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Hourly - Intermediate ($$) - Est. Time: Less than 1 month, 30+ hrs/week - Posted
We need to update or rebuild two forms (one external and one in Salesforce) that create a custom object. The custom object is an appointment with a date and is associated to a customer. We need to be able to send a confirmation email (using the date field) to the email in the submitted form. We are open to using a paid third party service or custom Salesforce app.
Skills: Salesforce App Development
Hourly - Intermediate ($$) - Est. Time: Less than 1 month, 10-30 hrs/week - Posted
Looking for an experienced Salesforce admin for continuous setup and customization tasks. Experience with Pardot is huge plus The first project includes 1. Leads assignment by states to territory account manager 2. Sales can only see their own leads, opportunity etc. 3. Create follow up task if no action on opportunity in 3 days 4. Create follow up tasks if no action on NEW leads in 1 day. 5. Create follow up tasks if no action on leads in 3 day. 6. Create follow up tasks if opportunity not closed on the day of close date 7. Create task (to owner and owner's manager) if opportunity/lead stays in one stage for more than 20 days 8. In opportunity Product cannot be blank Amount cannot be blank
Skills: Pardot Administration
Fixed-Price - Intermediate ($$) - Est. Budget: $500 - Posted
Looking for a programmer to implement a scraper to log in to a website, scrape 2-3 fields and then upsert the data into existing Salesforce records. The SF records have a field already in them that can be used to match the incoming records to. Ideally, this scraper would run/upsert every hour and would not require interaction from us to run.
Skills: Web scraping
Hourly - Entry Level ($) - Est. Time: Less than 1 month, 10-30 hrs/week - Posted
I have exported accounts, contacts, leads and opportunities from an existing salesforce instance and want to set up a new instance under a different account. I am looking for someone to configure the new instance and upload all of the exported files.
Hourly - Intermediate ($$) - Est. Time: 3 to 6 months, Less than 10 hrs/week - Posted
We are looking for a knowledgeable Salesforce administrator to help us setup and configure a SF instance and migrate data from our current Zoho infrastructure. We have two platforms that we will be pulling in data from, one being Zoho - the other being a custom software that runs on a SQL server. Our need also extends to configuring validation and some scripting on the SF platform to help us automate our sales process. Successful candidate should have minimum two years experience as a Salesforce Administrator and should also be located within the continental United States. We will be generating to-do tasks and working on Basecamp - so previous knowledge of that tool is definitely a plus.
Skills: Salesforce Apex
Hourly - Expert ($$$) - Est. Time: Less than 1 week, Less than 10 hrs/week - Posted
Salesforce to Charigfy When a lead is being converted to an account in salesforce, I would like to connect it to chargify. so the subscription is automatically created in chargify. Also in salesforce we should be able to select the plan etc and enter the payment information to connect to chargify. Salesforce to MySQL Also I would like salesforce accounts to be directly connect to mysql. when a salesforce account is created, it adda it in mysql when a salesforce account is updated, it updata in mysql when a mysql row is updated, it updates salesforce
Skills: API Development Process improvement
Hourly - Expert ($$$) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
Looking for an experienced Insides Sales Technology expert who would have successfully managed SDRs, BDRs and worked with Salesforce and other sales acceleration technology such as, connectandsell, connectleader, 8x8 and five9. This is a consulting role reporting to CEO.
Skills: Marketo