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Help Set Up Salesforce Workflows

$250-750 USD

Completed
Posted over 4 years ago

$250-750 USD

Paid on delivery
We have a SalesForce (5 Users) that I want to create some workflows to help automate our salesmans days. Reminders after quotes, and reminders after The Opportunity process and Case Processes Salesforce Workflows / Automation. Currently our Salesmen do not work in Salesforce. I have just purchased 10fold to to have our VOIP System integrate with Salesforce. What I want to do is make the TASKS / Dashboard very simple for each salesman to come in to work each day and be prepared to do his tasks. 1) Any account with over 45 days of no activity should have a task created. That task should be a follow up, courtesy call to check on a customer. I would only want this to happen on accounts who are TYPE: ENDUSER, and POTENTIAL : MEDIUM or HIGH. 2) Any OPPORTUNITY Created should have an immediate Follow up Created, if it is still open. After 3 days, an automated Email template created to send to the customer (Hopefully the salesperson can accept this and just click a button to send it). 3) Closed Opportunites should get (1) Task Reminder to follow up after 1 week. 4) Any CASE Created should create a reminder Task every 7 days until closed to follow up on the case.
Project ID: 21777668

About the project

10 proposals
Remote project
Active 5 yrs ago

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Good Day! I can do the processes setup in your org based on your requirements via process builders, flows, workflow as needed. Please find my below profile details: (i) Individual freelancer expertise in [login to view URL] having 7 years of Development & Administration experience which covers Sales Cloud, Service Cloud, Community Cloud, [login to view URL] platform. (ii) Familiar in technical areas such as declarative & programmatic areas of salesforce including lightning platform experience, integrations using REST & SOAP API. (iii) Certified Platform Developer-1 & Administrator (iv) 30+ Salesforce projects with 5 Star ratings in Freelancer.com platform (v) Worked for leading clients Alight Solutions, Global Village Dubai, Morgan Stanley, Lodha Groups India Please let me know to discuss further understanding your requirements based on your interest. All the best! Kumaresan Manickam
$250 USD in 3 days
5.0 (58 reviews)
6.6
6.6
10 freelancers are bidding on average $423 USD for this job
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Hello I'm full time freelancer:) Believe me:) as a salesforce expert, I don’t bid on the project that I’m not sure. I find it Is very interesting. after a proper understanding of your requirements, I thought I am the best freelancer for you. I completed my work 100% on time and on budget. I Invite you to have to look at my profile-review so you can get an idea of my work:) I’m new on this platform so, I can do your project In less money with good skills and experience. I hope you give me a chance to prove myself on this platform. I’m sure that I will satisfy you 100%. I’m looking forward to having a chat with you so please feel free to message me anytime. 24*7 Times Available:) Thank You:)
$250 USD in 2 days
5.0 (27 reviews)
5.5
5.5
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Hi, This is Vipin, an alumnus of IIT Kanpur. I have 6+ years of experience in customized software, web and mobile app development and has expertise in Android, iOS, Python, Magento, PHP, HTML, Java, Angular and Ionic framework. I would like to work on your project and looking for long term work. Kindly connect to discuss in detail and check my recent work in portfolio section as well. Hope to talk more soon Thanks
$500 USD in 7 days
4.8 (1 review)
1.2
1.2
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Are you looking to make the most out of your Salesforce investment? Unsure about the right way to scale and grow your business? Looking for consultation from experience and expertise? My experience with IT began in 2013 as software engineer working on .net and Salesforce looked future at that time shifted my career. Ever since then no turning around. I have worked for various industries representing different verticals, various sizes of small business to enterprise organisation to implement, improve their business and maximise the use of Salesforce. We are small group of certified developers and consultants looking to start small but with a vision to empower your organisation to do more and grow ourself. Our main aim to provide best solution, reduce cost and develop efficient system to improve your business. We provide a wide range of services including: Salesforce consulting Service - We understand your system and make sure to guide in the right direction with right tools to enhance your success. Implementation - we can help ensure your vision is delivered to the highest standards. We work on wide range on Salesforce development, configuration, integration, data migration, Salesforce CPQ, FSL implementation, mobile app with Salesforce SDK, website development. Connect with me today and let’s discuss on the requirement!
$333 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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I have experience of more than 4 years in Salesforce, worked on both configuration and customization including lightning. I have delivered this kind of project in a short time. Please feel free to contact me.
$250 USD in 2 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Gardner, United States
5.0
22
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Member since Jan 13, 2003

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