preapre a documentation based on job duties of the project

Table of Contents ASSIGN ME 0 Table of Contents 1 1 Document Revisions 2 2 General Information 3 2.1 Overview 3 2.2 Technical Description 3 2.3 Process flow 4 2.3.1 New Custom Objects 5 2.3.2 New Custom fields 5 2.3.3 Standard Objects 5 2.3.4 New Custom fields added 5 3 Visualforce Pages 6 3.1 Pages used 6 3.1.1 Page Layout 6 3.1.2 Custom Settings 6 3.1.3 APEX Class 7 3.1.4 APEX Test Class 7 3.1.5 APEX Trigger 7 3.2 Page and Page flow 8 Date Version Number Document Changes 09/02/2019 1.0 Initial draft Document Revisions

Object Reassignment SDLC Template Version: 1.0

FRS Template

Object Reassignment SDLC Template Version: 1.0

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Whenever user leaves the organization, the System Admin will deactivate that user. But there might be many records assigned to that user and all those records has to reassigned to someone in the organization (It might be his manager). To reassign the records System Admin who is going to deactivate the user will have to find all the records assigned to the user being deactivated and reassign all the records to his manager or the intended person one by one.

To achieve the above said scenario in few clicks, we must come up with this application called “ASSIGN ME”. This application has capability to reassign records from 5 major standard objects (Account, Contacts, Case, Lead and Opportunity) when a user is deactivated. Also, after the application is installed, there is an option to select/configure the Objects, record types and status, of which we want to reassign the records to deactivated user’s manager. Once the records are reassigned to manager, an email notification will be sent the manager informing him about the assignment of records. Then the manager has an option to reassign them to other users in the organization or keep them on his name.

Below are the technical details of the application on, how it works and details about different configurations we can do.

1. After “ASSIGN ME” Application is installed, there is an option to configure, where we can select the Objects, Record Types and status for which you want the records to be reassigned.

2. Selected objects and corresponding Record Types along with Status for all the selected Objects will be stored in custom settings.

3. ‘Deactivation Date’ field is added to the User object, when the User is deactivated the ‘Deactivation Date’ field will be populated with current date.

4. When the user is deactivated, then based on the values in the custom settings the records in the deactivated user’s name will be assigned to his manager and will be stored in ‘Object Reassignment’ custom object.

5. As soon as the records get reassigned to the deactivated user’s manager an email notification will be sent to manager.

6. Based on the notification, manager can login into Salesforce, go to ‘Object Reassignment’ tab and see all the records assigned to him.

7. In the ‘Object Reassignment’ tab there is option for manager to delete all the records from the ‘Object Reassignment’ without reassigning them to other users or he can reassign one or more records to other identified members in his team or organization.

8. Once the records are reassigned to other users by manager the records will be deleted from ‘Object Reassignment’.