SalesForce Enhancements
Worldwide
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/weekHourly
- 1-3 monthsDuration
- IntermediateExperience Level
$30.00
-
$50.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
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
- United StatesMinneapolis4:45 AM
- $8.4K total spent17 hires, 7 active
- 216 hours
- Manufacturing & ConstructionMid-sized company (10-99 people)
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