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TripAdvisor E Management

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6 views24 pages

TripAdvisor E Management

Uploaded by

praveenrajr768
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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You are on page 1/ 24

A PROJECT ON

Tripadvisor E-Management
A Project Report Submitted in the partial fulfilment of the
requirements for the verification of project

Submitted by

Team ID:NM2024TMID06123
Thanigaivel,Hemachandiran,Gouse Hussain,Sai Sevvel

SALESFORCE DEVELOPER

AUG 2024 - NOV 2024

1
DECLARATION

I, David, the sole member responsible for the "To Supply Leftover Food to Poor" project,

hereby declare that the project documentation, processes, and implementations described

herein are accurate and created in good faith. I affirm that all the details regarding the

management of venues, tasks, volunteers, and drop-off points have been thoroughly

considered and documented to the best of my knowledge and abilities.

This documentation reflects the intended implementation of the project using Salesforce and

is aimed at ensuring a streamlined and efficient system for redistributing leftover food to

underprivileged communities. I acknowledge that the success of this project relies on

accurate record-keeping, effective coordination, and the collaborative efforts of all involved

parties.

I am committed to the ethical and effective execution of this project, and I am dedicated to

the continuous improvement of our processes to maximize the positive impact on our target

communities.

2
Contents

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

Creating Developer Account:.............................................................................................7

Account Activation...........................................................................................................8

Create Hotel Object..........................................................................................................11

Create Food Option Object:..............................................................................................11

Create Flight Object..........................................................................................................12

Create Customer Object....................................................................................................12

Creation Of Fields For The Hotel Object:....................................................................12

Creation Of Fields For The Food Option Object:.......................................................13

Creation Of Fields For Flight Object:..........................................................................13

Creation Of Fields For Customer Object.....................................................................14

Create Flow To Get Records of Amount of Discount......................................................14

Create A Trigger...............................................................................................................17

Create A Apex Class.........................................................................................................18

Lightning App...................................................................................................................19

Impact...............................................................................................................................20

Conclusion........................................................................................................................22

3
Abstract

The TripAdvisor E-Management app with the salesforce works with your all-in-one travel

companion, empowering you to plan, book, and make the most of the trips. Discover millions

of reviews and insights shared by fellow travelers, helping you make informed decisions for

every aspect of your journey. Whether you're seeking the perfect hotel, top-rated restaurants,

must-visit attractions, or the best travel deals, TripAdvisor has you covered

OBJECTIVE

Primary Goal of the Project to Customization process for the proper flow of the business if

TripAdvisor where they can easily access the Hotel requirement then food options and also the ease

for the customers with the preferable discount with there Amount limits this process helps to save

time from multiple manual processes.

SCOPE:

This project aims to enhance travel management and customer experience through the

following key activities:

1. Review Management: Collect and analyze customer reviews, and automate

responses to feedback.

2. Booking Management: Automate booking confirmations, updates, and cancellations.

4
3. Customer Relationship Management (CRM): Centralize customer interactions and

personalize communication.

4. Task Coordination: Assign and track tasks related to bookings and customer support.

5. Analytics and Reporting: Generate reports on customer satisfaction and booking

trends.

6. Integration with External System

INTRODUCTION TO SALESFORCE

Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform that

enables organizations to streamline their business processes and enhance customer

interactions. Established in 1999, Salesforce offers a suite of applications for sales, customer

service, marketing, and more, designed to help businesses manage relationships with

customers, prospects, and partners.

Key Features of Salesforce:

1. Customizable CRM: Salesforce provides a highly customizable platform that can be

tailored to meet the specific needs of any business, regardless of industry.

2. Cloud-Based: As a cloud-based service, Salesforce allows users to access their data

from anywhere, on any device, ensuring flexibility and mobility.

3. Integration Capabilities: Salesforce can be integrated with a wide variety of other

systems and applications, allowing for seamless data flow across different platforms.

4. Automation: The platform supports advanced automation features, such as workflow

rules, process builder, and Salesforce Flow, to automate repetitive tasks and improve

efficiency.

5
5. Analytics and Reporting: Salesforce offers robust analytics and reporting tools that

provide insights into business performance and help make data-driven decisions.

6. AppExchange: This marketplace offers a wide range of third-party applications and

integrations that can extend Salesforce’s functionality.

WHY SALESFORCE FOR THIS APPLICATION?

1. Integrated Platform

o Manage reviews, bookings, and customer interactions in one place.

2. Scalability:

o Scale with your business as it grows.

3. Customization:

o Tailor Salesforce to meet specific project needs with custom objects, fields,

and workflows.

4. Automation:

o Utilize Salesforce Einstein for AI-driven insights and predictive analytics.

5. Analytics and AI:

o Maintain accurate records for audit and compliance purposes.

o Ensure accountability through detailed documentation of all activities and

processes.

Key Components

1. Custom Objects and Fields:

o Create custom objects for Reviews, Bookings, and Customer Interactions.

o Define necessary fields like review content, booking dates, customer details.

6
2. Automation:

o Set up workflows and process builders to automate responses, reminders, and

status updates.

3. Reports and Dashboards:

o Create custom reports for tracking key metrics.

o Build dashboards for visualizing data and monitoring performance.

4. Integration:

o Integrate Salesforce with other systems (e.g., TripAdvisor API) to pull in

reviews and booking data.

IMPLEMENTATION

The project will be implemented in Salesforce, with the following steps:

Salesforce Developer Account Creation:

Creating Developer Account:


Creating a developer org in salesforce.

1. Go to https://developer.salesforce.com/signup

7
2. On the sign up form, enter the following details :

1. First name & Last name

2. Email

3. Role : Developer

4. Company : College or Company Name

5. County : India

6. Postal Code : pin code

7. Username : should be a combination of your name and company

This need not be an actual email id, you can give anything in the format :

username@organization.com

Click on sign me up after filling these.

Account Activation

1. Go to the inbox of the email that you used while signing up. Click on the verify

account to activate your account. The email may take 5-10mins.

8
1.

Click on Verify Account

2. Give a password and answer a security question and click on change password.

9
3. Give a password and answer a security question and click on change

password.

4. Then you will redirect to your salesforce setup page.

CREATION OF OBJECTS:

Create Hotel Object:

To create an object:

1. From the setup page >> Click on Object Manager >> Click on Create >>Click on

Custom Object.

1. Enter the label name >> Hotel

2. Plural label name >> Hotels

3. Enter Record Name Label and Format

 Record Name >> Hotel Name

 Data Type >> Text

2. Click on Allow reports.

3. Allow search >> Save.

10
Create Food Option Object
To create an object:

2. From the setup page >> Click on Object Manager >> Click on Create >>Click on

Custom Object.

4. Enter the label name >> Food Option

5. Plural label name >> Food Options

6. Enter Record Name Label and Format

 Record Name >> Food Options Name

 Data Type >> Auto Number

 Format >> FO-{0000}

4. Click on Allow reports.

5. Allow search >> Save.

Create Flight Object


To create an object:

3. From the setup page >> Click on Object Manager >> Click on Create >>Click on

Custom Object.

7. Enter the label name >> Flight

8. Plural label name >> Flights

9. Enter Record Name Label and Format

 Record Name >> Flight Name

 Data Type >> Auto Number

 Format >> FL-{0000}

6. Click on Allow reports.

7. Allow search >> Save.

11
Create Customer Object
To create an object:

1. From the setup page >> Click on Object Manager>> Click on Create >> Click on

Custom Object.

1. Enter the label name>> Customer

2. Plural label name>> Customers

3. Enter Record Name Label and Format

 Record Name >> Customer Name

 Data Type >> Text

2. Click on Allow reports.

3. Allow search >> Save.

Creation Fields For Hotel Objects

1. Go to setup >> click on Object Manager >> type object name(Hotel) in the

search bar >> click on the object.

2. Now click on “Fields & Relationships” >> New

3. Select Number and Date Data Type

4. Field Name : TotalFoodOptions and Date

5. Field label : Auto generated

6. Next >> Next >> Save.

12
Creation Fields For Food Option Objects

1. Go to setup >> click on Object Manager >> type object name(Food Option) in

the search bar >> click on the object.

2. Now click on “Fields & Relationships” >> New

3. Select Text, Lookup and Currency Data Type

4. Field Name : Name, Hotel, and Food Amount

5. Field label : Auto generated

6. Next >> Next >> Save.

Creation Fields For Customer Objects

1. Go to setup >> click on Object Manager >> type object name(Customer) in

the search bar >> click on the object.

2. Now click on “Fields & Relationships” >> New

3. Select Text, Formula and Percentage

4. Field Name : Customer Name, Discount Amount and Discount Percent

5. Field label : Auto generated

6. Next >> Next >> Save.

Creation Fields For Flight Objects

13
1. Go to setup >> click on Object Manager >> type object name(Flight) in the

search bar >> click on the object.

2. Now click on “Fields & Relationships” >> New

3. Select Text and Date/Time Data Type

4. Field Name : Name and DepartureDateTime

5. Field label : Auto generated

6. Next >> Next >> Save.

FLOWS:

Create Flow To Get Record for Amount Discount


1. Go to setup >> type Flow in quick find box >> Click on the Flow and Select the New

Flow.

2. Create Variables

3. Variable > Api name > foId > text > Available for Input
4. Variable > Api name > csId > text > Available for Input
5. Variable >Api name > discount > Number

6. Label Name: Get Food Options

7. Object >> Food Option

14
8. Next

9. Create Decision Element and 2 Outcomes

10. * Full Discount

11. * Partial Discount

12. * No Discount

13. Create Assignment for Each Decision

14. Assign Discount Percentage for Each Decision

15
15. Full Discount (Variable = Discount, Operator = Equals, Value = 20 )

16. Partial Discount (Variable = Discount, Operator = Equals, Value = 10 )

17. Full Discount (Variable = Discount, Operator = Equals, Value = 0 )

18. Now Getting Update Record

19. Select = Specify Condition to identify Record and set fields Individually

20. Object = Customer

21. Fields = id, Operator = Equals, Value = csid

22. Save

23. Label = Get Food Amount

24. Activate

16
TRIGGER:

Create A Trigger
1. Log into the trailhead account, navigate to the gear icon in the top right corner.

2. Click on developer console and you will be navigated to a new console window.

3. Click on the File menu in the toolbar, and click on new >> Trigger.

4. Enter the trigger name and the object to be triggered.Enter Name : FoodOptionTrigger

Object: Food Option.

5. Click on Submit.

TRIGGER CODE:

Code:

17
trigger FoodOptionTrigger on Food_Option__c (after insert, after update, after
delete) {
If(trigger.isInsert && trigger.isAfter){
FoodOptionTriggerHandler.updateHotelInformation(trigger.new);
}
}

Apex Class Code:

public class FoodOptionTriggerHandler {


public static void updateHotelInformation(List<Food_Option__c> newFoodOptions,
List<Food_Option__c> oldFoodOptions, TriggerOperation operation) {
Set<Id> hotelIdsToUpdate = new Set<Id>();
for (Food_Option__c foodOption : newFoodOptions) {
hotelIdsToUpdate.add(foodOption.Hotel__c);
}
List<Hotel__c> hotelsToUpdate = [SELECT Id, Name, TotalFoodOptions__c FROM
Hotel__c WHERE Id IN :hotelIdsToUpdate];
for (Hotel__c hotel : hotelsToUpdate) {
Integer totalFoodOptions = [SELECT COUNT() FROM Food_Option__c WHERE
Hotel__c = :hotel.Id];
hotel.TotalFoodOptions__c = totalFoodOptions;
}
update hotelsToUpdate;
}
}

Apex Schedule Class Code:

public class FlightReminderScheduledJob implements Schedulable {


public void execute(SchedulableContext sc) {
sendFlightReminders();

18
}
private void sendFlightReminders() {
// Query for flights departing within the next 24 hours
List<Flight__c> upcomingFlights = [SELECT Id, Name, DepartureDateTime__c FROM
Flight__c
WHERE DepartureDateTime__c >= :DateTime.now()
AND DepartureDateTime__c <= :DateTime.now().addDays(1)];
for (Flight__c flight : upcomingFlights) {
// Customize the logic to send reminder emails
// For this example, we'll print a log message; replace this with your email sending
logic.
System.debug('Sending reminder email for Flight ' + flight.Name + ' to ' +
flight.ContactEmail__c);
// Example: Send email using Messaging.SingleEmailMessage
Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage();
email.setToAddresses(new List<String>{ flight.ContactEmail__c });
email.setSubject('Flight Reminder: ' + flight.Name);
email.setPlainTextBody('This is a reminder for your upcoming flight ' + flight.Name
+
' departing on ' + flight.DepartureDateTime__c);
Messaging.sendEmail(new List<Messaging.SingleEmailMessage>{ email });
}
}
}

TripAdivosr E-Management App

1.Dashboard

19
2.Report

3.Customer

20
4. Flights

21
5. Food Options

6. Hotels

22
7. Email Notification for Flight Departure Time

Impact

The TripAdvisor E-Management project aims to significantly enhance customer satisfaction

and operational efficiency by leveraging Salesforce’s robust capabilities. By automating

review and booking management, the project ensures timely responses and personalized

interactions, leading to happier customers. The integration of data-driven insights helps refine

services and improve the overall customer experience. Salesforce’s scalability supports the

system's growth, accommodating increasing volumes of reviews and bookings. Additionally,

efficient task coordination and resource utilization lead to cost savings and improved

productivity. Overall, this project streamlines travel management processes and optimizes

resource use, providing long-term benefits for both the business and its customers.

Conclusion:

The TripAdvisor E-Management project has successfully transformed travel management by

integrating and automating key processes using Salesforce. By streamlining review

23
management, automating booking confirmations, and centralizing customer interactions, the

project has significantly enhanced operational efficiency and customer satisfaction. The data-

driven insights gained through robust analytics and reporting have empowered informed

decision-making, leading to continuous service improvement. Additionally, the scalability

and flexibility of Salesforce ensure that the system can grow with the business,

accommodating increasing volumes of data and interactions. This comprehensive approach

not only optimizes resource utilization but also fosters better customer relationships,

ultimately contributing to the project's success in providing a superior travel experience and

driving long-term business growth.

24

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