
Salesforce Administrator - Create Salesforce Workflow
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Post a project like this173
£15/hr(approx. $20/hr)
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- Proposals: 14
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- #4357207
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Zoho Advanced Partner |Salesforce Expert Consultant | Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho Extension

#1 Salesforce CRM Specialist | 18xCertified Salesforce Architect | Integration Expert

4x Salesforce Certified Professional & Zoho CRM Specialist, Business Analyst

Salesforce CRM Specialist(15x Salesforce Certified) || Website Creation using WordPress|| Graphic Designing(Logo, Magazines, Book covers e.t.c.) || PDF Converter || Image Manipulation || Data Entry

⭐ TOP CERT Graphic Designer ⭐| Expert 2D/3D Render | Video Animator | Web Developer |Logo Designer |Graphic Animations | Video Editor ||Illustration.

Salesforce Certified Developer|⚡️Lightning| LWC| Administrator| Integration Expert
CRM & Email Marketing Specialist | HubSpot, GoHighLevel, Mailchimp, Zoho, ActiveCampaign, Klaviyo, Salesforce | Automation, Integration, Segmentation & Deliverability

Experienced Bubble.io, Webflow, Squarespace, Shopify and CRM developer(ZOHO, WHMCS, Dynamics 365, Monday)
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Description
Experience Level: Entry
I require a salesforce administrator to set up from scratch a CRM workflow. I have used Salesforce for +10 years so know how I want it mapped out. What I require is someone to take my vision and implement it into Salesforce. The person must be an expert in Salesforce, preferably with Salesforce certifications. This is an immediate project, so the person must be able to work on this as a priority alongside me.
Headline requirements are:
- Create and manage users, roles, profiles, and permission sets
- Configure fields, page layouts, record types
- Design and implement lead, opportunity, and pipeline management
- Build workflows, process builders, and approval processes
- Create validation rules and formula fields
- Design and implement customized reports and dashboards
The key requirement is to be able to work with me to understand business processes and translate them into CRM solutions. As this is collaborative project, being able to hold video calls and do run throughs together is preferred.
Headline requirements are:
- Create and manage users, roles, profiles, and permission sets
- Configure fields, page layouts, record types
- Design and implement lead, opportunity, and pipeline management
- Build workflows, process builders, and approval processes
- Create validation rules and formula fields
- Design and implement customized reports and dashboards
The key requirement is to be able to work with me to understand business processes and translate them into CRM solutions. As this is collaborative project, being able to hold video calls and do run throughs together is preferred.

Jack T.
100% (1)Projects Completed
1
Freelancers worked with
1
Projects awarded
100%
Last project
11 Aug 2025
United Kingdom
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Can you provide more details on the specific business processes you'd like the CRM workflow to support, and are there any current tools or systems that need to be integrated with Salesforce during the setup?
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