Phoenix - Your AI AssistantConfigure your Salesforce Org
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What you get with this Offer
I specialize in configuring and automating your Salesforce environment using low-code tools and Salesforce Admin skills, such as Salesforce Flows and Process Builder. My expertise includes:
-Custom Objects and Fields: Creation of custom objects, fields, and tabs tailored to your business needs.
-Security Setup: Management of profiles, roles, and permission sets to control access.
-Automation: Development of Salesforce Flows, Process Builder workflows, and automation processes based on your specific requirements.
-Lightning Email Templates: Design and creation of custom email templates in Salesforce Lightning.
-Reporting and Dashboards: Building insightful reports and dashboards to track key metrics.
-Page Layouts and Record Types: Configuration of page layouts, compact layouts, highlight panels, feed layouts, and record types to enhance user experience.
-Data Visibility: Customization of profile settings to ensure that users access only the data they need.
Additional Services Provided:
-Best Practices: All configurations are implemented using Salesforce best practices.
-Latest Features: Configuration will leverage the latest features available in the Salesforce platform.
-Documentation: Comprehensive documentation of the work performed, provided upon request.
-Confidentiality: Full privacy and confidentiality are maintained throughout the engagement.
-Custom Objects and Fields: Creation of custom objects, fields, and tabs tailored to your business needs.
-Security Setup: Management of profiles, roles, and permission sets to control access.
-Automation: Development of Salesforce Flows, Process Builder workflows, and automation processes based on your specific requirements.
-Lightning Email Templates: Design and creation of custom email templates in Salesforce Lightning.
-Reporting and Dashboards: Building insightful reports and dashboards to track key metrics.
-Page Layouts and Record Types: Configuration of page layouts, compact layouts, highlight panels, feed layouts, and record types to enhance user experience.
-Data Visibility: Customization of profile settings to ensure that users access only the data they need.
Additional Services Provided:
-Best Practices: All configurations are implemented using Salesforce best practices.
-Latest Features: Configuration will leverage the latest features available in the Salesforce platform.
-Documentation: Comprehensive documentation of the work performed, provided upon request.
-Confidentiality: Full privacy and confidentiality are maintained throughout the engagement.
What the Freelancer needs to start the work
Salesforce Org Credentials