We're a startup in New York City and need to develop a workflow for our brand spanking new instance of Salesforce.
In detail, we need:
* Gather the needs of the users
* Create a basic workflow
* Create custom dashboards for 3 user categories: Admin, Manager, Staff
* Create custom reports for 3 user categories: Admin, Manager, Staff
* Migrate data from our previous CRM
* Train 5 to 10 users on-site
We are rather "light" users of CRM, so we don't require a complex setup and our customization needs are quite basic. Please keep this in mind when scoping out the project. We will require a SoW in order to proceed.
Much of this work is perfectly fine to do from off-site, but we would need at least full day on-site and in-person to gather our user needs and to train. Alternatively, this can be split over two days. We would prefer to retain a consultant to start next week.
In addition, the consultant must be local to NYC. Our company is headquartered in Queens, NY and the consultant needs to be in the region - we are not budgeted for any travel, transportation, or accommodation expenses.
Looking to make some money?
- Set your budget and the time frame
- Outline your proposal
- Get paid for your work
Bids on this Project
edison, United States
Hi, I'm Siddharth. I'm a certified salesforce.com administrator and developer. I have been working on salesforce for 2 years on multiple projects in the US. I have good knowledge in standard,custom objects, workflows, approval process, apex triggers, controllers, etc. I worked on a project directly for salesforce.com and my reponsibilities included administration and development of a community in salesforce. Below is the list of services I can provide: Administrative: Requirement Gathering Administrator and End user Training, Setting up Roles & Profiles Validation Rules and Page Layouts Workflow Rules Standard,custom objects and fields Data Loader User Setup Reports & Dashboards Sharing Rules Rlationships in salesforce Territory Management Home Page Components Data Entry Development: Apex Classes Apex Triggers Visual Force pages Sites
New Delhi, India
Hi We are a team of 17 salesforce developers with a experience of 5 years in freelancing and have completed more than 20 projects.