Freelance Salesforce Jobs

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.

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!

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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.

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!

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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.

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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.

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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.

HubSpot - Salesforce Integration Consultant Needed

Description: We are looking for an experienced HubSpot consultant with proven expertise in two-way HubSpot–Salesforce integrations. Scope: • Diagnose and resolve Salesforce sync errors. • Rebuild key MI reports. • Review and fix high-priority HubSpot Forms • Provide clear documentation on fixes and changes applied. Budget: £2,000–£3,000 fixed project Timeline: 4–6 weeks Requirements: • Proven HubSpot–Salesforce integration troubleshooting experience. • Track record fixing sync errors and reporting issues. • Familiarity with HubSpot Form embedding in WordPress. • Strong communication and documentation skills. A detailed brief is available upon request.

Salesforce Assistance

We need assistance with our CRM Salesforce in improving our customer journey, including improving the Data Import Wizard, Seperation of Data For Staff, Improvement of Workflows and Other Variations To Our System

Looking for FullStack Developer

We’re looking for a Full-Stack Developer with excellent English skills to join our international team. This role is both technical and client-facing—you’ll code (front-end, back-end, APIs, cloud) while also joining client calls, ensuring clear communication, and helping translate requirements into tasks for our developers. We need someone with: -Strong English (C1+ or native-level). -Solid full-stack development skills (React/Angular/Vue + Node.js/Python + SQL/NoSQL + cloud). -Good problem-solving and communication skills. Bonus if you’ve worked with CRMs (HubSpot/Salesforce), project tools (Jira/Trello/Asana), or have previous client-facing experience.

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Development of a Salesforce flow that sends automated tasks.

We need a Salesforce flow that will fire when an installation work order has fired, using the information within the work order to determine which tasks need to be sent and in which order.

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Salesforce Implementation for AngloAfrica Telematics

1. Project Overview AngloAfrica Telematics is a UK-based company providing vehicle tracking solutions for customers with vehicles operating in Africa. To support growth, streamline sales, manage customer relationships, and ensure operational efficiency, the company requires the implementation of Salesforce CRM. The contractor will be responsible for planning, configuring, customizing, testing, and deploying Salesforce to meet the organization’s business requirements, as well as providing training and post-go-live support. 2. Project Objectives Establish a scalable Salesforce CRM to manage leads, customers, partners, and devices. Integrate sales pipeline, commission structures, and regional director reporting into Salesforce. Automate workflows for subscription billing (annual service fees) and order management. Provide management dashboards for UK HQ, regional directors, and global oversight. Ensure data protection, GDPR compliance, and secure access control. Deliver user-friendly interfaces and training to maximize adoption. 3. Scope of Services The contractor will provide the following services: A. Discovery & Planning Conduct stakeholder workshops to define detailed requirements. Map current business processes (sales, installation, billing, commissions, customer support). Develop a project plan with timelines and milestones. B. System Configuration Configure Salesforce Sales Cloud (and Service Cloud if required). Set up custom objects for: Vehicle trackers Annual service subscriptions Commission structures (10%, 15%, 5% etc.) Regional/global director reporting Define user roles, permissions, and data security models. C. Customization & Development Build automated workflows for: New customer onboarding Subscription renewal reminders Commission calculation & reporting Develop dashboards and reports for: Sales pipeline (UK HQ vs. regional) Active subscriptions Commission earnings by role Implement integrations (email, website forms, payment gateway if required). D. Data Migration Import existing customer and vehicle tracker data into Salesforce. Cleanse, validate, and standardize data during migration. E. Testing & Quality Assurance Conduct unit testing, system testing, and user acceptance testing (UAT). Address defects and refinements before go-live. F. Training & Documentation Deliver training sessions for HQ staff, regional directors, and administrators. Provide user manuals and quick-reference guides. G. Go-Live & Support Deploy Salesforce to production environment. Provide 30–60 days of post-go-live support. Transition knowledge to internal administrators. 4. Deliverables Requirements documentation & process maps. Configured Salesforce environment tailored to AngloAfrica Telematics. Custom workflows, reports, and dashboards. Migrated customer/device data. Training sessions & documentation. Post-go-live support plan. 5. Timeline Discovery & Planning: 2–3 weeks Configuration & Customization: 4–6 weeks Data Migration: 1–2 weeks Testing & Training: 2 weeks Go-Live & Support: 1–2 months Estimated total duration: 10–14 weeks (subject to refinement during planning). 6. Responsibilities Contractor: Lead Salesforce configuration and customization. Deliver technical documentation and training. Provide support during and after implementation. AngloAfrica Telematics: Provide business process information and decision-making support. Assign key staff for workshops, testing, and training. Ensure timely approval of deliverables. 7. Acceptance Criteria The project will be considered successful when: Salesforce is live and accessible by HQ and regional users. Customer, sales, and subscription data are successfully migrated. Commission workflows and dashboards are functioning as agreed. Staff are trained and able to use Salesforce independently. 8. Budget & Payment Terms (To be defined based on contractor’s proposal — typically fixed price or milestone-based payments.)

Need full stack developer

I am looking for full stack developer who can help our business. Requirements: English fluency C1+ (Native speaker strongly preferred). Exceptional communication and interpersonal skills. Strong understanding of full-stack development concepts (front-end, back-end, APIs, databases, cloud, etc.). Experience in client-facing roles such as Account Manager, Business Development, or Technical Project Manager. Proven ability to generate leads and build relationships with new clients, especially in the U.S. market. Comfortable working across time zones with international clients. Nice to Have: Previous experience in a software outsourcing or consulting company. Familiarity with CRM and sales tools (HubSpot, Salesforce, etc.). Experience with project management tools (Jira, Trello, Asana).

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Salesforce + PMS + Payment + AI Integration Specialist

Nexra Tech (Malta) Ltd is seeking an experienced Salesforce and integrations specialist (or team) to deliver a 4-month milestone-based project involving Salesforce CRM setup, PMS (Property Management System) integration, payment provider integration, billing automation, and AI-powered operational workflows. The project will run from September – October The role requires proven experience with Salesforce customisation, AWS data pipelines, PMS API integration (Cloudbeds, Mews, Opera, etc.), payment gateway setup (Adyen, HSBC, BOV, Revolut), and AI tools such as Azure, AWS AI, GPT/OpenAI, and automation frameworks. ⸻ Key Responsibilities & Deliverables PHASE 1 – Customer Authorisation & Profile Creation • Build DocuSign contract template for customer data sharing with required fields (Customer Name, Licence Number, PMS System, Contact Details, Address, Company Reg. No). • Configure Salesforce merge setup to auto-fill known customer data and require completion before signing. • Launch bulk email campaign from integrations@nexra.mt with DocuSign links. • Automate record creation in Salesforce with signed details and PDF storage. • Generate PMS authorisation export lists for API setup. • AI integrations: Azure Form Recognizer for data extraction; GPT-4o for standardising customer names/addresses. ⸻ PHASE 2 – PMS & AWS Data Integration + Website Linking • Configure AWS secure PMS API ingestion for Cloudbeds, Mews, and Opera. • Submit hotel authorisation docs to PMS providers for API key activation. • Map stay, billing, and guest count data from AWS into Salesforce profiles. • Integrate website forms (/onboarding, /partners, /government) to push data to Salesforce. • Add validation rules to prevent incomplete PMS-linked records. • AI integrations: AWS Fraud Detector for underreporting detection; GPT-4o + LangChain for automated follow-up emails. ⸻ PHASE 3 – Payment Provider Integration (Oct 16 – Oct 31) • Integrate Adyen, HSBC, BOV, and Revolut payment gateways into Salesforce. • Enable real-time payment data sync to update invoice status. • Automate invoice creation & PDF emailing to customers. • Add overdue payment alerts. • AI integrations: AWS Comprehend for payment categorisation; Power BI Copilot for finance dashboards. ⸻ PHASE 4 – Billing Automation & Intercompany Revenue Sharing • Build logic to split revenue allocation logic for 4 shareholder business to invoicing. and payments. • Automate intercompany invoice creation with payment tracking. • Create revenue dashboards for live tax collection breakdowns. • AI integrations: AWS Forecast for revenue prediction; Tableau + Einstein Discovery for “What If” simulations. ⸻ PHASE 5 – Management System Integration • Integrate Zendesk (support ticket history), Aircall (call logs + transcripts), and email sync with Salesforce. • Build final role-based dashboards for Integrations, Finance, and Customer views. • AI integrations: AssemblyAI for Aircall transcription & summaries; Zendesk AI for case prioritisation; NexBot (GPT-4o) for multilingual hotel/government support. ⸻ Testing & Training • End-to-end system testing: PMS → AWS → Salesforce → Payment → Billing → Reporting. • Validate AI anomaly detection and predictive outputs. • Train integrations, finance, and government liaison teams. • Run government report export simulations. ⸻ Required Skills & Experience • Proven Salesforce developer/architect experience (Sales Cloud, API integration, automation flows). • Experience with AWS (data pipelines, Fraud Detector, Forecast). • PMS integration experience • Payment gateway integration expertise (Adyen, HSBC, BOV, Revolut). • AI tool integration: Azure Form Recognizer, GPT/OpenAI API, LangChain, AssemblyAI, Tableau Einstein. • Strong knowledge of data security, GDPR compliance, and role-based access. • Ability to deliver milestone-based projects on time.

Review and train Saleforce.com

I have access to salesforce, but am not convinced the reports are working efficiently as i have to do offline comparisons to measure progress. need some help to review the current set up and provide a list of suggestions for improvement

Looking for Web developer

We’re a growing international software development team looking for someone to help us strengthen client relationships and bring in new opportunities, especially in the U.S. market. This role is client-facing—you’ll be the main contact for our clients, join calls/demos, and help ensure smooth communication between them and our developers. You don’t need to code, but you should understand the basics of full-stack development (front-end, back-end, APIs, cloud, etc.) to speak both “client” and “tech.” **What we’re looking for:** * Strong English (C1+, native preferred) and great communication skills. * Experience in client communication, sales, or business development. * Comfortable working with international clients across time zones. * Bonus: experience with CRMs (HubSpot/Salesforce) or project tools (Jira, Trello, Asana). **Why join us:** You’ll play a key role in growing our company, work with clients worldwide, and have the chance for long-term collaboration. **When applying, please share:** * A short summary of your client communication experience. * Any business development / lead generation experience. * Your availability (hours per week and time zone).