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Setting up Salesforce account

$30-250 USD

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İlan edilme: neredeyse 6 yıl önce

$30-250 USD

Teslimde ödenir
I have a fresh new Salesforce account and would like to find a freelancer to set this up for me - two users, implement different stages of the sales workflow to keep track of where each opportunity is in the sales pipeline (I will provide Word document with a simple flowchart/indication of stages in the sales process). There is one Office 365 email account which needs to be integrated too, as this email address will be used to communicate with prospective customers. Automatic parsing of emails would be great if that is an option so that records can be created automatically with the data from emails received from a website contact form. I have three template emails which should be integrated into the Salesforce account so that I can respond to enquiries with any of these standard emails. This is a small project to begin with, if this goes well then I have a lot of additional instructions for customising Salesforce for you. Freelancers must be based in Europe, US, Russia or Australia. I will not work with freelancers from any other countries.
Proje No: 17140540

Proje hakkında

9 teklif
Uzaktan proje
Son aktiviteden bu yana geçen zaman 6 yıl önce

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Pre-work: Analysis of SalesForce licenses (not given in the description). Analysis of the Word document with the flowchart/indications of the sales process provided by you and QA session . Understanding your overall profile. - one online conference call. Work: Two users setup Sales workflow implementation Opportunity alerts and reports / best practices. Office 365 email integration Email to Lead (automatic parsing): Email template integration (three). Testing. Ideas for improvement. After-work: Training 1-2 hours for the 2 users how to use the system. Online. Free one month support (4 weeks): 1 hour per week online sessions or 2 email consultation per week. Notes: we estimate that the tasks could be done in 2 days but we quote 5 days because: time zone difference, necessary back and forth communication, ongoing activities and just to be sure. * Based in the capitol of Macedonia, country in Europe. good place to visit :).
$155 USD 5 gün içinde
4,9 (6 değerlendirme)
4,9
4,9
9 freelancers are bidding on average $163 USD for this job
Kullanıcı Avatarı
Dear Employer, LOOK FOR DEVELOPERS NOT COUNTRY!! If you want quality work, please feel free to connect. I can get everything done mentioned in the job description perfectly. If you don't find my profile interesting keep looking for the best country! Kind Regards, Ashish Boori
$400 USD 3 gün içinde
5,0 (8 değerlendirme)
4,7
4,7
Kullanıcı Avatarı
Hello, Following is my point-wise proposal on your requirements: * Setting up profiles settings, roles for the two users * Create workflows, email alerts to help users keep track of opportunity as it's stage progresses * Configure flowchart as described in the document (yet to be provided) * Syncing office 365 email with Salesforce org * Parsing emails to fetch data and create records using Apex (incoming mails needs to be in set format, we can discuss about this in detail) * Creating templates and cofiguring workflow alerts so that these emails are sent out automatically as soon the defined criteria is met. I want to assure you that I maintain strong work ethic (I think that you might have bad experience working with freelancer from any country left out of your list) I can instil confidence in you if we can talk for a short duration (20 minutes, maybe) that I will deliver what I promise. I am fluent in English too, that's an added advantage of working with me. Individuals are bad (nothing wrong with entire country). Since our time zones vary by just few hours, we will have a lot of overlapping time for any sort of communication. If you look closely in the portfolio section of my profile, you'll get a lot of info about me that will establish my credibility. *Price to be adjusted after finalising scope of work* Looking forward for your response(even if you decide not to give me a change ). Regards, Mohammed
$250 USD 30 gün içinde
5,0 (9 değerlendirme)
4,0
4,0
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Hello, I am an experienced Salesforce administrator and I am able to setup your instance as you require. I noticed Canada was not one of your listed countries but we are sort of like USA. Please reach out to me if you wish to discuss further. Regards,
$250 USD 3 gün içinde
4,9 (5 değerlendirme)
3,5
3,5
Kullanıcı Avatarı
• Proficient as Techno-Functional Consultant & Project Lead using Agile Methodology. • Experienced in full life cycle implementation (SDLC), testing and production support. • Salesforce configuration (technical & functional administration) • Developed Salesforce support team for large sales organization • Able to develop new projects from scratch • Data validation/reconciliation. • Strong experience in Salesforce Development and Design • Understanding Business Requirements and Functional Requirement Specifications • Proficient in Migration/Integration using apex data loader & middle-ware tools • Implementation and Integration experience using Custom objects, Triggers, Process Builder, Visual flow, Workflow rules, Approvals. • Provide Training/Presentation to end users.
$30 USD 3 gün içinde
0,0 (0 değerlendirme)
0,0
0,0
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I am certified salesforce application architect. I have done many implementations. let's chat.
$138 USD 5 gün içinde
0,0 (0 değerlendirme)
0,0
0,0

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   SINGAPORE bayrağı
Singapore, Singapore
5,0
11
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Oca 10, 2018 tarihinden bu yana üye

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