In Progress

Sales Force Implimentation

Sales Cloud Re-configuration/Updates:

Review Current Security set up (hierarchies/roles)

Implement new security model

Work with team to identify Opportunity Products that are needed and create same

Update opportunity system and workflow

Train team to add Pricing to Opportunity Products

Train Sales team to use Opportunity Products

Set up Sales cloud in a way that it will tie in nicely with an inventory management system

Sales Cloud is already implemented. I am looking for configuration work to be done in order to update it to your current needs and set it up in a way that it will tie in well with an inventory management system. There is no inventory management system in place yet. What needs to be built in that regard should be semi-generic so that it will tie in with whoever we choose. That being said, we are actively looking for an inventory management system to tie in with SF but none has been decided yet.

We are looking to get moving on this as soon as possible. For the sake of everyone's e-mail sanity only "reply all" if absolutely necessary Thank you for reading and I look forward to hearing from you.

? Configure User Security and Secured Visibility, to include these access/profiles:

o Sales users - approximately 5

o Executives and managers - approximately 2

o Setup roles, profiles, permission sets as needed

? Configure Account Management

o A single Account Page Layout

o Healthcare relationship structure

o Up to 10 custom Account Fields

? Configure Contacts

o A single Contact Page Layout

o Up to 5 custom Contact Fields

? Configure Opportunity Management and Products

o A single Opportunity Page Layout

o Up to 15 Opportunity Fields

o Custom Salesforce Opportunity stages

o Configure stage Path and key stage fields

o Configure Opportunity Products and Price Books

? Configure Order History object

o A single Orders Page Layout

o Up to 6 Order Fields

o Map to existing Product catalog

? Configure Standard Activity Task and Event Management (Logging Calls, To Do's, General

Reminders, Prospect Follow-ups, Meetings, etc.), including:

o A single Task Page Layout

o A single Event Page Layout

o Up to 4 custom Task and Event Fields

? Configure Email Integration (Outlook) and Email Templates

o Enable and configure the Salesforce Outlook Integration & Sync

o Up to two (2) custom Sales email template

? Reporting & Dashboards

o Build four (4) reports

o e.g. Pipeline/Forecast reports, Order history, Order trend, Actual vs

Skills: Software Development

See more: sales force sugar crm, sugarcrm sales force, sales force commission, salesforce implementation partners, salesforce implementation cost, salesforce deployment checklist, salesforce implementation guide 2018, salesforce implementation consultant, salesforce implementation jobs, salesforce implementation methodology, salesforce implementation services, philippines insurance sales force, virtual sales force, sales force clone app, leads asigment rules sales force, sales force getafreelancer, sales force link websites, sales force compare sugarcrm, virtual commissioned sales force, magento sales force intergration

About the Employer:
( 0 reviews ) West Hollywood, United States

Project ID: #19331496

26 freelancers are bidding on average $58/hour for this job


Hi, My name is Benjamin. I'm a developer/administrator with over 9 years of experience. I have reviewed the Salesforce tasks you've outlined and feel confident of being able to handle these. Look forward to a c More

$60 USD / hour
(6 Reviews)

Hi There, I am a Senior Salesforce Admin, Consultant, and Developer with 7+ years of experience in Salesforce. I am a highly trained Salesforce certified with a strong knowledge of Salesforce Architecture, Design, and More

$50 USD / hour
(4 Reviews)

Hello, Hope you are doing well! Our Salesforce skills -- Service Cloud/Community Cloud/Lightning Task/API Integration/Configurations & Customization/App Development/App Exchange/Product Setup/Configuration /Wor More

$50 USD / hour
(2 Reviews)

Hi, I am very interested to work on your project. I have 17+ years experience in Web Development using a large variety of programming languages, frameworks, database architecture, APIs, CRMs, ERPs, mobile develop More

$55 USD / hour
(4 Reviews)

Hey, I am Fateh, having 9-year experience in Salesforce and [login to view URL] platform with extensive knowledge of Business Process and Salesforce Customization/Development. Core Competencies : • Salesforce Consultancy • More

$65 USD / hour
(5 Reviews)

Hi there, I have experience in customizing and implementing the salesforce application Please come to chat so we can discuss more indetials Thanks Ahsan

$55 USD / hour
(1 Review)

Hello I have read your requirement and understood that you are looking for I am experienced developer and Can do this Project easily. Having 6 years of experience in IT Industry with [login to view URL] pl More

$50 USD / hour
(1 Review)

Hello, I can assign a senior developer with over 7 years of experience in working with Sales Force. We can do everything you listed and we can start work asap. I own a software development company and with our 1 More

$50 USD / hour
(1 Review)

Hi, How are you? Greetings from Yoshida in Japan! ⭐24hours communication, if you need, I can work as full time⭐ I’ve carefully gone through your job post. I feel very confident on your project and You will get the "B More

$55 USD / hour
(2 Reviews)

Hi, I have a large amount of experience working in the healthcare vertical, and have done plenty of end-user training in Salesforce, which I can conduct with you remotely. I believe I would be the best person for th More

$55 USD / hour
(0 Reviews)

please find my cover latter that shows my past experience. 1. ConverseHealth (Salesforce App-Exchange Product) 2. CloudCraze eCommerce for Salesforce, Community Site, Lightning API Skills: CloudCraze App-Exchang More

$55 USD / hour
(0 Reviews)

We are specialize in: Salesforce Sales Cloud Salesforce Service Cloud Salesforce Community Cloud Salesforce Marketing Cloud Salesforce Pardot Salesforce CPQ Our Salesforce Consulting Services Include: Salesfo More

$77 USD / hour
(0 Reviews)

Being Worked in Salesforce for 6 years on different areas like Sales Cloud, Service Cloud , Community Cloud ,Lightning Experience with lot of integrations around , I would be the best candidate for this proposal. A More

$50 USD / hour
(0 Reviews)

More than 5 years experience with Salesforce, certified Salesforce Admin, Sales and Service Cloud Consultant. Working as a Salesforce Project Manager and Sales / Service Cloud Consultant.

$66 USD / hour
(0 Reviews)

I have done many sales, service & marketing cloud Salesforce implementation. I have a great experience of doing this. If you are interested then, do let e know.

$50 USD / hour
(0 Reviews)

we have 12 years experienced salesfroce certified developer and admin to work according to your needs.

$55 USD / hour
(0 Reviews)

Hi, I am salesforce certified integration and deployment architect came up with 9+ years of rich experience, For more details please visit my profile and message me so that we can connect and talk.

$70 USD / hour
(0 Reviews)

Hello, I am a salesforce certified Salesforce developer. I have 8 years of experience in developing Salesforce apps. I Can help you in: Sales Cloud Re-configuration/Updates: Review Current Security set up More

$55 USD / hour
(0 Reviews)

Hello I am having great experience with working Salesforce. I already worked on it when I was in Infosys. Let's connect and discuss in detail Thank you

$100 USD / hour
(0 Reviews)

Hi, Greetings to you. We are interested in your project. We have good exposure in the development of salesforce and website development. We are a software development company. We have a good experienced in the develo More

$61 USD / hour
(0 Reviews)