Only freelancers located in the U.S. may apply.U.S. located freelancers only
Looking for a Salesforce guru who can help us with the two items below.
1. Review the way in which our teams use Salesforce and provide suggestions on how to improve our process, including for example eliminating custom objects, creating new automated triggers, or leveraging standard Salesforce workflows we may not be utilizing.
2. Help us put in place a way to roll up information under “ultimate parent” accounts on a large account hierarchy. Essentially we want lists and summaries of related objects on the children of ultimate parent accounts, for example
a. List of all deployment projects (custom related object to an account) on all children in the tree
b. List of all service accounts (custom related object to an account) on all children on the tree, with certain properties
c. List of all opportunities on all children on the tree with certain properties, with rollup sums of certain fields
d. List of all won ARR for all SaaSOptics transaction objects meeting certain criteria and rollup sum
Less than 30 hrs/week
Less than 1 month< 1 monthProject LengthDuration
I am willing to pay higher rates for the most experienced freelancers