- Salesforce
- Lightning App
- Schema Builder
- Project and Timesheet Object
- URL-Driven Report Configuration for Projects
First and foremost, to lay the foundation of my application, I created an ERD, or an Entity Relationship Diagram to show links between the entities or objects created and the relationship between them, then went on to create the schema. I created two main objects, the project object and timesheet object, and added their various fields or attributes within the Schema Builder within the Salesforce environment.
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An ERD is a logical, visual diagram of entities, such as people, things or objects, and how they relate to each other within a database or system. A data schema is a relational model or diagram as well, however it is used as a blueprint to build a database and show how data will be stored in a database, whether that database is relational or non-relational. An entity relationship diagram is essential because they ultimately tell a story about an entity and can show the various effects on different structures within an entity, and data schemas are just as essential to group logical entities, protect objects, etc.
Using the Report Types in Setup, I created a new custom report type that uses the project and timesheet objects. The reports will basically summarize the time for projects. In the report builder, since it is url-driven, I followed the schema created with the projects selected by ID, or accounts, and with records from timesheets. After, I edited the sharing settings and created the custom tabs.
I used the App Manager in Setup, to create a new lightning app and followed through the prompts. I named this application, Projedex.
Here is my completed project management application called Projedex:
