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Salesforce Administration (group edition) and Data Management

$30-250 USD

Closed
Posted about 5 years ago

$30-250 USD

Paid on delivery
We are a small company using Group Edition Salesforce. We need a consultant to help answer questions and guide us in the right direction. Our current need is to delete a significant number of "attachments" in our DB - this had something to do with the outlook/salesforce plugin attaching images in emails by default. We're running out of room. Also, we need to see how SF can help track invoice collections efforts. Based on SF skills and English, we would create an hourly consulting opportunity in addition to larger project based fees.
Project ID: 18819239

About the project

8 proposals
Remote project
Active 5 yrs ago

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8 freelancers are bidding on average $213 USD for this job
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Hello, Hope you are doing well :) I would love to have the opportunity to discuss your project with you. May I ask about your Salesforce edition? We have worked on environments of companies like “Deloitte” and “James Group of Marcus Millichap”. My recent projects consist of "Deloitte Access Economics" which is a part of Converge Health. Also, we have worked with company EnHasen Performance (Data Import, Data export, Reports, Dashboards) based on the Australia and Trinity System on their product RealtimePSO (Automation of Credit Card & ACH Payment method) Currently, we are working with MetricStream which is based in California for their requirement of Custom Quota Forecasting and creating custom Reports and Dashboards accordingly Also, we have worked with Art of Living for their requirements we used Twilio and Python to provide a robust solution for IVR of Non-Profit Organization We are a passionate team of Salesforce certified developers and architects aiming to reach our customers business to the next level What would be the best way to get 15 mins on your calendar to explore if this would be valuable to the company? I look forward to hearing back from you soon. Regards, Vaibhav
$250 USD in 7 days
4.9 (28 reviews)
6.9
6.9
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Hello, Greetings for the Day! As a team of Experts, have find your post and like to get on board and assist you across all further support. You want someone who can monitor your works and help you in development. I have worked on various third Party tool like SuiteCRM, SugarCRM and vTiger and Salesforce and Confident to cater any of integration issues, API & Plugins Development. I like to review the "Existing Platform Details" and "Scope of Work" in brief for further conversation. Kindly share me these and your Availability for further conversations and proceedings. Waiting for your prompt reply. Kind Regards, JJ Virasat Solutions
$294 USD in 3 days
5.0 (1 review)
4.0
4.0
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Hello, I can help you delete the attachments and also customize your org based on your needs. I see that you mention you have Group edition, this means that if your requirements need apex code, your org does not allow apex code, and the only way to add it is to create a managed package and pass the Salesforce security review, which takes time. I have been working as a Salesforce developer and technical lead for more than 8 years. Regards, Fernanda
$222 USD in 5 days
5.0 (5 reviews)
4.1
4.1
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I'm a professional Salesforce expert over 5 years of experience with a strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization. I have worked on multiple projects over the past years, and have a good understanding and working about the Salesforce. I'm looking forward to providing the best solutions for building and customizing your Salesforce organization. I’m Salesforce Certified in Administrator & Platform Developer 1, Certified Vlocity Developer. My professional skills in: - Implementation of standard objects - Custom Objects and Fields - Page Layouts and Record types - Data Import/Export - Matching & Duplicate rules - Assignment Rules - Validation Rules - Sharing Rules - Security Settings - Reports and Dashboards - Apex Classes, and Triggers - Visualforce Pages - Lightning Components - Email Services - Approval Processes - Workflow Management - Process Builder using "Flows" - Integration of the external services - HTML, CSS, JS - Lightning Experience - Sales Cloud - Service Cloud - Marketing Cloud - Community Cloud - NPSP - Pardot Well, the services would cost $200 but can be negotiable depending on the course of work and level of complexity. I’m generally available to my clients anytime they need me. I’m available through email, phone, Skype. "You Dream It. I Build It."
$200 USD in 10 days
5.0 (4 reviews)
3.6
3.6
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please find my cover latter that shows my past experience. 1. ConverseHealth (Salesforce App-Exchange Product) 2. CloudCraze eCommerce for Salesforce, Community Site, Lightning API Skills: CloudCraze App-Exchange Product for eCommerce, Commerce Cloud, Community Cloud, Live Agent, User Story Boards, Apex, VF Pages. 3. Zoho CRM to Salesforce Migration, Customization, Integrations 4. Professional Services Automation (PSA) 5. Salesforce Checkout APP. 6. (CRM Spark) CRM Meetings is an easy, no-risk way for marketers to triple response rates and generate qualified sales calls from leads. Hello Meetings uses targeted incentives, automated scheduling, and behavioural psychology to boost sales productivity by 3x to 6x versus traditional content marketing. Responsibility : - Creation of Fields and objects according to design document. - Creation of Workflow and Approval process according to requirements. - Creation of validation rules. - Creation of Visual force pages for their automation process - Created Triggers. - Created Apex Classes. - Created Visual force pages. - Created Test Classes. 7. [Open CTI Integration] Complete Call center solution using Salesforce Open CTI integration of softphone with salesforce. This application has modules. 1. Setup Wizard 2. Integrated with Open CTI 3. Call Routing/Schedule 4. Voicemail etc...
$155 USD in 3 days
5.0 (1 review)
2.5
2.5
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I am hard worker and fast learner to adopt to any working situations with ease. Though I am from retail background I had learned salesforce with personal interest and completing 3 certifications within a short span of 6 months. That shows how passion I am in learning new things with ease.
$194 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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Have good skills to debug issues in prod
$155 USD in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Washington, United States
4.6
11
Payment method verified
Member since May 18, 2015

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