Salesforce CRM Project

1. Submitted By:
Sonali Gupta (01527245)
National College of Ireland
MSc in Data Analytics

2. ABSTRACT
A rising quality of life, and high rates of resource consumption patterns have had an
uninte nded and negative impact on the urban environment. High volumes of wastes,
costs involved, disposal techniques and methodologies and its impacts on local and
global environment are now being grappled up by the growing cities. However, these
problems have also provided a realm of opportunities for cities to find solutions
involving community and innovative technologies, disposal methods including
behavioural changes and rising awareness. These issues have been demonstrated
by good practices from many cities around the world. To analyse if waste is indeed
waste- there is a need for a complete rethinking of “waste”. This rethinking calls for-
WASTE to become WEALTH
REFUSE to become RESOURCE
TRASH to become CASH.
INTRODUCTION
While technology has revolutionized the way people live, sound management of wastes including
collection, segregation, disposal, transportation, treatment, recovery and recycle is trending.
There is a need for the current approach of waste disposal that is focussed on use of high energy
and technology for processing waste and its recycling. A well-defined criterion for
future waste minimization programmes include understanding economic benefits and recovery
of waste, focusing on life cycles, community participation, decentralized administration of
waste, reconciling investment costs with long-term goals and minimizing the environme nta l
impacts. This project covers all types of wastes from domestic, municipal and industrial
sources through online waste collection system. The waste collection through such
online system proves authentic for violating green and healthy environment.
Waste is a wide range term which comprises most unwanted materials. Any unwanted material
or scrap can be referred to as waste because it is broken or spoilt and may or may not be of any
use further. Waste generation can be divided into three main categories, viz. e-waste,
commercial waste and medical waste. The components of waste and its recycling capacity is
specific for each device. This complexity found in waste can be found by dividing the waste
components into different categories. The toxic components of waste and lack of manageme nt
skills of recycling infrastructure highlight the need for environmentally sound management of
waste.
BUSINESS FLOW
Online waste management and Disposal is broken down to a few processes; the collectio n,
transport, disposal, processing, managing and monitoring of waste materials. Online waste
management and Disposal is a system which provide a different type of services like collecting all
e-waste material, medical waste and commercial and domestic waste. This project helps to
customer to raise a request for the service. User will login into the website or app by creating an
account and mention his/her required details, type of service, quantity of the material from
that service and appointment date. Once the order is placed, system will have assigned a task
to the respective worker and this information will send to the customer. Email contains all the

3. information such as type of service, quantity, appointment date and executive name. After
collecting all the requested material from the customer, system will calculate the cost according
to the type of service, distance and generate the bill for user. User also need to give the rating of
worker and any suggestion. Our system is much intellectual to identify the companies which does
actual recycle process. Thus, we will transport all the waste material to respective companies.
For Example: If electronic waste material is collected from the customer then that material will
transport only to the electronics companies which has a technique to recycle the electronic
components. Company uses the Report and Dashboard for analysis of data to carry out business
driven decision and to analyse the specific customer demands.
LOGICAL DESIGN
Customer details will have saved in Dashboards and here customer enter the all the details as
name, age, gender, address, email etc. Customer have liberty to choose any type of service like
Medical-waste, Electronic-waste, Home appliances and Domestic Waste. when customer select
service automatically service cost is visible.Here, Company use Report and Dashboard to
analyse the customer precise request.
ARCHITECTURE
1. Company - WasteCollection and Disposal
2. Customers – Who need these services.
➢
Customer ID
➢ First name
➢ Last name
➢ Age
➢ Gender
➢ Phone no
➢ Email
➢ City
➢ State
➢ Zip code
3. Executive – Executive provide service to the customer
➢
ExecutiveID
➢ Executive name
➢ Age
➢ Gender
➢ Phone_no
➢ Email
4. Services – Service name which provided by the company
➢
ServiceID
➢ Service name
There are four types of services which is provided by company.
1. Electronic Waste: This waste contains all the electronic items such as refrigerator,
Laptop, Washing Machine, Mobile etc.
2. Domestic Waste: This waste contains all the house hold garbage related items such
as Newspaper, books, dry waste etc.
3. Home Appliance Waste: This waste contains all metal waste, Dry waste etc.
4. Medical waste: This waste contains all medical wastage such as Infectious waste,

4. Hazardous waste, Radioactive waste and General waste.
➢
Servicecost
5. Appointment-Appointment made by customer

5. ➢
Customer name
➢ Executive name
➢ Service ID
➢ Appointment Date
6.Transaction – It contains the information of service
➢
TransactionID
➢ Customer name (look up)
➢ Executive name (look up)
➢ Service ID (look up)
➢ Appointment Date (Validation rule)
➢ Transaction amount
BUISNESS RULE
When Customer fill all the details and choose service as per the requirement then automatic
email generate which is send on to customer’s mail id which indicates that Customer’s order
successfully generated.
In email, Executive name with contact number, Service name with total payable amount. And
all the particulars are saved in database for analysis purpose also for the business growth.
All the reports and Dashboard are used for analytical purpose to create logical
reports. Reports contain followingworkings:
➢
Payableamount
➢ Service name
➢ City
CONTACTS AND OBJECTS
In this project, we create three custom objects where contact has three different types of
custom objects and the named as Customer, Executive and Service which hold all the individual
details and Executive personal details. And in-Service object contains all the information
regarding service with cost of each service.
WORKFLOW RULES
When Customer fill all the details and selectservice as per the requirement then customer
receive the mail that means order successfully created.
In this project two Validation is used.
1. Appointment date – if customer select past date, which show an error: Enter the valid Date.
2. Customer Date of Birth – if customer select future date, which show an error: Enter the
valid Date of Birth.
DESCRIPTION OF ARCHITECTURE
Contact Tab: In this tab two types of records which is Customer detailsand Executive
details. First record type: It includes all the details of Customer.
Second record type: It includes all the information of Executive.
Service Tab: It includes all the details of Service name with cost.
Report Tab: In this generate the Business report.
Dashboard Tab: In this visualize the generated report.

6. BUISNESS BENEFITS
1. Report is used for analysis worker performance.
2. Dashboard is used for Visualization.
3. Email give the assurance from the company side.
4. Validation helps to smooth workflow.
5. Help to remove paper based storage work for business.
6. We can send the invoice directly to the customers.
Control Flow Diagram

7. ER DIAGRAM

8. Screenshot of Project
This is Customer detailsform where customer fill all details and submit the Button. In this form
two Validationuse and two lookups used.
Figure-2
Validation 1: If Customer choose the future date in Birthdate textbox,then form will not submit
and show the error as enter valid future date.

9. Figure-3
Figure-4
Formula of Validation for Birth_Date

10. Figure-5
Figure-6
Validation 2: If customer enter the past appointment date then again error show as you are
entering past date. Please Enter Valid Future Date.

11. Figure-7
It will ask select the Executive (Employee who provides the service)
Formula of Validation Rule of Appointment Date:
Figure-7

12. Figure-8
Using with the help of lookup, customer can select the executive.
Figure-9

13. It will show the service detail with amount.
Figure-10
Various Standard and Custom Object
1. Customer
2. Executive
It contains all the data of its record type Customer.

14. Figure-11
This is the executive field.
Figure-12

15. All the Worker Details
Figure-13
2.Custom object
Three Custom Objects are created.
a) Price
b) Service Type
c) Waste Subtype
Figure-14

16. a) Price Object
Figure-15
b) Service Type
Figure-16
c) Waste Subtype
Figure-17

17. This is Service Tab. Whereas services are categorised in three-part, Electronic Waste, Medical
waste and Domestic Waste. if Select Medical waste then all the waste related to medical
industry with price of service.it will show.
Figure-18
Figure-19

18. Email Generation Template
Figure-20

19. This is email which sent to the customer. After this Executive contact with customer as
soon as possible.
Figure-21
Data is loaded from csv file as setup<- data import custom objects.
Figure-22

20. Figure-23

21. REPORT AND DASHBOARD ANALYSIS
This tool is used for to create the report and visualizationwhich is help for business. Using
Dashboard, we can easily Customizable, easily analyse the overall situation report of useful
information, Drill in to detail,designed as smooth navigation throughout the information,
easilyanalysed in a timelymanner with most accurate information.
Analysis
1) In Age Report: It shows that at mostly waste collection and disposal services used by those
customers who have age26 and 65. And least Customers arein 12 to 21 agegroup.
2) In City Report: It shows that which city has maximum number of service provided and
least service provided. Dublin has maximum number of service provided and Galway
least service provided.
Analysis
Figure-25

22. Figure-26
Sales report
Figure-27

23. 3) Waste Collectionand disposal service mostly use by male as compare to female.
Figure-28
CONCLUSION
Salesforce is largest CRM which helpsin improving the performance of business.Salesforce have
lots of benefits such as customer information, Account Planning, Time management, Team
Collaboration, Accessibility,save time, calculate commission, Identify At- Risk Customers,
Improve Internal Process. Using sales force can connect customer in whole new way.
Waste Collection and Disposal is a website which need cloud based tool and salesforce is the
best tool. At last we can say that salesforce associate all the business flow process.
References
1. https://success.salesforce.com/