
Sales Force Report creating
- or -
Post a project like this160
£50(approx. $67)
- Posted:
- Proposals: 6
- Remote
- #4320205
- Awarded
Salesforce Certified Developer|⚡️Lightning| LWC| Administrator| Integration Expert
#1 Salesforce CRM Specialist | 18xCertified Salesforce Architect | Integration Expert

Data Entry| Copy and Paste| Typing and Proofreading |Translation | Calendar Management| Web Research| Project Management |
♛ TOP Rank Website Developer |Graphic Designer |Digital Marketer |Zoho| Salesforce

678693596661119017911200876764602892439226





Description
Experience Level: Entry
I would like a report creating with the following criteria
Top 50 customers
Yearly sales YTD, 2024, 2023, 2022
Last order date
Last Outbound call
Last e-mail sent
Last e-mail received
Number of open tasks
and if possible number of products ordered.
We have some unique processes within Sales Force for our industry such as orders with order line items and products linked to each customer individually. Inquiries instead of Opportunities, which allows us to create order from the inquiry etc.
Please be specific with your proposal, indicating you under the task, the challenges, what is required etc.
Thank you
Top 50 customers
Yearly sales YTD, 2024, 2023, 2022
Last order date
Last Outbound call
Last e-mail sent
Last e-mail received
Number of open tasks
and if possible number of products ordered.
We have some unique processes within Sales Force for our industry such as orders with order line items and products linked to each customer individually. Inquiries instead of Opportunities, which allows us to create order from the inquiry etc.
Please be specific with your proposal, indicating you under the task, the challenges, what is required etc.
Thank you

John T.
100% (8)Projects Completed
8
Freelancers worked with
8
Projects awarded
40%
Last project
4 Mar 2025
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