#BeABuilder summary!

1. Procedure to build out
Salesforce Awesome APP
Presented by
Sanjida Yasmin
iQ Expert – Information System Development

2. Steps by step procedure
1. Identify the problem
2. Gather requirements
3. Build a Data Model
4. Design awesome UX
5. Ensure great Data
6. Define Permission
7. Add automation
8. Leverage Appexchange
9. Reports and Dashboard
10. Make it mobile

3. Identify the problem
• Understand how your user use salesforce if any implementation
• Know your business inside and out
• Identify manual process such as email, excel etc.

4. Gather requirements
• Identify KEY Stakeholders
• Get to the real requirement by asking WHY
• Understand what data need to be captured

5. Build a Data Model
• First by writing down what data you want to capture and report on
• Consider existing Objects in your org
• Define how your new Objects will be relate to existing Objects

6. Design awesome UX
• Think about the FEATURES that make your APP intuitive
• Incorporate UX best practice
• Leverage tools like lightning App builder

7. Ensure great Data
• App is only as good as its DATA
• Prevent user error by
• Reducing amount of manual input
• Incorporating validation rules
• Enforcing data process

8. Define permission
• Grant user access to your new custom APP
• Define APP access for project users with
Custom profiles
• Add app access for other types of users
with Permission sets

9. Add Automation
• User automation to reduce manual data entry, create reminders and save time
• Consider the automation funnel when choosing the right automation tool
• Process Builder is always the first consideration,
• Workflows could be beneficial for some cases

10. Leverage AppExchange and Components
• First customize the standard components
• Then explore and install the AppExchange Components
• Lastly build custom lightning base components to address your customizable
needs

11. Reports and Dashboard
• Build reusable Custom report to feed your all Dashboard components
#OneReportToRuleEmAll
• Enable dashboard feed to collaboration and optimization
• View and refine important data with filters

12. Make it mobile………:)
• Your data model, user experience, and
reporting is available on mobile
• Enhance the mobile experience with
action
• Customize the mobile experience with
branding

13. Cool! That's it!!!
Now everyone can make awesome app!!!!
Good Luck!