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Hourly - Entry Level ($) - Est. Time: Less than 1 month, 10-30 hrs/week - Posted
Need a staff of people to perform data entry tasks. We will deliver excel tables with records and need to identify and update information in Salesforce CRM. Need to update telephone number, email, and address. Need to understand the amount of records that can be processed manually per hour.
Skills: Data Entry Microsoft Excel
Hourly - Expert ($$$) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
Looking for a onetime engagement for a Sales Force customization and migration project. The project details include custom fields, workflow processes and migration of database from a different application that company currently use. The project will run in two phases. Phase 1: 1. Planning and understanding the size of the project 2. Discuss project details - holistic view of the overall project 3. Mapping needs and other technical considerations 4. Project Cost? Phase 2: Programming, coding, mapping....
Skills: CRM Salesforce Apex Salesforce App Development
Fixed-Price - Expert ($$$) - Est. Budget: $100 - Posted
We are looking to have a trigger set up (or other solution) that will automatically update the contact role field within the Opportunity Module (OpportunityContactRole) with the corresponding Account Name (Person Account) once an opportunity is created. We would also like to backfill all of the existing opportunities as such as well. Basically​ we cannot import opportunities into pardot unless the contact role is associated with the opportunity. Being the person account and contact record are one in the same we need to update the contact role with the corresponding contact record for that purchase. The Contact Email and Persona Account Email should be one in the same. Opportunity Contact Record
Skills: Salesforce Apex Salesforce App Development
Hourly - Expert ($$$) - Est. Time: 3 to 6 months, Less than 10 hrs/week - Posted
Hi, I'm looking for an expert in Hubspot who can assist me with automation projects. This will be ongoing work for the next few months. 1) Provide guidance and training to 2 junior team members 2) Assess SFDC integration 3) Build out nurture workflows 4) Provide guidance on how to scale Hubspot 5) Educate us on advantaged programs that we could leverage
Skills: HubSpot Marketing Automation Marketing strategy
Fixed-Price - Intermediate ($$) - Est. Budget: $7,000 - Posted
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Skills: AngularJS JavaScript jQuery
Fixed-Price - Intermediate ($$) - Est. Budget: $6,000 - Posted
Need an experienced Salesforce Visualforce app developer with front-end experience and knowledge of AngularJS. This is a new project from scratch. Fixed bid project for first release. Detailed information provided once we touch base. Please apply if you are good at one of the following or both: - APEX development for new Visualforce application development - UI development (HTML/CSS/JS) with Saleforce APEX understanding.
Skills: AngularJS HTML5 Salesforce Apex
Hourly - Expert ($$$) - Est. Time: 3 to 6 months, Less than 10 hrs/week - Posted
About Visionary: Visionary ( is a by-invitation-only, business matching network arranging trusted meetings amongst leading entrepreneurs, investors, and executives. A "Tinder for business meets outsourced business development” focused on the top 1% of corporate decision makers and wealth. Available Positions: We are seeking both a Salesforce Developer/Manager and a Marketing Automation Manager (Email/Social Media/Telemarketing campaigns) - either in a combined or separate roles. Meanwhile, companies in the Visionary Network are seeking these services as well. These positions are part-time phasing into full-time project based opportunities, ideally based out of our regional offices (Los Angeles, New York City, San Francisco, Toronto) regional offices, otherwise remotely. As next steps in our hiring process, please reply to with a resume and cover letter. We will then respond with further materials, and details regarding our upcoming dial-in/NYC open houses Friday's at 5.30 p.m. ET. The open house is an opportunity to better introduce ourselves, explain more about the positions, and answer any questions. Thanks in advance for your interest. - The Visionary Team
Skills: CRM Marketing Automation
Hourly - Intermediate ($$) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
We've recently migrated to salesforce. In our current workflow, most work is done in the lead. When it's converted, it automatically creates an opportunity with an associated Project (a custom project object we have made). We want to move most of the lead functionality to the opportunity. We're looking for a developer who can help us execute the current steps needed to get there as well as advise us on any potential issues we haven't thought of. We have a custom proposal object with a lookup field to the lead. Our plan is, on a specified date, to convert all leads that have ANY proposal already created for them - E.G. they may have 1 proposal or 10 on the proposal related list on the lead record. We need to convert these leads with our current conversion logic via apex (mass convert leads that meet that criteria). The developer will need to work with us to troubleshoot potential issues as we have several requirements to currently convert a lead. Also, we'll need to update the proposal object with a lookup field to the opportunity and, via Apex, lookup proposals with converted leads and attach to the corresponding opportunity (the opportunity created from the lead during the conversion process). Basically, the sales people need to be able to find all the proposals that were attached to the lead on the new opportunity. The custom proposal object is also taking values from the lead, doing calculations, and pushing new values back to the lead. We'll need to make this work with the opportunity as well - e.g. if there is an opportunity value in the lookup field, use the values from the opportunity and not the lead. Also, push values back to the opportunity and not the lead. A smooth transition from lead to opportunity will be critical for this project. We expect to be able to run the necessary apex in one evening and the next day the sales reps will be able to work in the opportunity. They should see all their proposals and be able to create new ones that pulls values from the opportunity instead of the lead. We're looking for someone with with fluent English and can communicate during normal US business hours and responds to questions and issues in a timely manner.
Skills: Salesforce Apex