Salesforce.com Jobs

I'm looking for an expert web developer who can create a compelling and professional website for my Salesforce Staff Augmentation Service. Key requirements: - The primary goal of the site is to attract new clients. Therefore, the site needs to be SEO optimized and designed to convert visitors into potential clients. - The site should detail our service offerings which include full-time staff augmentation, part-time staff supplementation, and project-based staffing. - A user-friendly Contact and Inquiry form is a must. It should be easy for potential clients to reach out and inquire about our services. Ideal candidates for this project will have a strong portfolio in creating similar service-oriented websites, and a solid understanding of Salesforce and staff augmentation services wi...

As a seasoned Business Analyst with over a decade of experience, I am seeking a personal coach to help navigate my transition towards software architecture roles, with a focus on B2B commerce and Salesforce. Key Focus Areas: - Software Architecture Principles: Deepening my understanding and application of software architecture principles. - B2B Commerce Strategies: Gaining insights and strategies specific to B2B commerce. - Salesforce Expertise: Enhancing my skills and knowledge in Salesforce. Coaching Format: - One-on-One Sessions: I prefer personalized coaching sessions tailored to my pace and learning style. Current Level: - Intermediate: I have an intermediate understanding of software architecture and i am looking to elevate my skills to an advanced level without going deep into c...

I'm seeking an experienced Salesforce CRM Analytics and Einstein tutor with a focus on data analysis and reporting. The primary focus will be on analyzing sales performance, specifically the sales pipeline metrics. Ideal Skills: - In-depth knowledge of Salesforce CRM Analytics and Einstein - Strong background in data analysis and reporting - Experience in analyzing sales performance metrics - Excellent teaching and communication skills Your role will be to guide me through the intricacies of Salesforce's data analysis tools, helping me understand and interpret the sales pipeline data.

I need a developer to integrate Callrail with Salesforce primarily for real-time data synchronization Key requirements include: - Synchronizing various data points: Call logs, Customer details, and Leads & Opportunities from Callrail to Salesforce. - Ensuring this synchronization happens in real-time. - Establishing rules for handling data conflicts during synchronization. Ideal skills for this project: - Proficiency in Salesforce and Callrail - Experience with API integrations - Understanding of real-time data processing The integration should use webhooks for real-time data synchronization. The system should overwrite with newer data in the event of a data conflict.

We have a client who is a non-profit association. They want to create a website and start using Salesforce to have a CRM with all the information. In addition, they want certain data to be reflected on their website when they update it in Salesforce. The data that they want to be updated on the website are, for example, the number of volunteers in real time, the amount of total donations for a specific project in real time, that donors have a space where they can download their donation certificates, volunteer certificates, etc. Could you help me? Thank you.

I'm seeking a seasoned Salesforce expert to help with the implementation and development of Salesforce in my organization (Logistics Industry). The primary objectives of this project will revolve around sales management, customer service automation, and marketing automation. Ideal freelancers for this project should have: - Extensive experience with Salesforce implementation and development - Strong knowledge in Sales Cloud, Service Cloud, and Marketing Cloud - Proven track record of integrating Salesforce with other software and platforms Please note that the specifics of integration, as well as the particular Salesforce products to be used, will be recommended by you. We will share our overall process and departmental process flows. Documents will be shared with eligible candida...

I need an expert in Tableau to create interactive dashboards that will help monitor the progress of my projects. Key Requirements: - Design and develop Tableau dashboards specifically for project tracking - Experience in creating dashboards that provide clear, actionable insights - Knowledge of project management metrics and KPIs Ideal Skills: - Proficiency in Tableau - Strong understanding of project management concepts - Ability to translate complex data into easy-to-understand visuals. Please note, the primary focus of this project is on tracking project progress, rather than sales or operational metrics.

Description: We are looking for an experienced Zoho One specialist to help us with the setup, customization, and optimization of Zoho CRM, Field Service Management (FSM), and other related applications. This project includes importing historic data, integrating ServiceChannel, and providing ongoing maintenance and support. Project Scope: Zoho CRM and FSM Setup Configure Zoho CRM and FSM to match our sales, customer relationship, and field service processes. Customize CRM and FSM fields, layouts, and workflows to streamline business operations. Implement automation, notifications, and lead scoring within the CRM to enhance lead management and follow-up. Historic Data Import Import and organize historic customer, service, and sales data into Zoho CRM and FSM. Ensure accurate mapping of ...

I'm seeking an experienced expert to customize my dashboards and set up workflows specifically for Sales and CRM. Key Requirements: - Tailoring of dashboards to suit sales & CRM needs - Establishing workflows for lead management, pipeline tracking, and customer segmentation Ideal Skills: - Extensive experience with - Proficiency in customizing dashboards and workflows - Background in Sales and CRM - Familiarity with lead management, pipeline tracking, and customer segmentation

I'm seeking a professional to assist with the initial setup and configuration of Pipedrive for my team. Key Tasks: - Configure user roles and permissions - Set up pipeline stages and workflows - Define custom fields and labels My team is composed of CRM beginners, so it is crucial that the freelancer is not only skilled in Pipedrive but also has experience in training non-experts in a clear and engaging manner. The ideal candidate will have a strong background in CRM software and a patient, instructional approach to teaching. Looking forward to your bids!

I'm in need of a proficient full stack developer to create a versatile, fully customizable CRM system that caters to our business growth. The CRM should be accessible on Web, Mobile, and Desktop platforms. Key features of the CRM: - Customer Management: The system should allow us to effectively manage and track our customers, their interactions, and feedback. - Sales Tracking: It should have a robust sales tracking feature to monitor our sales pipeline, customer purchases, and trends. - Analytics and Reporting: The CRM needs to provide insightful analytics and generate comprehensive reports to help us understand our business performance and customer behaviors. - Lead Management: The system should assist in capturing, tracking, and nurturing leads through the sales funnel. - Social Me...

I need an expert to integrate Klaviyo with my fully set up Salesforce system, focusing on syncing marketing data. Ideal Skills: - Strong expertise in API integrations, specifically between Klaviyo and Salesforce - Proficient in data syncing and marketing automation - Excellent understanding of Salesforce and Klaviyo functionalities - Expertise in troubleshooting and resolving integration issues quickly. - Understanding of data security and compliance best practices in integration projects.

I'm seeking a professional to help me set up some automations using either Zapier, Make or another reliable sync tool. I currently have two profiles on Harvest Time Tracking, I use FreeAgent for my accounting and I am considering using instead of Harvest if the sync is easier. On Harvest I have 2 profiles which I access with the same email. I can switch and use 2 separate emails to access if easier to make the sync. Automation Requirements: - Automation N1: When I create a time entry in Harvest Profile 1, I want the same time entry to be created in Harvest Profile 2. If this is not possible, then I need a corresponding time entry from Harvest Profile 1 to be created on Matters.cloud. or let's do it anyway and then I decide which programme to use. - Automation ...

I'm seeking a skilled Zoho CRM developer to help automate task creation within the platform. Key Tasks: - Automate the creation of tasks based on specific triggers and conditions within Zoho CRM Ideal Candidate: - Proven experience with Zoho CRM, specifically in automating workflows - Strong understanding of task management within CRM systems - Ability to provide insights on best practices for task automation - Willingness to collaborate and customize solutions based on my needs

I'm seeking assistance in finding a suitable CRM for my personal real estate career. The main objective of the CRM will be managing my contacts effectively. Additionally, I need someone to help me input all my emails from various sources, which are currently all stored in Gmail. The most crucial functionality for me in a CRM is email integration, so that I can seamlessly manage my communication within the platform. Ideal skills for this project include: - Knowledge of various CRM platforms, particularly those suited for real estate - Experience in CRM setup and email integration - Understanding of contact management and its importance in real estate - Experience with data migration from Gmail to the CRM platform. The final deliverable will be a fully set up CRM, integrated with my G...

I need a seamless integration of PING Identity SSO with Salesforce to streamline the login experience for our partners. Key requirements: - Implement PING Identity SSO to enhance the user login experience for our partners. - Customize the SSO process with a branded login page. Ideal Skills: - Extensive experience with Salesforce and PING Identity. - Prior work with customizing SSO processes. - Strong understanding of creating branded login pages. - Excellent communication skills to understand and meet project goals.

I'm seeking an expert in Zapier to streamline and automate tasks between several key applications: Excel, Outlook, Square, and Acuity. Key Automation Tasks: - Data transfer: Ensuring seamless and timely movement of data between these platforms. - Scheduling: Automating meeting schedules, reminders, and other time-sensitive tasks. - Payment processing: Streamlining transaction tasks to enhance efficiency. Ideal freelancers for this project should have robust experience with Zapier, a deep understanding of the mentioned platforms, and a proven track record in task automation. Skills in optimizing workflows and enhancing productivity through automation will be highly valued.

I need a professional to set up a one-way, real-time data sync from XERO to Copper CRM. Key Responsibilities: - Sync Contacts, Invoices, and Deals from XERO to Copper CRM. - Ensure the data is synced in real-time, providing immediate updates. Ideal Skills: - Extensive experience with Copper CRM and XERO. - Proficient in setting up and managing real-time data integrations. - Strong attention to detail to ensure all relevant data is synced accurately.

I'm seeking a professional with experience in integrating Zoho Sales IQ and Zoho Forms into my e-commerce website. The primary objective of the Zoho Sales IQ integration is to track visitor activity. Key integration tasks: - Implementing Zoho Sales IQ to monitor and report on visitor activity - Integrating Zoho Forms with all contact forms on the site Ideal candidates for this project should have demonstrable experience with Zoho's suite of products, particularly Sales IQ and Zoho Forms. Additionally, a strong understanding of e-commerce platforms will be highly beneficial. Please provide examples of similar projects you've completed in your proposal.

I'm seeking a professional to assist with the initial setup and configuration of Pipedrive for my team. Key Tasks: - Configure user roles and permissions - Set up pipeline stages and workflows - Define custom fields and labels My team is composed of CRM beginners, so it is crucial that the freelancer is not only skilled in Pipedrive but also has experience in training non-experts in a clear and engaging manner. The ideal candidate will have a strong background in CRM software and a patient, instructional approach to teaching. Looking forward to your bids!

Job Summary: We are seeking a part-time skilled Business Analyst with experience in the Oil, Gas & Utilities industry. The ideal candidate will have a strong track record of clearly drafting requirements, collaborating with cross-functional teams, and utilizing JIRA for task management and issue tracking. This role will be critical in bridging the gap between technical teams and business stakeholders to drive successful project outcomes and align business objectives with deliverables. Key Responsibilities: Requirements Gathering and Documentation Collaborate with stakeholders to gather, analyze, and document detailed business requirements, functional specifications, and user stories. Clearly draft and communicate requirements to ensure alignment between business objectives and technica...

I'm looking for a proactive Virtual Assistant (VA) who is fluent in English and knows the Filipino language. Your primary role will involve emailing hotels and restaurants FOR SUBSCRIPTION TO OUR TRAVEL VOUCHER PROGRAM in the Philippines, persuading them to subscribe to our Travel Voucher Program. Key Responsibilities: - Emailing various  HOTELS and RESTAURANTS in the Philippines - Promoting our Travel Voucher Program - Assisting in customer service tasks Skills & Experience: - Prior customer service experience is essential - Expertise in email marketing is a must - A background in sales will be beneficial - Familiarity with hotels and restaurants in the Philippines is highly desirable - Proficiency in the FILIPINO language and fluency in English is non-negotiable Tools: -...

I'm looking for an expert who can seamlessly integrate Asterisk 18 with Salesforce via a CTI Connector. Key Features: - Enable click-to-dial functionality from within Salesforce - Ensure automatic logging of calls - Configure screen pop-ups on incoming calls - Setup an auto-dialer and voice broadcasting - Enable call transfer functionality to forward calls to other representatives - Integrate voicemail system for missed calls - Implement automatic call recording for quality assurance - Provide detailed call analytics and reporting within Salesforce - Set up an Interactive Voice Response (IVR) system - Enable custom caller ID for different departments or agents - Send real-time notifications for missed calls and voicemails - Create a system for call escalation to higher-level support...

Digital Marketing needed for Salesforce Startup Linked In --> Company Page / And 3 Founder Digital Strategy for Lead Generation.

Job Title: Salesforce Developer Job Type: Freelance/Contract Job Overview: We are seeking a highly motivated Salesforce Developer with 4-5 years of Salesforce implementation experience to join our team on a freelance basis. In this role, you’ll be responsible for configuring and customizing Salesforce solutions that align with business processes. Key responsibilities include developing custom objects, workflows, and integrations; performing testing and troubleshooting; and collaborating closely with stakeholders to optimize the platform for seamless data management and operational efficiency Key Responsibilities: Salesforce Configuration and Customization Integration Management: Data Management and Security: Platform Optimization Troubleshooting and Support User Training and Docu...

I'm looking to enhance our Salesforce CRM by integrating a new phone link. The primary goal of this integration is to incorporate Voicemail capabilities into our system. This feature will primarily be used by our Sales team. Ideal skills and experience for this job include: - Proficiency with Salesforce CRM - Experience with CRM phone link integrations - Knowledge of Voicemail integration systems - Understanding of Sales team requirements in CRM systems Please bid if you have the necessary expertise and can deliver a seamless integration.

I'm in need of an expert who can seamlessly integrate Pabbly with Zoho for my project. Key Requirements: - Synchronization of updates from both platforms: I'm looking for a bi-directional sync where both Pabbly and Zoho will trigger updates. - Auto-update of case status and notes: When a case status changes in Pabbly, I want this to be reflected in Zoho, and vice versa. - Triggered updates: Only notes added in Zoho should trigger updates in Pabbly. - Customize current ZOHO flow for sales submission Ideal Skills and Experience: - Extensive experience with Pabbly and Zoho integration. - Strong understanding of case management systems. - Excellent problem-solving skills to ensure smooth synchronization of data.

I'm seeking a professional to enhance my partially established Salesforce setup with a comprehensive call center system using Amazon Connect. This system should come equipped with an interactive voice response (IVR) facility capable of dynamic interactions based on user input. Key Requirements: - IVR System: The IVR should allow users to enter a code. Upon doing so, the relevant account screen should pop up in Salesforce and a technical support case should be created automatically. - Call Center Setup: A full-fledged call center setup integrated with Salesforce and Amazon Connect is necessary. Ideal Skills and Experience: - Proficient knowledge and experience in Salesforce - Experience with Amazon Connect - Familiarity with setting up IVR systems - Understanding of technical support...

I'm looking for an expert who can help me integrate my Facebook and Klaviyo accounts using zapier. I am specifically looking for someone to sync the leads I collect from Facebook so that it triggers a flow from klaviyo. The primary objective of this integration is to sync customer data in real-time. Requirements: - Syncing of email addresses from Facebook ads that collect leads to Klaviyo via zapier. - Real-time data synchronization Ideal Skills: - Proficiency in Klaviyo , Zapier and Facebook integration - Understanding of customer data management - Experience with real-time data syncing I need this integration to be seamless and efficient to help me manage my customer data should be a demonstration of a test lead in completion of the project to show its set up.

I'm looking for a talented developer to create custom functionalities for a Slack bot. Specifically, I need a bot that can interface with Salesforce's Agentforce. The ideal candidate will have experience in both Slack and Salesforce, and be able to deliver a agentforce not that streamlines notifications, task management and data reporting within Slack.

Título del Proyecto: Automatización de Flujo de Leads en Podio con Permisos por Departamento y Visibilidad Condicional Descripción del Proyecto: Necesito un experto en Podio para desarrollar un sistema automatizado de flujo de trabajo que permita mover Leads (propiedades) a través de diferentes departamentos en mi empresa, según la etapa del proceso en la que se encuentren. Cada Lead representa una dirección única, y su información debe actualizarse progresivamente a medida que avanza de un departamento a otro, sin duplicarse. Requerimientos específicos: Flujo de Leads entre Departamentos: Configurar para que el Lead se desplace automáticamente entre departamentos como Propiedades, Ciclo, Dispo, etc., dependiendo de l...