Salesforce Consultant needed for 1 day of on-site training in NYC (MUST BE LOCAL) (HIRING ASAP)

Budget $750 - $1500 USD
Bids 3
Average Bid $1241
Status Closed

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.

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Bids on this Project

  • pvssiddhu Profile Picture


    edison,  United States

    Hi, I'm Siddharth. I'm a certified 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 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

  • sfdcsumit Profile Picture


    Rohtak,  India

    • 3.5 yr Expirence in Salesforce Technology • Developed Sales and Marketing applications on platform • Creating the complete Sales Process(Leads, Campaigns, Accounts & Contacts, Opportunities, Products and Price books, Case Management) • Worked with Security Controls (Profiles, Roles, OWD, Sharing Rules, Groups, Permission Sets). • Workflows and Approval Processes. • Reports and Dashboards. • Data Migration through Import Wizard and Data Loader,Demand tool. • Knowledge of Eclipse,ANT Migration,Sublime Text,MavensMate,Atom tool. • Understanding of sales cloud and service cloud. • Developing and customizing applications within SFDC using Apex, Visualforce,Triggers,JQuery,Javascript,HTML and Ajax.

  • singhalp Profile Picture


    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.