Need company Salesforce integrated into Lightning Experience
2279
$$$
- Posted:
- Proposals: 7
- Remote
- #1849553
- Archived
Salesforce.com, saleforce Apex, Salesforce App Development, Visualforce, Zoho CRM, HTML, CRM
London
HubSpot Certified Trainer | HubSpot Elite Partner |Marketing Automation| Salesforce | Marketo | Digital Marketing | Web Development |Web Designing
Bay Minette
509343105170514852691750476175055519783232066008
Description
Experience Level: Expert
Estimated project duration: less than 1 week
So we have already upgraded to the Lightning Experience but encountered many bugs/errors in trying to do the same functions we did daily in Salesforce Classic. Couldn't create an invoice, got an error. Our calendars in Gmail werent syncing correctly. Events were not transferring.
We had some Salesforce developer admins come in years ago and tweak our system, but there is a lot we still desire out of this that we cannot do.
Goals
- Debug / Troubleshoot / Fix errors in Lightning Experience to ensure we can Create Invoices & New Opportunities & New Events
- We want to integrate Docusign and easy document flow into our system
- We want to tidy up some dashboard views & make some new custom views
- Refresh our Mail Merge Documents
- Fix our default Calendar situation so all 5 sales team members can create calendar events on the same calendar automatically via Gmail and Salesforce Calendars so they Sync up.
We had some Salesforce developer admins come in years ago and tweak our system, but there is a lot we still desire out of this that we cannot do.
Goals
- Debug / Troubleshoot / Fix errors in Lightning Experience to ensure we can Create Invoices & New Opportunities & New Events
- We want to integrate Docusign and easy document flow into our system
- We want to tidy up some dashboard views & make some new custom views
- Refresh our Mail Merge Documents
- Fix our default Calendar situation so all 5 sales team members can create calendar events on the same calendar automatically via Gmail and Salesforce Calendars so they Sync up.
Charlie M.
100% (4)Projects Completed
3
Freelancers worked with
3
Projects awarded
22%
Last project
22 May 2018
United States
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