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Salesforce new business set up. Workflow and downstream connect
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Post a project like this£1.5k(approx. $1.9k)
- Posted:
- Proposals: 23
- Remote
- #4151913
- OPPORTUNITY
- Expired
Salesforce Developer(12x Salesforce Certified) || Graphic Designing(Logo, Magazines, Book covers e.t.c.) || PDF Converter || Image Manipulation || Data Entry
Versatile Senior Technology Consultant | 10+ Years of Expertise in Web & Mobile Development | Proficient in Salesforce,PHP, AWS, Azure, NodeJs, ReactJs,React-Native, Flutter
106579686460289564513064792331094021870504512033935041591707953800799010901231240653
![Krunal T.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/8a5444f14826cd097fb9e0e5a35f5a4e_70x70.jpg)
![Aalok G.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/2c558fa829f3493f7c0d3dde19f8f25c_70x70.jpg)
![Romil A.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/b5a99150ad2324134655d13f1dbbdce9_70x70.jpeg)
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![Daniel F.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/5f5f7495930c3802c4497e34cbe216b1_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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