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Project: Sales Target Automation System (Salesforce) Build a Salesforce application to automate annual sales target collection. Employees should submit product-wise monthly targets through a form, followed by a multi-level approval workflow. After final approval, targets become read-only, notifications are sent automatically, approval history is maintained, reports and dashboards are generated, and the solution should support SAP integration for approved targets. Sales Target Automation System: Develop a Salesforce solution for sales target entry, hierarchy-based approvals, notifications, reporting, target locking after approval, and SAP integration
Project ID: 40597555
21 proposals
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Active 5 days ago
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21 freelancers are bidding on average ₹3,332 INR for this job

Salesforce approval flows and SAP integration both sound simple but get messy if you don’t pin down the hierarchy and data mapping up front. Target collection, multi-step approvals, post-approval locking, and audit trails are standard in enterprise workflow apps—I built a sales target system like this for an ERP rollout, including SAP sync and reporting. I’d set up: Lightning forms for target entry, Flow or Apex for multi-level approval, history logging after each decision, and automate notifications. Approved data locks down via record types or Apex triggers. SAP sync via REST (needs endpoint and auth details from your SAP team). Reports and dashboards built with Salesforce standard tools. Any custom rules for target breakdown (e.g. by product group, territory)? Tell me which SAP modules and what data needs to flow. Can start if you confirm these flows. Pradeep
₹1,050 INR in 7 days
5.0
5.0

The trickiest part of this isn't the approval workflow, it's making the SAP integration reliable after final approval. Pushing approved targets to SAP needs retry logic and a clear conflict-handling strategy, since SAP endpoints can timeout or reject records silently. I'll build the product-wise monthly target form using custom objects, set up the multi-level approval process with automatic locking on final approval, and wire up the SAP integration with proper error logging. Notifications, approval history tracking, and target dashboards will all tie into the same data model. 1) Is the SAP integration REST or SOAP-based, and do you already have middleware in place? Happy to talk details in chat. Shayan
₹660 INR in 3 days
5.0
5.0

I am thrilled to have the opportunity to pitch my experience and skills for this Salesforce automation project. Over the past eight years at Apcomp Infotech LLP, I've honed my expertise in PHP, API integration and Salesforce. My understanding of MySQL, Javascript, Ajax, Nodejs - along with a host of others -also makes me an ideal candidate for this project. I have successfully developed numerous automation systems, and your project aligns perfectly with my previous ventures. Utilizing my skills effectively, I'll develop a comprehensive Salesforce solution for you that will revolutionize your annual sales target collection process. I'll ensure that employees can easily enter product-wise monthly targets, these targets undergo a seamless multi-level approval workflow and all relevant stakeholders are notified automatically. Post-approval, the targets will be locked, preserving data integrity while fostering readability. In addition to that, I can leverage my experience with SAP integration to ensure complete compatibility with your existing tools allowing for comprehensive reports and dashboards generation. Want proof of my competence? Let me show you in action!
₹600 INR in 3 days
3.6
3.6

Hello, I can develop a **Sales Target Automation System** on Salesforce that streamlines the entire annual target planning process from submission to final approval and SAP integration. The solution will include product-wise monthly target entry forms, hierarchy-based multi-level approval workflows, automated email and in-app notifications, approval history tracking, and automatic locking of approved targets to prevent further modifications. I'll also build interactive reports and dashboards for management visibility and implement secure SAP integration to synchronize approved targets. The application will be developed using **Salesforce Lightning Experience**, Apex, Flow, Lightning Web Components (LWC), Reports & Dashboards, and REST/SOAP APIs for SAP connectivity. The code will follow Salesforce best practices, be well documented, and remain scalable for future enhancements. **Estimated Timeline:** 3–5 weeks I'm ready to discuss your approval hierarchy, SAP integration requirements, and project milestones to deliver a secure, production-ready Salesforce solution. **Kind Regards,** **Naveen**
₹1,050 INR in 7 days
3.2
3.2

Respected Sir, I carefully read your project and understand that you need a Salesforce-based Sales Target Automation System to streamline the complete annual target submission and approval process with reporting and SAP integration. I recommend implementing this solution using Salesforce Lightning with custom objects, role-based access control, approval processes, Flow Automation, reports, dashboards, and API-based SAP integration. The system will allow employees to submit monthly product-wise sales targets, route them through a hierarchy-based approval workflow, automatically notify stakeholders at each stage, lock approved records from further editing, maintain complete approval history, and provide management with real-time reports and dashboards for performance tracking. With 5+ years of experience in enterprise application development, workflow automation, API integration, and scalable business solutions, I focus on building secure, maintainable, and efficient systems. You'll work directly with me—no agency or middleman—ensuring transparent communication and regular milestone updates throughout the project. My pricing is flexible based on the final business requirements and SAP integration scope. The project will include complete source code and configuration, deployment assistance, technical documentation, testing, and post-implementation support to ensure a successful rollout. Looking forward to working with you! Best regards, Rohan M.
₹1,050 INR in 1 day
3.0
3.0

I understand you need a Salesforce-based Sales Target Automation System to streamline target collection, approvals, reporting, and SAP integration. ★★★★ I will build a secure, scalable Salesforce solution with automated workflows, multi-level approvals, notifications, reporting, and seamless integration while following Salesforce best practices. ★★★★ I have experience with Salesforce customization, Apex, Lightning, Flow, REST APIs, workflow automation, and enterprise system integrations. ⚜ Product-wise monthly target entry forms ⚜ Multi-level hierarchy-based approval workflow ⚜ Automatic email and in-app notifications ⚜ Target locking after final approval ⚜ Complete approval history and audit trail ⚜ Reports, dashboards, and analytics ⚜ SAP integration for approved targets via REST/API ⚜ Clean documentation, testing, and deployment support I will deliver a secure, maintainable solution with configurable approval flows, role-based access, and scalable architecture to support future enhancements.
₹600 INR in 7 days
0.0
0.0

Hello, I understand you need a Salesforce application to automate sales target collection with approval workflows, reporting, notifications, target locking, and SAP integration. I already have proven workflows for business automation systems, helping deliver faster with a stable, reliable, and easy-to-manage solution. I've worked on similar approval-based business applications and can share relevant experience during our chat. Do you already have the approval hierarchy and SAP integration requirements documented?
₹1,000 INR in 7 days
0.0
0.0

Hi, One part of your requirement caught my attention: once targets receive final approval, they become locked and are synchronized with SAP. That tells me this is not simply a data-entry application—it is a business-critical workflow where accuracy, auditability, and automation are essential. Rather than building custom logic everywhere, I would leverage Salesforce's native capabilities wherever possible—Flows, Approval Processes, Validation Rules, Reports, and Dashboards—while keeping the SAP integration modular for future enhancements. My focus would be to create a system that is easy for employees to use while giving managers complete visibility into approvals, pending actions, and sales targets without unnecessary manual effort. I am available to begin immediately and can help you deliver a scalable solution that is easy to maintain as your organization grows.
₹1,500 INR in 7 days
0.0
0.0

Hello, I am a QA Automation Engineer with 4+ years of experience in Manual Testing, Selenium with Java, API Testing, SQL, and Test Automation. I can thoroughly test your application, identify defects, create detailed bug reports, and ensure your software is reliable and meets quality standards. I am committed to delivering accurate results, maintaining clear communication, and completing the project within the agreed timeline. I look forward to working with you.
₹1,050 INR in 12 days
0.0
0.0

Hello, I am interested in developing your **Sales Target Automation System** on Salesforce. I can build a solution that includes: * Product-wise monthly sales target entry form * Annual sales target management * Multi-level approval workflow based on hierarchy * Automatic email and in-app notifications * Target locking after final approval (read-only) * Complete approval history tracking * Reports and dashboards for target analysis * SAP integration for approved targets I will develop the solution using Salesforce best practices, ensuring it is secure, user-friendly, and scalable. I will also provide clean documentation and support during deployment. I look forward to discussing your requirements and delivering a reliable Salesforce solution. Thank you!
₹1,050 INR in 7 days
0.0
0.0

As a seasoned full stack developer with skills in PHP, I'm equipped to serve as your one-stop solution for creating this Salesforce application. I have a proven track record of designing and implementing applications that automate business processes, and your sales target automation system project aligns neatly within my area of expertise. My approach to clean code, robust APIs and smooth UI/UX design is aimed at addressing complexity while prioritizing reliability and simplifying day-to-day usage for all employees. However, my work doesn't end at the technical implementation. I'm committed to ensuring that the solutions I build remain effective in the long run. With a focus on scalability, I will create a sales target system that can expand with your business needs and adjust seamlessly with any possible organizational changes. Additionally, I understand the criticality of timelines in completing projects successfully, and I assure you of my dedication to delivering your automation solution promptly while catering to your specific business goals. Engaging me offers you the perfect blend of technical mastery, efficient communication, attention to detail and exceeding your expectations.
₹859 INR in 5 days
0.0
0.0

Hello, I'm bharghav, with a decade of experience in Software Architecture and PHP, specifically in designing robust systems that streamline complex workflows. My expertise aligns perfectly with your "Sale target automation system" project. I understand you need a Salesforce application for automated annual sales target collection, including product-wise monthly submissions, multi-level approvals, read-only targets post-approval, notifications, history, reports, dashboards, and SAP integration. Leveraging my Software Architecture skills, I’ll design a scalable solution, and with PHP, ensure seamless data handling and integration points. Let's connect in chat to discuss your specific requirements in more detail. Best regards,
₹1,050 INR in 3 days
0.1
0.1

Hello, I can help you build a complete Sales Target Automation System using Salesforce with automated workflows, approvals, notifications, and reporting. I will develop: Product-wise monthly sales target submission forms Multi-level approval workflow based on hierarchy Automatic notifications and reminders Target locking after final approval (read-only access) Approval history tracking Reports and dashboards for sales insights SAP integration support for approved targets I have experience with automation workflows, API integrations, AI-powered solutions, and business process optimization. I can create a scalable and user-friendly solution that improves efficiency and reduces manual work. Looking forward to collaborating on this project. Thank you.
₹1,050 INR in 2 days
0.0
0.0

Hello, I have reviewed your BRD and understand the complete Sales Target Automation workflow, including annual target collection, product-wise monthly target entry, multi-level approval, notifications, target locking, reporting, and SAP integration. As a Data Analyst, I have experience analyzing business processes, gathering requirements, working with large datasets, creating reports, and supporting automation projects. I can help document requirements, validate business logic, prepare process flows, perform data analysis, create reports and dashboards, support UAT, and coordinate with the Salesforce development team to ensure the solution aligns with your business needs. I pay close attention to data accuracy, workflow validation, and process improvement, ensuring the implemented solution meets the functional requirements defined in the BRD. I would be happy to discuss your business process and contribute to the successful delivery of this project.
₹1,050 INR in 7 days
0.0
0.0

Software Engineer with experience in Full-Stack development, automation, backend technologies, and system integration. API Testing. QA software with capabilities for ideas, documenting, and tracking defects.
₹1,050 INR in 7 days
0.0
0.0

Ahmedabad, India
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