README.md

McLean library management project summary

Here are the 3 main objectives of the McLean Library Management System project:

1. The ability to track multiple copies of the same book title.
2. The ability to track the branch location of a particular book (expect to have multiple branches)
3. The ability to track individual library patrons and see current and previous lending activity.

Technologies used in the McLean Library Management System

1. Declarative

Example: Roll-up summary field on Book__c

2. Visualforce

Example: Release notes/readme page

3. Lightning Web Component

Example: LWC on Book Loan record page

4. Apex Trigger

Example: Trigger on insert/update record on Book Copy object. Example: Trigger on insert/update record on Book Loan object.

5. Experience Cloud

Example: Catalog look-up on Book object.

Browse Book copies

Browse locations - (view map)

6. Tableau CRM Analytics

Example: Analytics on Book object.

7. OpenAI API

Query the dataset

8. Github

Example: Uploaded package.xml https://github.com/sdooley-dev/mclean-library-project/blob/main/README.md

Demo

Login as librarian - View Permissions

Book object - Declarative - Roll Up Summary Fields

Create a new Book Title [1]

Create a new Book Copy (see code below)

Code for the Book Copy Master Trigger

trigger BookCopyMasterTrigger on Book_Copy__c ( before insert, after insert, before update, after update, before delete, after delete, after undelete) {

// check if it is a before event
if (trigger.isBefore) {
    if (trigger.isInsert) {            
        BookCopyHandlerB.updateBookCopyDetails(trigger.new);   
    }

    if (trigger.isUpdate) {
        // call method here
    }

   if (trigger.isDelete) {
        // call method here
    }
}

// check if it is an after event
if (trigger.isAfter) {
    if (trigger.isInsert) {
        // call method here
    }

    if (trigger.isUpdate) {
        // call method here
    }

    if (trigger.isDelete) {
       // call method here
   }

    if (trigger.isUndelete) {
        // call method here
    }
}

}

Code for the Book Copy Handler Class

public class BookCopyHandlerB {

// method to update Book_Copy_Number_D__c, Loan_Status__c
public static void updateBookCopyDetails(List<Book_Copy__c> copies) {
    Set<Id> bookIds = new Set<Id>();

   // find the book copy in [Book__c] and add it
   for (Book_Copy__c copy : copies) {
      if (copy.Book__c != null) {
           bookIds.add(copy.Book__c);
       }
   }

   Map<Id, Book__c> booksMap = new Map<Id, Book__c>([SELECT Id, Number_of_Copies__c FROM Book__c WHERE Id IN :bookIds]);

   for (Book_Copy__c copy : copies) {
       if (copy.Book__c != null) {
           Book__c book = booksMap.get(copy.Book__c);

           //  if a book copy already exist
           if  ( book.Number_of_Copies__c != null ) {

               // increment copy number by 1 for that book title
               copy.Book_Copy_Number_D__c = book.Number_of_Copies__c + 1;
            }

           // if no book copy exist yet, make the copy = 1
            if (book.Number_of_Copies__c == null) {
               copy.Book_Copy_Number_D__c = 1;
            }

            // insert status
            copy.Loan_Status__c = 'Checked In'; 

           // insert date for first check-in
           copy.Last_Checked_In__c = Date.today(); 
       }
   }

} }

Create a new Book Loan

(uses Book Loan Trigger)

Lightning Web Component for the Book Loan record page

Custom component uses the mailto link

Utility Bar

Browse links Navigate to Homepage

Experience Cloud

• Browse catalog
• Browse book details
• Browse related
• Browse Book copies
• Browse locations (view map)

Tableau CRM Analytics

Browse dashboards

OpenAI API

Query the dataset on Github

Reference Links

1. Package.xml for Library org | https://github.com/sdooley-dev/mclean-library-project/blob/main/package.xml
2. Readme.md file | https://github.com/sdooley-dev/mclean-library-project/blob/main/README.md
3. Experience Cloud / McLean Library Home Page Mock-up | https://sdooley.org/mclean-library-project/
4. OpenAI Docs | https://platform.openai.com/docs/introduction
5. OpenAI Demo | https://sdooley.org/open-ai-api/
6. Tableau CRM Analytics Demo (login required) | https://boozallen2-dev-ed.develop.my.salesforce.com/
7. BAH SFA Practice Org (login required) | https://dhs000000pijamas-dev-ed.develop.my.salesforce.com/
8. Links to LinkedIn, Salesforce/Trailhead, GitHub profiles: https://sdooley.org/

Custom objects used in the data schema

What custom objects are used for the data schema for the McLean Library Salesforce org? Book__c, Book_Copy__c and Book_Loan__c are the custom objects used in the Salesforce data schema for the McLean Library Management system.

Standard objects used in the data schema

What standard objects are used for the data schema for the McLean Library Salesforce org? Account, Contact and User are the standard objects used in the Salesforce data schema for the McLean Library Management system.