These are highlights of my expereince of building an application on Salesforce platform

1. Overall Approach
Requirement
Analysis
Solutioning
•Analyze Requirements
•Get Clarification, if needed
Configuration
• Map Requirements to SF Capabilities
• Prepare a Solution document
Reports and
Dashboards
Testing
User Training
•Prepare User Training
Document
•Deliver training to users
Test application for
• End to end workflows
• Different Users/Profiles/Roles
• Permissions
• Prepare Reports and Dashboard to
highlight KPIs
•Configure application

2. Requirements Analysis
Classify requirements in following categories
• User Persona
• Standard/Custom Objects
• Page layout
• Automation
• Security
• Data Validation
• Reports and Dashboard
• 3rd party Application Integration

3. Solutioning – Key Questions
• Data Modeling: Can the functionality be achieved with standard objects? Or there is a need to create a custom
Object? What type of relationship different objects have with each other?
• Page layout: What are the different sections on a page? How to provide quick intuitive navigation to other parts
of application?
• Automation: Are there any workflows which can be automated? How to automate? Which automation tool is the
most efficient for a particular requirement, Roll-up summary fields/Process Builder/Flows?
• Security Requirements: What are the different Roles/Entitlement/Access Requirements? How this can be
achieved using Profiles/Roles/Permission Sets and Sharing Settings
• Data Validation: Are there any data validation requirements? What can be done to avoid data duplication?
• Reports and Dashboards: Which KPIs need to be measured? Is there any need to create Custom report type?
Which report format is more suitable, Tabular/Summary/Matrix? Which Charts can best visualize the KPIs?
• 3rd Party Application Integration: Is there any need of 3rd party Application Integration to achieve the
functionality?

4. Configuration (How I configured application)
1. Build Data Model
• Used 4 Standard Objects : Added custom fields as needed
• Created 3 Custom Objects
• Created a Junction Object to model many-to-many relationship
• Created a Master-Detail relationship
2. Page layout (Record Page) : App Builder and Object’s page layout
• Used Highlight Panel to display key information
• Used Quick links component for easy/quick navigation to other tabs of application
• Divided and grouped fields in different sections
• Used Related List component
3. Data Validation
• Configured data validation rules

5. Configuration (How I configured application)
Automation
1. Process Builder
• Created a process on Object ‘A’, to change Contact Ownership
• Created a follow-up task for the new Contact Owner and
• Created a new record on Object ‘B’
2. Flow 1
• Created a record triggered flow on Object ‘A’ which fires when 2 criteria from Object ‘A’ are
true
• Get Record from Object ‘B’ to check another condition
• If true, update the record on Object ‘A’ which has triggered the flow.
• Create a new Record on Object ‘C’
3. Flow 2
• Created a record triggered flow on Object ‘A’ with scheduled paths. (Which will check for
certain conditions at specified time intervals)
4. Flow 3
• Created a record triggered flow to send an Automated Email with Rich Text email template

6. Configuration (How I configured application)
1. Security Requirements
• Restricted the object and field level access with Profiles
• Granted additional access using Permission Sets
• To control access at record level, set OWD to private and created a criteria based sharing rule
2. Reports and Dashboards
• Created Summary Reports which represents grouping across different dimensions
• Created a Matrix Report which adds granularity level at Year/Month/Week/Day
• Used appropriate chart types
• Created a Dashboard
3. 3rd party Application Integration
• Integrated S-Docs to generate a Progress Report in PDF format