En cours

Salesforce - Activities Customization, Import based on CSV, Financial Objects Coding

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 a 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).

We have 1 need for coding in a couple of objects

1) Opportunities

-I'd prefer to explain via phone

2) Custom object

-I'd prefer to explain via phone

Compétences : Développement d'applications de ventes, Salesforce.com

Voir plus : line coding, editing opportunities, coding event, import sobi2 data csv

Concernant l'employeur :
( 9 commentaires ) Austin, United States

N° du projet : #8486555

Décerné à :


Hey, I am salesforce Certified Force.com Developer Favourite Pizza: Chicken Hawaiian Pizza Projects: Lead automation and call center for a telecom company "Company Creative" Law Firm Migration from dyna Plus

750 $ USD en 25 jours
(3 Commentaires)

2 freelance ont fait une offre moyenne de 792 $ pour ce travail


I know how to handle your project, Have a good experience handling data and migrate to salesforce also knows the apex coding for the required provide me details.

833 $ USD en 10 jours
(0 Commentaires)