Setup sales force accounts for 5 users + 1 admin. Modify some fields and adapt to our specific requirement.
Here are the details of the order.
We have a Group account with 5 users and we are looking to customize the account as follows:
- Lead page
o Create a picklist for the Country field. The picklist will include a list of all countries in English.
o Reduce the Lead Status options from 4 (Open, Contacted, Qualified and Unqualified) to 2 options (Open and Contacted)
- Contact page
o Create a picklist for the Mailing Country field. The picklist will include a list of all countries in English.
- Account page
o Create a picklist for the Billing Country field. The picklist will include a list of all countries in English.
- Opportunity page
o Change the Opportunities stages and corresponding probabilities from the current list to the following picklist:
Commercial Quotation 35%
Contract Finalization 90%
Closed Won 100%
Closed Lost 0%
o Take out a field like Forecast Category from the Opportunities page
- Dashboard on Homepage
o Remove social and recommendations from left top corner
o Dashboard should show
Status of total leads pipeline (open, contacted) and corresponding size
Status of the opportunities on stages (proposal, commercial quotation, negotiation, contract finalization, closed won, closed lost) and corresponding size
Changes over last week for number of leads (open and contacted) and number of opportunities (proposal, commercial quotation, negotiation, contract finalization, closed won, closed lost)
o My tasks will stay
o Calendar will stay
- Data access
o Limit the users to see only the data introduced by them but not the entire company data. Only the administrator can see all data.
Please provide a confirmation on what can be done from the above, timeline and cost.
I can help you with your requirements and i am certified developer and administrator. Please look at my profile.
39 freelance font une offre moyenne de $135 pour ce travail
Hello Daniel, We are a team of Certified Salesforce Developers. We are able to provide you complete solution on your project. Here, Below is our expertise please take a look. I have 7 years of experience i Plus
Hi there, We have gone through your job description and understand that you are looking forward to setup the accounts for admin and users plus do some customization. Can you please define the scope of your work m Plus
Greetings. I want to work in this project. See below the details: - Lead page * 8 hours - Account page * 15 minutes once I have the list of all countries - Opportunity page *30 min - Dashboard on Homepage 1 Plus
I am a Salesforce Consultant 401 Certified , having more than 6 years of experience in the industry .I have hands-on Salesforce experience in managing Salesforce projects as a Developer and administrator. Expert in des Plus
I am Salesforce certified Advance Developer (DEV 501), ADM 201, DEV 401 with 4.5 years of full fledged development [login to view URL] in handling end to end application cycle from developing to deploying application. Plus
Hallo Daniel, Thank you for the information. The task is not a very hard thing to do. I can do it in 1-2 days max. Also I reduced my quote to $150. I will also do a free review of your Salesforce org and let you Plus
Hi, I am Certified Salesforce Developer & Administrator with 7 years of experience and can develop: 1. Visualforce Pages and Triggers as required, 2. Visualforce Pages embedded with HTML, CSS, JS, 3. Apex Cla Plus
I am an experienced Dev401 certified [login to view URL] Architect, having working experience on large implementation projects. I have been building complex customization using APEX, Triggers, Batch APEX, Visualforce pages Plus
Hi, I have 3 years experience with Salesforce platform and developer and admin certification. We need access to your Salesforce org sandbox and create all configuration for your validation.
Hi, We are at PSV consultancy provides end to end solution to customer. Resources are experienced in Salesforce with minimum 3 years. We provide complete solution and follow complete software development life cycle Plus
Hello, Based on the requirement provided our SF team have reviewed the requirement and Note: We have considered configuration for this requirement. For converting text value to pick list value. if we need to u Plus
Hi, SF Certified Admin/Developer here with 3 yrs of experience and total 7 yrs of CRM Experience. Looking forward for your response to quickly complete this project.
Dear Client, Greetings from Tandture systems pvt ltd. We worked on the following Domains - Back office support, Call center, Professional services, Non-profit organisation, Healthcare Providers, Contract Man Plus
I am available right away. Based on your description, the project is feasible in short period of time. I like to work fast and should be able to knock it off in a couple of days. I also offer live implementation. W Plus
I m new here,and i want to help you for a little money to get good mark. I m working in Salesforce for 2 years and i know good Salesforce. Dont let people to take you a lot of money,cause this is easy job,and can be d Plus
Hi, I am a Salesforce certified Developer (401) and Administrator (201) with over 3 years experience in configuration and custom development. Being new as a Freelancer I would help you achieve your goals at the best Plus
I am Salesforce Admin & Developer certified employee. Having strong hads on Apex, Visualforce technologies. Friendly with configuration work. I can do the tasks specified here with success.
I have about 12 years of IT Experience and having worked extensively on CRM. Have about 3 years of experience in Salesforce, working on the Sales cycle that involves Leads, Opportunities and accounts objects. Certifi Plus