Salesforce - Activities Customization & Import based on CSV
$500-1500 USD
Teslim sırasında ödenir
We have 2 needs for Activities customization:
1) We need custom fields on the activities object that default certain criteria, look up to other fields but are still editable, associate multiple matters to the event, involve dependent pick lists (potentially dependent on fields that don't reside on activities), etc.
2) We need an editable report/view that is based on activities. This report should have multiple views changed by toggling through a filter/multiple filters, in-line editing, easily add handwritten notes, add new date/event upon edit, etc.
We have 1 need for an file import:
1) In a nutshell, we need to import data based on csv files.
The import would check for a contact record.
a) Contact Present: updates record with new information and dispatch an email with information from Salesforce
b) Contact Not Present: checks Leads for record and either edits (if present) or creates (if not present).
Force.com, Visualforce, Apex skills preferred
Proje NO: #8110369
Proje hakkında
Seçilen:
Respected Employer, I am a salesforce certified [login to view URL] developer. and in my professional career of 2.5 years i have also been working on both areas business (workflows, assignment rules, lead management etc) Daha Fazla
Bu iş için 25 freelancer ortalamada $1071 teklif veriyor
Hello, I am a certified Salesforce developer and architect of an enterprise salesforce project in a MNC. As per requirement this project has three major components 1. Enhance activity with custom fields 2. Implemen Daha Fazla
I have 5 years of experience in Salesforce. Have done 3 certifications. Have worked on some crucial projects for large multinationals. Currently working as an independent consultant for a US firm. Let me know if I can Daha Fazla
Hi There! Good Morning, Hope you are doing great. This document contains project proposal submitted by Kennedia IT Solutions. 1. Our Profile: We are highly motivated team of IT professionals mentored by very exper Daha Fazla
I have gone through your post. I am expert, dexterous freelancer and I have well developed team with years of years experience. I am master in conceptualizing, sketching and then web designing. Please give me an Daha Fazla
Because, we transform the thoughts & ideas into reality. I am a skilled and experienced Salesforce Developer excelled in Apex Triggers, Classes and Visualforce Pages. Good Knowledge in Web Services and Integration. Daha Fazla
I've done numerous full scale salesforce implementations and have lots of experience with custom fields, report creation, and .CSV upload. I would be happy to help and don't think the project would take long.
Hello, Have gone through requirement and following is my approach for implementing the same: a. Activity fields reqt. can be managed through customization part and is quick activity. b. Editable View seems of mode Daha Fazla
I have made same kind of implementation to one of my Client. so i can handle this well. Even i am Certified Salesforce developer so i can achieve your requirements.
I will do an addition requirements session with the key stakeholders, to further develop the needs in a more detailed way. I will do a shared screen creation of the reports for both acceptance and to further your inter Daha Fazla
if you can conform, we will start the poc and will give you demo. When can we start? .......................................................................................................
