Setting up Salesforce account

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.

Habilidades: CRM, PHP, Desarrollo de aplicaciones de Salesforce,, Zoho

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Información del empleador:
( 5 comentarios ) Singapore, Singapore

Nº del proyecto: #17140540

Adjudicado a:


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 Más

$155 USD en 5 días
(1 comentario)

10 freelancers están ofertando el promedio de $162 para este trabajo


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 interesti Más

$400 USD en 3 días
(6 comentarios)

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 progres Más

$250 USD en 30 días
(6 comentarios)

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 yo Más

$250 USD en 3 días
(2 comentarios)
$35 USD en 3 días
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$66 USD en 3 días
(2 comentarios)

I can help you in configuring email within 2 hours in salesforce as i have implemented earlier for previous client so it will be quick work. Thanks

$155 USD en 3 días
(2 comentarios)

• Proficient as Techno-Functional Consultant & Project Lead using Agile Methodology. • Experienced in full life cycle implementation (SDLC), testing and production support. • Salesforce configuration (technical & fun Más

$30 USD en 3 días
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$144 USD en 5 días
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I am certified salesforce application architect. I have done many implementations. let's chat.

$138 USD en 5 días
(0 comentarios)