Create an automated workflow on Salesforce.com
$20
Delivery in
1 day
Response time
Instantly
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What you get with this Offer
I will create a fully tested automated workflow on Salesforce.com CRM using the administrative tools of the platform for workflow automation which are Workflow Rules, Process Builder and Visual Flows.
The automated workflow actions include creating tasks, sending email alerts, updating fields and creating new records based on a criteria instantly or after a waiting period.
Examples of workflows I can build are: Automatic Annual Opportunity Renewal, Creating Follow-up Tasks for new Leads, Updating Opportunity fields according to Account changes and many more business scenarios that won't require any coding and will be delivered within 24 hours.
I will also deliver a document describing the components I have added to the system and how they interact to facilitate future edits for you.
The automated workflow actions include creating tasks, sending email alerts, updating fields and creating new records based on a criteria instantly or after a waiting period.
Examples of workflows I can build are: Automatic Annual Opportunity Renewal, Creating Follow-up Tasks for new Leads, Updating Opportunity fields according to Account changes and many more business scenarios that won't require any coding and will be delivered within 24 hours.
I will also deliver a document describing the components I have added to the system and how they interact to facilitate future edits for you.
Get more with Offer Add-ons
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I can create HTML Email Templates for use in the Workflows
Additional 1 working day
+$10
What the Freelancer needs to start the work
I will need the following:
- A detailed description of the workflow, the conditions that trigger it, the actions it needs to perform.
- Administrator access to your Salesforce.com Org or to a sandbox Org to create the workflow on.
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