6-9
5. Self-Paced Learning railhead and 10
Trailblazer Community salesforce 10
Platform Basics 10
Platform Development Basics
10
6. Relationships & Process Automation 11
7. Self-Paced Learning Modules to be completed 12-17
Customize a Salesforce Object 12-14
Data Modeling 14
Picklist Administration
Duplicate Management
15
Formulas and Validations 15
Build a Data Model for Travel Approval App 15
Improve Data Quality for Recruiting App 15
Customize User Interface For Recruiting App 16
Lightning App Builder 16
Data Management 16
Leads and Opportunities for Lightning Experience 16
Quick Start Process Builder 17
Quick Start Lightning App Builder
17
Automate Business Process For Recruiting App
17
Build a Discount Approval Process
17
8. Types of Flows & Security 18
salesforce Flow 19
Flow Builder 19
Data Security 20
Keep Data Secure In Recruiting App 21
2
10. Apex & Testing, Debugging 22
apex Triggers apex Testing synchronous Apex 23
23
24
12. Lighting Web Components (LWC) 25-26
S Code Setup 27
CLI Setup 28
14. Lightning Web Components (LWC & API) 29
15. Self-Paced Learning Modules to be Completed 30-31
PI Basics 30
Event Monitoring shield 30
Platform Encryption apex 30
Integration Services 31
16. Project / Super Badges 32-34
apex Specialist 32-33
Process Automation Specialist 34
17. Executive Summary 35
18. About The Company 36
19. Opportunities 37
20. Training 38
21. Challenges Faced 39
3
1: Introduction
Salesforce is the CRM (Customer Relationship Management) where it unites

Marketing, Sales, Commerce, IT etc. teams to their customers to deliver a better
service. We are determined to teach this emerging Technology in a very realistic
and fun way. We have organized the challenges in such a way that the learner will
be able to learn salesforce in a very enthusiastic and fun way with a limited time
participation. This program consists of live sessions, Hands-on practical activities,
Mentoring support and working on super badges on Trailhead platform. In order
to help all beginners understand the salesforce ecosystem and its products, we
have curated a few best modules on the trailhead platform that will help you to get
ready for the Bootcamp.
4
2: Suggested Prerequisites
This section is to provide the candidates a quick look at the salesforce
environment. Though this section is not mandatory, we highly recommend the
candidates to go through the below mentioned modules. You will be very well
acquainted with the platform and also with the usage of Trailhead from the very
beginning. (Recommended for beginners).
Salesforce user basics
Salesforce quick look
Salesforce CRM
Salesforce Platform For Business Users
Salesforce User Tour Salesforce
Licensing
Lightning Experience Basics
Salesforce Customer 360: Quick Look
The fourth Industrial Revolution: Quick look
../ Salesforce Developer career Path
Trailhead and Trailblazer Community
3: Bootcamp
Bootcamp will be organized for 3 weeks where 2 Live Sessions will be conducted
per week with 3 Hours per session. Learners need to complete the self- paced
courses on Trailhead platform parallely along with the boot camps. The Day wise
content and references to complete trailhead modules are given.
5
4: Salesforce org
A Salesforce org is an entity which consists of the users, data, automation
corresponding to an individual organization. An organization could be a virtual
space given to a person client of Salesforce. Your organization incorporates all of
your information and applications, and is isolated from all other organizations.
A Salesforce Org consists of:
• Introduction to Salesforce
• What is Salesforce CRM?

• Setup a free developer account in Salesforce?
• Architecture of Salesforce
• Creating a FREE Salesforce Org
• Navigating the Salesforce User Interface
• Lightning vs Classic Salesforce Interface
• Salesforce Branding and UI Customization
• Density Settings
• User Navigation Bar Customization
• Salesforce Themes and Branding
• Company Profile • User
Management
• Organizational & User Setup
6
Introduction to Salesforce:
A global web-based software and cloud computing company best known for its
customer relationship management (CRM) product. Salesforce was founded by
former executive of Oracle Marc Benioff and Parker Harris in 1999 and specialises
in software as a service (SaaS) to help users handle all of their business needs like
managing marketing campaigns, analysing performances, and tracking spending
and sales.
What is Salesforce CRM?

Customer relationship management (CRM) is a technology for managing
all your company's relationships and interactions with customers and potential
customers. The goal is simple: Improve business relationships. A CRM system helps
companies stay connected to customers, streamline processes, and improve
profitability.
7
Setup a free developer account in Salesforce?
1. Go tohttp://developer.salesforce.com
2. Now click Sign Up
app cloud Community Resources & Tools

Events
Get the flexibility and control to build, scale and manage all of your apps on a single, Register tor upcoming events Trailhead Is the fun and tree unified
platform. Integrating core platform services such as Heroku Enterprise and ana webinars. way to learn Salesrorce
3. Fill all details with valid Email Address.
4. An Email will be sent to your Email Address.

5. Now click the link provided in Email. 6. Set
your password to your account.
7. Now you are able to login with salesforce developer account.
8. Go to https://login.salesforce.com.
9. Enter your Username and Password click on Login.
8
10. Now you are on Salesforce.com Home page.
Architecture of Salesforce:
Salesforce Architecture is the multilayer architecture; it contains a series of layers
situated on the top of each other.
The below diagram shows the architectural view of the salesforce:
9
SERVICES OFFERED BY SALESFORCE
Creating a FREE Salesforce Org:

1 -Log into the Environment Hub, and then select Create
Org.
2-Choose an org purpose. Development:-
Use Developer Edition orgs for packaging building and building apps.
Test/Demo:-
We can create Test/Demo version of standard Salesforce orgs with the help of
www.salesforce.com/trial.
3- Enter the required information for the org type you selected.
4- Read the Master Subscription Agreement, and then select the checkbox.
5-Select Create.
At last, when your org is ready, you may have an affirmation message in your mail.
Navigating the Salesforce User Interface:

The navigation bar in Lightning Experience provides an efficient and consistent
interface to navigate through your organization's various apps and items. Similar to
Salesforce Classic, apps in Lightning Experience give your users access to sets of
objects, tabs, and other items all in one convenient bundle in the navigation bar.
However, apps in Lightning Experience take things to another level beyond apps in
Salesforce Classic by letting you brand your apps with a custom color and logo. In
Lightning Experience you can even include Lightning page tabs and a utility bar that
10
allows instant access to productivity tools, like integrated voice, in the footer of
Lightning Experience.
Lightning vs Classic Salesforce Interface:
Salesforce Lightning has a new and improved interface whereas Classic sticks to the
tried- and-trusted Salesforce formula. Lightning also comes with improved features
such as an activity timeline and workplace page layouts.
Salesforce Branding and UI Customization:

Salesforce Branding
Rally your team around your brand and important initiatives, like a new product
launch, with a set of custom brand images and colors in your org. We call them
themes. You can choose one of the built-in Salesforce themes, or create your own
custom themes with just a few clicks.
UI Customization
The improved Setup user interface provides a streamlined experience for viewing
and managing personal and administrative setup tasks. Easily remove the
Salesforce Notification Banner for all users in your organization.
Density Settings:
To change the Density setting, click on your username in the top right comer of the
page and choose "Comfy" or "Compact" under the Display Density section.
Admin User
DISPLAY DENSITY
User Navigation Bar Customization:

To add items to your navigation bar, click Add More Items. Search through your
favorites or all available items in your org, and choose what to add. After you make
11
your selections, you can reorder or remove items before saving your changes. You
cant rename or remove items that your admin has specified for the app.
Salesforce Themes and Branding:
Salesforce Themes:
Rally your team around your brand and important initiatives, like a new product
launch, with a set of custom brand images and colors in your org. We call them
themes.
Branding Components:
A strong brand requires a strong brand identity, brand image, brand culture, and
brand personality. Implementing a successful brand strategy that develops all four
of these components increases brand trust, loyalty, and awareness.
User Management:
A user is anyone who logs in to Salesforce. Users are employees in your

organization.
Every user in Salesforce has a user account. The user account identifies the user,
and the account settings determine what features and records the user can access.
12
5: Self-Paced Learning
Trailhead and Trailblazer Community:
Get Started with Trailhead and Trailblazer Community
• -5 mins
Find Your Way Around

-5 mins
Build Your Network with Trailblazer Community

—10 mins
Troubleshoot and Solve Problems Together

-5 mins
Salesforce Platform Basics:

Get Started with the Salesforce Platform
—20 mins
Discover Use Cases for the Platform -

10 mins
Understand the Salesforce Architecture

-10 mins
Navigate Setup
—10 mins
Power up with AppExchange

-10 mins
Platform Development Basics

Salesforce Platform is the app development platform that extends your CRM's
reach and functionality. You do not have to be a developer to build apps using the
Salesforce Platform.
13
6: Relationships & Process Automation
Process automation uses technology to automate complex business processes. It
typically has three functions: automating processes, centralizing information, and
reducing the requirement for input from people. It is designed to remove
bottlenecks, reduce errors and loss of data, all while increasing transparency,
communication across departments, and speed of processing.
Relationships & Process Automation consists of:

• Object Relationships
• Process automation overview
• Workflow Rules & Actions
• Validation Rules
• Approval Processes
• Process Builder Overview
• Creating a Process Builder Process
• Process Builder Actions
• Process Builder in Practice
14
7: Self-Paced Learning Modules to be completed
Customize a Salesforce Object
To create custom object in Salesforce, perform the following steps:
1. Log in to your Salesforce account.
2. Click Setup at the upper-right corner.
3. Under the Build section, click Create and select Objects.
4. To create a custom object, click New Custom Object.
Type
15
6. To select an icon for the tab, click the Search icon and click Save.
7. To make the Custom Object available to Profiles, select the appropriate option
and click Next.
New Custom Object Tab
8. Choose the custom apps for which the new Custom tab is required and click
Save.
16
Data Modeling
Data modeling is the process of analyzing and defining all the different data your
business collects and produces, as well as the relationships between those bits of
data. Data modeling concepts create visual representations of data as it's used at
your business, and the process itself is an exercise in understanding and clarifying
your data requirements.
Picklist Administration
Picklist helps with data entry and standardizing input values. Picklist guides the user
to values they need and makes data entry quicker. The picklist is not ideal for long
entries or values that are not unique.
Types of Picklists in Salesforce
There are three types of picklist used in salesforce:
Standard
Custom
Custom Multi-Select
Properties of Picklist
Restricted
Dependent
Values in Salesforce Picklist

17
In salesforce value can be defined in three ways:
When we create a picklist we need to set individual values (specific to a

single picklist field).
We can use a predefined picklist which is a standard picklist field by
salesforce.com.
Create a global value set. When we need to share with more than one picklist
field, we can set a global value set.
Duplicate Management
Salesforce finds and handles duplicates using a combination of matching rules and
duplicate rules. Duplicate rules and duplicate jobs specify matching rules that
determine how duplicates are identified. Duplicate sets and reports list the
duplicates found.
Formulas and Validations

A validation rule can contain a formula or expression that evaluates the data in one
or more fields and returns a value of "True" or "False". Validation rules also include
an error message to display to the user when the rule returns a value of 'True" due
to an invalid value.
Build a Data Model for Travel Approval App

Create a Travel Approval Lightning App
—10 mins
Create a Department Object

—15 mins
Create a Travel Approval Object

—15 mins
Create an Expense Item Object

—15 mins
ImportDataandTest the App
18
Improve Data Quality for a Recruiting App
We can improve data quality for a recruiting app by
1 .Creating cross-object formulas.
2.Creating validation rules.
3.Creating formula and roll-up summary fields.
Customize User Interface for Recruiting App Customize
the User Interface for a Recruiting App
1.Create a Tab for the Review Object.
2.Create an Object-Specific Quick Action.
3.Customize the Review Page Layout.
4.Create a Custom Candidate Record Page.
5.Create Record Types on the Position Object.
6.Customize the Position Page Layout. 7. Enable Chatter on the Review Object.
Lightninq App Builder

The Lightning App Builder is a point-and-click tool that makes it easy to create
custom pages for the Salesforce mobile app and Lightning Experience, giving your
users what they need all in one place. The Lightning App Builder is also a one-stop
shop for configuring Lightning apps.
Data Management
Data management in Salesforce deals with Import/Export of data or records
to/from a Salesforce organization.
The Data Import Wizard makes it easy to import data for many standard Salesforce
objects, including accounts, contacts, leads, solutions, campaign members, and
person accounts. You can also import data for custom objects. You can import up
to 50,000 records at a time.
What is data export in Salesforce?

Salesforce Data Export Service is a function that allows you to export data from your
Salesforce org for backup purposes. You can export all your data either manually or
automatically through scheduled export.
19
Leads and Opportunities for
1. Create and Convert Leads as Potential Customers.

2. Work Your Opportunities.
3. Sell as a Team and Split the Credit.
4. Visualize Success with Path and Kanban.
Quick Start Process Builder
Process Builder is a visual tool created to automate business processes in
Salesforce. It enables users with no coding expertise to build complex Salesforce
workflows. The book starts with an introduction to Process Builder, focusing on the
building blocks of creating Processes.
Quick Start Lightning App_ Builder Add Quick

Actions and Configure the Page
1.In the right sidebar, click Page to configure the app properties.
2.At the bottom, click Select under Actions.
3.Click Log a Call and use the right arrow to add the quick action to the selected
list.
4.Click OK to add the actions to your Lightning Page, and then click Save.
7.14. Automate Business Process for Recruiting App
Automate Your Business Process
1.Click the setup gear and select Setup.
2.Enter Queues in the Quick Find box, then select Queues.
3.Click New and complete the details about the new queue: Field. Value. Label.
Billing Support Agents.
4.From the Available Objects list, select Case.
5.Click Add to move Case to the Selected Objects list.
20
7.15. Build a Discount Approval Process
Build a Discount Approval Process
1 .Prepare Your Org.
2.Create an Approval Process.
3.Create Initial Submission Actions.
4.Specify Final Approval and Rejection Actions.
21
CHAPTER 8: Types of Flows & Security
Types of Flow
Flow Security
If guest or external users must run flows, override the flow permission to grant
access only to specific external user profiles, permission sets, or site guest user
profiles, rather than allowing users to run all flows. Avoid running flows in system
context when possible, and restrict access to sub-flows. Otherwise, ensure that you
implement procedural access controls for those flows and sub-flows.
Flows are a powerful feature that can override platform security settings for access
to objects and Apex classes. Flows can be used to activate and deactivate
permission sets. Yet screen flows are driven by the browser with user-controlled
input parameters. Therefore, we recommend overriding the run flow permission to
assign access to specific flows based on the guest or external user profile or
permission set. For guest users, configure flow access policies on the guest user
profile for the appropriate site.
It's also a good security practice to remove permissions to run sub-flows, even if
users run the sub-flow independently. From a security perspective, it's better to
create two separate flows and give access only to the flow that the user runs
22
directly, and not the one running as a sub-flow. Grant flow access only to the
highest-level parent flow and not to the sub-flows. The same recommendation can
apply to invocable Apex methods called by flows. Avoid granting user access to
those classes, so that calling those methods is limited to only the flows that they
were meant to be called from.
CHAPTER 9: Self-Paced Learning Modules to be completed

Salesforce Flow
A flow is an application built by your administrator that asks you for inputs and does
something in Salesforce based on those inputs. Monitor Flows and Processes.
Monitor your org's usage of flows and processes. See a list of paused
interviews and scheduled actions from processes.
Flow Builder
In Salesforce, a flow is a tool that automates complex business processes. Simply
put, it collects data and then does something with that data. Flow Builder is the
declarative interface used to build individual flows. Flow Builder can be used to
build code-like logic without using a programming language.
Flows fall into five categories:
Screen Flows:
These are flows that have a UI element and require input from users. These
types of flows are either launched as an action or embedded as an element
on a Lightning page. Schedule-Triggered Flows:
These auto launched flows launch at a specified time and frequency for each
record in a batch, and they run in the background. Auto launched Flows:
23
Run automated tasks with this flow type. Auto launched flows can be invoked
from other flows (sub-flow), process builder, from within an Apex class, from
a set schedule, from record changes, or from platform events. Record-
Triggered Flows:
These auto launched flows run in the background either before a record save
or after the record is saved when a record is created, updated, or deleted.
Platform Event-Triggered Flows:
When a platform event message is received, these auto launched flows run
in the background.
Check out this example of a schedule-triggered flow, pulled from a well-known
Salesforce group:
Data Security
The data access on Salesforce is configured in four levels, the following are:
Organization Level
24
The access to the whole organization is secured at this level by maintaining a list of
authorized users, setting password policies, and limiting login access to certain
hours and certain locations. Object Level
Object-level security provides the simplest way to control which users have access
to which data. By setting permissions on a particular type of object, you can prevent
a group of users from creating, viewing, editing, or deleting any records of that
object.
Field Level
Field Level security restricts access to certain fields, even for objects a user already
has access to.
Record Level
Record Level security lets users access some records but not others. It is used to
control data access with greater precision. Users can have access to view an object,
but can be restricted to the individual records.
Overview Of Data
Security —10 mins
Control Access to the Org

—IS mins
Control Access to Objects

—25 mins
Control Access to Fields

—IS mins
Control Access to
Records —IS mins
Create a Role Hierarchy

—IS mins
Define Sharing Rules

—IS mins
25
Keep Data Secure In Recruiting App
We can keep the data secure in recruiting app

by 1 .Create Custom Profiles.
2. Restrict Data Access with Field-Level Security, Permission Sets, and Sharing
Settings.
CHAPTER 10: Apex & Testing, Debugging
Debugging Apex:
Apex provides debugging support. You can debug your Apex code using the
Developer Console and debug logs.
Testing Apex:
Apex provides a testing framework that allows you to write unit tests, run your
tests, check test results, and have code coverage results.
In this we learn about,

What is Apex
• Apex Data Types
SOQL
SOSL
• Triggers
• Testing Deployment Requirement and Testing Framework
• Write Apex Unit Tests
• Test Data
• Execute Test Classes
• Invoking Apex in Execute Anonymous vs. Unit Tests
• Monitor and Access Debug Logs
26
CHAPTER 11 : Self-Paced Leaming Modules to be completed
Apex Triggers
Apex can be invoked by using triggers. Apex triggers enable you to perform custom
actions before or after changes to Salesforce records, such as insertions, updates,
or deletions. A trigger is Apex code that executes before or after the following types
of operations:
• insert update
delete merge
upsert • undelete
Apex Testing
Apex provides a testing framework that allows you to write unit tests, run your
tests, check test results, and have code coverage results.
Let's talk about unit tests, data visibility for tests, and the tools that are available
on the Lightning platform for testing Apex. We'll also describe testing best practices
and a testing example.
Understanding Testing in Apex What to Test in Apex What Are Apex
Unit Tests?
Understanding Test Data
Apex test data is transient and isn't committed to the database.
Run Unit Test Methods o To verify the functionality of your Apex code,
execute unit tests. You can run Apex test methods in the Developer Console,
in Setup, in the Salesforce extensions for Visual Studio Code, or using the API.
Testing Best Practices
Testing Example
Testing and Code Coverage
The Apex testing framework generates code coverage numbers for your Apex
classes and triggers every time you run one or more tests. Code coverage
indicates how many executable lines of code in your classes and triggers have
27
been exercised by test methods. Write test methods to test your triggers and
classes, and then run those tests to generate code coverage information.
Code Coverage Best Practices
Consider the following code coverage tips and best practices.
Build a Mocking Framework with the Stub API
Apex provides a stub API for implementing a mocking framework. A mocking
framework has many benefits. It can streamline and improve testing and help
you create faster, more reliable tests. You can use it to test classes in isolation,
which is important for unit testing. Building your mocking framework with the
stub API can also be beneficial because stub objects are generated at runtime.
Because these objects are generated dynamically, you don't have to package
and deploy test classes. You can build your own mocking framework, or you
can use one built by someone else.
Asynchronous Apex
Asynchronous Apex. In a nutshell, asynchronous Apex is used to run processes in a
separate thread, at a later time. An asynchronous process is a process or function
that executes a task "in the background" without the user having to wait for the
task to finish.
Asynchronous Apex comes in a number of different flavors. We'll get into more
detail for each one shortly, but here's a high level overview.
Type Overview Common Scenarios
Future Run in their own thread. and do not start until resources are Web service callout.
Methods available.
Batch Apex Run large jobs that would exceed normal processing limits. Data cleansing or archiving Of records.
Similar to future methods. but provide additional job chaining

Queueable and Perforrning sequential processing operations
Apex allow more complex data types to be used. with external Web services.
Scheduled Schedule Apex to run at a specified time. Daily or weekly

Apex tasks.
28
CHAPTER 12: Lighting Web Components (LWC)
Now you can build Lightning components using two programming models:
Lightning Web Components, and the original model, Aura Components. Lightning
web components are custom HTML elements built using HTML and modern
JavaScript. Lightning web components and Aura components can coexist and
interoperate on a page. To admins and end users, they both appear as Lightning
components.
Lightning Web Components uses core Web Components standards and provides
only what's necessary to perform well in browsers supported by Salesforce.
Because it's built on code that runs natively in browsers, Lightning Web
Components is lightweight and delivers exceptional performance. Most of the code
you write is standard JavaScript and HTML.
Salesforce is committed to developing open web standards and is a member of the

World Wide Web Consortium (W3C).
Salesforce developers are contributing members of the ECMA International

Technical Committee 39 (TC39), which is the committee that evolves JavaScript.
Base Lightning components are available as Aura components and as Lightning web
components. The Component Reference includes documentation, specifications,
and examples for both. See Base Components: Aura Vs Lightning Web Components
for differences between them.
Documentation Changelog
This page lists significant changes made to the Lightning Web Components
Developer Guide.
Get Started Coding
The fastest way to code your first Lightning web component is in the third-
party component IDE at webcomponents.dev.
Lightning Web Components: Open Source
29
Lightning Web Components is open source, empowering you to explore the
source code, customize the behavior for your needs, and build enterprise-
ready web components on any platform, not just Salesforce.
Supported Browsers
Lightning Web Components supports the same browsers as Lightning
Experience.
Supported JavaScript
To develop Lightning web components, use the latest versions of JavaScript.
Supported Salesforce Targets and Tools
Lightning web components are supported in many Salesforce targets and
tools. To use a Lightning web component in an unsupported target or tool,
wrap it in an Aura component.
Lightning Component Library
The Lightning Component Library is your hub for Lightning UI developer
information, including reference information, this developer guide, and tools for
Lightning Web Security and Lightning Locker. How to Choose Lightning Web
Components or Aura
Lightning web components perform better and are easier to develop than
Aura components. However, when you develop Lightning web components,
you also may need to use Aura, because LWC doesn't yet support everything
that Aura does.
Set Up Your Development Environment
Develop Lightning web components with a workflow that fits your needs. We
recommend Salesforce DX tools, but you might be in a situation where those
tools are not supported. You can still use your favorite code editor and deploy
to an org using your own tools. However, you can't develop Lightning web
components in the Developer Console.
Explore Trailhead and Sample Code
We've created Trailhead content and GitHub repositories to jump start your
Lightning Web Components development.
30
CHAPTER 13: Self-Paced Leaming Modules to be completed
VS Code Setup
Install Salesforce Extensions for Visual Studio Code
Visual Studio Code is the go-to code editor for Salesforce developers. Its free, open-
source, and available for Windows, Linux, and mac OS. This editor has easy-to-
install extensions for syntax highlighting, code completion, and more. Visual Studio
Code's code completion in action.
In this project, we install Visual Studio Code and the recommended Salesforce
Extension Pack.
1. Download and install the latest version of Visual Studio Code for your operating
system.
If you already have Visual Studio Code installed, there's no need to reinstall it.
2. Launch Visual Studio Code.
3. On the left toolbar, click the Extensions icon
4. Search for Salesforce Extension Pack and click Install.
31
Ensure Your Development Environment Is Ready
Now that you've installed Visual Studio Code and enabled the necessary extensions,
you need to test them out.
In Visual Studio Code, open the Command Palette by pressing Ctrl+Shift+P
(Windows) or Cmd+Shift+P (macOS).
Enter sfdx to filter for commands provided by the Salesforce Extensions.v
As you use more SFDX commands, those commands will show up in the recently
used panel. In the final step, you create your first Lightning web component and
add it to your org's home page.
CLI Setup
Install the CLI on your computer using operating system-specific artifacts, such as .
pkg on macOS, or with npm. Methods of installation:
Install the CLI on macOS
You install Salesforce CLI on macOS with a .pkg file.
Install the CLI on Windows
Install Salesforce CLI on Windows with an .exe file.
Install the CLI with a TAR File
Salesforce CLI distributes TAR files that you can install on all supported operating
systems. On Linux, the only way to install Salesforce CLI is with a TAR file.
Install the CLI with npm
If you've installed Node.js on your computer, you can use npm to install Salesforce
CLI. This method lets you install Salesforce CLI from the command line and can be
32
especially useful for continuous integration (Cl) use cases. Install Older Versions of
Salesforce CLI
We recommend that you always use the latest version or release candidate of
Salesforce CLI. However, we also understand that sometimes you might require
an
older version of the CLI. For these use cases, we publish JSON files that list
the
download URLs for recent versions of the installers and TAR files for each
supported
operating system. Verify Your Installation
Verify your Salesforce CLI installation to ensure you've installed it correctly.
33
CHAPTER 14: Lightning Web Components (Lwc & API)
Web API Properties
Lightning web components reflect the properties of many Web APIs.
Element
Lightning web components reflect these properties of the Element interface.
classList,className, getAttribute, getAttributeNS, getBoundingClientRect,
getElementsByClassName, getElementsByTagName, hasAttribute, id,
querySelector, querySelectorAll, removeAttribute, removeAttributeNS,
setAttributeNS, setAttribute, shadowRoot, slot
See Shadow DOM, Access Elements the Component Owns, and Pass Markup into
Slots. When Lightning Web Security is enabled in the Salesforce org, setAttributeNS,
setAttribute, and shadowRoot are modified by distortions.
EventTarget
Lightning web components reflect these properties of the EventTarget
interface. addEventListener, dispatchEvent, removeEventListener See
Communicate with Events.
HTML Element
Lightning web components reflect these properties of the HTMLElement interface.
accessKeyLabel, contentEditable, dataset, dir, hidden, isContentEditable, lang,
offsetHeight, offsetLeft, offsetParent, offsetTop, offsetWidth, title
When Lightning Web Security is enabled in the Salesforce org, dataset is modified
by a distortion.
Node
Lightning web components reflect this property of the Node interface.
isConnected
See Run Code When a Component Is Inserted or Removed from the DOM.
WAI-ARIA States and Properties
Lightning web components reflect these WAI-ARIA states and properties.
34
ariaActiveDescendant, ariaAtomic,ariaAutoComplete, ariaBusy,
ariaChecked, ariaColCount, ariaCollndex, ariaColSpan, ariaControls, ariaCurrent,
ariaDescribedBy See Component Accessibility.
CHAPTER 15: Self-Paced Learning Modules to be
completed
API Basics
Make APIs for You and Me -

10 mins
Learn the Benefits of APIs -

10 mins
Put the Web in Web API

-10 mins
Event Monitoring
These examples use REST API event monitoring data that contains information
useful for assessing org usage trends and user behavior. Event monitoring
is
accessed through the Lightning Platform SOAP API and REST API by way of the
EventLogFile object. Therefore, you can integrate log data with your own back-
end
storage and data marts to correlate data from multiple orgs and across disparate
systems.
Get Started with Event Monitoring
• 10 mins
Query Event Log files

-10 mins
Download and Visualize Event Log files

-15 mins
35
Shield Platform Encryption Shield
Shield Platform Encryption relies on a unique tenant secret that you control and a
master secret that's maintained by Salesforce. By default, we combine these
secrets to create your unique data encryption key. You can also supply your own
final data encryption key. We use your data encryption key to encrypt data that
your users put into Salesforce, and to decrypt data when your authorized users
need it.
Shield Platform Encryption Terminology

Encryption has its own specialized vocabulary. To get the most out of your Shield
Platform Encryption features, it's a good idea to familiarize yourself with key
terminology.
Apex Integration Services

An Apex callout enables you to tightly integrate your Apex code with an external
service. The callout makes a call to an extemal web service or sends an HTTP
request from Apex code, and then receives the response.
36
Apex Integration Overview
-10 mins
Apex REST Callouts

mins
Apex SOAP Callouts

-20 mins
ApexWeb Services
CHAPTER 16: Project / Super Badges

The learners journey is structured in such a way that, after completion of the live
sessions and all trailhead courses modules, the Super Badges are unlocked
automatically. The Learner who chooses developer as his/her learning path, needs
to complete the following Super Badges.
Apex Specialist
Prerequisites
Apex Triggers Apex Testing

Apex Services Apex Specialist
What You'll Be Doing to Earn This Super badge
1. Automate record creation using Apex triggers

2. Synchronize Salesforce data with an external system using asynchronous
REST callouts
3. Schedule synchronization using Apex code
4. Test automation logic to confirm Apex trigger side effects
5. Test integration logic using callout mocks
6. Test scheduling logic to confirm action gets queued
Concepts Tested in This Super badge
Apex Triggers
Asynchronous Apex
Apex Integration
Apex Testing
Pre-work and Notes
Set Up Development Org
Use Case
Standard Objects
You'll be working with the following standard objects:
Maintenance Request (renamed Case) — Service requests for broken

vehicles, malfunctions, and routine maintenance.
Equipment (renamed Product) — Parts and items in the warehouse used to
fix or maintain RVs.
Custom Objects
38
Vehicle — Vehicles in HowWeRoll's rental fleet.
Equipment Maintenance Item — Joins an Equipment record with a
Maintenance Request record, indicating the equipment needed for the
maintenance request.
Entity Diagram
Equipment
Maintenance
Vehicle Maintenance Equipment
Request
Item
Business Requirements
This section represents the culmination of your meetings with key HowWeRoll
stakeholders. It's your blueprint to programmatically automate the support and
maintenance side of their business.
Follow the following steps to complete the super badge:
1. Automate Maintenance Requests

2. Synchronize Inventory Management
3. Create Unit Tests
Ensure that your code operates as expected in the scheduled context by validating
that it executes after Test. stopTest() without exception. Also assert that a
scheduled asynchronous job is in the queue. The test classes for the callout service
and scheduled test must also have 100% test coverage.
Process Automation Specialist
Prerequisites
Formulas andApprove
Records with Leads & Opportunities
Validations Approval Processes for Lightning Process Automation
39
Experience Specialist
What You'll Be Doing to Earn This Super badge

1. Automate lead ownership using assignment rules
2. Enforce data integrity with formula fields and validation rules
3. Create a custom object in a master-detail relationship to a standard object
4. Define an opportunity sales process using stages, record types, and validation
rules
5. Automate business processes to send emails, create related records, and
submit opportunities for approval
6. Create a flow to display dynamic information on a Lightning record page
7. Create a process to evaluate and update records
Concepts Tested in This Super badge
Validations and Formulas
Sales Process Process
Builder Flow
Pre-work and Notes

Use Case
Standard Objects
Custom Objects
Business Requirements
40
CHAPTER 17: EXECUTIVE SUMMARY
This report is about our 8 weeks internship program with Smartlnternz. In
this comprehensive report, I have discussed about every major aspect of
the company which I observed and perceived during my internship
program.
During my internship program, we have learned and mainly worked on
Trailhead Community. All the details have been discussed in detail. All the
policies and procedures of the company have been discussed in detail.
As the main purpose of the internship is to learn by working in practical

environment and to apply the knowledge acquired during the studies in
real world scenario in order to tackle the problems using the knowledge
and skill learned during the academic process.
41
CHAPTER 18: ABOUT THE COMPANY
Smartlnternz, is an private Experiential Learning & Remote Externship Platform
to bring academia & industry very close for a common goal of talent creation. To
promote aid and faster the growth of micro, small and medium enterprises in the
country. Smartlnternz operates through countrywide network of offices and
Technical Centers in the Country. In addition, Smartlnternz has set up Training
cum Incubation Centre managed by professional manpower.
Mission: "To promote and support Micro, Small & Medium Enterprises (MSMEs)
Sector" by providing integrated support services encompassing Marketing,
Technology, Finance and other services.
Vision: "To be a premier Organization fostering the growth of Micro, Small and
Medium Enterprises (MSMEs) Sector".
CHAPTER 19: OPPORTUNITIES
During these 8 weeks of the internship, we were given the opportunity to
perform the following role:
Intern:
Coordinating with the team members and team leads on a regular basis to
keep a track of the activities like the meetings held and about the work to be
done.
I learned about developing the applications using different tools.

For that I have referred the YouTube related to gain the complete knowledge
on that.
Then I have gathered the requirements.
They also provide us the opportunity to voluntarily interact in other projects
as well.
42
CHAPTER 20: TRAINING
In these 8 weeks of the training, they have provided us the training in Salesforce
using different tools.
They have provided us with the training of several technologies like:
Apex
Java
APEX:
Apex enables developers to access the Salesforce platform back-end
database and client-server interfaces to create third-party SaaS
applications. Apex includes an application programming interface (API)
that Salesforce developers can use to access user data on the platform.
1. Integrated. Apex has built in support for DML operations like

INSERT, DELETE and also DML Exception handling.
2. Strongly integrated with data.
3. Strongly typed.
4. Multitenant Environment.
5. Easy Testing.
6. Apex Applications.
JAVA: Java is flexible language to use in app development. The
required code is developed by using java.
1. Project Setup. Creating a Java Class Library Project.
2. Creating and Editing Java Source Code. Creating a Java Package and
Class File.
3. Compiling and Running the Application.
4. Testing and Debugging the Application.
5. Building, Running, and Distributing the Application.
CHAPTER 21 : CHALLENGES FACED
1. At the beginning of internship, I faced difficulty for understanding the
applications and different tools.
2. I faced difficulty in the completion of Super Badges like Apex
Specialists and Process Automation Specialists.
3. I faced difficulty in managing college and internship timings.
4. I faced difficulty in understanding the advanced topics in Apex.
5. I faced difficulty to create and run modules in different playgrounds.
6. I faced difficulty in managing the memory in pc.
The End
45
Salesforce Internship Report
Computer science and systems engineering (Sree Vidyanikethan Institute of

Management, Tirupati)
Scan to open on Studocu
Studocu is not sponsored or endorsed by any college or university

Downloaded by Riya Gupta (rgriya2003@gmail.com)
Internship Report
on
Salesforce Administrator Virtual Internship
An internship report submitted to

Jawaharlal Nehru Technological University Anantapur
In partial fulfillment of the requirements for the award of the degree of
BACHELOR OF TECHNOLOGY
IN
COMPUTER SCIENCE AND SYSTEMS ENGINEERING
Submitted by
Mudiyam Nikhilesh Krishna
21121A3736
III B. Tech I Semester
Under the esteemed supervision of
Ms. K. Pujitha
Assistant Professor
Department of Computer Science and Systems Engineering
DEPARTMENT OF COMPUTER SCIENCE AND SYSTEMS ENGINEERING
SREE VIDYANIKETHAN ENGINEERING COLLEGE

(AUTONOMOUS)
(Affiliated to JNTUA, Anantapuramu and approved by AICTE, New Delhi) Accredited by NAAC with A Grade
Sree Sainath Nagar, Tirupati, Chittoor Dist. -517 102, A.P, INDIA
2023 - 2024

DEPARTMENT OF COMPUTER SCIENCE AND SYSTEMS ENGINEERING
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 Administrator Virtual Internship”
is the bonafide work done by
Mudiyam Nikhilesh Krishna

21121A3736
in the Department of Computer Science and Systems Engineering, Sree Vidyanikethan

Engineering College (Autonomous), Sree Sainath Nagar, Tirupati and is submitted to
Jawaharlal Nehru Technological University Anantapur, Ananthapuramufor partial
fulfillment of the requirements of the award of B.Tech degree in CSE(CS) during the academic
year 2023-2024.
Supervisor: Head of the Dept.:
Ms. K. Pujitha. Dr. K. Ramani, M.Tech., Ph.D.

Assistant Professor Professor
Dept. of CSSE Dept. of CSSE
Sree Vidyanikethan Engineering College Sree Vidyanikethan Engineering College
Sree Sainath Nagar, Tirupati – 517 102 Sree Sainath Nagar, Tirupati – 517 102
ii

COMPLETION CERTIFICATE FROM
COMPANY
iii

ABSTRACT
The Security Specialist Superbadge is an all-inclusive program that equips

Salesforce administrators with the necessary skills to protect their
organizations from ever-changing cyber threats. This comprehensive
superbadge delves into Identity and Access Management (IAM), placing
emphasis on user provisioning, authentication options, authorization
models, and access control methods. The program also focuses on data
security, covering topics like encryption, data loss prevention, and data
masking techniques to safeguard sensitive information. In addition, it delves
into threat detection and prevention tactics, including security monitoring,
vulnerability assessments, and intrusion detection systems.
The User Authentication Specialist Superbadge is an immersion into the

essential signi 昀 cance of user authentication within Salesforce's security
measures. It delves into the nuances of username and password
authentication, such as password complexity requirements and secure reset
procedures. Additionally, the integration of Single Sign-On (SSO) is explored,
enabling users to access Salesforce using credentials from other trusted
systems. A further layer of security is also covered through Multi-Factor
Authentication (MFA), and administrators are guided on how to seamlessly
integrate external Identity Providers (IdPs) for authentication.
The Lightning Experience Reports & Dashboards Specialist Superbadge

empowers Salesforce administrators with the expertise to e 昀 ectively create
and oversee reports and dashboards. This comprehensive program teaches
the fundamentals of reporting, from report types to 昀 elds and establishing
object relationships. It also delves into the advanced functionalities of report
昀 lters and cross 昀 lters, crucial for honing in on speci 昀 c data subsets. By
successfully completing this superbadge, administrators showcase their
mastery in utilizing Lightning Experience to extract valuable insights from
iv

large datasets, ultimately facilitating informed decision-making within the
Salesforce platform.
Keywords:
 Identity and Access Management (IAM) and Data Security
 Threat Detection and Prevention
 Username and Password Authentication
 Single Sign-On (SSO)

Table of Contents
Title Pg.No.
Certi 昀 cate iii
Internship Certi 昀 cate iv
Abstract iv
Table of Contents v
List of Figures vi
Module 1: Introduction 1
1.1 Description of the Company 2
1.2 Overview of the Project 3
1.3 Data Security 4
1.4 Lightning App Builder 7
1.5 Salesforce Marketing Cloud 9
1.6 Salesforce Service Cloud

10
1.7 Salesforce Architecture 11
Module 2: Security Specialist Superbadge

12
2.1 Security Governance Specialist Superbadge

13
2.2 User Access Specialist Superbadge 14
Module 3 : User Authentication Specialist Superbadge 15
Module 4 : Lightning Experience Reports and Dashboards 17
Module 5: Super Badges

22
Conclusion
23
References 24
vi

Title Pg. No
List of Figures
Fig: 1.1 Salesforce CRM 1
Fig: 1.2 Trailhead platform 2
Fig:1.3 Setup 3
Fig: 1.4 Marketing Cloud 9
Fig:1.5 Service Cloud 10
Fig:1.6 Service Architecture 11
Fig: 2 Identity Verification 16
Fig: 3 Lightning Experience Dashboard 19
Fig: 4 Super Badges 20
vi
Module 1
INTRODUCTION
1.Introduction to Salesforce
Salesforce CRM provides a complete solution for that includes feature-
rich solutions for marketing, sales, services, partner management and
community management .CRM is originally software for managing customer
interaction, such as scheduling tasks, emailing, texting, and many more.
Salesforce does not o 昀 er a speci 昀 c product or software called
“Salesforce PPT.” Salesforce is primarily known for its customer relationship
management (CRM) platform and related cloud-based products for sales,
service, marketing, and other business functions. Talking about HR systems,
every company across the globe has an HR team. Each HR team would
require an HR application to store employee records. Almost all
speci 昀 cations for such an application would be common for all companies.
So, as a developer, it would be very easy to create a salesforce
application for such speci 昀 cations, post it onto the cloud, and provide it as a
service to multiple clients at the same time. Maintenance of the same can
be done altogether too. So basically, the problem of scalability gets
eliminated.
Fig 1.1 : Salesforce CRM
A CRM system allows businesses to manage customer and prospect

relationships with data. You can store, track, and analyze customer and
prospect information in one central location, including contact and account
information, sales opportunities, service cases, and marketing campaigns.

1.1 Description of the Company
Salesforce, Inc. is an American cloud-based software company headquartered in San
Francisco, California. It provides customer relationship management (CRM) software and
applications focused on sales, customer service, marketing automation, analytics, and
application development.
Founded by former Oracle executive Marc Benioff, Salesforce quickly grew into one
of the largest companies in the world, making its IPO in 2004. Salesforce's continued growth
makes it into the first cloud computing company to reach US$1 billion in annual revenue by
fiscal year 2009, and the world's largest enterprise software firm by 2022.
Trailhead and the Trailblazer Community are integrated into a single platform. The
Trailblazer Community assists me in learning new skills and connecting with other
Trailblazers. Trailhead and the Trailblazer Community serve as my one-stop shop for
learning, earning, and connecting from anywhere. Trailhead has something for everyone,
whether you're a new admin, a recent college graduate, a Salesforce user, or simply someone
who enjoys learning.
Fig: 1.2 Trailhead platform

1.2 Overview of Project Salesforce ORG
Customize the salesforce Platform
The Salesforce platform is used to develop custom objects and functionality specific to
your business. We can do most of this development without ever writing a line of code.
Developing without code is known as no-code (or declarative) development. With no- code
development, we use forms and drag-and-drop tools to perform powerful customization tasks.
The platform also offers programmatic development, which uses things like Lightning
components. But if you’re not a programmer, you can still build some amazing things on the
platform. Let’s see how to create a salesforce platform
1. From the gear icon, click Setup to launch the setup page.
2. Click the Object Manager tab.
3. Click Contact.
4. In the Details panel, click Fields & Relationships, and then click New.
5. A data type indicates what kind of information your field holds. For this field, pick
Checkbox and click Next.
6. The Field Label is what you see on the Contact page. Enter Prequalified? and click Next.
7. Click Next again to accept the default field-level security.
8. Check the checkbox to add the new field to all the Contact Page Layouts and then click
Save.
Fig:1.3 Setup

1.3 DATA SECURITY
Data security is a critical aspect of information technology and business operations,

involving the protection of sensitive data from unauthorized access, disclosure, alteration, and
destruction. Robust data security measures are essential to safeguard the confidentiality,
integrity, and availability of data.
o Authentication: Ensures that users and entities are who they claim to be before
granting access. Common methods include passwords, multi-factor authentication
(MFA), and biometrics.
o Authorization: Controls access rights and permissions based on user roles, ensuring
that individuals can only access the data and resources necessary for their
responsibilities.
o Data Encryption: Converts sensitive information into unreadable code, which can only
be decrypted by authorized parties with the appropriate keys. This is crucial for
protecting data during transmission and storage.
Control Access to the Org

When you ensure that only employees who meet certain criteria can log in to Salesforce,
you're protecting your data at the broadest level. You do this by managing authorized users,
setting password policies, and limiting when and where users can log in.
Create a User
You can create users—even multiple users—in just a few clicks. It’s as simple as
entering a username, alias, and email, and selecting a role, license, and profile. Many more
options are available, of course, but that’s all you need to get started.
Salesforce auto-generates a password and notifies new users immediately. Users can
change or add to their own personal information after they log in.

STEPS:
1. From Setup, in the Quick Find box, enter Users, and then select Users.
2. Click New User. Or you can click Add Multiple Users to add up to ten users at a time.
3. Enter the user’s name, email address, and a unique username in the form of an email
address. By default, the username is the same as the email address.
4. Select the user license this user will have. The license determines which profiles are
available for each user.
5. Select a profile, which specifies the user’s minimum permissions and access settings.
6. Select the option to generate a new password and notify the user, then save.
Deactivate a User
You can't delete a user, but you can deactivate an account so a user can’t log in.
Deactivated users lose access to all records. (That includes records that are shared with them
individually and records shared with them as team members.) However, you can still transfer
this data to other users and view the names on the Users page.
1. From Setup, in the Quick Find box, enter Users, and then select Users
2. Click Edit next to the name of the user you want to deactivate.
3. Clear the Active checkbox and click Save. If you can’t immediately deactivate an account
(for example, when the user is selected in a custom hierarchy field), you can freeze their
account. That prevents the user from logging in to your organization while you’re working
on deactivating them.
 On the Users page in Setup, click the username of the user whose account you want to
freeze.
 Click Freeze.

Restrict Login Access by Time
For each profile, you can specify the hours when users can log in. For example, if you decide
your call center employees really only need to look at customer data while they're taking phone
calls nine to five, you can make it so they can't log in during evenings and weekends.
1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
2. Click the profile you want to change.
3. Under Login Hours, click Edit.
4. Set the days and hours when users with this profile can log in to the organization.
5. To allow users to log in at any time, click Clear all times.
6. To prohibit users from using the system on a specific day, set the start and end times to the
same value

1.4 LIGHTNING APP BUILDER
Lightning App Builder is a visual development tool provided by Salesforce that

allows users to design and customize the user interface of their Salesforce applications without
the need for extensive coding. It is part of the Lightning Experience, Salesforce's modern and
user-friendly interface.
Lightning App Builder lets developers and business users build beautiful custom user
interfaces that are designed to work perfectly on your desktop and mobile devices, all without
writing a single line of code. In this Quick Start, you'll build a geolocation app for sales reps in
the field using the Lightning App Builder. You'll use a pre-built Lightning Component and the
drag-and-drop interface of Lightning App Builder to create this app.
Create Your First Page
A Lightning Page is a container for Lightning Components. Create your first page and add a
component to it.
If you haven’t already, log in to Trailhead, then launch your Trailhead Playground by
clicking Launch at the bottom of this page. This opens your Trailhead Playground in a new tab.
1. If you're not already on the Setup home page, click Gear icon to access Setup in Lightning
Experience. and select Setup to launch Setup in a new tab.
2. Enter Lightning App Builder in Quick Find and select Lightning App Builder.
3. Under Lightning Pages, click New.
4. Select App Page then click Next.
5. In the Label field, type Field Sales App and click Next.
6. In Create a New Lightning Page, select Two Regions.
7. Click Done.

For your first component, drag a List View component onto the page.
1. In the Desktop drop-down list, click Tablet - Portrait. The canvas's preview layout
changes from the standard single column to two columns.
2. From the Standard Components menu on the left, drag the List View to the left column.
3. Set the properties of this component using the Properties list in the right sidebar.
o In the Object drop-down list, select Account.
o In the Filter drop-down list, select My Accounts.
o In the Number of Records to Display field, enter 7.
4. Click Save and Not yet option to activate the Page

1.5 Salesforce Marketing Cloud
Marketing Cloud is used by almost all companies for marketing purposes. In

this Sales Market Cloud, you can send customized mass mailers to thousands of
potential customers at just a single click. You can also target some content on
social media using advertisements. This can be used to boost your sales
numbers.
There are many ways how an optimal marketing strategy should be. But
from those companies that failed badly in marketing, one thing is clear. Deluging
mistargeted ads to customers is clearly not the way to go. If you’re an avid
online user, you might de 昀 nitely have encountered such ads in your mailbox.
If you are into marketing, with Salesforce Marketing Cloud, you can make
your marketing team smarter and be more predictive about each customer.
You’ll get an intelligent platform integrating marketing, sales, service, and
commerce that will make for a collaborative CRM, equipped with tools and
data to make recommendations based on past purchases.
Fig: 1.4 Marketing Cloud
10

This is also helpful in solving issues your customers might have with certain
products. You can increase engagement through custom communities (as
speci 昀 ed in the subsequent section below) and connect to your customers
through any device on any channel from social media. Gathering key
insights into strengthening your relationship with each customer at every
stage will be made easy with Salesforce Marketing Cloud. Easily adjustable
campaigns to help drive leads in the pipeline while you get a complete view
of the customer data to optimize your marketing strategy, all is possible
with Salesforce’s marketing facility
1.6 Salesforce Service Cloud
Using Salesforce, support agents can address customer problems with the
right tools. Building self-service communities give your customers the ability
to solve their issues on their own terms.
As a service owner, customer opinions ought to be your top concern. Every

share, like, heart, or recommendation makes a big di 昀 erence, and if they’re
happy you’re happy too. As a service business owner, you should know all
the issues of your customers and the customer history and then should
provide one-on-one service, accordingly.
11

Fig: 1.5 Service Cloud
This makes you smarter and better able to discuss the details of each
sale and case history. You should also be able to put forward marketing
messages that tweak the interest of your customers. When you are better
able to connect to the technicians on the 昀 eld, it becomes easier for you to
make them more productive. All this is possible with Salesforce Service
Cloud.
1.7 Salesforce Architecture
12

Fig: 1.6 Salesforce Architecture
The architecture of Salesforce can be divided into various components

described as follows:
Trusted multitenant Cloud
In this component, multiple instances of one or more application operate
separately in a shared environment. The instances are known as tenants which
separate from each other. Although, there are physically remain in the same
hardware. It is called trusted as it o 昀 ers a high level of security
Scalable Metadata Platform
This component helps you to customizations. It also allows you to increase
the amount of data or concurrent user instances.
Enterprise Ecosystem
The enterprise Ecosystem of Salesforce is quite big as many partners

contribute by creating and maintaining in this platform.
APIs
Salesforce o 昀 ers a powerful suite of APIs to develop the Mobile App.
Salesforce as SaaS (Software as a Service): No installations, setup or

download
required. Just Log in and use software across the Cloud
13

Module 2
SECURITY SPECIALIST SUPERBADGE
2.0 Security Specialist Superbadge
The Security Specialist Superbadge is a

Salesforce credential composed of three
superbadges.
 Security Governance Specialist

Superbadge
 User Access Specialist Superbadge
2.1 Security Governance Specialist Superbadge
The Security Governance Specialist Superbadge is a Salesforce credential

made up of two superbadge units.
1. Authentication Governance Superbadge Unit
2. Access Governance Superbadge Unit
1. Authentication Governance Superbadge Unit:
To earn the Security Specialist Superbadge, you'll demonstrate your

pro 昀 ciency in monitoring and enhancing user authentication. You'll conduct
thorough audits of single sign-on (SSO) and multi-factor authentication
(MFA) users, ensuring compliance and security. You'll build comprehensive
authentication monitoring reports and dashboards, providing valuable
insights into user activity and potential risks. You'll customize a 昀 ow with a
concurrent sessions email action, proactively alerting users of suspicious
activity and preventing unauthorized access. By implementing these
measures, you'll safeguard your Salesforce organization and maintain a high
level of security.
14

2. Access Governance Superbadge Unit:
To earn the Security Specialist Superbadge, you'll delve into the realm
of privileged user management, data protection, and connected app access
monitoring. You'll conduct thorough audits of privileged users, evaluating
their access levels and adjusting permissions as needed to ensure the
principle of least privilege. You'll vigilantly monitor changes to key data,
promptly identifying and mitigating any potential exposure of sensitive
information. You'll articulate best practices in monitoring connected app
access, ensuring that only authorized apps have access to Salesforce data.
By implementing these measures, you'll safeguard your Salesforce
organization from unauthorized access and data breaches.
2.2 User Access Specialist Superbadge
The User Access Specialist Superbadge is a Salesforce credential made

up of three superbadge units.
1. User Access Fundamentals Superbadge Unit

2. Extended User Access and Restriction Superbadge Unit
3. User Access Troubleshooting Superbadge Unit
1.User Access Fundamentals Superbadge Unit:
To earn the Security Specialist Superbadge, you'll embark on a

journey to master Salesforce's sophisticated permission management
system. You'll establish record access through organization-wide defaults,
ensuring a consistent security baseline across your Salesforce org. You'll
create and modify pro 昀 les, carefully de 昀 ning the access levels for di 昀 erent
user groups. You'll manage access to standard and custom objects, granting
users appropriate permissions to view, edit, or delete data. You'll create
permission sets and permission set groups, enabling granular control over
user access and streamlining permission assignments. By mastering these
concepts, you'll become an expert in safeguarding Salesforce data and
maintaining user access.
15

2.Extended User Access and Restriction Superbadge Unit:
To earn the Security Specialist Superbadge, you'll delve into the
depths of Salesforce's robust sharing model. You'll 昀 ne-tune organization-
wide sharing settings, establishing a balance between data visibility and
security. You'll create roles and implement hierarchical sharing, leveraging
the organizational structure to control record access. You'll construct owner-
based and criteria-based sharing rules, granting users access to speci 昀 c
records based on prede 昀 ned criteria. You'll employ restriction rules to 昀 lter
record access based on user pro 昀 les, ensuring that only authorized users
can view sensitive data. By mastering these techniques, you'll become an
expert in managing Salesforce data sharing and safeguarding your
organization's information.
3.User Access Troubleshooting Superbadge Unit:

expertise in managing user access and preventing data leaks. You'll skillfully
adjust access levels using pro 昀 les and permission sets, ensuring that users
have only the necessary permissions to perform their tasks. You'll
proactively identify and rectify unintended sharing, safeguarding sensitive
information from unauthorized access. You'll con 昀 gure visibility updates
based on your organization's speci 昀 c requirements, maintaining data
integrity and compliance. You'll adhere strictly to company standards and
policies, ensuring that your actions align with the organization's security
framework.
16

17

Module 3
USER AUTHENTICATION SPECIALIST

SUPERBADGE
3.0 User Authentication Specialist Superbadge
The User Authentication Specialist Superbadge is a Salesforce credential

composed of three superbadge units.
1. User Authentication Settings Superbadge Unit

2. Multi-Factor Authentication and Single Sign-On Settings Superbadge
Unit
3. User Authentication Troubleshooting Superbadge Unit
3.1 User Authentication Settings Superbadge Unit:
 Set appropriate password policies: Enforce strong password

requirements, such as minimum length, complexity, and regular
changes.
 Con 昀 gure login requirements and limits: Implement login history
tracking, lockout mechanisms for failed login attempts, and restrictions
on logins from suspicious IP addresses.
 Control API access for connected apps: Grant access only to trusted
apps, employ OAuth authentication for secure communication, and
closely monitor API usage patterns.
 Set trusted IP addresses for users: Restrict logins to authorized IP
addresses, utilize VPNs for secure remote connections, and employ IP
whitelisting for sensitive data access.
3.2 Multi-Factor Authentication and Single Sign-on Settings Super badge Unit:
18

To earn the Security Specialist Superbadge, you'll delve into the realm
of enhanced authentication mechanisms, ensuring robust protection against
unauthorized access.
You'll con 昀 gure single sign-on (SSO) settings to streamline user
authentication and eliminate the need for multiple logins. You'll implement
multi-factor authentication (MFA) as an additional layer of security beyond
passwords. You'll enable Lightning Login, a streamlined authentication
experience that simpli 昀 es user access while maintaining security. You'll
thoroughly test your con 昀 gurations with the Salesforce Authenticator app to
ensure seamless integration and optimal security.
3.3 User Authentication Troubleshooting Superbadge Unit:

ability to handle various security-related scenarios. You'll assist a new user
in connecting to the Salesforce Authenticator app, ensuring smooth
onboarding. You'll troubleshoot single sign-on con 昀 guration issues,
maintaining seamless user access. You'll take swift security precautions if a
user's phone is stolen, safeguarding the Salesforce organization. By
e 昀 ectively managing these situations, you'll showcase your expertise in
Salesforce security.
Fig: 2 Identity Verification
19

Module 4
LIGHTNING EXPERIENCE REPORTS & DASHBOARDS
SPECIALIST
4.0 Lightning Experience Reports & Dashboards Specialist
The Lightning Experience Reports & Dashboards Specialist

Superbadge is a Salesforce credential that validates your pro 昀 ciency in
creating, managing, and utilizing reports and dashboards in Salesforce
Lightning Experience. By earning this Superbadge, you demonstrate your
ability to extract meaningful insights from Salesforce data, present them in
a visually appealing and understandable format, and empower users to
make data-driven decisions.
Skills Required for a Lightning Experience Reports & Dashboards

Specialist
 To excel as a Lightning Experience Reports & Dashboards Specialist,

you should possess a blend of technical and analytical skills.
 Thorough understanding of Salesforce data models: You must have a
deep understanding of Salesforce data structures, relationships
between objects, and the Salesforce reporting language (SOQL).
 Pro 昀 ciency in Salesforce report builder: You should be pro 昀 cient in
using the Salesforce report builder to create reports, apply 昀 lters, and
utilize conditional formulas.
 Experience with Salesforce dashboard components: You must be
familiar with various dashboard components, their functionalities, and
how to arrange them e 昀 ectively.
 Data analysis and visualization skills: You should possess the ability to
analyze data, identify patterns, and translate insights into visually
compelling charts and graphs.
20

 Strong communication and collaboration skills: You must be able to
e 昀 ectively communicate complex data insights to non-technical users
and collaborate with stakeholders to understand their reporting needs.
Bene 昀 ts of Earning the Lightning Experience Reports & Dashboards

Specialist Superbadge
 Earning the Lightning Experience Reports & Dashboards Specialist

Superbadge o 昀 ers several bene 昀 ts, including:
 Recognition of your expertise: The Superbadge serves as a valuable
credential, validating your skills and knowledge in Salesforce reporting
and dashboarding.
 Enhanced career opportunities: The Superbadge can open doors to new
career opportunities, positioning you for promotions and advancement.
 Increased contribution to your organization: Your ability to create and
manage reports and dashboards can signi 昀 cantly enhance your
organization's data-driven decision-making capabilities.
Administer report and dashboard visibility and access
To ensure that only authorized users have access to sensitive data,

you'll learn to create and manage report and dashboard folders, set report
and dashboard sharing permissions, and grant or revoke access to reports
and dashboards. This involves understanding Salesforce's sharing model
and utilizing its features e 昀 ectively.
Apply report types and 昀 elds
You'll gain pro 昀 ciency in creating custom report types to cater to

speci 昀 c reporting needs and data structures. This includes adding and
21

removing 昀 elds to reports, utilizing 昀 lters and conditional formulas to re 昀 ne
reports, and understanding the di 昀 erent types of record 昀 lters and their
impact on data presentation.
Design a record 昀 ltering strategy
E 昀 ective 昀 ltering is crucial for narrowing down report results and

focusing on relevant data. You'll learn to create e 昀 ective record 昀 lters based
on speci 昀 c criteria, employ dynamic 昀 lters to 昀 lter reports based on real-
time data or user input, and combine multiple 昀 lters to create sophisticated
昀 ltering strategies.
Create and surface report charts and dashboards

Data visualization is essential for communicating insights e 昀 ectively.
You'll master creating a variety of chart types, including bar charts, line
charts, and pie charts, formatting charts to make them visually appealing
and easy to understand, and strategically placing charts and reports on
dashboards to provide users with key insights.
Apply buckets, groups, and custom summary formulas

Data summarization helps in understanding trends and patterns. You'll
learn to use buckets to group data into meaningful categories, create
groups to analyze data at di 昀 erent levels of detail, and develop custom
summary formulas to calculate complex metrics.
Create dashboard components

Dashboards provide a centralized view of key information. You'll learn
to add and remove components to dashboards, con 昀 gure component
properties to customize their appearance and behavior, and use 昀 lters and
conditional formatting to personalize dashboards for speci 昀 c users
The Lightning Experience Reports & Dashboards Specialist
Superbadge is a valuable credential that demonstrates your expertise in a
critical area of Salesforce data management. By earning this Superbadge,
22

you position yourself as a data-driven professional.
Fig : 3 Lightning Experience Dashboard
23

Module 5
SUPER BADGES
5.0 SUPER BADGES
My typical day would consist of completing milestones and exploring challenges in the
trail head platform, which includes watching and learning from trainers via video
sessions, step-by-step tutorials that explain the process of creating applications and
deploying them.
The trailhead modules are designed so that there is a lab after each video session; this
way, when I read about a new topic, I can implement it in real time via virtual labs. This
resulted in an easy-to-understand salesforce method. There are many badges and points
for each activity and milestone to make it even more tough and enjoyable.
Each medal may be obtained by completing a specific challenge in each module. This
pushed me to collect additional badges and points, which I may use to demonstrate
recruiters my talents through digital badges.
Fig: 4 Super badges
24

The Admin Super Set is a collection of three superbadges offered by Salesforce that validate your
expertise in securing Salesforce data and applications. This superset is designed for Salesforce
administrators, developers, and security professionals who want to demonstrate their proficiency in
protecting Salesforce environments from unauthorized access and other threats.
To earn the Admin Super Set, you must complete the following three superbadges:
Salesforce Security Specialist Superbadge
This superbadge covers the fundamentals of Salesforce security, including Salesforce security
concepts, user permissions and access, data protection, login security, and Apex security.
Salesforce Identity and Access Management Superbadge
This superbadge delves deeper into identity and access management (IAM) concepts, such as user
authentication, single sign-on (SSO), multi-factor authentication (MFA), and role-based access
control (RBAC).
Salesforce Data Protection Specialist Superbadge
This superbadge focuses on data protection strategies, including encryption, data masking, data
classification, and data loss prevention (DLP).
Finally, through creating services and apps during my internship, I obtained both theoretical and
practical expertise. I also like to thank Smart Internz for the simple onboarding and virtual learning
process. Throughout the internship, Smart Internz has taken a personal interest in my learning
process. Personal mentors have advised and updated me on each module I finished.
25

CONCLUSION
By successfully completing the three superbadge units, aspiring

security professionals gain in-depth knowledge of user authentication
mechanisms, security governance principles, and user access management
strategies. This comprehensive understanding equips them to tackle the
complexities of Salesforce security and make informed decisions to protect
organizational data.The Security Specialist Superbadge delves into the
intricacies of user authentication, emphasizing the importance of verifying
user identities before granting access to sensitive data. Through hands-on
exercises, individuals explore various authentication methods, including
username and password combinations, single sign-on (SSO) integration, and
multi-factor authentication (MFA) implementation.
The superbadge underscores the signi 昀 cance of security governance,

establishing a framework for safeguarding Salesforce organizations.
Participants gain insights into developing and implementing security
policies, enforcing access controls, and implementing data encryption
measures. They also learn to establish a comprehensive monitoring plan to
proactively identify and address potential security threats.The Security
Specialist Superbadge equips individuals with the skills to e 昀 ectively
manage user access within Salesforce environments. They learn to create
new users, assign roles and permissions, and maintain user pro 昀 les,
ensuring that access aligns with individual responsibilities. Additionally, they
master the art of provisioning and de-provisioning user access, ensuring
that access privileges remain relevant and aligned with current needs.
Earning the Security Specialist Superbadge is not merely an academic

pursuit; it is a transformative journey that elevates individuals to the
forefront of Salesforce security expertise. By mastering the superbadge's
concepts, individuals demonstrate their commitment to data security,
making them highly sought-after professionals in today's demanding job
market.The Security Specialist Superbadge stands as a testament to an
26

individual's dedication to safeguarding Salesforce organizations. By earning
this prestigious credential, individuals not only enhance their career
prospects but also make a signi 昀 cant contribution to the overall security
posture of their organizations. As the world increasingly relies on Salesforce
for data management and business operations, the demand for security-
focused professionals will continue to rise. The Security Specialist
Superbadge empowers individuals to rise to this challenge, ensuring that
Salesforce remains a trusted platform for organizations worldwide
When I started working on Security Governance Super badge, they asked me to
complete the prerequisites like the Authentication Governance and Access Governance Units. In
that modules I have learned how to protect my data by performing Axiom SSO tests which
would send a request to the salesforce to protect the data.
Another aspect I would like to mention is regarding the Lightning Experience Reports
and Dashboards Specialist Super Badge. Here I was asked to construct a new trailhead
playground and was asked to install a package (04t1H0000018kE1) named Solar Bots App
Page. Then they asked us to create six public teams namely Executive Team, Report and
Dashboard Administrators, Research and Development Team, Sales, Leadership Team, Sales
Team, Support Team and we should verify the Solar bot status.
Finally, In the Admin Super Set, an assessment was conducted to verify the progress of
the previous super badges. In the Administrator Journey of Salesforce, I learned many things
regarding the creation of lightning pages, cloud basics, data modelling, how to keep data secure
and manage the data. I would like to thank Salesforce and Smart Internz for giving me this
opportunity to work with them and help me upgrade my skills which would be useful for my
career.
27

REFERENCES
1. https://www.forcetalks.com/blog/sales-cloud-in-salesforce-all-about-it/
2. https://www.forcetalks.com/blog/oauth-2-0-client-credentials-flow-
salesforeedeveloper-guide/
3. https://www.forcetalks.com/blog/salesforce-crm-implementation-challengesand-
solutions/
4. https://www.forcetalks.com/blog/managed-services-the-go-to-model-forsalesforce-
users/
5. https://www.forcetalks.com/videos/data-migration-salesforce-admin-tutorial
6. https://www.forcetalks.com/videos/salesforce-salaries-in-current-market/
7. https://www.forcetalks.com/videos/is-salesforce-career-recession-proof/
8. https://www.forcetalks.com/videos/validation-rules-in-salesforce-video-tutorialguide/
9. https://www.forcctalks.com/blog/user-agent-flow-in-salesforce-the-developerguide/
10. https://www.forcetalks.com/blog/top-5-ways-salesforce-cdp-solves-customerdata-
challenges-and-benefits-business-growth/
28

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INTERNSHIP SUMMARY REPORT

A report submitted in partial fulfilment of the requirements of the Award of

DEPARTMENT OF COMPUTER SCIENCE AND ENGINEERING

Internship Report AKANKSHA

Prof. Abha Kumari

Prof. Raj Anwit

I hereby declare that the Industrial Internship report entitled “Salesforces

Signature Of the Student

I would like to thank Prof. Abha KumariInternship Coordinator Department

AKANKSHA KUMARI SINHA

Salesforce is an American cloud-based software company headquartered in San

SNo. Contents Page

Salesforce is the CRM (Customer Relationship Management) where it unites

• What is Salesforce CRM?

What is Salesforce CRM?

app cloud Community Resources & Tools

3. Fill all details with valid Email Address.

4. An Email will be sent to your Email Address.

The below diagram shows the architectural view of the salesforce:

Creating a FREE Salesforce Org:

Navigating the Salesforce User Interface:

Salesforce Branding and UI Customization:

User Navigation Bar Customization:

A user is anyone who logs in to Salesforce. Users are employees in your

Find Your Way Around

Build Your Network with Trailblazer Community

Troubleshoot and Solve Problems Together

Salesforce Platform Basics:

Discover Use Cases for the Platform -

Understand the Salesforce Architecture

Power up with AppExchange

Platform Development Basics

Relationships & Process Automation consists of:

Values in Salesforce Picklist

When we create a picklist we need to set individual values (specific to a

Formulas and Validations

Build a Data Model for Travel Approval App

Create a Department Object

Create a Travel Approval Object

Create an Expense Item Object

ImportDataandTest the App

Lightninq App Builder

What is data export in Salesforce?

1. Create and Convert Leads as Potential Customers.

Quick Start Lightning App_ Builder Add Quick

CHAPTER 9: Self-Paced Learning Modules to be completed

Flows fall into five categories:

Control Access to the Org

Control Access to Objects

Control Access to Fields

Create a Role Hierarchy

Define Sharing Rules

We can keep the data secure in recruiting app

In this we learn about,

Type Overview Common Scenarios

Similar to future methods. but provide additional job chaining

Scheduled Schedule Apex to run at a specified time. Daily or weekly

Salesforce is committed to developing open web standards and is a member of the

Salesforce developers are contributing members of the ECMA International