Salesforce optimisation and organisation

$30-250 SGD

クローズ

投稿日:

約10年前

$30-250 SGD

完了時にお支払い

My small business already uses Salesforce as a simple CRM. I need Salesforce optimised: 1. Dashboard optimisation 2. Report set up - several simple reports set up and quick teach-in on how to set them up 3. Re-organisation of current salesforce - simplify, edit, delete our pages 4. Overall sense check on how we are using Salesforce and if we could do anything a different way I would like the candidate to be based in Singapore and spend the time face to face with me. So probably 3/4 hours.

CRM

Salesforce.com

プロジェクト ID: 5918367

プロジェクトについて

13個の提案

リモートプロジェクト

アクティブ 10年前

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この仕事に13人のフリーランサーが、平均$179 SGDで入札しています

@rakish

A proposal has not yet been provided

$222 SGD 3日以内

5.0

(16 レビュー)

4.4

@sirangi1989

HI This is sunil and i am certified salesforce developer. i can help you with your requirements. Thanks.

$188 SGD 5日以内

5.0

(7 レビュー)

4.0

@mheber

Hi there! First kudos to you for seeing that salesforce can add value to your business. You are in luck!! I am amazing with Salesforce and would love to help you set up salesforce to work the best for you. I attend the dreamforce conference ever year in San Francisco (I live in Northern CA.) I'm knowledgeable in Salesforce1, Apex, Visual Force, & Force.com. Still training to use it with Heroku . As an admin, I can streamline your business processes, create reports, update dashboards and also confirm security is set up correctly. However for the $250.00 I will create three reports, streamline 1 business process and update your dashboard for that business process. Once we finish that task we can agree on a price to work on streamlining all of your business processes and review what you have set up for security and see how we can make Salesforce work for you. Salesforce is a POWERFUL tool and it can make your life really easy if you know how to use it. Choose me and we will have fun working together as well. Thanks for reading Michelle

$250 SGD 5日以内

5.0

(1 レビュー)

1.0

@alokgarg2005

A proposal has not yet been provided

$166 SGD 7日以内

0.0

(0 レビュー)

0.0

@chandracloud22

Hi i have good experience over the salesforce reports and dashboards and also have teaching experence in salesforce...

$222 SGD 3日以内

0.0

(0 レビュー)

0.0

@meighan06

A proposal has not yet been provided

$166 SGD 3日以内

0.0

(0 レビュー)

0.0

@thetechie13

Hello, Can you let me know what do you need on "Dashboard optimisation" Thanks and let me know asap Sach

$147 SGD 3日以内

0.0

(0 レビュー)

0.0

@arorahunne

Hi I Understand your Concern, But i Can Assure YOu, I can Help Out in Your Problems in a very quick and Can Share the screen with you, for your easness to understand Salesforce better

$134 SGD 3日以内

0.0

(0 レビュー)

0.0

@upadhayayaparna

• Implemented Application Business Connector facilitating the data transformation and load portion of the ETL process for the uSMP project (via Enterprise Integration Practice Center) • Developed process of transferring records from one relationship to another following the automated Account, Establishment & Coverage updates from the sources of record(SOR) • Developed process of transferring record ownership of related records, updating the linkage between SFDC Account records and Opportunities, removing Team Members, etc • Developed Email alert functionality in case of Account Inactivation • Developed automated method of adding various sales representatives to Opportunity Team, mainly Account Owner and Opportunity Owner • Developed Reporting capabilities for USCO users, dependent on the data loaded from SOR • Created Validation Rules to implement data authenticity • Implemented Workflows and other workflow actions, fields updates, email alerts, task creation and outbound message • Created Time dependent workflows for automated email delivery process

$155 SGD 3日以内