Free Essay

Salesforce

In: People

Submitted By nsm3
Words 597
Pages 3
SALESFORCE OBJECTS:
SUPPLIER – SupplierID [S-{000}]
INVENTORY – FlowerID [F-{000}]
BOUQUET – BouquetID [B-{000}]
CUSTOMER – CustomerID [C-{000000}]
PAYMENTINFO – PymtID [PY-{000000}]
ORDER – OrderID [O-{000000}]
EMPLOYEE – EmployeeID [E-{000}]
DELIVERYVEHICLE – VehicleID [V-{000}]
DELIVERY – DeliveryID [D-{000000}]
PROCUREMENT - ProcurementID [P-{000000}]
BOUQUETMAKE – BouquetMakeID [BM-{000000}]
ORDERDETAIL – OrderDetailID [OD-{000000000}]

SUPPLIER
*Supplier Name (TEXT)
*Supplier Type (Picklist) – Regular, Seasonal, On Demand
*Supplier Address (TEXT Area)
*Supplier Phone Number (Phone)

INVENTORY
*Flower Description (TEXT)
*Flower Type (Picklist) –
*Flower Color (Picklist) –
Flower Quantity (Formula) – (Flower Quantity Procured - Flower Quantity Sold)
Flower Quantity Procured (Roll up) – From PROCUREMENT. Quantity Supplied
Flower Quantity Sold (Roll up) – From BOUQUETMAKE. Flowers Sold

BOUQUET
*Bouquet Description (TEXT)
*Bouquet Type (Picklist) –
*Bouquet Price (Currency)
*Occasion (Picklist) –
*Sympathy (Picklist) –
*Color (Picklist) –
Bouquet Quantity Sold (Roll up) – From ORDERDETAIL. Bouquet Quantity

PAYMENT INFO
*Card Number (Number – Length: Fixed to 16)
*Card Type (Picklist) – Credit, Debit
*Name as on Card (TEXT)
*Expiration Date (DATE – only MM/YY)

CUSTOMER
*First Name (TEXT)
*Middle Name (TEXT)
*Last Name (TEXT)
*Customer Address (TEXT Area)
*Customer Contact Number (Phone)
*Customer Email ID (Email)
*Gender (Picklist) – Male, Female
Date of Birth: (composite attribute) – Not required
Day (Number)
Month (Number)
Year (Number)
Card Number (LookUp – Don't allow deletion) - Related to PAYMENTINFO
Expiration Date (Formula - Date) - PAYMENT INFO. Expiration Date

EMPLOYEE
*First Name (TEXT)
*Middle Name (TEXT)
*Last Name (TEXT)
*Employee Address (TEXT Area)
*Employee Contact Number (Phone)
*Gender (Picklist) – Male, Female
Date of Birth: (composite attribute) – Not required
Day (Number)
Month (Number)
Year (Number)
*SSN (Number – Length: Fixed to 9)
*Designation (Picklist) – Store Manager, Supervisor, Receptionist, Telephone Operator, Bouquet
Decorator, Delivery Staff
*Department (Picklist (Multi-Select)) – Supply Chain, Delivery Chain, Order Chain
*Employment Type (Picklist) – Permanent, Temporary, AdHoc
*Work Shift (Picklist) – Regular, Night
*Hourly Pay Rate (Currency) – Length: 3, Decimal places: 2
DELIVERY VEHICLE
*Vehicle Number (TEXT)
*Vehicle Type (Picklist) – 2 wheeler, Car, Pick-up truck
*Purchase Date (DATE)
PROCUREMENT
*Supplier (LookUp – Don't allow deletion) – Related to SUPPLIER
*Flower (Master-Detail) – Related to INVENTORY
Flower Description (Formula – Text) – INVENTORY. Flower Description
*Quantity Supplied (Number)
*Supplied Price (Currency)

BOUQUET MAKE
*Bouquet ID (Master-Detail) – Related to BOUQUET
Bouquet Description (Formula – Text) – BOUQUET. Bouquet Description
*Flower used (Master-Detail) – Related to INVENTORY
Flower Description (Formula – Text) – INVENTORY. Flower Description
*Number of Flowers used (Number)
Flowers Sold (Number) – Workflow formula:
(BOUQUETMAKE.Number of Flowers used * BOUQUET.Bouquet Quantity Sold)

ORDER
Order Date (DATE/TIME) – Defaulted by system
*Delivery Date (DATE)
*Recipient Name (TEXT)
*Recipient Address (TEXT Area)
*Method of Payment (Picklist) – Cash, Card
Comments (TEXT Area)
*Customer ID (LookUp – Don't allow deletion) - Related to CUSTOMER
Customer Name (Formula - Text) – Concatenate (CUSTOMER. First Name, ‘ ‘ , CUSTOMER. Middle Name,
‘ ‘, CUSTOMER. Last Name)
Status (Picklist) – Order Placed (default), Dispatched, Delivered

ORDER DETAIL
Order ID (LookUp – Clear) - Related to ORDER
*Bouquet (Master-Detail) - Related to BOUQUET
Bouquet Description (Formula - Text) - BOUQUET. Bouquet Description
Unit Price (Formula - Currency) – BOUQUET. Bouquet Price
*Bouquet Quantity (Number)
Line Price (Formula - Currency) – (Bouquet Quantity * Unit Price)

DELIVERY
*Order ID (LookUp – Don't allow deletion) – Related to ORDER
*Employee ID (LookUp – Don't allow deletion) – Related to EMPLOYEE
Employee Name (Formula - Text) – Concatenate (EMPLOYEE. First Name, ‘ ‘, EMPLOYEE. Middle Name,‘ ‘,
EMPLOYEE. Last Name)
*Vehicle (LookUp – Don't allow deletion) – Related to DELIVERYVEHICLE
Vehicle Number (Formula – Text) - DELIVERY VEHICLE. Vehicle Number
Vehicle Type (Formula – Text) - DELIVERY VEHICLE. Vehicle Type
Delivery Time (Date/Time)
Status (Picklist) – Dispatched (default), Delivered

Workflow Actions: Update Field
DELIVERY.Status set to ‘Delivered when a value is entered for DELIVERY.Delivery Time
ORDER.Status set to ‘Delivered when a value is entered for DELIVERY.Delivery Time
BOUQUETMAKE. Flowers Sold = (BOUQUETMAKE. Number of Flowers used * BOUQUET. Bouquet
Quantity Sold)

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