Salesforce new business set up. Workflow and downstream connect
- or -
Post a project like this£1.5k(approx. $1.8k)
- Posted:
- Proposals: 27
- Remote
- #4121728
- OPPORTUNITY
- Expired
Web and App Development | Database Expert | Database Analysis| Python Developer
Islamabad
Experienced Bubble.io, Webflow, Squarespace, Shopify and CRM developer(ZOHO, WHMCS, Dynamics 365, Monday)
Bay Minette
Digital Marketing Expert |Content Marketing |SEO Specialist |Paid Marketing |Google Ads |Meta Ads
Ahmedabad
10217969646028975871217602145836574487691449471261960333710763697107441601073829210765720
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.
95% (17)Projects Completed
18
Freelancers worked with
17
Projects awarded
34%
Last project
5 Apr 2024
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
Which edition of Salesforce are you using?
-
Ben, how quickly do you wanna get started?
10825831082421
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