Salesforce
- or -
Post a project like this2054
$$
- Posted:
- Proposals: 16
- Remote
- #1709812
- Awarded
HubSpot Certified Trainer | HubSpot Elite Partner |Marketing Automation| Salesforce | Marketo | Digital Marketing | Web Development |Web Designing
Lead Generation,Data Analysis,Data Visualization,Dashboard,LinkedIn Leads,Market Research,MS Excel,Google sheets,Web Research,CRM/CMS,Google Ads,PPC


Salesforce Consultant | Zoho Consultant | Implementor | Integration consultant | Data Migration


6087324065339244714654901750476489359666172503092617612748311798241710769




Description
Experience Level: Intermediate
I am the volunteer administrator for a charity which primarily uses salesforce for fundraising. Recently, we have decided to re-organise our salesforce database. We want to move all the data in accounts to leads by exporting it to excel and then importing them as leads.
some of the accounts contain important contacts, however some do not. The problem we are having is that when I run an export of accounts and contacts, accounts without a contact are not included.
- we need an export of all accounts into excel, both those with an associated contact and those without.
- the export must include the following fields: contact first name, contact last name, contact title, phone, fax, email, account name, account description, employees, company email, type, sector, Activity, amount of funding, company email, credit, focus, local or national, project, target country, target sector, turnover, shipping street, shipping province and post code.
some of the accounts contain important contacts, however some do not. The problem we are having is that when I run an export of accounts and contacts, accounts without a contact are not included.
- we need an export of all accounts into excel, both those with an associated contact and those without.
- the export must include the following fields: contact first name, contact last name, contact title, phone, fax, email, account name, account description, employees, company email, type, sector, Activity, amount of funding, company email, credit, focus, local or national, project, target country, target sector, turnover, shipping street, shipping province and post code.

Nias N.
100% (23)Projects Completed
33
Freelancers worked with
22
Projects awarded
23%
Last project
25 May 2023
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
There are no clarification messages.
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies