Freelance Salesforce Jobs

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.

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!

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

RevOps & CRM Architect for our workflow and project platform

We are looking for RevOps & CRM Architects and Agencies who want to become part of the initial closed partner group before launch. This is not a typical freelance job posting. Instead, we are selecting experienced partners who want to: - be listed on a curated, non-public expert layer - receive structured RevOps/CRM requests (stages, fields, reports, handoffs) - get early visibility before we open more widely - optionally obtain a Featured Partner badge during pre-launch You should apply if you work in fields such as: - CRM setup and migrations in HubSpot, Salesforce, Pipedrive or similar - revenue operations, forecasting and pipeline/stage architecture - lead scoring, lifecycle funnels and handoffs between marketing, sales and CS - analytics stacks with Segment, Mixpanel/Amplitude, GA4, Power BI or Tableau - integrating billing (Stripe/Chargebee), support and marketing data into one view We are looking for partners who care about data quality, clean schemas, and reliable reporting. If you want early access and visibility in the first cohort, apply directly here, and we will reach out to you if you are a good fit!

opportunity

Salesforce / Formstack Combined PDF Creation

We seek a skilled professional with expertise in Formstack Documents for Salesforce to assist in the generation of a combined PDF document. Our project involves a custom object, Site__c, which is associated with various inspection records. The objective is to create a consolidated PDF that encompasses all related inspection records falling within specified date parameters (should be triggered through a screen flow to input date parameters). This functionality should enable us to trigger the generation of the combined PDF weekly and on an ad-hoc basis. The final output must effectively represent all inspections completed within the defined timeframe, ensuring a comprehensive overview of our site inspections.

opportunity

UI/UX Design / Implementation for Salesforce Sales Cloud

We are seeking a seasoned UI/UX designer to conceptualize and implement a distinct design for our Salesforce Sales Cloud system. The ideal candidate will deliver between 5 to 10 innovative and professional design proposals, followed by the creation of custom Visualforce pages or alternative solutions tailored to our Salesforce environment. Experience with Salesforce functionalities, including page layout development utilizing Visualforce and CSS, is essential. We aim for a bespoke theme that enhances user interaction beyond the standard Salesforce layout, incorporating features such as a persistent action bar, improved navigation, uniformity across custom objects, and a personalized dashboard approach. Current challenges include cumbersome navigation, limited page layouts, and dashboard constraints. We seek a transformative solution that elevates our CRM experience.

opportunity

Salesforce Data to Web Page

We are seeking a skilled freelancer to develop an external web page that displays the latest inspection details for construction equipment maintained in our Salesforce Salescloud (Enterprise) system. Our current setup involves utilizing the TrueContext mobile form software, with plans to transition to SharinPix. The goal is to implement a solution enabling external parties to access inspection records via a QR code linked to our custom Equipment__c object, without necessitating a Salesforce license. We are open to innovative suggestions and methodologies to overcome any technical challenges associated with this requirement. Your expertise in Salesforce integration and web development will be invaluable to this project.

Salesforce

e are seeking a skilled Salesforce Freelancer to support us in enhancing and customizing our Salesforce environment to better meet our operational needs. This role will involve hands-on technical work, system integration, and custom development. We have several improvements in mind and are looking for someone who can guide us technically, help us implement best practices, and work efficiently across different Salesforce features and external platforms. Key Responsibilities: E-Signature Platform Integration: Assist in evaluating and integrating an e-signature solution (e.g., DocuSign, Adobe Sign, PandaDoc, etc.) Customize workflows to incorporate e-signature functionality into our existing Salesforce processes Data Import & Management: Enable importing of data from Excel/CSV files into Salesforce Automate processes to clean, structure, and map imported data appropriately Support the creation of tools to generate pricing comparisons from imported data sets PDF Handling for Compliance: Implement a solution for reading and parsing PDF documents within Salesforce Support compliance processes by enabling data extraction, tagging, and record association General Salesforce Customization & Support: Build and maintain custom objects, flows, and reports Suggest and implement process improvements to streamline operations Ensure system scalability, security, and data integrity Skills & Experience: Proven experience as a Salesforce Admin, Developer, or Consultant Strong knowledge of Salesforce tools: Flows, Process Builder, Apex, and APIs Experience with third-party integrations, especially document signing platforms Ability to import and transform data from CSV/Excel into Salesforce Familiarity with PDF parsing tools or document management solutions (e.g., PDF.co, Adobe SDK, Conga, etc.) Strong problem-solving skills and attention to detail Excellent communication and documentation skills Nice to Have: Salesforce certifications (Admin, Platform App Builder, Developer, etc.) Experience with pricing engines or CPQ (Configure, Price, Quote) tools Experience working in compliance-heavy industries (finance, legal, insurance, etc.)

Appointment Setter

We’re looking for a motivated and outgoing Appointment Setter / Lead Generator to join our growing sales team. You’ll be the first voice our potential clients hear, reaching out through outbound and warm calls to spark conversations and build interest in our services. Your main focus will be generating qualified leads, setting up appointments, and helping drive our business development efforts. This is a paid role with great growth potential for someone eager to sharpen their sales skills and make a real impact in a fast-moving environment. Key Responsibilities Make outbound and warm calls to potential clients, creating interest and building rapport. Clearly communicate the value of our products and services to engage prospects. Qualify leads by identifying client needs, budget, and decision-making timelines. Schedule appointments for the sales team and ensure all details are accurately logged in the CRM. Provide excellent customer service by handling questions and follow-ups promptly. Work with the marketing team to refine target lists and outreach strategies. Use CRM tools (such as Salesforce or similar) to record interactions and track progress. Follow up with leads to maximize conversions and maintain strong prospect relationships. Participate in regular training sessions to stay sharp on products and sales techniques.