Please help with my project, Im still not totally set on how to use SalesForce A

Question

Please help with my project, Im still not totally set on how to use SalesForce

AW Computing wants to retire their existing expense report system and have tasked you with designing a simple expense reporting app.

You will build this app in two steps:

I. (50 pts) Design Document (Word or PDF document): For each of the requirements below, provide the design solution, i.e., how you would address this requirement. For example, answers could look like:

This requirement can be met by creating an object X; and within it creating fields Y and Z with data types A and B.

This requirement can be met by making the X field read-only.

This requirement can be met by creating 3 record types for object X.

This requirement can be met by creating a permission set with permissions X,

Y, and Z and assigning it to the users A, B, and C.

This requirement can be met by setting the Organization-Wide Defaults for

object X to A, etc.

Requirements:

1) An expense report consists of multiple line items.

2) For each expense report, the following needs to be tracked:

a) Date submitted.

b) Purpose of the trip.

c) The status of the report: New, Complete, Submitted, Approved, Not

Approved.

d) The department of the expense report owner.

3) Users should only be able to choose an expense report status of New or Complete.

4) Three types of expenses must be captured: a) Transportation

v Types of Transportation

v Amount
v Comments

b) Accommodationv Vendor

v Number of Nights
v Nightly Rate (does not vary)v Amount
v Comments

c) Food
v Meal Type: Breakfast, Lunch, Dinner
v Amount
v Business Guest (must be included for all meals over $50)v Comments

5) Each expense line item should only show fields relevant to the type.

6) The following calculations need to be performed:v Total Transportation Expenses
v Total Accommodation Expenses
v Total Food Expenses

7) Once an expense report is complete, it should be automatically submitted for approval.

v The record owner’s manager must be the first approver.
v Any expense report over $5,000 must also be approved by the CEO.

8) Once an expense report is approved, the expense report should be reassigned to the expense processing team.

v Expense Processing Team: Jacob Lerner, Janet Young, Maya Lorette.

Hint: Reassigning means transferring the ownership. This requirement asks to change the owner of the record from the initial user who created the record to the expense processing team (i.e., the entire team will be the owner).

Airline

American Airlines, British Airways, Virgin Airways

Taxi

Uber, Lyft, YellowCab, Other

Rental Car

Avis, Budget, Hertz

9) No one is allowed to delete an expense report except the expense team.

10)The expense team must be able to edit all expense reports and line items.

11)All users can create expense reports, but should not be able to access anyone else’s expense report.

II. (50 pts) Building the App: Implement the design solutions you provided in part I. Once completed create an “Expense Report” app, which will include the tabs relevant to the app. The app will be available through the app drop-down menu as shown in the image below.

Airline

American Airlines, British Airways, Virgin Airways

Taxi

Uber, Lyft, YellowCab, Other

Rental Car

Avis, Budget, Hertz

Explanation / Answer

Basic: The app requires login via User ID and a password. Normal users, Managers and Expense Process teams have different permission sets. Default permission set is to create expense report.

1)This requirement can be met by creating an object Expense Report for storing all required fields and data types

2) This requirement can be met by creating fields in Expense Report object Date as string, Purpose as string, Status as string, Department as String

3) This requirement can be met by creating permission set User and assigning it to Users. Also creating Owner field as string type array (read only to the user) to track owner of the expense report is useful. This field will automatically filled by the APP (user name is taken when login to app) when submitted for Approval

4) This requirement can be met by creating 3 record types a) Transportation with sub fields: Type of Transportation as string, amount as float and comments as string b) Accommodation with sub fields: Vendor as string, Number of nights as int, Nightly rate as static float, Amount as float and comments as string c) Food with sub fields: Meal type as string (only three types permissible: breakfast, lunch and dinner), Amount as float, Business Guest as string (optional to enter for < 50$ and mandatory otherwise check on Amount) and comments as string

5) This requirement can be met by creating a field type of expense string (only Transportation, Accommodation and Food are allowed) in Expense Report object and based on this creating a method/function override based on type of expense

6) This requirement can be met by creating a field Total expense as float and returning this amount in the above function/method and add all same type expenses to show Total Transportation expense, Total Accommodation expense and Total Food expense

7) This requirement can be met by changing the status field of the Expense Report object to Submit after checking whether all required fields are properly filled. Also creating a field Approvers as string array (read only to the user) in the Expense Report object helps tracking the Approver. If the total expense (obtained from the above point 7) is < 5000$ only Manager name is added to Approvers array. Else CEO's name is also added to Approvers array. These fields are read only and automatically filled by the APP when user submits the expense report for approval

8) This requirement can be met by changing the owner field of the expense report object to Expense Processing Team string array. Expense processing team string type array contains the names Jacob Lerner, Janet Young, Maya Lorette.

9)This requirement can be met by creating different permission sets to create, view, edit and delete expense reports. The default permission is to create an expense report which is for all users in the organization. Delete expense report permission to delete the report is exclusively given to Expense processing team.

10)This requirement can be met by assigining above permission set to edit the expense reports to Expense processing team.

11) This requirement can be met by assigning the permission set to create expense report as default for all users. But to view an expense report is restricted to owners only. This can verified when login to the app by cross checking owner field of the expense report object and user name recorded during login

12) This requirement can be met by assigning the permission set to view expense report to the original owner and his/her manager and ofcourse the expense processing team

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