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Salesforce new business set up. Workflow and downstream connect
- or -
Post a project like this£1.5k(approx. $1.9k)
- Posted:
- Proposals: 27
- Remote
- #4121728
- OPPORTUNITY
- Expired
Web and App Development | Database Expert | Database Analysis| Python Developer
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Salesforce Developer(12x Salesforce Certified) || Graphic Designing(Logo, Magazines, Book covers e.t.c.) || PDF Converter || Image Manipulation || Data Entry
4x Salesforce Certified Professional & Zoho CRM Specialist, Business Analyst
299065496033371021796987691446460289564513010738292240653761863254088536744941041244
![Tchiro1 B.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/b3412665781d8fa89c7ca5b811faf82d_70x70.jpeg)
![Paul S.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/6db888c8710be2adcba546b8123e69a0_70x70.jpg)
![Mansoor M.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/3e6c58878e2b907cd83536181838c696_70x70.jpeg)
![Sasa P.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/9aee0dac48a42860f136d9bb5d3d5e90_70x70.jpg)
![Aalok G.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/2c558fa829f3493f7c0d3dde19f8f25c_70x70.jpg)
Description
Experience Level: Expert
I need a salesforce consultant to configure my environment to my requirements. I have a process I follow and a very detailed workflow and set of requirements.
Configure profiles
Configure the Leads, Accounts, Contacts, Opportunities, and claims object using formula fields to calculate R&D Tax Claim
Create 2 Approval processes that allow 2 people to review an opportunity at a defined stage within the opportunity process.
Configure or edit the standard fields across the 5 objects stated above.
Add 50 custom fields, update pick list values, update page layouts with fields / related lists and create up-to 2 new record types.
One Drive Connector using Files Connect enabling storage of files per client
Configure 8 reports and 2 dashboards.
Create a Benefit Summary calculator to mirror the calculations on my spreadsheet withing the salesforce application
Configure profiles
Configure the Leads, Accounts, Contacts, Opportunities, and claims object using formula fields to calculate R&D Tax Claim
Create 2 Approval processes that allow 2 people to review an opportunity at a defined stage within the opportunity process.
Configure or edit the standard fields across the 5 objects stated above.
Add 50 custom fields, update pick list values, update page layouts with fields / related lists and create up-to 2 new record types.
One Drive Connector using Files Connect enabling storage of files per client
Configure 8 reports and 2 dashboards.
Create a Benefit Summary calculator to mirror the calculations on my spreadsheet withing the salesforce application
![Ben M.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/302cf537dc588fb4abd1e3ce0aed971e_150x150.jpeg)
Ben M.
96% (18)Projects Completed
20
Freelancers worked with
19
Projects awarded
31%
Last project
19 Jun 2024
United Kingdom
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