I am looking for an experienced salesforce consultant able to configure our account to reflect our sales process.
The initial job should require about 16-20 hours but we will add more and more functionality along the way so it can become a regular source of income in supporting us with our salesforce usage an recommending us best practice.
First Phase will cover:
• Creation of Fields
• We will use validation rules to make some fields mandatory depending on the status of lead
• We will use validation rules to make some fields mandatory depending on the status of opportunities
• Send email from salesforce for follow-up
• Big deal alert : ok
• Multi-currency : ok
• Reports and dashboards
• Generation of pdf's or docs :