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.
Décerné à :
39 freelance font une offre moyenne de $135 pour ce travail
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, 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.
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.