I run a financial services firm, and get a lot of accounting information THROUGH salesforce.
I need to set up custom reports and notifications to drive off of said accounting information that my managers are uploading through the platform. Reports will be PDFed and emailed out automatically on a periodic basis.
Need email notifications to be set up as an object so I can set up 'rules' on my own based on existing objects. A few examples of rules:
1) if for X Account, if Object A > Object B, then send email saying "xyz" to users assigned to that Account
2) if for X Account, if Object C = sum(Object A, Object B)/Object Z, then send email saying "xyz"... etc
Please submit samples of past customized reports you have set up...
Hours to be determined
1 to 3 months1-3 monthsProject LengthDuration
I am looking for a mix of experience and value