SalesForce Enhancements

Posted 3 days ago

Worldwide

Summary

Looking for an experienced Salesforce developer for three contained tasks: 1. Roll up activity history to the parent account. When viewing a parent account, roll up the event/activity history from its child accounts so we can see and filter their activities from the parent view — with the ability to toggle it off to see just the parent’s own activities. 2. Cascade the “Special Pricing” field to child accounts. When we select “Special Pricing” on a parent account, apply it automatically to all child accounts instead of setting each one individually. 3. Add a follow-up task prompt after logging an event. Build a flow that, after a user logs an event (on a contact, account, or via Geopointe/Maps), asks whether they’d like to create a follow-up task — so we better utilize follow-ups.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $30.00

    -

    $50.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
Salesforce CRM
Salesforce Lightning
Activity on this job
  • Proposals:50+
  • Last viewed by client:3 days ago
  • Hires:
    1
  • Interviewing:
    8
  • Invites sent:
    8
  • Unanswered invites:
    0
About the client
Member since Jun 8, 2021
  • United States
    Minneapolis4:45 AM
  • $8.4K total spent
    17 hires, 7 active
  • 216 hours
  • Manufacturing & Construction
    Mid-sized company (10-99 people)

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