You will get Intelligent Document Management Solution for Salesforce
Top Rated
Top Rated
Project details
A custom solution will be built on top of the AppExchange application. Data will be sent in batches. Two-way sync mechanisms will be developed for the Salesforce records. Notes and attachment feature in the application is out of the box.
An additional interface will be developed to configure the archival and retrieval of Salesforce records.
Pros: Necessary control of development and features.
Cons: Low recurring cost at the Salesforce end. Low or no maintenance cost at the Salesforce end. Low one-time development cost.
An additional interface will be developed to configure the archival and retrieval of Salesforce records.
Pros: Necessary control of development and features.
Cons: Low recurring cost at the Salesforce end. Low or no maintenance cost at the Salesforce end. Low one-time development cost.
What's included $25
These options are included with the project scope.
$25
- Delivery Time 2 days
- Number of Revisions 0
- Design Customization
- Content Upload
- Responsive Design
55 reviews
(53)
(2)
(0)
(0)
(0)
This project doesn't have any reviews.
AT
Abhishek T.
Nov 26, 2025
Senior SFDC developer with API & Managed-Package experience
GS
Gundeep S.
Aug 8, 2025
Salesforce.com Setup and Customization Expert Needed
EM
Eric M.
Jun 9, 2025
Salesforce Appexchange Expert
Excellent, high-quality work delivered quickly.
EM
Eric M.
May 1, 2025
Salesforce Second Generation Packaging (2GP)
EM
Eric M.
Apr 1, 2025
Senior Salesforce Expert and Integration Consultan
About Ashwani
Top Rated Plus AI Salesforce Expert | Real Estate | N8N | Claude | Zap
100%
Job Success
Jaipur, India - 10:39 pm local time
Top Rated Plus Salesforce and AI Automation Expert | 100% Job Success | 5 Star Feedback ⭐⭐⭐⭐⭐ (please read my reviews)
Salesforce Developer | Salesforce Architect | Agentforce Specialist | AI Automation Consultant | Einstein and Data Cloud | Salesforce Integration Expert
I am a Salesforce expert with 12+ years of experience and a full 360 degree automation specialist combining Salesforce engineering with modern AI. I help businesses move from manual, disconnected processes to intelligent, automated systems that scale. I have delivered solutions for startups, large enterprises, and Fortune 500 companies.
CERTIFICATIONS
➤ Salesforce Platform Developer 1 (PD1)
➤ Salesforce CPQ Specialist
➤ Salesforce Administrator
➤ Salesforce AI Associate
WHAT I DO
I build and customize Salesforce orgs end to end and then layer AI and automation on top so your team works faster with less manual effort. Whether you need a clean Sales Cloud or Service Cloud setup, an Agentforce AI agent for customer support and sales, a complex integration, or a fully automated cross platform workflow, I deliver it with clean architecture and clear documentation.
AI AND AGENTFORCE EXPERTISE
➤ Agentforce setup, configuration, and custom AI agents for sales, service, and operations
➤ Salesforce Einstein, Einstein Copilot, Prompt Builder, and prompt engineering
➤ Salesforce Data Cloud for unified customer data and AI grounding
➤ AI powered automations using OpenAI (ChatGPT, GPT models) and Anthropic Claude
➤ Intelligent workflow automation with n8n, Zapier, and Make
➤ Chatbots, AI assistants, lead scoring, summarization, and data enrichment
➤ Connecting Salesforce with AI models through APIs for smart, context aware actions
CORE SALESFORCE SKILLS
➤ Salesforce Lightning Web Components (LWC) and Aura Framework
➤ Apex classes, Triggers, Batch and Schedule jobs, asynchronous processing
➤ Flow automation and Flow governance, replacing legacy Process Builder and Workflow
➤ Visualforce, HTML5, CSS, JavaScript, jQuery
➤ Sales Cloud, Service Cloud, Experience Cloud, Field Service, CPQ
➤ Reports, dashboards, and custom executive reporting
➤ Permission sets, FLS, and sharing model design
➤ Data cleanup, data migration, and data quality
➤ Sandbox first delivery, QA, UAT, and disciplined release management
CLOUDS AND MARKETING
➤ Marketing Cloud (ExactTarget) and Account Engagement (Pardot)
➤ AMPScript and end to end marketing automation
➤ Commerce Cloud (Demandware) integration knowledge
INTEGRATIONS
I have completed 50+ integrations connecting Salesforce with external platforms including Shopify, Facebook, Google, Dropbox, Twitter, Amazon, WhatsApp, Dialpad, ZoomInfo, SmartyStreets, ERP and order systems, and custom REST and SOAP APIs. I work fluently with Salesforce Tooling API, Metadata API, Bulk API, and Streaming API.
APPEXCHANGE
I have designed and published 15 AppExchange applications, paid and free, including a component installed over 4,500 times. I am an AppExchange security review expert and guide apps through the full review and listing lifecycle.
INDUSTRY EXPERIENCE
Real Estate, Pharma, Healthcare, Retail, Finance, Telecommunications, Insurance, and Education. Each engagement is delivered end to end, from requirements and architecture through migration, automation, integration, UAT, release, training, and post go live support.
WHY CLIENTS CHOOSE THIS SERVICE
➤ Quality work with clean, scalable, maintainable architecture
➤ Precise estimates and transparent communication
➤ Quick response time and reliable availability
➤ Operational thinking, not just technical execution
➤ Agile and Waterfall delivery
➤ Free post project support
➤ Official Salesforce Developer Group Leader and top contributor on Salesforce Stack Exchange and the Success Community
➤ Capacity to scale delivery from a focused expert engagement to a full certified Salesforce pod when your project requires it
If you want a Salesforce partner who can modernize your org, automate your business with AI, build Agentforce agents, and create systems that grow with you, let us talk.
Thank you for considering me for your Salesforce and AI automation needs.
Steps for completing your project
After purchasing the project, send requirements so Ashwani can start the project.
Delivery time starts when Ashwani receives requirements from you.
Ashwani works on your project following the steps below.
Revisions may occur after the delivery date.
Purchase the project