How to Build a School Management System on Salesforce
Introduction
In the digital era, educational institutions face numerous challenges in managing student data, tracking attendance, grading, and ensuring effective communication between teachers, students, and parents. A comprehensive, integrated solution is necessary to streamline these processes. Salesforce, with its customizable platform, offers the perfect solution to develop a School Management application tailored to these needs.
The Need for a School Management Application
A well-structured School Management application on Salesforce can significantly enhance the efficiency of school operations. It enables easy access to information, improves communication, and fosters collaboration among teachers, students, and parents. This leads to better engagement within the school community and a more productive learning environment.
Core Components of the School Management System
1. Custom Objects
Custom objects in Salesforce are designed to store specific information. For the School Management app, we consider several essential objects:
1. Student: Manages personal details, enrollment status, and academic performance.
2. Class/Section: Handles class schedules and tracks student enrollment in different sections.
3. Course/Subject: Manages course offerings, curriculum details, and teacher assignments.
4. Assignment: Tracks the distribution of assignments, submissions, and feedback.
5. Attendance: Records and monitors student attendance, ensuring accurate tracking and compliance.
6. Grade/Result: Manages grades, calculates cumulative scores, and generates report cards.
7. Teacher: Stores information about teacher qualifications, assignments, and personal details.
Create an app – School Management: (Follow the steps to make an app)
Situation: A school is facing challenges in managing student information, attendance
Let’s create some custom objects for the school management Application.
1. Student
2. Class/Section
3. Course/Subject
4. Assignment
5. Attendance
6. Grade/Result
1. Student: (Follow the steps to make a custom object)
Situation: The school lacks a centralized system to manage student information efficiently, leading to disorganized records and communication gaps.
Task: Develop an object to display student information management, including personal details, enrollment status, and academic performance tracking.
Response: The School Management app provides a centralized platform for managing student information, improving data accuracy, communication, and administrative efficiency
Fill in all the required details and click “Next”.
Create a new Tab for the respectable object and click “Next”.
Allow the object access to the desired profiles and click “Next"
Add the Tab in the desired Applications and click “Save”.
2. Class/Section: (Follow the above steps to create the remaining objects)
Situation: The school struggles to organize class schedules and track student enrollment in different sections efficiently.
Task: Develop an object to manage class schedules, allocate students to sections, and track enrollment for each class.
Response: The School Management app facilitates efficient class scheduling, section allocation, and enrollment tracking, enhancing organizational effectiveness and resource utilization.
3. Course/Subject:
Situation: The school lacks a centralized system to manage course offerings, curriculum details, and teacher assignments.
Task: Develop an object to catalog courses, define curriculum details, and assign teachers to specific subjects.
Response: The School Management app displays course management, curriculum planning, and teacher assignments, improving academic program effectiveness and resource allocation.
4. Assignment:
Situation: The school faces challenges in distributing assignments, tracking submissions, and providing timely feedback to students
Task: Develop an object to create and distribute assignments, track student submissions, and facilitate teacher feedback.
Response: The School Management app displays assignment creation, distribution, and feedback processes, improving teacher-student communication and academic performance tracking.
5. Attendance:
Situation: The school struggles to track student attendance accurately and efficiently, leading to errors in attendance records and compliance issues.
Task: Develop an object to record student attendance, monitor absences, and generate attendance reports.
Response: The School Management app improves attendance tracking accuracy, facilitates timely intervention for absences, and enhances compliance with attendance policies.
6. Grade/Result:
Situation: The school lacks a standardized system to record student grades, calculate cumulative scores, and generate report cards efficiently.
Task: Develop an object to manage student grades, calculate cumulative scores, and generate report cards accurately.
Response: The School Management app simplifies grade recording, calculation, and reporting processes, providing accurate academic performance tracking and reporting for students and parents.
7. Teacher:
Situation: The school faces challenges in effectively managing teacher information, including personal details, teaching assignments, and qualifications.
Task: Develop an object to display teacher management processes, including tracking teaching assignments, qualifications, and experience.
Response: The School Management app provides a centralized platform for managing teacher information, improving data accuracy, communication, and administrative efficiency within the school.
Create the below-listed fields in their respective object with their respective datatypes
1. Student:
- First Name (Text)
- Last Name (Text)
- Date of Birth (Date)
- Gender (Picklist)
- Address (Text Area)
- Phone Number (Phone)
- Email Address (Email)
- Parent/Guardian Name (Text)
- Parent/Guardian Phone (Phone)
- Enrollment Date (Date)
- Graduation Date (Date)
2. Class/Section:
- Class Name (Text)
- Section (Text)
- Teacher Assigned (Lookup to Teacher)
- Start Date (Date)
- End Date (Date)
- Schedule (Text Area)
- Room Number (Text)
3. Course/Subject:
- Course Name (Text)
- Subject (Text)
- Course Code (Text)
- Description (Long Text Area)
- Teacher Assigned (Lookup to Teacher)
- Start Date (Date)
- End Date (Date)
4. Assignment:
- Assignment Title (Text)
- Description (Long Text Area)
- Due Date (Date)
- Assigned To (Lookup to Student)
- Assigned By (Lookup to Teacher)
- Status (Picklist – g., Not Started, In Progress, Completed)
- Submission Date (Date)
- Grade (Number)
5. Attendance:
- Date (Date)
- Class/Section (Lookup to Class/Section)
- Student (Lookup to Student)
Status (Picklist – e.g., Present, Absent, Late)
6. Grade/Result:
- Student (Lookup to Student)
- Course (Lookup to Course/Subject)
- Assignment (Lookup to Assignment)
- Exam Title (Text)
- Exam Date (Date)
- Score (Number)
- Grade (Text or Formula Field)
- Remarks (Long Text Area)
7. Teacher:
- First Name (Text)
- Last Name (Text)
- Date of Birth (Date)
- Gender (Picklist)
- Address (Text Area)
- Phone Number (Phone)
- Email Address (Email)
- Subject(s) Taught (Multi-select Picklist or Junction Object with Course/Subject)
- Employment Start Date (Date)
- Employment End Date (Date)
- Qualifications (Long Text Area)
- Certification(s) (Text Area)
- Teaching Experience (Number)
- Assigned Classes/Sections (Lookup to Class/Section or Junction Object)
Scenario 2: – IQRA Tech wants to create a system in Salesforce to store details about each job role, including the job title, department, responsibilities, required qualifications, and salary range.
Solution: –
Step1: – Create a custom object named “Job Opening” in Salesforce
Step 2: – Define Fields job role, job title, department, responsibilities, required qualifications, and salary range.
Scenario 3: – IQRA Tech is a growing company that wants to make hiring new employees easier. They want to keep track of everyone who applies to work at their company in one place. They plan to use Salesforce to create a system where they can store information about each job candidate.
Solution: Create a custom object named “Applicant Details”.
• Define Fields: First Name, Last Name, Email, Phone Number, Address, Educational Qualifications, Work Experience, Skills and Expertise, Interview Feedback, Status (e.g., New, In Progress, Hired, Rejected)
Scenario 4: –IQRA Tech wants to create a system in Salesforce to store details about each job role, including the job title, department, responsibilities, required qualifications, and salary range.
Solution: – Step 1. Create a custom object named “Job Opening” in Salesforce Step 2. Define Fields job role, job title, department, responsibilities, required qualifications, and salary range.
Scenario 5: – IQRA Tech is a growing company that wants to make hiring new employees easier. They want to keep track of everyone who applies to work at their company in one place. They plan to use Salesforce to create a system where they can store information about each job candidate.
Solution: Create a custom object named “Applicant”.
• Define Fields: First Name, Last Name, Email, Phone Number, Address, Educational Qualifications, Work Experience, Skills and Expertise, Interview Feedback, Status (e.g., New, In Progress, Hired, Rejected)
Scenario 6: – Create an app named My University App, which contains students, subjects, teachers, etc. With related fields.
Steps: –
1. Create an app named “My School”
Setup->apps->lightening app->new
Select the app options given below
Add utility item as a phone as shown below
Add Navigation items as shown below
Add a user profile whichever you want here we select the profile given below
2. Create Objects, assign objects to tabs & create fields in tabs: -
Setup ->object manager ->create new(students name )->next-
>next->save
Create fields with a relationship in the student’s name
Object manager ->student name ->fields and relationships ->new –
>select data type as ‘text’ next->field label ‘student name ’->length ‘20’->next->next->save.
Similarly, create more tabs and fields. Follow the same steps.
Scenario 7: –create a recruitment app including tabs applicant, application, job posting and interview feedback, etc.
Steps:- follow the same steps to create the app, objects, tabs, and fields in it, as described above
Benefits of the School Management System
The development of a School Management system on Salesforce brings numerous advantages:
- Centralized Data Management: All student and teacher data is stored in one place, making it easy to access and manage.
- Improved Communication: With integrated communication tools, information can be disseminated quickly between students, parents, and teachers.
- Enhanced Academic Tracking: Teachers can easily track and report on student performance, attendance, and grades.
Conclusion
The Salesforce platform provides a versatile and powerful solution for educational institutions looking to improve their operational efficiency through technology. By leveraging Salesforce to create a custom School Management application, schools can ensure they meet modern educational demands and provide a supportive environment for all stakeholders.
For a visual guide on setting up these objects and more detailed instructions, please refer to the embedded screenshots and step-by-step guides provided within our system setup documentation.
