I am looking for a Salesforce expert (we uese version non-profit) who can adjust minor things in our Salesforce environment. The work consist of two parts:
1. quick fixes that need to be ready before Monday 12 October 11am CET.
2. the creation of 7 simple dashboards before Monday 19 October 11am CET
A)Email templates → complete email templates: all templates have been imported, we need to fix or insert some code to automatically include price of product, product name and price in our emails.
-when an opportunity is created is should get a name automatically. The name should consist of the Surname of the Lead/Contact + the product code (both are already in the SF system)
-when you add an opportunity they will be visible on the respective product page
-We have created a Tab called Professors (like a supplier). On the home page of the Tab we would like to show all professors on top.
-on the product pages we would like to see under the field ‘opportunities’ only see the Closed/Won opportunities
-we would like to be able to easily export the Closed/Won opportunities (participants to a course) to an excel file that should include these data:
Account name (company)
Date of birth
(these fields are already part of the contact pages)
It would be good to talk on Skype quickly (max. 20 minutes) to explain this into detail. Ideally we would do this tomorrow (11 October) during the day or - if you are that quick - tonight (10 October) at or after 9pm.
17 freelanceria on tarjonnut keskimäärin 206 € tähän työhön
Will do the task and complete it efficiently fullfilling all ur needs and expectations. Skypee I'd: pankaj.1618 connect me over this will discuss the same and trust me you will be 100% satisfied with the work
Hi, I am a CRM Expert, please contact me for more information, I have already configure many Salesforce account for many costumers on the world By Skype : saphcom Waiting
Hello, I am a Certified Salesforce Developer and I have been working on it for 5 years. I can help you fix your issues and create the dashboards you need. Regards, Fherjam.