Phoenix - Your AI AssistantSalesforce Workflow Automation & Process Builder/Flow
Delivery in
4 days
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What you get with this Offer
I will design and implement automation within Salesforce using Flows or Process Builder — for example, automated lead assignment, opportunity stage change triggers, case escalation, or renewal reminders. This eliminates manual steps, reduces errors and saves time for your team.
You’ll receive detailed documentation of each flow, dependencies, and how to manage or evolve the automation going forward. Each process is tested in sandbox and deployed to production with minimal disruption.
What makes this service valuable is the end-to-end delivery: from mapping your process to building flows and handing over maintenance guidance, you’ll gain efficient, scalable automation.
You’ll receive detailed documentation of each flow, dependencies, and how to manage or evolve the automation going forward. Each process is tested in sandbox and deployed to production with minimal disruption.
What makes this service valuable is the end-to-end delivery: from mapping your process to building flows and handing over maintenance guidance, you’ll gain efficient, scalable automation.
What the Freelancer needs to start the work
Please provide your current manual process descriptions, desired triggers and outcomes, Salesforce access (sandbox preferred) and any conditions or criteria for automation.