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Create App from Salesforce Community Portal
We have a Community Portal built within our Salesforce environment, providing our clients with access to key information and some other small functionalities. The Community Portal is browser based, and is operated through Salesforce's 'Customer Community - Enterprise Edition - Members' licences. We tend to have anywhere between 20-25 active users at a time. We would like to turn the portal into a downloadable app available both on Android and Apple. We are not sure what this work would encompass, therefore please provide a detailed proposal with different stages and suggested pricing.
Customer Data Management Specialist / Salesforce
This role involves managing, maintaining and improving customer data management processes within Salesforce CRM / Marketing Cloud, to ensure accurate and actionable information for business decision-making. You will collaborate across departments to support marketing, sales and customer service initiatives while ensuring compliance with data privacy regulations. This position will report to the Chief Commercial Officer. Key Responsibilities •Data Management: Maintain and update customer data within CRM systems and databases, ensuring accuracy, consistency and completeness. •Data Quality Assurance: Regularly audit data to identify and resolve discrepancies, missing fields or outdated information. •Analysis & Reporting: Generate customer data reports and insights to support marketing campaigns, sales strategies and customer service initiatives. •Collaboration: Partner with marketing, sales and business development teams to understand data needs and provide actionable insights. •Training & Support: Train staff on best practices for data input, usage and maintenance within Salesforce CRM •Provide receptionist support for the Customer Care Team Requirements Required Skills & Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, qualifications, competencies, abilities, and any physical demands if required. Physical demands are representative of those that must be met by an employee to successfully perform the essential requirements of this job. Education & Experience: Bachelor's degree in Business Administration, Data Management, Information Systems, or a related field. 2-4 years of experience in data management, CRM systems or a related role. Skills & Competencies: •Proficiency in CRM tools (e.g., Salesforce, Marketing Cloud, HubSpot) and data management platforms. •Strong understanding of data analysis tools (e.g., Excel, Tableau, Power BI). •Excellent attention to detail and problem-solving skills. •Strong communication and interpersonal skills to collaborate with cross-functional teams.•Ability to prioritize tasks and manage multiple projects simultaneously. Preferred Qualifications: •Certification in data management or Salesforce CRM / Marketing Cloud systems is a plus. •Experience with marketing automation tools and strategies Work Environment and Safety Equipment Required: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Work is performed in an office environment and requires the ability to operate standard office equipment and keyboards. Must have the ability to walk short distances.
Salesforce Intergration Developer
Key Responsibilities: 1. Develop and implement Salesforce-Fatture integration using APIs and middleware. 2. Customize Salesforce (Apex, Lightning, Flows) to meet integration and business requirements. 3. Ensure data consistency, error handling, and performance optimization. 4. Work closely with stakeholders to gather requirements and provide technical solutions. 5. Troubleshoot and resolve integration issues.
Logo Design for a Salesforce Consulting Company - $70
Competition Objective: We are seeking a unique and professional logo and favicon design that reflects HGPL's expertise in AI-powered Salesforce consulting. The design should convey innovation, reliability, and a human-centric approach to technology. Design Requirements: Logo: - The logo should represent HGPL's focus on AI-powered Salesforce solutions. - It should be modern, professional, and memorable. - No robotic imagery. We want to avoid overly literal or stereotypical AI representations (Avoid using representations like Brains/Robots/Machines). - If AI iconography is used, it should be subtle and creatively integrated, not blatantly obvious. - Consider incorporating elements that symbolize growth, connection, or streamlined processes. - The logo should be versatile. - It must be easily reproducible and scalable for various applications, including our website, social media platforms, presentations, and print materials (Business cards, stationery, pamphlets, etc.). - You may consider the colours that would be used by Salesforce. Favicon: - The favicon should be a simplified version of the logo, optimized for small sizes. - It should be recognizable and maintain the brand's essence. Deliverables: - Logo in vector format (AI, EPS, or SVG). - Logo in high-resolution raster format (PNG or JPG). - Favicon in PNG format (16x16, 32x32, and 48x48 pixels). - A brief description of the design concept and its symbolism. Judging Criteria: - Creativity and originality. - Relevance to HGPL's mission and values. - Professionalism and visual appeal. - Versatility and scalability. - Clear and subtle integration of AI concepts. Prize: $70 USD Important Notes: - By submitting your design, you grant HGPL the right to use the winning logo and favicon for all company purposes. - HGPL reserves the right to select the winning design or to cancel the competition at any time if it is deemed necessary. - HGPL reserves the right to cancel the competition if no suitable submissions are received. We look forward to seeing your creative designs!
Debt Advior
We are seeking a motivated and results-driven Business Development Representative to join our dynamic team. In this role, you will be responsible for generating new business opportunities through outbound and warm calling efforts. Your ability to communicate effectively and build relationships with potential clients will be crucial in driving our sales initiatives. This position is ideal for individuals with a passion for sales and customer service, who thrive in a fast-paced environment. Responsibilities Conduct outbound calling to prospective clients to introduce our products and services. Engage in warm calling to follow up on leads generated through marketing efforts. Communicate effectively with potential customers to understand their needs and present suitable solutions. Maintain accurate records of calls, leads, and customer interactions using Salesforce or similar CRM tools. Collaborate with the sales team to develop strategies for converting leads into customers. Provide exceptional customer service by addressing inquiries and resolving issues promptly. Participate in ongoing training and development programs to enhance sales techniques and product knowledge. Requirements Proven experience in outbound calling, telemarketing, or technical sales is preferred. Strong communication skills in English, both verbal and written. Ability to build rapport quickly with potential clients and demonstrate excellent customer service skills. Familiarity with Monday.com CRM software is a plus. A proactive approach to problem-solving and the ability to work independently as well as part of a team. Previous experience in sales or customer service roles is advantageous. A positive attitude and a strong desire to succeed in a competitive environment. If you are passionate about driving business growth and have the skills required for this role, we encourage you to apply and become part of our innovative team!
Past "Salesforce" Projects
Salesforce form fixing
Hi I have a form on sales force that is not changing when I apply fields. It needs to be able to use the fields selected so the form can be updated with new data. Type “salesforce” so I know you have read the message
Salesforce Freelancer
We are looking for someone to make some slight amendments to our salesforce process. UK based only.
SF Admin for busy Company in Scientific arena
Description: We are seeking an experienced SF Admin to join our team and provide support to our busy company in the scientific arena. The ideal candidate should have a strong understanding of Salesforce and be able to handle various administrative tasks, including custom work, price upload, and ongoing upkeep. Responsibilities: Manage and maintain Salesforce instances, including user administration, data entry, and customization. Create and manage custom objects, fields, and workflows to meet the specific needs of our company. Upload and manage product pricing and inventory information in Salesforce. Work with cross-functional teams to gather requirements and implement Salesforce solutions. Troubleshoot and resolve Salesforce-related issues and provide support to users. Collaborate with other team members to ensure data accuracy and consistency across systems. Stay up-to-date with the latest Salesforce releases and features and provide recommendations for improvements. Requirements: Bachelor's degree in Computer Science, Information Technology, or a related field. Strong experience with Salesforce administration, including custom work, price upload, and maintenance. Excellent knowledge of Salesforce customization, including workflow rules, validation rules, and page layouts. Experience with data migration and integration between Salesforce and other systems. Strong problem-solving and analytical skills. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Experience with Salesforce Lightning is a plus. Please provide your experience level and a brief description of your experience with Salesforce administration.
opportunity
Salesforce Changes, automations, programming
Salesforce Changes, automation, programming, Looking for a Salesforce-accredited person who can do some Changes and enhancements to our Org. Experience with Panda Docs/Salesforce would be great but not essential. It would probably be 3 to 5 hours work. The required person would need to be articulate in English and have experience in dealing with SME UK businesses
Lead Generation & 8 x B2B telephone appointments per day needed
I am looking for a freelancer to source leads for me and make 8 x B2B appointments per day with decision makers within pharmaceutical and medical device companies in the UK, Europe and USA. Previous experience of using Salesforce, Lusha and Kaspr required. Regards, Kevin
Salesforce Integrations
I need someone who is able to assist with some customisation on Salesforce, Improving Case Management, Outlook Integration, Improve overall customer journey and scheduling
opportunity
Salesforce Administration Support
Profile configuration Workflow to flow migration Health Check
Websockets task in web app
Hi. There is a web app that is hosted on heroku and the web sockets aren't working currently. There is need ofsomeone to fix the sockets, deploy to heroku and test the app. is this something you can do? --- Here is a general overview of the app: Its an app that allows players to enter contests and answer questions based on sports games. Once the player enters the Lobby page, they can see contests that are active. This is pulling from a Salesforce database but you can create contests that are scheduled in the future to simulate that environment. Once they enter the contest, they wait for the questions to be published. This is where the sockets are failing. They used to just make the questions appear after they were published without having to refresh the page but that isn't happening anymore. Not sure why but it may have to do with the plugins being out of date. Once you get the sockets working locally, the repo will need to be deployed in heroku and tested there. After the deployment is successful, we'll also need to make sure the sockets are working. -- This work should be done within 2-3 days.
International Business development executive
About Us: Ramraj Enterpises is a dynamic and growing organization focused on air compressor and screw compressor sales and service. We are expanding our reach in the UAE and African subcontinent and are looking for a proactive and results-driven Business Development professional to join our team. Job Overview: We are seeking a highly motivated and skilled Business Development Executive/Manager to drive lead generation, conduct market research, and execute digital marketing strategies to acquire both B2B and B2C customers. The ideal candidate will have a proven track record in cold emailing, market analysis, and digital marketing campaigns, with a strong understanding of the UAE and African markets. Key Responsibilities: Lead Generation: Identify and generate high-quality leads for both B2B and B2C segments. Use tools like LinkedIn Sales Navigator, Apollo.io, ZoomInfo, or similar platforms to source potential clients. Build and maintain a robust pipeline of prospects. Market Research: Conduct in-depth market research to identify trends, opportunities, and customer needs in the UAE and African subcontinent. Analyze competitor strategies and market dynamics to develop actionable insights. Prepare detailed reports and presentations for internal stakeholders. Cold Emailing: Develop and execute cold email campaigns to engage potential clients. Craft personalized and compelling email content to maximize response rates. Track and optimize email campaign performance using analytics tools. Digital Marketing: Plan and execute digital marketing campaigns (SEO, SEM, social media, email marketing, etc.) to attract B2B and B2C customers. Collaborate with the marketing team to create targeted content and ads. Monitor and analyze campaign performance, providing actionable recommendations for improvement. Client Acquisition: Build and maintain strong relationships with potential and existing clients. Conduct product/service presentations and demonstrations to prospects. Negotiate and close deals to achieve sales targets. Reporting & Analysis: Regularly report on lead generation, market research, and campaign performance metrics. Use data-driven insights to refine strategies and improve results. Qualifications: Bachelor’s degree in Business, Marketing, or a related field. Proven experience (2+ years) in business development, lead generation, and digital marketing. Strong understanding of B2B and B2C sales processes. Expertise in cold emailing and market research. Proficiency in digital marketing tools (e.g., Google Ads, Facebook Ads, LinkedIn Ads, HubSpot, Mailchimp). Familiarity with CRM tools (e.g., Salesforce, Zoho CRM) and analytics platforms. Excellent communication, negotiation, and presentation skills. Knowledge of the UAE and African markets is a strong advantage. Self-motivated, target-driven, and able to work independently. Preferred Skills: Experience in [insert industry, e.g., tech, e-commerce, etc.]. Multilingual skills (Arabic, French, or other African languages) are a plus. Strong analytical and problem-solving abilities. What We Offer: Competitive salary and performance-based incentives. Opportunities for professional growth and development. A collaborative and innovative work environment. Flexible working arrangements (if applicable). How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and achievements to ramrajsenterpriseschennai@gmail.com . Please include “Business Development Executive/Manager -PPH” in the subject line. Ramraj Enterprises is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
urgent
Event Technology Executive - Freelancer - 2 month contract
2 month position as a Senior Event Technology Executive. Needed: Freelancer Salary: £180 per day Time: 5 full days per week Location: Onsite in Central London Please ensure you send your CV when applying for this position. As a Senior Event Technology Executive, you’ll be at the heart of ensuring our cutting-edge networking platforms deliver exceptional value to our clients. This role is integral to crafting seamless event experiences, leveraging technology to connect industry leaders and create impactful B2B networking opportunities. You’ll be a vital member of the Event Technology Team, collaborating closely with Operations, Customer Success, Marketing, and external technology providers. You’ll handle everything from configuring platform settings and managing registration portals to building tailored meeting schedules that exceed client expectations. In this role, you’ll: Be the Platform Maestro: You’ll masterfully configure and operate our state-of-the-art networking platform, ensuring it meets the unique needs of each event and its delegates. Own the Delegate Experience: From setting up delegate profiles to fine-tuning personalised meeting schedules, you’ll ensure attendees have a seamless, productive, and engaging experience. Collaborate Cross-Functionally: You’ll act as the key bridge between teams, aligning platform operations with event goals and delivering on client needs. Adapt and Innovate: Whether it’s addressing last-minute changes or optimising schedules in real-time, you’ll thrive in managing dynamic environments. Shape Event Success: Through on-site and remote support, you’ll ensure smooth operations and troubleshoot any issues to keep the event running flawlessly. The role is dynamic, involving a mix of technical, analytical, and client-facing responsibilities. You’ll have the opportunity to travel to stunning international destinations in Europe and North America to support on-site operations, while also contributing remotely to other events. Key duties Platform management Set up and run the networking platform for events (Grip) Liaise with other departments to meet publication deadlines Ensure event-specific requirements are met and signed off Perform quality control of the platform, including ensuring the accuracy of delegate profiles and reviewing for grammar/spelling mistakes Meeting scheduling Creating and tailoring meeting schedules Ensure the delivery of the best possible set of meeting schedules to delegates Ensure all delegates’ meeting preferences are considered in a timely manner Create meeting schedules and adjust them according to client feedback before and during events Remote support for events: Ensure the smooth running of the networking platform and meetings Improve schedules with feedback from delegates Action changes to the content on the platform as required Skills and experience required 1-3 years of experience, preferably in the meetings industry Familiarity with APIs and system integrations, with the ability to collaborate effectively with technical teams. Experience with platforms such as Salesforce, Grip, FormTitan, or similar event technology tools. Proficient with Microsoft Office services, particularly Excel Excellent written and spoken English Aptitudes/Abilities Outstanding attention to detail A natural problem-solver and logical thinker Proactive, calm and flexible approach to handling the pressure and stress of evolving business and client requirements Confidence in liaising with other departments Ability to manage multiple projects while meeting deadlines with high-quality results Polite, friendly, and well spoken Good organisational and time management skills Desire and ability to travel to events if required Due to the nature of the company and the role, you may occasionally be required to work outside of hours to support events and meet deadlines. The opportunity Join a dynamic and innovative team to ensure the smooth operation of our event technology platforms and deliver exceptional scheduling experiences for our global clients. This role provides a unique chance to work in a fast-paced, collaborative environment and contribute to the success of market-leading events hosted in destinations like Dubai, Miami, and Barcelona. You’ll play a pivotal role in shaping seamless networking and event experiences, combining technical expertise with client-centric problem-solving. The company Worldwide Events is a leader in creating unforgettable B2B trade events that connect top players in the Meeting & Incentive, Luxury, and Romantic Travel sectors. With over 20 years of excellence, we’ve built a reputation for innovation, delivering world-class experiences, and fostering meaningful connections across the global travel industry.
Salesforce Marketing Cloud Email
I need 1 hour of consultancy for the development of salesforfce marketing cloud URGENTLY over slack.
pre-funded
SAlesforce Problem solving
Problem Consider the following problem: Our sales organization uses Salesforce. It also frequently uses an external system (call it “Foobar”) in which the sales reps search for specific contacts. Once they have assembled a list of contacts, they request Foobar to inject these contacts into Salesforce as Leads. Foobar uses the sales rep’s credentials via OAUTH to authenticate to Salesforce and injects the Leads via the Salesforce API. The list may be as short as one Lead or as long as several hundred Leads. Our Marketing team wants these leads to be grouped via Salesforce Campaign records. That is, all the leads injected as a list by the sales rep from Foobar in a short period should be grouped, even if they arrive in more than one batch. Instructions Please set up a Salesforce instance (a Trailhead playground or a standard developer org) where you implement this using Apex and give us access to this instance. Your code should: Respond to insertions of Leads. Recognize leads injected by Foobar based on LeadSource = “Foobar”. Whenever the sales rep requests Foobar to inject one or more leads into Salesforce, recognize that a new list is being inserted and create a new Campaign to group them. Leads inserted within a short period should be part of the same campaign. The campaign should have a name that includes the string “Foobar”, the sales rep’s name, and a representation of the time the list was injected. All the Leads in the list should be associated with the Campaign via CampaignMember records. Be covered by unit tests. Follow Apex developer best practices. As this is a proof-of-concept, you are not expected to solve all possible operational and scaling issues now. However, please note in the code why you decided to take a shortcut or how it can be addressed in the future as a TODO item for the code reviewer. You will also be asked for a plan to address these concerns in your delivered project . Decide which abstractions are essential and which can be added later to meet these time constraints. It is also perfectly acceptable to submit a partial solution. Of course, the more complete the implementation, the better the advantage over partial ones. I will need explanation for each code and also a video Q&A Session afterwards to explain the solution.
Salesforce Consultant
Hi - We are looking for a Salesforce Consultant who can help advise and develope our system. We recently moved onto Salesforce in June and a contractor completed an initial build for us. We unfortunately were not 100% happy with the build so have decided to look for further assistance elsewhwhere. The system seems to have some small bugs within it and hasn't been working as it should so this role will require some looking at the system and problem solving where the areas that are not functioning correctly. We also moved from a Hubspot platform previously, and haven't been able to move some data like emails and, notes and call logs onto Salesforce due to migration issues. So any previous experience with migrations and/or Hubspot would be greatly valued.
Tableau Developer
Key Responsibilities: Design, develop, and maintain interactive and user-friendly Tableau dashboards and reports based on business requirements. Work with stakeholders to understand business requirements, and translate them into effective data models, visualizations, and reports. Create data extracts, work with large datasets, and optimize the performance of Tableau reports and dashboards. Integrate data from multiple sources, such as SQL databases, Excel, APIs, and other systems, to create comprehensive views of business data. Perform data analysis to ensure accuracy, identify trends, and provide actionable insights through visualization. Develop and optimize complex SQL queries for data extraction and preparation. Ensure the security and accessibility of Tableau reports by setting appropriate access and permissions. Troubleshoot issues with data sources, reports, or Tableau server configurations. Collaborate with the IT team for deployment of Tableau reports and ensuring the seamless integration with other platforms. Participate in Tableau Server administration tasks including the deployment of workbooks and the configuration of Tableau Server. Provide end-user training and support for Tableau reporting solutions. Stay up-to-date with Tableau features and best practices to ensure the team is using the most efficient techniques and solutions. Skills and Qualifications: Proven experience as a Tableau Developer or similar role, with a strong portfolio of Tableau-based dashboards and reports. Expertise in Tableau Desktop, Tableau Server, and Tableau Prep. Proficient in SQL and experience with relational databases (e.g., MySQL, SQL Server, Oracle). Experience with data blending, data visualization best practices, and creating interactive dashboards. Ability to connect to various data sources, such as Excel, Google Analytics, Salesforce, and others. Strong understanding of data modeling and data transformation. Excellent problem-solving skills and attention to detail. Strong communication skills and ability to collaborate with business stakeholders. Knowledge of other visualization tools (e.g., Power BI, Qlik) is a plus. Familiarity with data warehousing concepts and working with large datasets. Experience in agile development methodologies is preferred