Salesforce.com Jobs

I'm in need of a seasoned Salesforce Business Analyst to steer the creation of critical documents such as the Business Requirements Document (BRD), Functional Requirements Document (FRD), and Software Requirements Specification (SRS). Your primary tasks will include: - Creating various documents (BRD, FRD, SRS) - Creating user stories The Functional Requirements Document (FRD) will be the most vital for this project. In the Business Requirements Document (BRD), you will need to articulate: - Project scope and objectives - Stakeholder requirements - Process flow and diagrams Ideal candidates will possess: - Strong Salesforce expertise - Exceptional business analysis skills - Proficiency in document creation - Experience with Agile and Scrum methodologies - Solid SQL knowledge - I...

I'm in need of a seasoned technical interviewer specialized in software development with a strong grasp of Salesforce Healthcare Cloud. Key Responsibilities: - Conduct a technical interview assessing the candidates' Salesforce Healthcare Cloud skills, particularly in patient management, appointment scheduling, and data analytics. - Evaluate their software development expertise and problem-solving capabilities. Ideal Skills: - Extensive experience with Salesforce Healthcare Cloud - Software development expertise - Proficient in conducting technical interviews - Excellent evaluation skills

Here is a detailed project description for developing a CRM system tailored for healthcare facilities using either **Salesforce** or ****. This document is written in English to ensure clarity for a freelancer who will implement the system. --- # **Project: Healthcare CRM System for Patient Management** ## **Objective** Develop a **comprehensive CRM system** for healthcare facilities that enables **efficient patient management** from appointment scheduling to billing, insurance handling, and patient engagement. The CRM should streamline workflows for **administrators, medical staff, and patients** while ensuring compliance with healthcare regulations (e.g., GDPR, HIPAA). --- ## **Core Features** ### **1. Appointment Scheduling & Patient Registration** - **Online & Offline Booki...

I'm seeking a temporary Salesforce Admin with 2-3 years' experience to assist our Salesforce team with a significant transformation from Sales Cloud to Financial Services Cloud. Ideally, the candidate will be based in Calgary, Alberta, but I'm open to remote help if it's the perfect fit. Key Responsibilities: - Customizations and Configurations: Help tailor our Salesforce platform to meet our specific needs. - Workflows and Process Automation: Implement and manage automated workflows to streamline our processes. - Custom Objects and Fields: Create and manage custom objects and fields to capture our unique data requirements. - Dashboards and Reports: Design and implement dashboards and reports to provide insights into our operations. Ideal Experience: - Previous work ...

I'm looking for a professional who can help me create additional fake sales transaction data into my existing Salesforce dataset. The data will be supplied in CSV files. Key Responsibilities: - Merging new sales transaction data into current Salesforce dataset accurately and efficiently - Ensuring data integrity and consistency post-integration Data Fields: The sales transaction data includes various fields such as: - Transaction ID - Date - Amount - Customer ID - Product ID - Quantity - Salesperson ID - Region - Status - Discount - Any discount applied to the transaction Ideal Skills: - Proficient in Salesforce - Experienced in handling and integrating CSV files - Strong attention to detail to ensure data accuracy - Committed to maintaining data integrity throughout the process ...

I'm seeking a seasoned ZOHO CRM developer with a strong focus on enhancing workflow automation within the platform. Key Responsibilities: - Automate task creation and assignment to streamline workflow efficiency. - Implement email notifications and follow-ups automation to enhance communication and customer engagement. - Optimize data entry and updates automation for accuracy and time-saving. Ideal Skills: - Extensive experience with ZOHO CRM. - Proficiency in workflow automation. - Strong understanding of task management, email automation, and data handling. - KPI development - Prior experience in CRM development is a must. Please provide evidence of your prior experience with ZOHO CRM and workflow automation in your proposal.

I am seeking a Zoho expert to integrate Zoho CRM, Books, Projects, Campaigns, and SalesIQ to enhance sales, marketing, and operational workflows. The integration should achieve the following objectives: • Sales Processes: Automate lead tracking, follow-ups, pipeline management, and deal closures to improve efficiency and conversion rates. • Marketing Campaigns: Streamline email campaigns, customer engagement, and analytics using Zoho Campaigns and SalesIQ to drive targeted marketing efforts. • Financial Transactions: Simplify and accelerate billing, invoicing, and payment processes with Zoho Books to enhance cash flow and minimize manual errors. • Project Management: Optimize task assignments, progress tracking, and deadline reminders using Zoho Projects to ensure timel...

I'm looking for a highly skilled professional for extensive customization of Zoho CRM, Zoho People and Zoho Projects. Key Responsibilities: - Customizing Zoho CRM with a strong focus on workflow automation - Creating tailored solutions for lead management, sales pipeline and customer follow-ups - Enhancing the overall efficiency of our CRM system Ideal Skills: - Extensive experience with Zoho CRM customization - Proven track record in workflow automation - Strong understanding of lead management, sales pipeline and customer follow-ups - Excellent problem-solving skills Please provide examples of similar projects you've worked on in your proposal.

I'm looking for a contract-based Zoho CRM technician to help optimise its use for Bayside Mediation, focusing primarily on upgrades rather than training. Key areas of focus include: - Components: Marketing, Customer Care, and Sales Automation - Critical Areas: Workflow Automation and Integration with Other Tools Please note, familiarity with Zoho's marketing and customer care components is preferred. The ideal professional would be able to strike a balance between implementing changes for immediate, short-term gains while also considering long-term scalability. Skills in reporting and analytics will be beneficial, but the main focus will be on workflow automation and tool integration.

I'm seeking an expert in automation tools like Zapier and Monday to streamline our project management tasks in our construction business. The focus will primarily be on automating task assignments and deadline reminders. Key Requirements: - Extensive experience with Zapier and Monday - Strong understanding of project management in a construction context - Proven track record of automating task assignments and deadline reminders Timeline: The project is to be completed within a month.

I'm looking for an expert to help me sync key data between Jobber and my custom-built CRM. The integration should focus on: - Customer Information: Specifically, we need to sync billing preferences. It's crucial that our CRM reflects the most up-to-date billing information from Jobber. - Job Details: We need to track job status updates in real time. This will help us keep our CRM current with the status of every job and enhance our operational efficiency. Ideal Skills: - Deep understanding of Jobber and custom CRM systems - Proficient in data integration and synchronization - Strong attention to detail, particularly in managing customer billing information - Experience in tracking and updating job status in real time

I'm looking for an expert in Salesforce development to build a Storefront for me using Apex and LWC. The Storefront will involve several Salesforce objects including Accounts and Contacts, Products and Opportunities, and Cases and Solutions. Key Requirements: - Proficient in Salesforce development, specifically using Apex and LWC. - Experience working with Salesforce objects: Accounts and Contacts, Products and Opportunities, and Cases and Solutions. - Ability to implement a custom branded user interface with my company's logo and colors. The primary function of the Storefront will be a product catalog and sales, but it will also incorporate elements of customer service and partner relationship management. Therefore, a comprehensive understanding of these aspects in Salesforce...

My Apex class is currently at 59% coverage and I need to boost it to a minimum of 85%. The areas with the least coverage are loops and conditions. I have test data available to simulate different scenarios, but I need help ensuring the tests cover specific scenarios and edge cases, particularly unusual user inputs and multiple records handling. Key Skills: - Salesforce Development - Apex Language Proficiency - Test Class Creation and Optimization - Data Simulation - Problem-solving for Unusual Scenarios Ideal Experience: - Proven track record of improving Apex test class coverage - Experience handling complex loops and conditions - Familiarity with Salesforce's development environment - Ability to work with provided test data - Experience with edge case testing in a Salesforce cont...

I'm seeking a Smartsheet professional who can help with automating data synchronization from Excel files into the platform. Ideal Skills and Experience: - Extensive knowledge of Smartsheet and its workflow automation features - Proficiency in Excel and understanding of data synchronization processes - Previous experience working on similar projects - Excellent problem-solving skills to troubleshoot any issues that may arise during the automation process - Ability to understand my specific needs and tailor the solution accordingly.

I need a CRM system configured to seamlessly integrate with N8n, Retell, and Follow Up Boss. The ideal CRM for this project would offer robust lead management, sales tracking, and customer support functionalities. Key Requirements: - Cloud-based or custom-built CRM - Proficiency in API and OAuth for app integration - Experience in setting up comprehensive CRM systems - Skills in lead management, sales tracking, and customer support features - Experience with migrating data from existing systems. Please provide samples of similar projects you have completed in your bid. The CRM system should preferably be built on HubSpot.

I am seeking a skilled freelancer to create an AI-powered call center solution tailored to my online consumer lending business. This project aims to address challenges such as high call volumes and customer service enhancement. The outcome should utilize advanced AI techniques and be seamlessly integrated into my operations. Requirements: The finalized solution must feature 24/7 availability, support for both English and Spanish languages, and integration with our current management system built on Salesforce. Expected inclusions: - AI agent setup customized to our needs - Comprehensive reporting tools - Support and troubleshooting post-deployment.

I'm looking for an expert in n8n to create custom workflows that will automate the transfer of data between Google Sheets, Slack, and Salesforce. The primary focus of this project is to streamline the transfer of messages and communication logs across these platforms. Ideal skills and experience for this job include: - Proficiency in n8n and its workflow creation - Experience integrating Google Sheets, Slack, and Salesforce - Understanding of data transfer processes, specifically for messages and communication logs - Ability to design efficient and reliable automation processes

I'm seeking a skilled professional to assist with the integration of Salesforce and Genesys. Key Tasks: - Facilitate the interaction of Cases and Accounts from Salesforce with Genesys. - Map specific attributes from Salesforce to Genesys. These include the AR Code Custom field and the Account ID. - Primarily, I need help automating case creation within Genesys from Salesforce. Ideal Skills and Experience: - Proven experience with Salesforce and Genesys integration. - Strong understanding of Salesforce objects and attributes. - Excellent problem-solving skills to ensure smooth case automation. - Ability to enhance data accuracy through careful mapping and integration.

I'm looking for a professional with extensive experience in Salesforce Lightning Web Components (LWC) to help refine the CSS of my project. The UI and JavaScript components are already complete; I require assistance with CSS and HTML adjustments. Key Areas for Adjustment: - UI: Minor tweaks to the user interface may be necessary to complement the new color scheme. - Layout and Alignment: Adjustments needed for headers and footers, navigation menus, and content sections. Ideal Skills: - Proficiency in Salesforce LWC - Experience with CSS refinement - Ability to work with a mix of specific instructions and creative freedom The specific changes I envision for the headers and footers include: - Padding and spacing adjustments. Freelancers with a strong CSS background, particularly wi...

I'm in need of a proactive Virtual Assistant with cold calling experience in the real estate sector. Your main task will be to qualify leads - primarily sellers - through outbound calls. Key Responsibilities: - Make outbound calls targeting potential sellers in the residential real estate market. - Qualify leads based on pre-defined criteria. - Update Salesforce with call outcomes and relevant information. - Use existing scripts and create new ones as necessary. Ideal Skills and Experience: - Excellent communication skills with a neutral accent. - Prior experience in lead generation or sales, preferably in the residential real estate sector. - Proficiency in Salesforce. - Ability to create engaging scripts for cold calling. - Highly reliable with a quiet workspace and a stable inte...

I'm seeking a professional with experience in Salesforce Lightning Web Components (LWC) to assist with modifying the CSS of my project. The UI and JavaScript components are already complete; I need help refining the css and HTML adjustments. Key Areas for Adjustment: - Color scheme: I need the background, text, and buttons to be updated with a cohesive and appealing color palette. - UI: Minor tweaks to the user interface may be necessary to complement the new color scheme. I have a mix of specific color codes and areas where I would appreciate your creative input. Ideal Skills: - Proficiency in Salesforce LWC - Ability to work with a mix of specific instructions and creative freedom.

Estoy buscando un experto que pueda brindarme un entrenamiento completo en el CRM LOFTY. Soy principiante y mi objetivo principal es poder implementar este CRM en mi negocio de servicios profesionales. Requisitos: - Entrenamiento en todas las funciones del CRM LOFTY. - Sesiones de entrenamiento en español de 8 horas que pueden ser distribuidas en varios días. - Experiencia previa en la enseñanza del CRM LOFTY. - Habilidades de comunicación en español. - Conocimiento en servicios profesionales es un plus.

We need a Zoho CRM expert to analyze and tailor our system to suit our small office in Dubai. Key Areas of Focus: - Sales and Lead Management: We want to streamline our sales process and improve the tracking of potential leads. - Customer Support and Service: Enhancing our customer service capabilities using Zoho is crucial for us. Current Challenges: - Data Organization: We're struggling to keep our data organized in a way that's useful for our business. - Workflow Automation: Our current workflow automation is ineffective, leading to unnecessary manual work. Data Preferences: - We need our data to be primarily organized by projects or deals within Zoho CRM. Ideal Candidates: - Extensive experience with Zoho CRM. - Strong understanding of sales and customer service processe...

I'm seeking an expert to create an AI Sales system or AI Agents, designed to streamline the sales process from initial inquiry to closure for my clients. Key System Functions: - Automate follow-ups: The AI should be able to handle all follow-up communications with potential leads. - Schedule meetings: The system should also assist in organizing meetings with prospects. Communication Method: - Phone Calls: The AI agents will be required to conduct follow-ups via phone calls. CRM Integration: - Zoho CRM: The AI Sales system will need to seamlessly integrate with Zoho CRM. Ideal candidates should have: - Proven experience in building AI systems, preferably for sales automation. - Hands-on experience with Zoho CRM. - Excellent understanding of the sales process. - Proficiency in AI an...

I'm looking to bolster my SFCC backend by adding some vital new features. The primary goals for this project are: - Implementing Custom APIs: These will facilitate seamless communication between our system and others, enhancing our operational efficiency. - User Management: I need a robust user management system that can handle a variety of user roles, permissions, and activities. The ideal candidate for this project should have extensive experience with Salesforce Commerce Cloud (SFCC), specifically in backend development. A strong understanding of creating and integrating custom APIs is essential, as is experience with user management systems. You should also be able to troubleshoot and optimize the new features as needed. Please note that while there are no immediate requiremen...

Overview Looking for a Salesforce Developer with 6-9 years of experience, specializing in Service Cloud projects. The role involves setting up and customizing the Service Cloud console, developing custom console components, and integrating with the console. The ideal candidate will have strong knowledge of Salesforce Platform, hands-on experience in Apex programming, Visualforce pages, and Salesforce integrations. Job Description Key responsibilities: 6-9 years of Salesforce development experience. It is mandatory to have experience with Service Cloud projects. Experience in Setting up & customizing Service cloud console and developing custom console components and integrating with console. Experience in SFDC APIs, SOSL, SOQL, SOAP or REST based web services, SQL, XML, and Java...