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Hourly - Expert ($$$) - Est. Time: 1 to 3 months, 10-30 hrs/week - Posted
We need someone to help us improve and extend our Salesforce Sales Cloud Enterprise Edition implementation. This includes: Project Management (Estimated at 8-10 hours) * Kickoff and requirements gathering * Client checkpoints (as needed/required by client) * Schema & Process review Configuration (Estimated at 15 hours) * Object Analysis and Modification: * Accounts (all record types) * Opportunities * Other Custom Opportunities * Page Layout clean up/assessment * Reconfigure Partner relationship with Opportunities to be Lookup Relationship Lightning (Estimated at 5 hours) * Enable Lightning * Customize pages * Implement Salesforce1 * Review current customizations and possible movement to Lightning Integrations (Estimated at 2-6 hours) * Email Integration (Outlook, likely via Salesforce Inbox or similar) * Inline Editing (likely Action Grid) * Einstein (implement Automatic Activity Capture -- email / calendar events) Reports & Dashboards (Estimated at 10 hours) * Create Company Performance Dashboards with key performance indicators Training & Documentation ( 5-8 hours) * Documentation * End-User Training
Skills: Salesforce App Development
Fixed-Price - Intermediate ($$) - Est. Budget: $250 - Posted
We are a small company that uses Salesforce for our database. We are starting to implement more advanced marketing campaigns to our business and we are looking to properly integrate Salesforce and MailChimp so we can easily tee a person up to receive an email nurturing campaign moving forward. We want to have all of this available off of the salesforce platform for convenience, without having to toggle back and fourth between SF and MailChimp. We would need to have all of the performance analytics set up as well. We already have all of the email campaigns premade, we just need to integrate it with Salesforce to make it easy for my employees to begin a person on an email campaign of our choice. If you are experienced with both salesforce and mailchimp and have experience doing this I would be interested in speaking with you. I am open to negotiating a flat fee based on the scope of this project and what will go into this. I thank you in advance for your considerations!
Skills: Email Marketing mailchimp Marketing Automation
Hourly - Entry Level ($) - Est. Time: 1 to 3 months, 10-30 hrs/week - Posted
We've transitioned from Salesforce to SalesforceIQ and after importing a bunch of lists, have ended up with a good deal of duplicate data. Would like someone who ideally has familiarity specifically with SalesforceIQ (but not required, as it's fairly easy to learn if you've had Salesforce data entry experience) to spend time cleaning up our data: mainly merging duplicate contacts. Also - our ideal candidate would do this initial task, and then would continue to work with us for further data entry tasks.
Skills: Data Entry
Hourly - Entry Level ($) - Est. Time: Less than 1 week, 10-30 hrs/week - Posted
We have a client who is interested in analyzing where customers are coming from online. They will provide a list of customers, geography, phone, email, and created date of lead. From here the contractor will look at analytics to try and narrow down the search history in Google Analytics-- find the search based on time and day. From here the analyst will determine the keyword that created the search. This is the information the client is seeking. 150 customers or thereabouts, some of whose history analyst will be unable to find.
Skills: Data Analytics Data mining Google Analytics
Hourly - Expert ($$$) - Est. Time: Less than 1 week, 10-30 hrs/week - Posted
We are creating a digital publication portal where customers who have signed up for an account will be able to do download PDFs. There are 3 types of customers: Unregistered, Registered-Free, Registered-Paid Unregistered/anonymous users should be able to see the titles of all of the publications available and be able to view a description of them, but not be able to download any of them. Registered-Free users should be able to see the titles of all of the publications available and be able to view a description of all them, and be able to download some of them. Registered-Paid/Premium users should be able to see the titles of all of the publications available and be able to view a description of all them, and be able to download all of them. Additional Notes: -Customer Single Sign On through Salesforce External Identity would need to be possible. (SAML, OAuth/OpenID Connect, or MultiPass) -Ideally these PDFs would be electronically stamped with the customers name to discourage unauthorized distribution - looking at something like SendOwl to do this -Looking at the Bold Commerce Memberships App for Shopify to provide recurring membership functionality. -Billing for Premium Account will be recurring and annual Thinking Salesforce Communities could be an interesting approach, but would require some custom lightning components to be developed. Would love some architecture guidance at first and potentially a Proof of Concept. If things go well it may make sense for you to construct the entire portal.
Skills: Ecommerce Platform Development HTML HubSpot
Fixed-Price - Intermediate ($$) - Est. Budget: $2,000 - Posted
We recently bought 5 licenses of Salesforce (SalesCloud Lightning Professional) and need someone to help with the implementation and training of my team. We will only work with an individual or firm who has verifiable history of implementation of Salesforce and can provide references (including contact info) we can talk to about past performance. Also, we prefer the selected candidate is Certified by some Salesforce-certifying agency/board to implement Salesforce. Our needs are very simple. Our sales cycle process is normal: marketing, lead capture, quote prices, issue purchase orders, ship and invoice. Currently lead capture is by F2F meetings with potential customers but this will change as we are now in the process of developing a B2B website. We will like to integrate Salesforce with our (or a) invoicing, quotation, marketing, email, newsletter campaign, website, ordering, contracts, price book & products, calendar, task, cloud storage, forecast, social media, contacts, customer service/support, etc. applications. Our end-goal is to move from the inefficient and fragmented MS Office (Word, Excel and/or PowerPoint) way of doing things to a more streamlined and automated process with robust reporting for performance, forecast, intelligence and analysis. Thanks
Skills: Salesforce Wave Analytics
Fixed-Price - Intermediate ($$) - Est. Budget: $5 - Posted
I have founded a marketplace, , where we help people train others (online using screen-sharing or in-person) in how to use software. On the site, we're not looking for qualified trainers but people who have used the software for years, are friendly and can clearly show someone through how to use the software. It's a great way for people to make money sharing the skills they have from using software everyday. The main categories on the site are: - Demo (useful for companies wanting an unbiased walk-through of software) - Getting Started (train people in the basics) - Advanced Training (advanced features of software) ---------- In this job, I'm looking for someone who has Salesforce experience (at least 1 year of continual use) who can sign up, create a Salesforce listing and do a quick test & evaluation of the site, via Udemy messaging. This task should take less than 10 minutes. ---------- Bonus points for sharing our site on your social networks and getting others to sign up and share their own software skills (not limited to Salesforce).
Skills: Office Administration Online Help Salesforce Apex
Fixed-Price - Intermediate ($$) - Est. Budget: $10 - Posted
Hello. We are a small store that sell motorcycle gear like jackets, pants, gloves, bags, t-shirts, hoodies, caps. So, we are looking for ebay sellers that want to make dropshipping. We have many products and we offer discounts for the products for ebay sellers. Also, if you have a website you are more than welcome as well. Also, there is no fee or tax.
Skills: eBay API eBay Listing/Writing eBay Marketing
Hourly - Expert ($$$) - Est. Time: More than 6 months, 30+ hrs/week - Posted
OVERVIEW: Looking for a Salesforce certified and experienced Technical Architect (TA) for a 6 - 12 months assignment across a number of large client projects. You will work with Fortune 1000 clients and work closely with the 7Summits cross-functional team (Project Manager, Business Analyst and User Experience Lead) and client stakeholders to navigate the Salesforce technical landscape and ultimately design, implement and launch a working technical solution that meets or exceeds client expectations and ultimately drives business value. Successful individuals will be able to effectively operate in a fast-paced environment, utilizing their excellent time management, communication and critical thinking skills in combination with their deep Salesforce platform and technical expertise to drive the success of their projects from beginning to end. Real world development experience with Lightning, Visualforce / APEX and experience is critical. Experience with Community Cloud a big plus. About 7Summits 7Summits is an Online Community Solutions Company driven to unleash people's potential to create, innovate and compete in entirely new ways. This grounding purpose has led the firm to create a suite of solutions, managed software products, and services focused on creating online community experiences that transform businesses. 7Summits is focused on the very forefront of the market we serve. We start with the best enterprise social technology platforms, create our own Managed Software Products on top of them, and then extend those with the specific modules to address the industry, business-process, and feature specific needs of our customers. This model provides our customers with enterprise-class solutions that can deliver measurable business value with great speed. Specific responsibilities include: - Own definition of the end-to-end solution architecture to accommodate defined business requirements. This includes and a delivery framework that ensures quality and success. - Communicate technical solutions and design tradeoffs effectively to business stakeholders. - Work with project managers and/or clients to scope work and produce estimates to help define deliverables and timelines. - Interact directly with customers to review requirements, manage project delivery and obtain deliverable feedback. - Design and implement data structure, flows, Apex classes, Visualforce pages and Lightning components to support application build as needed. - Work with local and offshore development teams to ensure successful delivery of technical aspects of complex engagements. QUALIFICATIONS - 5+ years technical experience within the Salesforce eco-system. - Salesforce Advanced Developer / Platform Developer II Certification or equivalent knowledge. - Experience delivering Portals/Communities on the Community Cloud platform a plus. - Experience working on an Agile-based cross-functional project team. -Experience with declarative configuration and Apex/Visualforce/API development. - Experience with unit, integration and end-to-end system testing and performance tuning. - Familiarity with user interface development principles and experience with JavaScript, SQL, HTML and CSS. - Experience with Sales Cloud, Service Cloud and Marketing Cloud and Lightning Components a plus. - Experience working with CMS, ERP, CPQ, Portals, SSO, and/or eCommerce enterprise applications a plus. - Experience guiding development teams to deliver KEY COMPETENCIES - Interpersonal Savvy – relates well to all kinds of people, builds rapport and relationships, uses diplomacy and tact. - Communication Skills - practices attentive and active listening, writes clearly and succinctly focusing on the points to be made. Proactive in communication. - Problem Solving – uses rigorous logic and methods to solve problems with effective solutions, looks beyond the obvious and focuses on finding and resolving the root cause. - Learning on the Fly – learns quickly when facing new problems, curious and open to change, experiments and seeks advice to find solutions. - Action Oriented - a self-starter who proactively takes the initiative to work through unforeseen challenges to see things through to completion. - Creativity – challenges self and others to “think outside the box”, makes connections among previously unrelated notions, provides new ideas that provide business value. - Planning – accurately scopes out work to be performed, breaks work down into logical activities, clearly assigns responsibility for completion of activities/tasks, and monitors progress to ensure successful completion.
Skills: Data Modeling HTML5 JavaScript
Hourly - Expert ($$$) - Est. Time: 1 to 3 months, 30+ hrs/week - Posted
Hello, We are looking for a developer with experience building Lightning applications for the Salesforce app exchange. This project is with an American start-up in conjunction with a major, global provider of financial products data. This is for a investing analytics application. We analyze investment portfolios for fees, diversification gaps, allocation, et cetera. The main functionality includes: 1) an export of a portfolio analysis from our system into the appropriate fields in Salesforce (via our API) 2) built on Lightning framework 3) compatibility with the App Exchange 4) compatibility with out-of-the-box salesforce functionality (as well as some other basic functionality).
Skills: Salesforce App Development Salesforce Wave Analytics