Quoting within salesforceงาน

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I've set up an http callout to my own API in Salesforce, triggered by editing a custom account field. The data format for the callout is JSON, and I want to send the account's ID along with the edited field value to my API. I'm seeking a Salesforce IT expert to guide me through the correct configuration in Salesforce Flow Builder. This is a small task and can be resolved with a short remote session. Key requirements include: - Solid understanding of Salesforce Flow Builder - Proficiency in configuring http callouts - Experience with JSON data format in Salesforce Your help will be appreciated to ensure the successful implementation of this feature.

...residential window cleaning services - Keeping track of and reporting on client acquisition progress Free Trial Opportunity: As part of our hiring process, we're offering a free trial period to assess your ability to generate recruited houses effectively. During this trial period, you'll be tasked with acquiring 2 new clients closed and scheduled for a minimum of $200 each. If you have trouble quoting or providing an estimate to a client you can contact me for help on giving that estimate. If you can do this, you have passed. If you accomplish this goal, we'll consider offering you a permanent position with our team. Once again your ROLE will be to acquire new clients in the area listed below and to 1) reach out to them and 2) close/schedule them for a window cl...

...perform sales tracking in the following ways: - By individual salesperson: The system should show the performance of each salesperson. This way, I can analyze their work, reward high performers, and provide feedback to those who need improvement. - By team: It should also provide an overview of each sales team's performance. This will help me assess the overall productivity and effectiveness of my salesforce. - By product/service: The CRM system should track the sales of each product or service. This will allow me to determine which offerings are most successful and make data-driven decisions on my business strategy. Ideal skills and experiences for this job include: - Proficiency in CRM development - Strong understanding of sales tracking - Ability to create an intuitive...

Quiero un cortometraje de 3 minutos sobre una empresa llamada salesforce - Concepto:Crea un breve vídeo animado que narra la fundación de Salesforce en 1999 por Marc Benioff y otros tres cofundadores en un pequeño apartamento en San Francisco. Imagina que estos pioneros son superhéroes de la tecnología, lanzando un nuevo modelo de software como servicio que revolucionaría la industria.

I'm in immediate need of an expert in contractual disputes, specifically in cases involving breach of contract and appeals or claims of ownership. I require a comprehensive analysis and legal advice about a possible future appeal or claim regarding the current sellers' ownership rights. I need this job completed as soon as possible. Your role would include: - Expert advice on my legal position - Guidance on potential responses - Possible courses of action Ideal candidates will have: - Experience in dealing with contractual disputes - Understanding of IP rights - Ability to work quickly, providing accurate and dependable advice. - Expetise in Cooperate law and charges loans regarding real-estate and their companies including off shore companies and loan's

I need a Salesforce Analytics Studio Dashboard builder to assist in creating a real-time data dashboard specifically for our sales teams. am looking for someone who has expertise with building dashboards through Salesforce Analytics Studio, the key features I expect from this dashboard are interactive data visualization, real-time data updates, and customizable filters. The ideal candidate for this job would be someone who has experience with Salesforce Analytics Studio - Experience with Salesforce Analytics Studio - History of creating successful sales performance dashboards

We need a salesforce commerce expert who can perform the work listed below. Of course, this is a very rough “plan and description” We would like to arrange a non-binding Zoom meeting to talk about our project. In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind. Here you have a first description. This is how I made the advertisement: We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management. 1. the customer makes an inquiry via our website (I could do this via WordPress by my own) 2. we check the request in an “admin area” and distribute the anonymize...

Create an experience cloud site. Create one dynamic reusable search component in site it should be visible to the the user A but should be hidden to the user B. If we will get 50000 records how to optimize solutions .

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I am seeking to connect my WPForms through Zapper to a custom Salesforce object. The form has dropdown menus that need to map to salesforce. The role requires the automation of data entry to efficiently track leads. It will involve significant work with WPForms, Zapper, and Salesforce, so experience with these platforms is crucial for success. Ideal Skills and Experience: - Comprehensive knowledge of WPForms, Zapper, and Salesforce systems - Expertise in CRM and lead tracking methods - Proven experience in automating data entry processes - Strong understanding of data privacy regulations

Amarillo College invites applications for a skilled Salesforce Developer to assist in migrating our Adult Education Department (GED and ESL Programs) to the Salesforce Education Cloud. The goal is to develop a Minimum Viable Product (MVP) by the end of May, utilizing the current grant year's funds effectively. Project Requirements: Data Integration: Implement data import functionality from Ellucian Colleague to Salesforce via API. Automate student ID generation and demographic data push to Salesforce upon student initiation of the enrollment process. Experience Cloud Site: Develop a system for students to receive an email enabling them to log into Salesforce to complete their application once their data is imported. Document Management: Enable stud...

Are you a professional working with Canadian retailers or e-commerce businesses? Join us to add tremendous value to your services by integrating our top-tier shipping and fulfillment solutions. This opportunity is not limited to a one-time setup; it offers ongoing commissions for every dollar spent by the clients you bring to our platform. Whether you are a marketer, business consultant, IT specialist, or in any field that interacts with Canadian e-commerce, this is your chance to earn a continuous, long-term income. Key Responsibilities: -Refer the client to us or give your promo code to potential clients We are a web development company, specializing in creating professional websites for businesses across various industries. Our goal is to collaborate with local businesses to establish...

I'm in need of an experienced Salesforce consultant to guide me through the process of publishing my managed app on AppExchange. Key Responsibilities: - **Security Review Preparation:** I require assistance in preparing my app for the Security Review process. Your role will be to ensure that the app meets Salesforce's security standards and requirements. - **Licensing Questions:** I'm looking for someone who can answer my queries and provide guidance on licensing considerations. Ideal Candidate: - Strong experience with Salesforce Lightning is a must. - Proven track record in successfully publishing apps on Salesforce AppExchange. - In-depth knowledge of security standards and licensing on Salesforce. - Excellent communication skills to effec...

I am seeking a skilled professional in solar energy forecasting to assist me in developing a short-term power production forecasting model for my photovoltaic system. The aim of this project is to predict the power output of my solar panels within a 5% deviation over the next 24 hours. Key Requirements: - The model will need to be trained using both historical power production data from my system and real-time weather forecast data. - The forecasting should provide a high level of accuracy within 5% deviation. - The time frame for the predictions should be short-term, specifically the next 24 hours. Ideal Skills: - Matlab. - Proven experience in solar energy forecasting. - Strong data analysis and modelling skills. - Familiarity with photovoltaic systems and power output. -...

Hi Do you have experience with both mulesoft and salesforce? It iş sql and salesforce integration using mulesoft For now my task is to solve this error so let see how many hours it takes us and for the new project we will discuss the time per week I need indian time tomorrow morning 7:30 am This support will be on zoom meeting which we will provide u and u will connect with my consultant for support

I seek a skilled copy editor with expertise in handling business profiles. I'm looking to enhance a 20-page company profile for my organization that operates in the cultural sector. Key Responsibilities: - Improve grammar and punctuation - Enhance sentence structure and flow - Ensure consistent formatting across the document The established tone should be professional yet friendly. This requires a balanced approach to maintaining formal documentation while engaging the reader in a modest, friendly manner. Special Attention: The editor should possess sound knowledge of handling documents laden with artistic or historical references. Familiarity with cultural context significantly benefits the overall substance and presentation of the profile. Successful completion of this proj...

I'm in need of a Salesforce expert to assist with migrating a small volume of data from spreadsheets (Excel, Google Sheets) into Salesforce. Your tasks will primarily include: - Preparing data for migration - Mapping data fields from spreadsheets to Salesforce - Executing the migration process while ensuring data integrity Ideal candidates should have: - Proven experience with Salesforce data migration - Strong knowledge of Salesforce data structure - Proficiency in handling Excel and Google Sheets - Excellent attention to detail This will be a per hour job, so please provide your hourly rate in your bid. I'm looking for someone efficient and precise who can assist with this task smoothly.

I'm looking for an experienced Salesforce expert to implement the platform and integrate it seamlessly with other software's. Key Integration Points: - Whatsapp: I will need automated messages to be sent via Whatsapp - Emails: The primary goal here is to track customer interactions - TcsION: This is a vital integration point that will require a thorough and deep understanding of the software. Ideal skills and experience: - Proven experience with Salesforce implementations and integrations - Familiarity with Whatsapp API for automated messaging - Proficiency in email tracking systems - Strong analytical and problem-solving skills. Your role will be to ensure a smooth flow of data between these systems, with a focus on customer interactions and business processe...

...company will be the first and primary user of this platform, we will subsequently endeavour to monetize it as an SaaS. Key Responsibilities: - Collaborate closely with our team to understand detailed requirements and user workflows - Design and develop a comprehensive CRM system integrating emails, VoIP, texting, deal stages, and automation capabilities Implement robust sales functionalities for quoting, invoicing, and reporting - Develop a FSM module for job management, scheduling, templates, and route optimization - Create an intuitive asset management system with GIS interface for equipment representation and organization in the field - Design and integrate a pest activity map/reporting dashboard for admins, technicians, and customers -Develop a client activity reporting...

...Features: - Cross-platform compatibility: I need the software to function seamlessly on Windows, Mac, and Linux operating systems. - LinkedIn Scraping: The software should be able to efficiently scrape phone numbers and emails from LinkedIn profiles. - User-friendly Interface: The software needs to have a simple and intuitive interface for easy use. -Integration with CRM's like Hubspot, Pipedrive, Salesforce and more. Ideal Skills and Experience: - Proficiency in software development, with experience in creating lead generation tools. - Familiarity with LinkedIn API or web scraping techniques. - Strong understanding of data privacy and protection laws to ensure compliance. - Ability to create a user-friendly and responsive cross-platform application. Timeframe: I do not ha...

I need to streamline the sales process in Salesforce by automating the workflow for Opportunities. The professional I'm looking for should be able to: - Set up Salesforce Flows - Configure the Flows to automate the workflow for Opportunities - Ensure the automation is seamless and doesn't hinder the sales process Ideal Skills and Experience: - Proficiency in Salesforce Flows and Orchestration - Proven experience in workflow automation, ideally in a sales context - Understanding of Opportunities in Salesforce and how to leverage them for sales process optimization The primary goal is to enhance the efficiency of our sales team, eliminating manual steps and reducing the risk of errors, while also ensuring our sales process remains effective. Experienc...

I'm seeking a skilled Salesforce developer who can help me integrate Sales Cloud with our external system. Key Responsibilities: - Develop a seamless integration that connects my external system to Salesforce Sales Cloud. - Ensure that contact information is instantly synced across both platforms. Ideal Skills: - Strong understanding of Salesforce Sales Cloud. - Proven experience with point-to-point Salesforce integrations. - Ability to handle data synchronization effectively. - Familiarity with data security best practices.

I'm in search of a Salesforce developer with the ability to customize Salesforce workflows and create custom objects and fields. This involves: - Customizing Salesforce workflows - Creating custom objects and fields The primary goals of these customizations are to: - Streamline our business processes - Enhance the organization of our data - Improve the overall efficiency of our Salesforce instance Additionally, I require the developer to connect our Salesforce instance with third-party customer support systems. The ideal candidate will have a proven track record of successfully customizing Salesforce workflows, creating custom objects and fields, and integrating Salesforce with external systems. Experience with customer support syst...

I'm in need of a professional who possesses a deep understanding of Salesforce Case Management and has prior experience integrating Formstack products such as Formstack Documents and Formstack Sign with Salesforce. Key Responsibilities: - Convert two existing fillable PDF forms into the Salesforce Case Management system - Create a seamless process for electronic signature requests using Formstack Sign - Ensure the forms are easily accessible and usable by case managers Ideal Candidate: - Background in Salesforce Case Management and Formstack products - Proven experience in creating and integrating forms within Salesforce - Familiarity with electronic signature processes and best practices - Strong communication skills to collaborate with cas...

I'm in need of a Salesforce architect to integrate Salesforce Open CTI. The primary goal for this project is to modify and fix security issues in existing code of an open CTI adapter and making a managed package for market place. Key Responsibilities: - Integrate Salesforce Open CTI: I need someone who can successfully integrate Salesforce Open CTI into our system. - Develop Open CTI Adapter: The main goal of this project is to develop a custom open CTI adapter. Ideal Skills and Experience: - Extensive Experience: I'm looking for someone with a proven track record of successful Salesforce Open CTI integrations. - Salesforce Expertise: A deep understanding of Salesforce architecture, configuration, and development is essential...

I'm in need of a skilled and experienced web developer to create an e-commerce website for my business. The site will be dedicated to selling physical products, so it's crucial that it's tailored to this purpose. Key Features: - Shopping Cart:...product customization features - Ability to design a user-friendly and visually appealing website - Prior experience integrating customer review systems is a plus I'm looking for someone who can deliver a high-quality, fully functional e-commerce website that aligns with my specific requirements. As the business size is very small and we have just started, I am on very low budget. Think before quoting and no revision of payment later and only send your exact quotation if you have understood the requirement or else pl...

I have an existing logo that needs a fresh, modern and minimalist touch to its design elements. Key Requirements: - The primary focus is on updating the design elements while maintaining the essence of the original logo. - The updated logo should be modern and minimalist. Ideal Skills and Experience: - Proven experience in graphic design, specifically logo design, with a portfolio of modern and minimalist work. - Strong understanding of design principles, including color, shape and form. - Creativity and the ability to take a brief and transform it into an impactful design. I'm looking for a professional who can bring my logo into the modern era, while preserving the core elements that make it recognisable.

I am looking for someone who has expertise with building dashboards through Salesforce Analytics Studio, the key features I expect from this dashboard are interactive data visualization, real-time data updates, and customizable filters.

I need immediate assistance with writing Alphanumeric data within Salesforce. Requirements: - Data Entry: The task involves manual data entry of Alphanumeric data. - Salesforce Experience: You must be proficient with Salesforce and comfortable with screen control operation. - Speed and Accuracy: The project is urgent, so I require both speed and accuracy in data input. Please note that this is a time-sensitive project, so I would need the task to be completed as soon as possible.

I'm looking for help and support setting up API integrations with our dialler Platform and to move some flow processes into apex

I'm looking for an experienced Salesforce consultant to assist with the implementation of a new Salesforce account. Key Project Requirements: - Implement a CRM system that is tailored to our business needs - Include features such as Lead and Opportunity Management, Customer Support and Service, and Analytics and Reporting - Create a user-friendly system that enables easy adoption and effective usage by our team Ideal Skills: - Proven experience in Salesforce implementation, specifically in the CRM context - Deep understanding of CRM principles and best practices - Ability to tailor Salesforce features to align with Lead and Opportunity Management, Customer Support and Service, and Analytics and Reporting Please respond with your relevant experience and ...

I'm looking for a skilled Salesforce developer to work on an Apex Trigger/Aura programming task. 1. Create 2 aura components. So on the page there will be 2 component one on right other on left. The left component has 3-4 lightning cards that display contact name,email, phone number . These are not buttons but when you click on any of the card the card border turns red and the further details of the contact will be displayed on the 2nd component 2. Create a trigger and its test class with 100% coverage , where when the account address is updated then the address in the related contacts should get updated as well. The logic shouldn't be in the trigger itself but another apex class

Please message only if you can fulfil requirement. Basic work required. No fancy work. There is an Omniscript which has cancel button enabled and on click of that cancel button, it redirects to Case record, basically to its Context Id. Now I have embedded this OmniScript in flex card to open as Modal on click of action button. My requirement is once Omniscript opens as a modal and if I click cancel in OS, it should close modal and should not go to Case record.

I'm seeking an experienced Salesforce professional who can provide tutoring and guidance on various aspects of the platform. The ideal candidate should have: Key to teach from a beginner to a intermedia on Salesforce Commerce. We can discuss the frequency of sessions based on mutual availability. Please share your relevant experience and approach to tutoring in your proposal.

I'm on the hunt for an experienced Salesforce expert with a strong understanding and practical experience in CPQ. Specifically, you'll configure the product and apply pricing rules to be used in quote generation. Key Tasks: Training and Overview on - Product Configurations - Pricing Rules Design - Quote Generation - Building Integrations Additionally, you'll be working on the billing component of Salesforce CPQ, particularly focusing on invoice generation. This project will heavily lean towards the following skills and expertise: - Salesforce CPQ - Billing Integrations - Invoice Generation If you have a deep understanding of Salesforce CPQ and its invoicing generation system, I welcome your bid. Remember, experience in working with other...

Sharing supplier's contact & work on quoting.

I'm seeking an experienced Salesforce consultant who can provide me with in-depth training on the Salesforce platform. The ideal freelancer for this job should have: - Extensive experience using Salesforce and a good understanding of its features and capabilities. - Proven track record in training others on Salesforce, especially on a one-to-one basis. - A solid grasp of the Salesforce platform and its components, as well as the ability to explain these clearly and coherently. Key tasks will include: - Providing a detailed overview of the Salesforce platform. - Tailored training on the specific areas of the Salesforce platform I am looking to improve, particularly in areas such as salesforce platform customization. - Shari...

I have a detailed list of 45 requirements that need to be implemented into an Excel report. The primary goal of this report is data analysis. Key Responsibilities: - Implement 45 requirements into an Excel report - Ensure all requirements are met accurately - Optimize the report for effective data analysis The ideal candidate should have: - Proficiency in Python - Experience working with Excel - Strong understanding of data analysis - Proficiency in Pandas and NumPy If you have experience with similar projects and are confident in your ability to provide thorough, accurate work, please submit your proposal.

I have a detailed list of 45 requirements that need to be implemented into an Excel report. The primary goal of this report is data analysis. Key Responsibilities: - Implement 45 requirements into an Excel report - Ensure all requirements are met accurately - Optimize the report for effective data analysis The ideal candidate should have: - Proficiency in Python - Experience working with Excel - Strong understanding of data analysis - Proficiency in Pandas and NumPy If you have experience with similar projects and are confident in your ability to provide thorough, accurate work, please submit your proposal.

I need to implement a custom button in Salesforce. When users click the button, I want it to prompt users to upload a file. The process should be as follows: 1. **File Upload and Dropdown**: - Upon clicking the button, users should be prompted to upload a file. - Before the upload, users should see a dropdown with options for the type of document they are uploading. These options should be easily configurable by me in the future. 2. **File Renaming**: - Once the user has uploaded the file and selected the document type from the dropdown, the file should be renamed. - The new filename should be a combination of the account name followed by the dropdown selection. 3. **Future-Proof Dropdown Configuration**: - I want this system to be easily maintainable. In the future, I shoul...

I'm in need of a skilled IT software professional to modify my Salesforce CRM Data Import Template. The ideal candidate should be familiar with Salesforce products and have experience with data analysis, reporting, and software integration. Key requirements include: - Adding custom fields: I need to add specific custom fields to the template to accommodate unique data requirements. - Modifying field mappings: The freelancer will be expected to reconfigure field mappings to ensure accurate data import and export. - Adjusting data validation rules: There's a need to fine-tune the data validation rules to ensure data integrity and consistency. Your experience in working with Salesforce CRM and customizing data import templates will be crucial. I'm not ent...

Seeking a proficient ASP.net/.net core MVC developer to collaborate on a long-term basis with our team. The ideal ...developer to collaborate on a long-term basis with our team. The ideal candidate will possess: - Expertise in developing business applications using ASP.net/.net core MVC, with specific proficiency in creating largescale business applications, such as ERP, CRM, HCM, payroll etc. - Experience in devising a quotation and optimisation system. This includes a strong grasp at building an automated quoting system, integrating it with a CRM system, and building pricing optimization algorithms. Your role will enhance our overall implementation capability and ensure our business stays ahead of industry trends. Bear in mind, experience in similar projects will be a signifi...

I'm in urgent need of a Salesforce Commerce expert to help me with an existing Salesforce implementation. Key Requirements: - Extensive experience working with Salesforce Commerce Cloud (formerly Demandware). - Proven track record of delivering projects swiftly and efficiently. The primary tasks of this project would include: - Reviewing our current implementation to identify areas of improvement. - Implementing solutions to enhance the performance and functionality of our platform. - Ensuring seamless integration with other systems in our infrastructure. This is an urgent project, so turnaround time is a critical factor. If you have the necessary experience and can deliver quality results quickly, I would be keen to discuss further. Task end of tomorrow 1...

More details: Is this project for business or personal use? For starting a new enterprise What information should successful freelancers include in their application? Past work How soon do you need your project completed? No time limit

...action button in salesforce opportunity which generates a unique project number based on predefined criteria. Here's what I'm looking for: - The project number should follow a structured format. It should contain a unique number with the date, a two-digit count, and a two-digit country code. - The country codes to be used are US, CN, and GL. This code should be included in the project number. - The system should have the capacity to manage the project number generation for up to 10 opportunities created in a single day. Ideal skills and experience for this project include: - Proficiency in developing custom scripts to automate data processing and number generation - Knowledge of database management and system integration - Experience in creating action buttons w...

I'm looking for a person with excellent English skills to take multiple ~10-30-minute tests. Before the tests, I'd like to have a quick 30-second call to review a couple of questions to make sure you are eligble to take the tests. Please let me know if you meet the above requirements and I'll send you a message to set up a call.

I'm looking for a person with excellent English skills to take multiple ~10-30-minute tests. Before the tests, I'd like to have a quick 30-second call to review a couple of questions to make sure you are eligble to take the tests. Please let me know if you meet the above requirements and I'll send you a message to set up a call.

...skilled and efficient Data Engineer or Architect who can handle data export processes, model and create tables and entity relationships, and develop an efficient and scalable database within a tight one-month deadline. ### Responsibilities: - Data Integration: connect and streamline data from multiple sources including ad platforms (like Google Ads, Facebook), website analytics tools (e.g., Google Analytics), CRM systems (e.g., Salesforce), and MAPs (e.g., HubSpot). - **Accelerated Database Design:** Design and implement a robust and scalable database that supports efficient data aggregation and analysis, within a short timeframe. - Entity-Relationship Modeling: Develop and finalize a comprehensive ER diagram that illustrates the database structure and supports urg...