Salesforce Customization

We recently purchased a Real Estate specific version of Salesforce, Propertybase CRM. You can review information about this version of the platform: [url removed, login to view]

While we did purchase the licenses and have begun to set up users and layouts - we are in need of a seasoned professional to assist us with ensuring we have the proper infrastructure set up.

Some items at the top of our list for assistance are:

1. Profiles (done, just need input and verification that it was done correctly)

2. Roles (done, just need input and verification that it was done correctly)

3. Layouts

4. Record Types

5. Action Plans

6. Dashboard Creation

7. Document Templates

8. Email Templates (HTML – we have these already created, but need them brought into the system correctly)

9. Marketing Integration (looking at a number of apps in the exchange – need guidance and assistance with integration)

Pricing is negotiable. Please send an explanation of your past experience and links to samples of your work when possible.

Thank you.

Taidot: Asiakkuudenhallinta,

Näytä lisää: salesforce customization, roles marketing, salesforce professional, need marketing professional, salesforce email marketing, salesforce, salesforce integration, real estate crm, html salesforce, crm salesforce, crm real estate, crm customization, salesforce email, real estate apps, html dashboard templates, crm marketing, marketing crm, customization salesforce, possible salesforce, templates html estate, customization version, salesforce propertybase, dashboard marketing, salesforce integration experience, html templates crm

About the Employer:
( 0 reviews ) Farmington Hills, United States

Projektin tunnus: #4235676

9 freelanceria on tarjonnut keskimäärin 944 $ tähän työhön


Hello, Please refer your Inbox for my experiences with Salesforce and more details. Thank you.

1200 $ USD 14 päivässä
(15 arvostelua)

Hi, I am salesforce certified developer with 2+ years of experience.

800 $ USD 20 päivässä
(5 arvostelua)

Hi, I have 5+ years of experience in SFDC. I have worked with profiles, layouts, email templates, HTML templates as per your requirement. Please see the PMB for further details. Regards, Chandan

750 $ USD 20 päivässä
(2 arvostelua)

Hello! I'd be happy to work on your project. None of your requests seem out of hand, though there is some detail that would need to be discussed. My bid makes some assumptions which I list in the PM. Thanks, and Lisää

1000 $ USD 21 päivässä
(0 arvostelua)

Please refer your inbox for more details.

750 $ USD 20 päivässä
(0 arvostelua)
onpursuit007 developer with 2+ years experience.

800 $ USD 6 päivässä
(0 arvostelua)

Greetings, I've reviewed the project description and would like to offer my assistance in working with you to ensure that your company's Salesforce infrastructure is setup in a fully functional and professional man Lisää

900 $ USD 5 päivässä
(0 arvostelua)

I have about 5+ years of IT experience with 3+ years of development if SFDC.

800 $ USD 18 päivässä
(0 arvostelua)

Hi, Salesforce Experts. We have read your requirements.We are interested in your project.We have completed 150+ big projects in last 5 years. Please check private message board for details.

1500 $ USD 20 päivässä
(0 arvostelua)