Phoenix - Your AI AssistantSalesforce Org Setup & Basic Configuration
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4 days
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What you get with this Offer
I will help you launch your Salesforce org: configure basic modules such as Sales Cloud or Service Cloud, set up users, roles, profiles, and standard objects customized to your business needs. Then I’ll configure key dashboards and reports so your team immediately sees value.
Your org will be ready for your business with a structured data model, security setup, and simple automated flows to handle leads → opportunities or cases → resolutions — enabling your team to work more efficiently from day one.
This service stands out by giving you a functioning Salesforce environment rather than just a blank org — so you can start gaining value quickly and scale your CRM efforts.
Your org will be ready for your business with a structured data model, security setup, and simple automated flows to handle leads → opportunities or cases → resolutions — enabling your team to work more efficiently from day one.
This service stands out by giving you a functioning Salesforce environment rather than just a blank org — so you can start gaining value quickly and scale your CRM efforts.
What the Freelancer needs to start the work
Please share your Salesforce edition/licensing details, business process overview (sales or service workflow), user roles list and preferred data objects or fields.