Internship Report Salesforce

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Internship report salesforce jith
Computer science (G. Pulla Reddy Engineering College)
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INTERNSHIP REPORT
On
“SALESFORCE SUPPORTED VIRTUAL INTERNSHIP”
An internship report submitted in partial fulfillment of the requirements

for the award of the degree of
BACHELOR OF TECHNOLOGY
IN
ELECTRONICS AND COMMUNICATION ENGINEERING
BY
KADIRI JITHENDRA KUMAR REDDY (209X1A0490)

UNDER THE ESTEEMED GUIDANCE OF
SRI. M. MADHUSUDAN REDDY, M. TECH

ASSISTANT PROFESSOR
DEPARTMENT OF ELECTRONICS AND COMMUNICATION ENGINEERING
G. PULLA REDDY ENGINEERING COLLEGE (AUTONOMOUS)
(ACCREDITED BY NBA & NAAC OF UGC WITH A+ GRADE)
(AFFILIATED TO JNTUA, ANANTAPUR)
KURNOOL-518007
2021-2022
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G. PULLA REDDY ENGINEERING COLLEGE (Autonomous),

KURNOOL
(Accredited by NBA of AICTE and NAAC of UGC with an A+ grade)
Affiliated to JNTUA, Anantapur
(2021-2022)
CERTIFICATE
This is to certify that the internship report titled
” SALESFORCE SUPPORTED VIRTUAL

INTERNSHIP”
is a bonafide record of work carried
By
K. JITHENDRA KUMAR REDDY (209X1A0490)
Under my guidance and supervision in the fulfillment of the requirements for the
award of degree
BACHELOR OF TECHNOLOGY
IN
ELECTRONICS AND COMMUNICATION ENGINEERING
INTERNAL SUPERVISOR HEAD OF THE DEPARTMENT

SRI. M. MADHUSUDAN REDDY, M. TECH DR. S. NAGARAJA RAO, M.TECH, PhD
MISTE
Assistant Professor Professor and Head of Department
Department of ECE, Department of ECE,
G. Pulla Reddy Engineering College (Autonomous), G. Pulla Reddy Engineering College
Kurnool. (Autonomous), Kurnool.
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ACKNOWLEDGEMENT
I express our sincere thanks to our respected Principal ‘Dr. B. Sreenivasa

Reddy garu’, for providing a good environment and necessities to finish
the internship successfully.
I am grateful to extend our deep sense of gratitude to “Dr. S. Nagaraja Rao

garu, M.Tech, Ph.D”, Professor and Head of the Department, Department
of Electronics and Communication engineering for providing requisite
facilities in the department and for being a constant source of motivation
for us.
I also extend our sincere thanks to my internship guide Sri. M.

Madhusudan Reddy Garu, M. Tech, Assistant Professor, ECE Department,
G. Pulla Reddy Engineering College, who has been a source of inspiration
throughout our course and for extending all support to us in the form of
technical literature and excellent guidance.
Last but not least, we are thankful to all the faculty and staff of ECE
Department and friends for their valuable assistance and encouragement.
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DECLARATION
We hereby declare that this internship report titled “SALESFORCE

SUPPORTED VIRTUAL INTERNSHIP” is the authentic work carried
out by me as a student of “G. PULLA REDDY ENGINEERING
COLLEGE (Autonomous), Kurnool,” during this academic year 2021-
2022 under the guidance of SRI. M. MADHUSUDAN REDDY, M.Tech,
Assistant Professor, ECE Department, has not been submitted elsewhere
for the award of a degree or diploma in part or in full to any institute.
K. JITHENDRA KUMAR REDDY
(209X1A0490)
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ABSTRACT
In the era of growing technology and the expansion of business made the
devices to be compatible to use and to be resolved issues if any. In this
fast passing revolution of companies the ,maintenance of products of
customers through services is provided with help of tech called
“Salesforce ” where the members of this company acts as a bridge between
the customer and the company.
The salesforce has set up a cloud platform setup especially for the issues
through customer relationship management services. This digital
workplace helps businesses, government agencies, schools, and non-profit
organizations large and small deliver exceptional experiences. And it’s
doing so across industries, including healthcare, retail, consumer goods,
manufacturing, financial services, media, communications and technology.
We can help your team tailor marketing messages to the right person at the
right time on the right channel. We can also help you improve lead
generation, customer acquisition, upselling and cross-selling opportunities.
Artificial Intelligence also plays a part, whose integration helps your team
plan and optimize every customer interaction. You can quickly and easily
make data-backed decisions about new customer segments you want to
target.
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Contents
CHAPTER I
1. Introduction………………………………………………………………..10
2. Salesforce…………………………………………………………………..11
2.1 History……………………………………………………………………….…..11
2.2 WHAT IS CRM(CUSTOMER RELATION MANAGEMENT)?....................12
2.3 COMPANIES USING SALESFORCE IN INDIA?.............................................13
3. SMARTINTERNZ………………………………………………………………………14
CHAPTER II
1. SALESFORCE DEVELOPER…………………………………………………………16
1.1Major Roles And Responsibilities Of A Salesforce Developer……………….…16
1.2Key Skills Needed to be an Efficient Salesforce Developer……………….…….17
2.TRAILHEAD..…………………………………………………………………………...18
2.1WHAT DOES TRAILHEAD DO?.......................................................................19
2.2HOW DEPARTMENTS CAN USE TRAILHEAD?............................................19
2.3MY TRAILHEAD PROFIL……...……………………………………………...20
CHAPTER III
1.WORK DONE UNDER INTERNSHIP…………………………………………………..21

2.SALESFORCE VIRTUAL INTERNSHIP……………………………………………….21
3.MODULES THAT ARE DONE UNDER THIS INTERNSHIP………………………....21
4.SUPERBADGES …………………………………………………………………………24
4.1PROCESS AUTOMATION SUPERBADGE…………………………………………...24

4.2APEX-SPECIALIST SUPERBADGE……………………………………………...…...27
4.2.1 KEY WORDS AND CONCEPTS:…………………………………,,…….....28
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What is Apex?................................................................................................28
4.2.1.1 APEX TRIGGERS:…………………………………………………28
4.2.1.2 BULK APEX TRIGGERS:…………………………………………29
4.2.1.3 APEX UNIT TESTS: ………………………………………………29
4.2.1.4 ASYNCHRONOUS
APEX:………………………………………………….……29
4.2.1.5 FUTURE APEX:…………………………………………………....30
4.2.1.6 BATCH APEX: …………………………………………………….30
4.2.1.7 QUEUEABLE APEX:………………………………………………31
4.2.1.8 SCHEDULE APEX:………………………………………………...31
4.2.1.9 MAKE CALLOUT TO EXTERNAL SERVICE FROM APEX:…..31
4.2.1.10 HTTP AND CALLOUT BASICS:………………………………...32
4.2.1.11 USE “WESDL2” APEX TO GENERATE APEX CODE:………..32
4.2.1.12 EXPOSE YPUR APEX CLASS AS A WEB SERVICE:…………33
4.2.1.13 : WHAT ARE CALLOUTS?............................................................33
4.2.2CODES USED IN COMPLETION OF
SUPERBADGE:…………………33
Conclusion:…………………………………………………………………………………35
References………………………………………………………………………………….35
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Figure context
FIG NUMBER DESCRIPTION PAGE NUMBER

1.1 Salesforce logo 11
1.2 Smartinternz logo 14
1.3 Home page of Smartinternz 14
1.4 Smartinternz tied up companies 15
2.1 Trailhead logo 18
2.2 My trailhead profile 20
3.1 The Superbadges completed 22
3.2 The modules completed -1 23
3.5 Prerequisites completed for Process 24
automation
3.6 Validation rules for accounts 25
3.7 The Details of “ROBOSETUP” object 25
3.8 Process builder flow for automating 26
opportunities -1
3.9 Process builder flow for automating 26
opportunities -2
3.10 Salesflow version named “Product 27
quick search” for the company
3.11 Prerequisites completed for Apex 27
specialist
3.12 How callout’s work 32
Tables:
TABLE NUMBER DESCRIPTION PAGE NUMBER
1.1 companies using salesforce 13

technology
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CHAPTER I
INTRODUCTION
This project in Salesforce supported virtual internship deals with the

automation of a process for a company where when requests are made
according to the constraints it will be directed to respective
departments.
Here the project helps us to learn about different types of activities
which salesforce provides in maintaining the customer and business
relations. Through this internship we can learn about the aspect of
cloud computing used in business management through salesforce
In an efficient way so that which makes all the processes automated
making a decrease in the human effort.
In addition to this we will get an idea how the process works and how
any opportunity or leads gets generated and its manipulation. Due to
the automation project the human errors will get reduced.
In addition we can also get emails and alerts directly to our devices
when a particular action takes place which helps up in taking further
actions.
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SALESFORCE
Salesforce Inc is an American cloud-based software company headquartered in .San

Fransisco , California. Its customer relations management (CRM) software and applications
focused on sales, customer service, marketing automation, analytics, and application
development.
Fig 1.1: salesforce logo
HISTORY:
The company was founded in 1999 by former Oracle executive Marc Benioff, together with
Parker Harris, Dave Moellenhoff, and Frank Dominguez as a software as a service (SaaS)
company. Initial funding for the company came from Larry Ellison and Halsey Minor.
In 2009, Salesforce passed $1 billion in annual revenue. Also in 2009, the company launched
Service Cloud, an application that helps companies manage service conversations about their
products and services.
In 2014, the company released Trailhead, a free online learning platform. In October 2014,
Salesforce announced the development of its Customer Success Platform. In September 2016,
Salesforce announced the launch of Einstein, an artificial intelligence platform that supports
several of Salesforce's cloud services.
In February 2021, Amy Weaver, previously the chief legal officer, became CFO. Former
CFO Mark Hawkins announced that he would be retiring in October. In November 2021, Bret
Taylor was named vice chair and co-CEO of the company.
In April 2022, Salesforce acquired Phennecs, a sandbox privacy compliance startup.
Also in April 2022, Salesforce announced a five-year partnership with Formula one.
In May 2022, Salesforce announced the acquisition of Slack-bot maker Troops.ai.
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WHAT DOES SALESFORCE DO?

Salesforce creates and supports customer relationship management software that helps break
down the technology silos between departments to give companies a complete view of their
customer everywhere they interact with your brand. When Salesforce technology is
implemented, employees in marketing, sales, commerce, service, and information technology
(IT) can share a single customer view from any device, anywhere in the world. We call our
platform SalesForce Customer 360 because it’s a collection of powerful apps that help you
see a holistic view of your customers anywhere, they come into contact with your brand.
WHAT IS CRM(CUSTOMER RELATION MANAGEMENT)?
Customer relationship management (CRM) is a process in which a business or other

organization administers its interactions with customers, typically using data analysis to study
large amounts of information.
CRM systems compile data from a range of different communication channels, including a
company's website, telephone, email, live chat, marketing materials, and more recently, social
media. They allow businesses to learn more about their target audiences and how to best cater
to their needs, thus retaining customers and driving sales growth. CRM may be used with
past, present or potential customers. The concepts, procedures, and rules that a corporation
follows when communicating with its consumers are referred to as CRM. This complete
connection covers direct contact with customers, such as sales and service-related operations,
forecasting, and the analysis of consumer patterns and behaviors, from the perspective of the
company.
The concept of customer relationship management started in the early 1970s, when customer
satisfaction was evaluated using annual surveys or by front-line asking.[5] At that time,
businesses had to rely on standalone mainframe systems to automate sales, but the extent of
technology allowed them to categorize customers in spreadsheets and lists. One of the best-
known precursors of modern-day CRM is the Farley File. Developed by Franklin Roosevelt’s
campaign manager, James Farley, the Farley File was a comprehensive set of records
detailing political and personal facts on people FDR and Farley met or were supposed to
meet. Using it, people that FDR met were impressed by his "recall" of facts about their
families and what they were doing professionally and politically. In 1982, Kate and Robert D.
Kestenbaum introduced the concept of database marketing, namely applying statistical
methods to analyze and gather customer data. By 1986, Pat Sullivan and Mike
Muhney released a customer evaluation system called “ACT!” based on the principle of
digital Rolodex, which offered a contact management service for the first time.
The first open-source CRM system was developed by “SugarCRM” in 2004. During this
period, CRM was rapidly migrating to the cloud, as a result of which it became accessible to
sole entrepreneurs and small teams. This increase in accessibility generated a huge wave of
price reductions. Around 2009, developers began considering the options to profit from social
media's momentum and designed tools to help companies become accessible on all users'
favourite networks.
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COMPANIES USING SALESFORCE IN INDIA:
Company Name Industry
Aricent Group Telcom
Aricent Inc Telcom
BlueScope Steel Manufacturing
KONE Manufacturing
Cisco Systems Inc Computers and Electronics
Motorola Inc Telcom
Yamaha Corporation Wholesale and Distribution
Allianz AG Financial Services
Spherion Corporation Business Services
P&H Mining Equipment Manufacturing
Thomson Reuters Corporation Financial Services
VTB Capital plc Financial Services
Swiss Re Corporation Financial Services
BNP Paribas Limited Banking
Table 1.1: Companies using salesforce technology
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SMARTINTERNZ
“SmartInternz” is an Experiential Learning & Remote Externship Platform to bring academia
& industry very close for a common goal of talent creation.
Fig 1.2 : Smartinternz logo
Fig 1.3 HOME PAGE OF SMARTINTENZ POWERED BY “SMART BRIDGE”
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Smartinternz is an online platform that helps students to learn and practice various courses
which are required to upskilling of an individual to meet the market demands.
It operates on making the individual upskilling with the necessary skills required for a
particular job which one wants to achieve through the 70:20:10 rule
➢ 10% Learn It Yourself: We got the largest library of in-demand technologies with the
best materials for you to choose when & if you need
➢ 20% You Share, You Grow. Our platform is designed to skill you up while you work
with teams and experts as your mentors from around the world
➢ 70 % Say Hello to experience. There is nothing better than Project-based learning and
we are here to provide the best of the real-life working experience to you from the
comfort of practicing anywhere
The companies that are tied up with the “SMART BRIDGE” corporation to help students
upskill themselves are as follows.
Fig1.4 Smartinternz tied up companies
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CHAPTER II
SALESFORCE DEVELOPER
A Salesforce developer is a special type of computer programmer who writes software on the
Salesforce CRM platform or another piece of Salesforce cloud technology. This ranges from
creating websites to developing apps. A Salesforce developer works with computer code like
JavaScript and HTML on a daily basis.
A Salesforce developer is a special type of computer programmer who writes software on the
Salesforce CRM platform or another piece of Salesforce cloud technology. This ranges from
creating websites to developing apps. A Salesforce developer works with computer code like
JavaScript and HTML on a daily basis. There are certain skill sets that are required to be an
efficient Salesforce developer. There are certifications available that can add to the skill set,
though not mandatory. Some of them are Salesforce Certified Platform App Builder, and
Salesforce Certified Platform Developer I & II.
Some of the major programming languages that the Salesforce Developer is supposed to
know are Apex, Visualforce, HTML, and JavaScript. They must be knowledgeable in
Salesforce system components like Visualforce page, 3rd party integration, customized
function development, etc. Also, with Salesforce-related applications like Lightning App
Builder, Force.com, and Heroku.
Major Roles And Responsibilities Of A Salesforce Developer
SALESFORCE APPLICATION-SPECIFIC:
➢ Salesforce Customization requirement handling as and when the need comes

➢ Salesforce Configuration including user interface with all relevant choices
➢ Application development for peer Salesforce developers
➢ Designing business portal along with components like page layouts etc.
➢ Ensuring complex customer workflows into Salesforce-specific outputs
➢ Mapping functional needs to Salesforce functionalities
➢ Creation of technical approaches and plans to encompass all needed procedures
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GENERAL:
➢ Analysing customer requirements and then designing and developing the

application to meet those needs
➢ Ensure thorough collaboration with other team members / analysts / testers /
designers for a comprehensive output
➢ Seamless integration with third party systems
➢ Creation of mobile / web applications
➢ Identification of business processes followed at major departments and
subordinate offices
➢ Maintenance of user roles to ensure no security lapse / breaches
➢ Proper training and orientation to all involved, involving gap analysis
Key Skills Needed to be an Efficient Salesforce Developer
Technical Skills:
➢ Fundamental object-oriented programming concepts

➢ Basic knowhow of C# and JavaScript
➢ MVC style of designing
➢ Data management, modeling
➢ Visualforce and Apex fundamentals
➢ Lightning framework
➢ Developer console
➢ Web services, SQL, Salesforce Object Query Language
➢ jQuery, AngularJS, Bootstrap
Soft Skills:
➢ Communication / Interpersonal Skills – Competence to collaborate and work
smoothly with other taskforce/clients with equal ease and confidence
➢ Analytical Skills – Detailed analysis of customer requirements and be able convert
that into appropriate design and code
➢ Problem Solving Skills – Ability to manage and monitor bugs/errors and find
relevant solutions quickly
➢ Project Management – To some extent, developers must have basic project
management skills to execute their portions on time and gel well with each other
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Fig 2.1 Trailhead logo
TRAILHEAD
WHAT IS TRAILHEAD?
Trailhead is a series of online tutorials that coach beginner and intermediate

developers who need to learn how to code for the Salesforce platform. Trailhead
education, which was launched in 2014, comes in three levels: trails, modules
and units. Lessons are presented in a specific sequence, so customers have a
predefined path to follow and a "guided, curated" experience, according to
Salesforce.
Trailhead helps developers migrate from Salesforce Classic to Lightning

Experience, the modern development platform, which provides a great deal of
declarative code so coding can be standardized and user-friendly. Modules
show users how to program in Apex, JavaScript , and Visualforce.
The learning program is designed to help users by providing a series of

interactive assessments to identify whether learners have learned the content.
Gamification is built into the Trailhead program, so developers can also earn
badges for milestones reached in their Trailhead education.
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WHAT DOES TRAILHEAD DO?

• Organized into series called Trails, and users can either complete an
existing premade trail or build their own custom trail.
• Rewards graduates with resume-worthy accreditations, which come
in two types: superbadges and certificates. Superbadges are narrower in
scope than certifications. Most certifications require multiple superbadges
to complete, as well as a final exam.
• Provides instructor-led classes through Trailhead Academy(opens in
new tab). Classes are available on a wide range of topics and all are
available online. Some classes feature optional in-person attendance.
• Trailhead members automatically become members of the Trailblazer
community(opens in new tab). Trailblazers have meetups, events, and
forums dedicated to discussing and mastering the complex, ever-
evolving Salesforce suite.
• Users have full control over how structured they want their
learning experience to be. Classes and premade Trails are an option, or
the user can opt to create their own custom-made trail, or even to just
complete courses one at a time as needed.
HOW DEPARTMENTS CAN USE TRAILHEAD?
Customer Service:
Customer service teams can use Trailhead to train their team members to use
Salesforce Service Cloud(opens in new tab)—Salesforce’s customer service-
specific CRM. Like all Salesforce products, Service Cloud comes with a notable
learning curve, and different users might need different levels of expertise for
their respective roles.
The basic Service Cloud: Quick Look Trail might be enough for entry-level
customer service agents, while managers could review the entire mix of Service
Cloud Trails and even complete the Service Cloud Specialist Superbadge.
Sales:
Sales teams can augment the skills of their salespeople with the Sales Manager
certification. Salesforce-trained Sales Managers acquire a mixed bag of
behavioral and software training. For instance, one course in the Sales Manager
certification focuses on best practices for prospecting new leads, while another
covers the basics of importing and exporting data in Salesforce. Both skillsets
are required to make the most of Salesforce Sales Cloud(opens in new tab).
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Sales team members who are not looking for a full certification might use
Trailhead for training purposes. Trailhead’s Sales Cloud Basics Trail and
Discover Sales Cloud Trail are two courses that could be used to bring new reps
up to speed when it comes to learning Sales Cloud.
MY TRAILHEAD PROFILE:
The Trailblazer.me Profile is a unified view of your experience,

accomplishments, and learning across your Salesforce digital properties,
including Trailhead badges, Salesforce certifications, event attendance,
Trailblazer Community activities, and more.
It’s an individual’s account where the performances are recorded and upon
completion of the modules and projects the badges will be allocated to the
person
Link: https://trailblazer.me/id/kadirijithendrakumarreddy
Fig 2.2 : My trailhead profile
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CHAPTER III
WORK DONE UNDER INTERNSHIP

SALESFORCE VIRTUAL INTERNSHIP
This intern will get to enjoy the following benefits after taking the internship:
➢ Hands-on bootcamps.
➢ Project work and mentoring support.
➢ Acquire super badges on Trailhead platform.
➢ Receive virtual internship completion certificate.
➢ Students can submit the certificate to apply for academic credits subject to
approval from college or university or affiliated state or central university as per
UGC or AICTE norm and guidelines.
➢ Develop interview skills through an exclusive soft skills training.
➢ Access to career fair with networking opportunities via interested partners.
➢ Get prepared for Salesforce professional certifications.
MODULES THAT ARE DONE UNDER THIS INTERNSHIP:
✓ Trailhead and Trailblazer Community

✓ Salesforce Platform Basics
✓ Platform Development Basics
✓ Customize a Salesforce Object
✓ Data Modeling
✓ Picklist Administration
✓ Duplicate Management
✓ Formulas and Validations
✓ Build a Data Model for Travel Approval App
✓ Improve Data Quality for Recruiting App
✓ Customize User Interface For Recruiting App
✓ Lightning App Builder
✓ Data Management
✓ Leads and Opportunities for Lightning Experience
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✓ Quick Start,Process Builder

✓ Quick Start Lightning App Builder
✓ Automate Business Process for Recruiting App
✓ Build a Discount Approval Process
✓ Salesforce Flow
✓ Flow Builder
✓ Data security
✓ Keep Data Secure in Recruiting App
✓ Apex Triggers
✓ Apex Testing
✓ Asynchronous Apex
✓ VS Code setup
✓ CLI Setup
✓ API Basics
✓ Event Monitoring
✓ Shield Platform Encryption
✓ Apex Integration Services
The above given modules are all done under a trailmix named “SALESFORCE
DEVELOPER CATALYST”.
SUPERBADGES:
➢ Apex Specialist
➢ Process Automation Specialist
Fig 3.1: The Superbadges completed
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Fig 3.2: The modules completed -1
Fig 3.3 : The modules completed -2
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Fig 3.4: The modules completed -3
SUPERBADGES:
PROCESS AUTOMATION SUPERBADGE
Fig 3.5: Prerequisites completed for Process automation

1. Here we have automated leads for the company where according to the validation
rules and assignment rules for whom the leads have to be sent have been set
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Fig 3.6: Validation rules for accounts
2. Accounts have been automated and a new object named "Robot setup" have been
created which checks for the leads and availability according to the validations rules
and the flows.
Fig 3.7: The Details of “ROBOSETUP” object
3. A Sales process have been created which checks for the sales and automates the
process of sales
4. Opportunities have also been automated which is all monitored by a user "Nushi
Davoud" where he is the one who makes the decision.
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Fig 3.8: Process builder flow for automating opportunities -1
Fig 3.9: Process builder flow for automating opportunities -2
5. A flow named "Product quick search" have been created which automates products
according to different category.
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Fig 3.10: Salesflow version named “Product quick search” for the company
6. A process have been created which sets up the date and describes about the business
requirements.
7. Finally all the Automation for taking in leads to changing, creating, sending email
alerts and updating records are all have been done.
APEX-SPECIALIST SUPERBADGE
Fig 3.11: Prerequisites completed for Apex specialist
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CONTEXT
HowWeRoll an RV manufacturing company needs to automate their Salesforce-based
routine maintenance system. My badge work ensure that anything that might cause
unnecessary damage to the vehicle, or worse, endanger the customer is flagged. This
superbadge also integrate Salesforce with HowWeRoll’s back-office system that keeps track
of warehouse inventory. This completely separate system needs to sync on a regular basis
with Salesforce. Synchronization ensures that HowWeRoll’s headquarters (HQ) knows
exactly how much equipment is available when making a maintenance request, and alerts
them when they need to order more equipment.
So to automate this process the below codes are operated.
KEY WORDS AND CONCEPTS
→WHAT IS APEX:
Salesforce Apex is a Microsoft-certified framework for building software as a service (SaaS)
apps on top of Salesforce's customer relationship management (CRM) functionality.
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.
This API enables Apex developers to use standard SaaS components, like web widgets or a
multi-tenant database, without the need to develop much of the infrastructure traditionally
associated with SaaS programs.
→APEX TRIGGERS:
Apex triggers enable you to perform custom actions before or after events to records in
Salesforce, such as insertions, updates, or deletions. Just like database systems support
triggers, Apex provides trigger support for managing records.
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Typically, you use triggers to perform operations based on specific conditions, to modify
related records or restrict certain operations from happening. You can use triggers to do
anything you can do in Apex, including executing SOQL and DML or calling custom Apex
methods.
→BULK APEX TRIGGERS:
Apex triggers are optimized to operate in bulk. We recommend using bulk design patterns for
processing records in triggers. When you use bulk design patterns, your triggers have better
performance, consume less server resources, and are less likely to exceed platform limits.
The benefit of bulkifying your code is that bulkified code can process large numbers of
records efficiently and run within governor limits on the Lightning Platform. These governor
limits are in place to ensure that runaway code doesn’t monopolize resources on the
multitenant platform.
→APEX UNIT TESTS:
The Apex testing framework enables you to write and execute tests for your Apex classes and
triggers on the Lightning Platform. Apex unit tests ensure high quality for your Apex code
and let you meet requirements for deploying Apex.
Testing is the key to successful long-term development and is a critical component of the
development process. The Apex testing framework makes it easy to test your Apex code.
Apex code can only be written in a sandbox environment or a Developer org, not in
production. Apex code can be deployed to a production org from a sandbox. Also, app
developers can distribute Apex code to customers from their Developer orgs by uploading
packages to the Lightning Platform AppExchange. In addition to being critical for quality
assurance, Apex unit tests are also requirements for deploying and distributing Apex. The
following are the benefits of Apex unit tests.
• Ensuring that your Apex classes and triggers work as expected
• Having a suite of regression tests that can be rerun every time classes and triggers are
updated to ensure that future updates you make to your app don’t break existing functionality
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• Meeting the code coverage requirements for deploying Apex to production or

distributing Apex to customers via packages
• High-quality apps delivered to the production org, which makes production users
more productive
• High-quality apps delivered to package subscribers, which increase your customers

trust
→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.
Here’s a real-world example. Let’s say you have a list of things to accomplish before your
weekly Dance Revolution practice. Your car is making a funny noise, you need a different
color hair gel and you have to pick up your uniform from your mom’s house. You could take
your car to the mechanic and wait until it is fixed before completing the rest of your list
(synchronous processing), or you could leave it there and get your other things done, and
have the shop call you when it’s fixed (asynchronous processing). If you want to be home in
time to iron your spandex before practice, asynchronous processing allows you to get more
stuff done in the same amount of time without the needless waiting.
→FUTURE APEX:
Future Apex is used to run processes in a separate thread, at a later time when system
resources become available.
Note: Technically, you use the @future annotation to identify methods that run
asynchronously. However, because "methods identified with the @future annotation" is
laborious, they are commonly referred to as "future methods" and that’s how we’ll reference
them for the remainder of this module.
When using synchronous processing, all method calls are made from the same thread that is
executing the Apex code, and no additional processing can occur until the process is
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complete. You can use future methods for any operation you’d like to run asynchronously in
its own thread. This provides the benefits of not blocking the user from performing other
operations and providing higher governor and execution limits for the process. Everyone’s a
winner with asynchronous processing.
Future methods are typically used for:
• Callouts to external Web services. If you are making callouts from a trigger or after
performing a DML operation, you must use a future or queueable method. A callout in a
trigger would hold the database connection open for the lifetime of the callout and that is a
"no-no" in a multitenant environment.
• Operations you want to run in their own thread, when time permits such as some sort
of resource-intensive calculation or processing of records.
• Isolating DML operations on different sObject types to prevent the mixed DML error.
This is somewhat of an edge-case but you may occasionally run across this issue. See Objects
That Cannot Be Used Together in DML Operations for more details.
→BATCH APEX:
Batch Apex is used to run large jobs (think thousands or millions of records!) that would
exceed normal processing limits. Using Batch Apex, you can process records asynchronously
in batches (hence the name, “Batch Apex”) to stay within platform limits. If you have a lot of
records to process, for example, data cleansing or archiving, Batch Apex is probably your
best solution.
Here’s how Batch Apex works under the hood. Let’s say you want to process 1 million
records using Batch Apex. The execution logic of the batch class is called once for each batch
of records you are processing. Each time you invoke a batch class, the job is placed on the
Apex job queue and is executed as a discrete transaction. This functionality has two awesome
advantages:
• Every transaction starts with a new set of governor limits, making it easier to ensure
that your code stays within the governor execution limits.
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• If one batch fails to process successfully, all other successful batch transactions aren’t
rolled back.
→QUEUEABLE APEX:
Released in Winter '15, Queueable Apex is essentially a superset of future methods with
some extra #awesomesauce. We took the simplicity of future methods and the power of
Batch Apex and mixed them together to form Queueable Apex! It gives you a class structure
that the platform serializes for you, a simplified interface without start and finish methods
and even allows you to utilize more than just primitive arguments! It is called by a simple
System.enqueueJob() method, which returns a job ID that you can monitor. It beats sliced
bread hands down!
Queueable Apex allows you to submit jobs for asynchronous processing similar to future
methods with the following additional benefits:
• Non-primitive types: Your Queueable class can contain member variables of non-
primitive data types, such as sObjects or custom Apex types. Those objects can be accessed
when the job executes.
• Monitoring: When you submit your job by invoking the System.enqueueJob method,
the method returns the ID of the AsyncApexJob record. You can use this ID to identify your
job and monitor its progress, either through the Salesforce user interface in the Apex Jobs
page, or programmatically by querying your record from AsyncApexJob.
• Chaining jobs: You can chain one job to another job by starting a second job from a
running job. Chaining jobs is useful if you need to do some sequential processing.
→SCHEDULE APEX:
The Apex Scheduler lets you delay execution so that you can run Apex classes at a specified
time. This is ideal for daily or weekly maintenance tasks using Batch Apex. To take
advantage of the scheduler, write an Apex class that implements the Schedulable interface,
and then schedule it for execution on a specific schedule.
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→MAKE CALLOUT TO EXTERNAL SERVICE FROM APEX:
An Apex callout enables you to tightly integrate your Apex code with an external service.
The callout makes a call to an external web service or sends an HTTP request from Apex
code, and then receives the response.
Apex callouts come in two flavors.
• Web service callouts to SOAP web services use XML, and typically require a WSDL
document for code generation.
• HTTP callouts to services typically use REST with JSON.
These two types of callouts are similar in terms of sending a request to a service and
receiving a response. But while WSDL-based callouts apply to SOAP Web services, HTTP
callouts can be used with any HTTP service, either SOAP or REST.
→HTTP AND CALLOUT BASICS:
REST callouts are based on HTTP. To understand how callouts work, it’s helpful to
understand a few things about HTTP. Each callout request is associated with an HTTP
method and an endpoint. The HTTP method indicates what type of action is desired.
Fig 3.12: How callout’s work
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The simplest request is a GET request (GET is an HTTP method). A GET request means that
the sender wants to obtain information about a resource from the server. When the server
receives and processes this request, it returns the request information to the recipient. A GET
request is similar to navigating to an address in the browser. When you visit a web page, the
browser performs a GET request behind the scenes. In the browser, the result of the
navigation is a new HTML page that’s displayed. With a callout, the result is the response
object.
To illustrate how a GET request works, open your browser and navigate to the following
URI: https://th-apex-http-callout.herokuapp.com/animals. Your browser displays a list of
animals in a weird format, because the service returns the response in a format called JSON.
Sometimes a GET response is also formatted in XML.
→USE “WESDL2” APEX TO GENERATE APEX CODE:
In addition to REST callouts, Apex can also make callouts to SOAP web services using
XML. Working with SOAP can be a painful (but necessary) experience. Fortunately, we have
tools to make the process easier.
WSDL2Apex automatically generates Apex classes from a WSDL document. You download
the web service’s WSDL file, and then you upload the WSDL and WSDL2Apex generates
the Apex classes for you. The Apex classes construct the SOAP XML, transmit the data, and
parse the response XML into Apex objects. Instead of developing the logic to construct and
parse the XML of the web service messages, let the Apex classes generated by WSDL2Apex
internally handle all that overhead. If you are familiar with WSDL2Java or with importing a
WSDL as a Web Reference in .NET, this functionality is similar to WSDL2Apex.
→EXPOSE YOUR APEX CLASS AS A WEB SERVICE:
You can expose your Apex class methods as a REST or SOAP web service operation. By
making your methods callable through the web, your external applications can integrate with
Salesforce to perform all sorts of nifty operations.
For example, say your company’s call center is using an internal application to manage on-
premises resources. Customer support representatives are expected to use the same
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application to perform their daily work, including managing case records in Salesforce. By
using one interface, representatives can view and update case records and access internal
resources. The application calls an Apex web service class to manage Salesforce case
records.
→WHAT ARE CALLOUTS?
Callout means making a call to an external Web service or sending an HTTP request from
Apex code and then receiving the response. REST callouts are based on HTTP, Each callout
request is associated with an HTTP method and an endpoint. Apex provides integration with
Web services that utilize SOAP and WSDL, or HTTP services (RESTful services).
For example:
If you’re in a famous Hotel, you want to order some food. How you will order food?
You will call the waiter and give your order(GET Request). Waiter will take the request and
send it to chef(API). Chef will prepare food from kitchen(Server) and send back to waiter.
Waiter will serve the food(Response) to you.
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CONCEPT USED IN COMPLETION OF SUPERBADGE
1. A trigger named “Maintainence request” that automates a Maintenance request when any
new record is created or updated.
2. “Maintenance request Helper class” is created which gets activated by the Request trigger
which creates an time slot for the maintenance.
3. “MaintenanceRequestHelperTest” a test class checks if all the conditions in the

maintenance helper class satisfies or not. This helper checks by creating Equipment
maintanence item and maintenanceRequest in which 3 test cases positive negitive and bulk
have been checked.
4. “WarehouseCalloutService” a Queueable class which implements queueable apex which

makes the REST callout form the external system and receives the response.
The callout’s JSON response returns the equipment records that you upsent in Salesforce.
6.” WarehouseCalloutServiceTest” a Test checks if the callout Is working or not by raising

the WarehouseCalloutServiceMock and checking the response with the built-in response
7.” WarehouseSyncSchedule” a sharing global class where the class is scheduled to be done
at particular instance of the day which acts as a raising function for the
WarehouseCalloutService in an enqueued process.
8. “WarehouseSyncScheduleTest” a schedule test which test of the Sync schedule have been
performed or not by using test class by setting a time and callout the CalloutService function.
Here Job Id have been stored when the function returns it.
All the above codes provides does a task of sending a protocol to the system requirements
given by the user by suing HTTP callouts and APIs and then receives the resultant response
of the system through the server.
Here the company as well as the customer gets the notification about the broken parts in his
RV as its all automated and al alert to the company makes them to be prepared for the parts
they should assemble and helps in providing analysis about the work to be done.
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CONCLUSION
Overall, In this Internship helps to enhance and develop my skills, abilities, and
knowledge about the development of CRM and the launching of apps through
their development environment known as ‘orgs’. It was a good experience and
memory as not only I have gained the experience, but also knowledge about
how the tech works. The environment of the online Internship has opened me up
about how the company works. The treatment by the company was just,
equitable and professional.
REFERENCES
→ https://www.salesforce.com/in/
→https://twitter.com/salesforce?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp
%7Ctwgr%5Eauthor
→ https://en.wikipedia.org/wiki/Salesforce
→ https://www.salesforce.org/
→
https://trailhead.salesforce.com/users/trailblazerconnect/trailmixes/salesforce-
developer-catalyst
→ https://trailhead.salesforce.com/
→https://developer.salesforce.com/#:~:text=Its%20advantages%20include%20e
ase%20of,for%20large%20sets%20of%20data.
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Internship report salesforce jith

Computer science (G. Pulla Reddy Engineering College)

Scan to open on Studocu

Studocu is not sponsored or endorsed by any college or university

“SALESFORCE SUPPORTED VIRTUAL INTERNSHIP”

An internship report submitted in partial fulfillment of the requirements

KADIRI JITHENDRA KUMAR REDDY (209X1A0490)

SRI. M. MADHUSUDAN REDDY, M. TECH

G. PULLA REDDY ENGINEERING COLLEGE (Autonomous),

” SALESFORCE SUPPORTED VIRTUAL

INTERNAL SUPERVISOR HEAD OF THE DEPARTMENT

I express our sincere thanks to our respected Principal ‘Dr. B. Sreenivasa

I am grateful to extend our deep sense of gratitude to “Dr. S. Nagaraja Rao

I also extend our sincere thanks to my internship guide Sri. M.

We hereby declare that this internship report titled “SALESFORCE

K. JITHENDRA KUMAR REDDY

1.2Key Skills Needed to be an Efficient Salesforce Developer……………….…….17

2.1WHAT DOES TRAILHEAD DO?.......................................................................19

2.2HOW DEPARTMENTS CAN USE TRAILHEAD?............................................19

2.3MY TRAILHEAD PROFIL……...……………………………………………...20

1.WORK DONE UNDER INTERNSHIP…………………………………………………..21

4.1PROCESS AUTOMATION SUPERBADGE…………………………………………...24

FIG NUMBER DESCRIPTION PAGE NUMBER

1.1 companies using salesforce 13

This project in Salesforce supported virtual internship deals with the

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

Fig 1.1: salesforce logo

In April 2022, Salesforce acquired Phennecs, a sandbox privacy compliance startup.

In May 2022, Salesforce announced the acquisition of Slack-bot maker Troops.ai.

WHAT DOES SALESFORCE DO?

WHAT IS CRM(CUSTOMER RELATION MANAGEMENT)?

Customer relationship management (CRM) is a process in which a business or other

COMPANIES USING SALESFORCE IN INDIA:

Company Name Industry

Aricent Group Telcom

Aricent Inc Telcom

BlueScope Steel Manufacturing

Cisco Systems Inc Computers and Electronics

Motorola Inc Telcom

Yamaha Corporation Wholesale and Distribution

Allianz AG Financial Services

Spherion Corporation Business Services

P&H Mining Equipment Manufacturing

Thomson Reuters Corporation Financial Services

VTB Capital plc Financial Services

Swiss Re Corporation Financial Services

BNP Paribas Limited Banking

Table 1.1: Companies using salesforce technology

Fig 1.2 : Smartinternz logo

Fig 1.3 HOME PAGE OF SMARTINTENZ POWERED BY “SMART BRIDGE”

Fig1.4 Smartinternz tied up companies

Major Roles And Responsibilities Of A Salesforce Developer

➢ Salesforce Customization requirement handling as and when the need comes

➢ Analysing customer requirements and then designing and developing the

Key Skills Needed to be an Efficient Salesforce Developer

➢ Fundamental object-oriented programming concepts

Fig 2.1 Trailhead logo

Trailhead is a series of online tutorials that coach beginner and intermediate

Trailhead helps developers migrate from Salesforce Classic to Lightning

The learning program is designed to help users by providing a series of

WHAT DOES TRAILHEAD DO?

HOW DEPARTMENTS CAN USE TRAILHEAD?