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.