Salesforce - Activities Customization & Import based on CSV
$500-1500 USD
Paid on delivery
We have 2 needs for Activities customization:
1) We need custom fields on the activities object that default certain criteria, look up to other fields but are still editable, associate multiple matters to the event, involve dependent pick lists (potentially dependent on fields that don't reside on activities), etc.
2) We need an editable report/view that is based on activities. This report should have multiple views changed by toggling through a filter/multiple filters, in-line editing, easily add handwritten notes, add new date/event upon edit, etc.
We have 1 need for an file import:
1) In a nutshell, we need to import data based on csv files.
The import would check for a contact record.
a) Contact Present: updates record with new information and dispatch an email with information from Salesforce
b) Contact Not Present: checks Leads for record and either edits (if present) or creates (if not present).
Force.com, Visualforce, Apex skills preferred
Project ID: #8110369
About the project
Awarded to:
Respected Employer, I am a salesforce certified [login to view URL] developer. and in my professional career of 2.5 years i have also been working on both areas business (workflows, assignment rules, lead management etc) More
25 freelancers are bidding on average $1071 for this job
Hi There! Good Morning, Hope you are doing great. This document contains project proposal submitted by Kennedia IT Solutions. 1. Our Profile: We are highly motivated team of IT professionals mentored by very exper More
I have gone through your post. I am expert, dexterous freelancer and I have well developed team with years of years experience. I am master in conceptualizing, sketching and then web designing. Please give me an More
Because, we transform the thoughts & ideas into reality. I am a skilled and experienced Salesforce Developer excelled in Apex Triggers, Classes and Visualforce Pages. Good Knowledge in Web Services and Integration. More
I've done numerous full scale salesforce implementations and have lots of experience with custom fields, report creation, and .CSV upload. I would be happy to help and don't think the project would take long.
I have made same kind of implementation to one of my Client. so i can handle this well. Even i am Certified Salesforce developer so i can achieve your requirements.
I will do an addition requirements session with the key stakeholders, to further develop the needs in a more detailed way. I will do a shared screen creation of the reports for both acceptance and to further your inter More
if you can conform, we will start the poc and will give you demo. When can we start? .......................................................................................................
