Before creating an application, it is important to know what application that you need and what information that you want to manage. Follow below steps to design your app.
- Define the information you want to manage in the application. For example, you can categorize the information for a sale team into two groups; e.g. Customer and Contact. These two categories will be the Module in your application.
- List the Fields for each module to store your data. For example, the Customer module may have Customer ID, Customer Name, Customer Address and Industry Type fields while the Contact module may have Customer ID, Contact Name, Mobile No and Email field.
- Identify the relationship between the modules. For example, the Contact “John Doe” works for the Customer “Acme Company” and another person also works for the same company. This will become the parent-child Relationship between Customer and Contact module.
- Define the rules to control your business process. For example, an approval from a line manager is needed when there are changes in “Mobile No” field. This is process in Workflow.
- Control user permissions to access the information based on their roles. For example, you can create a different field layout by excluding “Sale Price” and “Sale Quantity” fields for a customer service team. This is a process in Field Layout set-up.
- Design reports and dashboards for analyzing your data.
Last modified on Jan 23, 2018