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    An Inventory Management App in Salesforce

    A Master’s Project

    Presented to

    Department of Computer and Information Sciences

    SUNY Polytechnic Institute

    Utica, New York

    In Partial Fulfilment of the requirements for the Master of Science Degree

    By

    Rahul Madhava Rao Chennamaneni

    (U00278876)

    December 2016

    © RAHUL MADHAVA RAO CHENNAMANENI 2016

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    An Inventory Management App in Salesforce

    Master of Science project in Computer and Information Sciences

    Department of Computer Sciences

    SUNY Polytechnic Institute

    Approved and recommended for acceptance as a project in partial fulfillment of the

    requirements for the degree of Master of Science in Computer and Information Sciences

    _________________________

    Date

    _________________________ Chen-Fu Chiang, Ph. D. (Adviser)

    _________________________ Jorge Novillo, Ph. D.

    _________________________ Mohamed Rezk, Ph. D.

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    An Inventory Management App in Salesforce

    Declaration

    I declare that this project is my own work and has not been submitted in any form for another degree or

    diploma at any university or other institute of tertiary education. Information derived from the published

    and unpublished work of others has been acknowledged in the text and a list of references is given.

    ________________________ Rahul Madhava Rao Chennamaneni

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    Abstract

    Salesforce is a cloud-based customer relationship management (CRM) software that accelerates

    business relationships and can transform the working lives of the team. Marc Benioff developed

    it in the late 1990s and now it has been announced as the world's most innovative company for

    six consecutive years by Forbes Magazine [1]. Unlike traditional CRM software, Salesforce is

    an internet service. It is available with just a sign-up and logs in through a browser, and it is

    immediately available. It is based on cloud computing, where the customers, without the need

    of installing any traditional software, can access the cloud, i.e., through the internet, for their

    business needs [2].

    Inventory Management (IM) is the method of controlling and supervising the storage, utilization

    and ordering of components that an organization can track of their items it sells. It is the act of

    controlling and administering the quantities of products in the sale. For a business, an inventory

    is the main asset which represents an investment by the owner until the item is sold [3].

    To demonstrate its functionalities of Salesforce, I created an application for inventory

    management. Here, In the inventory management, there are two parts: one is administration part,

    and another part is customer portal. The administrator manages the inventory and store

    operations, and the customer buys the products in the inventory through customer portal.

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    Contents

    Abstract ..........................................................................................................................4

    Chapter 1: Introduction to Cloud Computing .................................................................7

    1.1 Introduction to Cloud Computing ................................................................7

    1.2 Service Models of Cloud Computing .........................................................8

    Chapter 2: Salesforce Basic ..........................................................................................10

    2.1 Introduction to Salesforce .........................................................................10

    2.2 The architecture of Salesforce ....................................................................10

    2.3 Salesforce Multiple View Controller ........................................................11

    2.4 Salesforce Versions ....................................................................................12

    2.5 System Overview ......................................................................................13

    2.6 Technologies of Salesforce .......................................................................14

    2.7 Benefits of Using Salesforce ......................................................................15

    Chapter 3: Inventory Management ...............................................................................17

    3.1 Inventory Management ..............................................................................18

    3.2 Development Area .....................................................................................18

    3.2.1 Custom Apps ................................................................................18

    3.2.2 Objects ..........................................................................................19

    3.2.3 Fields ............................................................................................19

    3.2.4 Relationships ................................................................................20

    3.2.5 Tabs ..............................................................................................22

    3.2.6 Securing and Sharing Data ...........................................................23

    3.2.7 Page Layouts ................................................................................23

    3.2.8 Visual Force .................................................................................24

    3.2.9 Apex .............................................................................................24

    3.2.10 Chatter ..........................................................................................24

    3.2.11 Reports and Dashboards ...............................................................25

    Chapter 4: Functionalities .............................................................................................26

    4.1 Inventory Administration ............................................................................26

    4.2 Customer Portal ...........................................................................................35

    Appendix .......................................................................................................................45

    References .....................................................................................................................51

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    List of Figures

    Figure 1: Cloud Computing ............................................................................................7

    Figure 2: Service Models of Cloud Computing ..............................................................9

    Figure 3: Service Models ................................................................................................9

    Figure 4: Multi-tenancy.................................................................................................10

    Figure 5: Salesforce MVC ............................................................................................11

    Figure 6: Different Versions of Salesforce ...................................................................12

    Figure 7: Salesforce Mobile App ..................................................................................13

    Figure 8: Benefits of Salesforce ....................................................................................16

    Figure 9: Inventory Management System .....................................................................17

    Figure 11: An example of a Master-Detail relationship................................................21

    Figure 12: Relationships between objects .....................................................................22

    Figure 13: Schema of Inventory Administrator ............................................................26

    Figure 14: Product Approval Process ..........................................................................32

    Figure 15: Workflow of Customer Portal .....................................................................35

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    Chapter 1: Cloud Computing

    Cloud computing is usually defined as storing and managing the data over the cloud, rather than

    a local server. Cloud computing is easy to understand. All applications are developed and

    run in the web browser. Using the internet connection, users and developers will have

    access to whole applications thus eliminating the complexity and overhead of the

    maintain environment [4].

    Unlike traditional business applications which are complicated, expensive and need experts to

    install, run, update and secure, cloud computing can be accessed anywhere with an online

    connection. In traditional systems, the entire infrastruc