Freelance Salesforce Jobs

opportunity

Design a Salesforce Flow

I need an individual who can design a Salesforce Flow which will make a global action called "create service kit", add to the stock of this product item in a location, and adjusting the stock for all the product items that are required to make this service kit. This would preferably open a screen-flow for the user so they can choose the machine name and service kit year, which will then inform the flow for which service kit to generate. There will be 12 types of service kits in total, each using a varied number of parts. I am attaching a copy of all the parts required based on each service kit. All items already have their own Product Item record, with related lookup Product. It is essential this is completed within 2 weeks as we will need it deployed by the end of the month.

opportunity

Secure digital onboarding portal with Salesforce integration

We are Citipost Mail (Citipost Ltd), a UK-based B2B mail and communications provider, seeking an experienced developer or small team to build a secure digital customer onboarding portal and workflow for new business accounts. Our current process is manual and paper-heavy (Application for Credit, Agency Application Form, Customer Service Agreement and T&Cs, Direct Debit mandates). Average onboarding from application to fully signed CSA is around 15 days; we want to significantly reduce this through automation, better UX, and tighter workflow control. A core requirement is proven Salesforce CRM integration experience, as the portal must integrate with our Salesforce instance with both push and pull data flows. Scope Customer journey Sales triggers onboarding and generates a secure, unique link for the prospect. Prospect completes an online journey (standard or agency account), with conditional fields and document sets based on account type and payment method. Prospect uploads supporting documents (e.g. company letterhead, DD mandate) and signs digitally. Save-and-resume, accessible UI, and validation for key fields (company registration number, postcode, VAT, bank details). Workflow and approvals Automatic routing to Credit Control for checks and setting credit terms. Generation of the correct CSA pack (full CSA + T&Cs or CSA form + online T&Cs link) plus DD mandate where applicable. Internal counter-signature flow for Commercial/Legal. Status tracking from “Onboarding” to “Active” once fully signed and approved. Automation, dashboards, reporting Configurable email reminders for incomplete forms and unsigned CSAs/DDs, with escalation when SLAs are breached. Internal dashboards for Sales, Credit Control, and Support showing pipeline, live status, bottlenecks, and overdue tasks. Basic analytics on onboarding duration, drop-off points, and signed/returned agreement rates. Data, integrations, compliance Capture all existing form data in a structured database: company details, trading/registered addresses, VAT, contacts, services required, anticipated spend/volume, agency flags, payment terms and methods. Role-based access control and full audit trail (submissions, approvals, comments, document versions). GDPR-compliant data handling, encryption in transit and at rest, aligned to UK data standards. Salesforce integration (essential) Push onboarding data, documents, statuses, approvals, and signed milestones into Salesforce. Pull relevant Salesforce data to pre-populate forms, validate records, and avoid duplicate entry. Advise on object mapping, API approach, authentication, sync logic, and error handling. Please only apply if you can show previous work integrating a custom portal or workflow system with Salesforce CRM (bi-directional if possible). Other integrations & admin Ability to integrate with finance systems (e.g. Sage) and e-signature platforms (e.g. DocuSign, Adobe Sign). Admin interface to manage form fields, workflows, approval rules, email templates, and SLAs without code changes. Scalable, flexible architecture to support higher volumes, new product lines, and potential internationalisation. Deliverables Technical discovery and proposed architecture/tech stack. Design and build of the onboarding portal (front-end and back-end). Salesforce CRM integration (push and pull). Implementation of agreed finance and e-signature integrations. Dashboards/reporting for core onboarding KPIs. Documentation, handover, and admin training. What we’re looking for Proven experience delivering secure B2B onboarding/workflow portals with multi-step forms, approvals, and e‑signatures. Demonstrable Salesforce integration experience with a custom portal or external application. Experience integrating with CRM/finance systems and e-signature tools. Strong understanding of data security, GDPR, and role-based access. UK-based or very familiar with UK data protection and compliance. Please include in your response Links/examples of similar portals or Salesforce-integrated workflow systems you’ve built. Details of your Salesforce integration experience (including any bi-directional integrations). Proposed tech stack and approach. Estimated timeline and ballpark budget for an MVP aligned to this scope.

Data Engineer(Salesforce CRM)

We are looking for an experienced Data Engineer to help clean, standardize, and structure large volumes of real estate and regulatory compliance data. This role focuses on transforming messy, inconsistent datasets into a reliable and scalable data foundation that supports reporting, compliance tracking, and future automation. You will work closely with our business and technical teams to understand data logic, resolve inconsistencies, and design a clean, structured data environment. Responsibilities -Review and analyze existing datasets (leases, units, tenants, occupancy, rent, compliance) -Identify inconsistencies, duplicates, and missing or conflicting records -Standardize naming conventions, unique IDs, and relationships -Clean and transform data from spreadsheets, CSVs, and system exports -Build master datasets for properties, units, tenants, and leases -Develop repeatable data-cleaning workflows or pipelines -Implement data validation and quality checks -Create documentation (data dictionary, mappings, business rules) -Generate exception reports for data issues requiring review Required Skills -Strong experience with SQL and Python -Experience with ETL / data transformation workflows -Solid understanding of data modeling and relational databases -Experience cleaning messy, multi-source datasets -Strong knowledge of data validation and data quality practices -Ability to work independently and communicate clearly

Apollo io

We require some support in setting up Apollo io, we would like to link to email, set up email, link to our CRM which is Salesforce, build email list and set up email campaigns.

opportunity

Salesforce Integration

I run a Charity. We have recently purchased 12 Salesforce Licenses. I require someone to set up all 12 licenses on our devices / mainly laptops and a couple of desktops (can be done remotely). I then require some fields set up within Salesforce to match our data. Eg We want to add all of our current donor records into Salesforce, with the capability to add basic details such as their name, contacts, address, etc. But further than this, we want to be able to add in correspondence, previous applications made, reminders / prompts of dates due that flag up etc. We ideally would need this free Salesforce app added so that our 12 users can work with this app, which hopefully will give us the majority of what we need: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B5Gx6EAF perhaps we could give you a couple of example donors data, to populate, and then you show a few of my team in an online call how you have done that. We can then relay / teach the rest of our team. We would ideally want the licenses and the additional free app installed fairly quickly - within the next two weeks. Then provide you some data to put into the system as an example, before teaching us in a call how to do this ourselves by the end of March.

opportunity

Responsive Email Header & Footer Build

We are launching a new premium cruise brand and require a clean, responsive email header and footer built in HTML for use in Salesforce Marketing Cloud (ExactTarget). This is an interim solution for us as we are moving to a new email marketing platform, but this won't be until post-launch of our new brand, and so we need to use our existing email marketing platform for sends prior to that. - Responsive email header (logo + optional slim contact line) - Responsive footer including: Brand strapline, contact details, social icons, dynamic unsubscribe and preference centre placeholders (SFMC compatible) although not sure if this is necessary as could be added in after. Requirements: - Table-based, email-safe HTML - Fully responsive (desktop + mobile) - Tested across Outlook, Gmail & Apple Mail - Optimised file size - No heavy graphics or animation - Clean code that can later be reused in new email marketing platform We are a refined, premium brand so the design should feel calm, elegant and spacious. I can provide our brand guidelines at project acceptance. Please provide fixed price, timeline, and examples of responsive email builds (ideally Salesforce Marketing Cloud).

Need help with CRM choice & set-up

I used to use Salesforce, but today, it seems far too complex... Can you help me set-up a simple database sytem / CRM that simply allows me to add companies, add contacts, record all communication and allows me to set open activities.... I just spent 3 failed hours and I'm considering jumping off a bridge! Please Help!

30–60 mins Power BI help (CSV targets overlay)

Hi all, I’m working on a Power BI report where I already have live Salesforce actuals (opportunities, closed won, etc.) flowing into an existing data model and dashboards. I now need to import a CSV file with monthly targets and properly model it so I can display targets and actuals on the same charts by month. I’m looking for someone experienced with Power BI data modeling (relationships, measures, date tables, etc.) who can jump on a screenshare and help me structure this cleanly. Happy to pay £50 for 30–60 minutes of focused help, needs to happen in the next 24 hours. Thanks!

Looking for an SDR

ICP: Shopify stores (DTC brands) with 50–2,000 SKUs where shoppers often need help choosing (supplements, sports gear, skincare, furniture). Secondary channel: Shopify agencies / CRO freelancers who can roll it out across clients. Current outbound volume: Early-stage. I’m doing ~20 founder messages/day + ~10 agency messages/day on LinkedIn, plus light community engagement. Email infrastructure: Not fully set up yet (no warmed domains). Open to starting with LinkedIn-first and then adding cold email once deliverability is solid. CRM: Not using Salesforce. Currently tracking in Google Sheets; open to a lightweight CRM once the flow is defined. Free trial conversion rate: Too early for a stable benchmark — we’re in pilot phase and collecting initial conversion uplift/case studies. Automation preference: Semi-manual SDR touchpoints (quality > volume). I want automation for research + sequencing, but manual personalisation where it matters. Customer value: Not finalised yet; we’re testing pricing in pilots. Expected range will be in the typical Shopify app spend band (€50–€300/mo) with upside for larger stores.

opportunity

Salesforce to Power BI Dashboard Conversion

I am seeking a proficient freelancer to transform my Salesforce-based Excel dashboard into a dynamic Power BI dashboard. The project requires the creation of high-quality visuals and the establishment of a seamless data flow from Salesforce to Power BI, encompassing fewer than 100,000 rows across various tables. It is essential that candidates possess relevant experience in similar projects; please highlight your expertise in your proposal. The goal is to deliver an engaging and insightful dashboard that enhances data visualization and analysis.

opportunity

Build & Scale A Referral Programme - Strategy & Marketer

We’re looking for an experienced Referral Strategist & Marketer to design and launch a referral programme for Empty Property Hunters. We currently use SalesForce CRM and Mailchimp. This will be an ongoing project for www.emptypropertyhunters.co.uk We have an established business with over 3,000 customers and a strong brand. Our goal is to scale organically through referrals from existing customers. This is not about generic marketing ideas. We’re looking for someone who has built referral programmes before and can show what worked in practice. What we need experience in Designing referral programmes from scratch Incentive and reward structures (including cash-based rewards) Referral tracking, attribution,and reporting Selecting and implementing referral software Marketing referral propositions clearly and simply To be considered, your proposal must include: Referral programme software you have personally used (Implemented or managed, not just reviewed) 1–2 short case studies of similar referral programmes you’ve delivered Business type Which platform you would recommend for a UK-based, reward-led referral programme and why (Concise is fine.) We’re keen to work with someone who understands how people actually refer, not just how programmes look on slides. If you’ve designed, launched and scaled referral programmes and can evidence that experience, we’d love to hear from you.

opportunitypre-funded

Referral Programme Strategy & Marketer (UK-based)

Here’s a tighter, sharper version with clear emphasis on **UK-based experience**: --- **Referral Strategist & Marketer (UK-based)** We’re looking for an experienced **UK-based Referral Strategist & Marketer** to design and launch a referral programme for **Empty Property Hunters**. This is an ongoing project for **[www.emptypropertyhunters.co.uk](http://www.emptypropertyhunters.co.uk)**. We’re an established UK business with **3,000+ customers** and a strong brand. Our goal is to scale **organically through customer referrals**. We currently use **Salesforce CRM** and **Mailchimp**. This is not about generic marketing ideas. We’re looking for someone who has **designed, launched and scaled referral programmes in practice**—and can show what actually worked. ### You must have hands-on experience with: * Designing referral programmes from scratch * UK-appropriate incentive and reward structures (including **cash-based rewards**) * Referral tracking, attribution and reporting * Selecting and implementing referral software * Clearly positioning and marketing referral propositions ### To be considered, your proposal must include: * **Referral software you have personally implemented or managed** (not just reviewed) * **1–2 short case studies** of similar referral programmes you’ve delivered * The **business types** you’ve worked with * The **platform you recommend for a UK-based, reward-led referral programme**, and why (concise is fine) We want to work with someone who understands **how people actually refer in the UK**, not how referral programmes look on slides. If you’ve built and scaled referral programmes and can evidence that experience, we’d love to hear from you.

DATA Entry- Salesforce

Hello! We’re a home improvement company gearing up for show season starting in January and are looking for a quote for weekend support entering show tickets into Salesforce. The role would involve receiving show tickets via email from a show representative, creating new Quick Leads in Salesforce (including appointment details and all required information), and uploading ticket photos. Hours would be Saturdays from 9:00 a.m. to 9:00 p.m. and Sundays from 10:00 a.m. to 8:00 p.m. January -March. Could you please let us know your hourly rate, availability and any questions? Thank you!

opportunity

Salesforce CRM / SharinPix Development

We are seeking a skilled Salesforce developer with expertise in SharinPix mobile forms to finalize our implementation. The project encompasses several key tasks: 1. Create public Visualforce pages that allow clients to conveniently access SharinPix mobile form links. 2. Design a solution to dynamically populate picklists on a parent object, reflecting records from a related list, based on suggestions from SharinPix. 3. Revise existing form templates to establish connections with corresponding custom objects and generate records. 4. Develop a mechanism to associate images/files submitted through forms with the appropriate related records. 5. Offer strategic guidance to enhance the integration of SharinPix within Salesforce including working with grandchild records. Further details can be provided upon request.

Plauti De duplication

Hi, I’m planning to set up Plauti Deduplication in our Salesforce org and I’m looking for a consultant who has experience with it. I need help with setup, configuration, and best practices. If you’ve implemented Plauti before, please contact me with your experience and how you can support.

Project Digitise

We are Citipost Mail (Citipost Ltd), a UK-based B2B mail and communications provider, seeking an experienced developer (or small team) to build a secure, end-to-end digital customer onboarding portal and workflow for new business accounts. Currently, our process is manual and paper-heavy, using multiple documents: standard Application for Credit, Agency Application Form (for Royal Mail tri‑party agency agreements), Customer Service Agreement (CSA – full and form-only versions), CSA T&Cs, and Direct Debit (DD) mandates. The average onboarding time from sending the Application for Credit to receiving the signed CSA is around 15 days for standard accounts, and we want to significantly reduce this through automation, better UX, and tighter workflow control. The new solution should move this entire process online, covering: guided form completion, document upload, e‑signatures, internal approvals, and system updates. It must support both standard and agency accounts, with conditional logic to show only relevant fields and documents (e.g. agency-specific questions and Royal Mail‑related data, or DD mandate only when DD is selected as payment method). ​ Key functional requirements: Customer-facing onboarding journey: Sales triggers onboarding, generating a secure, unique link for the prospect. Prospect completes an online form (standard or agency), uploads supporting documents (company letterhead, DD mandate, etc.), and e‑signs where required. Ability to save progress and resume, with clear, accessible UI and validation for critical fields (e.g. company registration number, postcode, bank details). ​ Workflow and internal approvals: Automatic routing of submitted applications to Credit Control for checks and setting credit terms. Generation of the correct CSA pack (full CSA + T&Cs, or CSA form with online T&Cs link) plus DD mandate, ready for customer e‑signature. Internal counter‑signature flow for Commercial/Legal, with status tracking from “Onboarding” to “Active” once fully signed and approved. ​ Automation, dashboards and reporting: Configurable email reminders for incomplete forms and unsigned CSAs/DDs, including escalation options when SLAs are breached. ​ Internal dashboards for Sales, Credit Control, and Support to view onboarding pipelines, live status, bottlenecks, and overdue tasks. Basic analytics and reporting on KPIs such as average onboarding duration, drop‑off points, and rate of returned/signed agreements. ​ Data, integrations, and compliance: Capture all existing form data (company details, trading/registered addresses, VAT, contacts, services required, anticipated spend, agency flags, payment terms/methods, etc.) in a structured database. Role-based access control and full audit trail of submissions, approvals, comments, and document versions for governance and compliance. ​ GDPR-compliant data handling, encryption in transit and at rest, and alignment with UK data standards. ​ Ability to integrate (via APIs) with our CRM (e.g. Salesforce), finance system (e.g. Sage), and internal platforms to avoid double entry and keep records in sync. Administration and scalability: Admin interface to manage and configure form fields, workflows, approval steps, email templates, and SLAs without requiring code changes for routine updates. ​ Scalable architecture and flexible design to support future onboarding volumes and potential internationalisation or additional product lines. ​ Deliverables: Technical discovery and proposed architecture/tech stack. Design and build of the onboarding portal (front-end and back-end). Implementation of agreed integrations and e‑signature solution. Reporting/dashboard setup for core onboarding KPIs. Documentation, knowledge transfer, and admin training. ​ What we’re looking for: Proven experience delivering secure B2B onboarding or workflow portals with multi-step forms, approvals, and e‑signatures. Strong understanding of data security, GDPR, and role-based access models. Experience integrating with CRM/finance systems and e‑signature platforms (e.g. DocuSign, Adobe Sign, etc.) is highly desirable. UK-based, or very familiar with UK data protection and compliance requirements. When responding, please include: Examples/links to similar portals or workflow systems you have built. Your proposed tech stack and approach for this project. Estimated timeline and ballpark budget for an MVP aligned to the scope above.

Add another field to my contacts

I have SalesForce but would like to add a new field to my contacts called Panel, and then have this appear on a report. Let me know on thoughts about this. Thank you, Lance