Salesforce new business set up. Workflow and downstream connect
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Post a project like this£1.5k(approx. $1.8k)
- Posted:
- Proposals: 24
- Remote
- #4151913
- OPPORTUNITY
- Expired
4x Salesforce Certified Professional & Zoho CRM Specialist, Business Analyst
Greater Noida
240653504159126998502540885213010112033931041244707953705045693352651038596661
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
32%
Last project
5 Apr 2024
United Kingdom
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