Salesforce - Trigger Needed

$30-250 USD

Suljettu

Julkaistu

yli 6 vuotta sitten

$30-250 USD

Maksettu toimituksen yhteydessä

Our current Salesforce functionality: Our company has several websites to manage different organizations within the company. Each of those websites (using Drupal) interfaces with our single Salesforce instance. When a customer fills out a webform on one of the websites, a contact is created in Salesforce. To know which organization the customer is registering for, we define a custom Salesforce field on the contact record called org_code. The webform passes this value over as a hidden field. If a customer fills out a webform on more than one website, there will be multiple contact records created - each contact will share similar details (name, address, email address, etc) but the org_code will be different. This allows us to report on each organization separately. FUTURE SALESFORCE FUNCTIONALITY: We would like to eliminate the creation of multiple contact records when the same person fills out forms on multiple websites (as explained above). Instead we would like to keep a single contact record for these people and have a multi-select picklist with the organization codes that can be selected. Since the website's code doesn't have any way to detect duplicates in Salesforce (it always creates another contact), we need a Salesforce trigger written On Insert to detect if there is a duplicate contact record (based on decided duplication rules) and instead of inserting a new contact, update the existing contact record and add that org_code to the picklist for the matching contact record.

CRM

Salesforce.com

Projektin tunnus (ID): 15536213

Tietoa projektista

45 ehdotukset

Etäprojekti

Aktiivinen 6 vuotta sitten

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45 freelancerit tarjoavat keskimäärin $186 USD tätä projektia

@HarshaBR

I am DEV 401 certified salesforce developer working on the platform for more than 5 years. Have expertise on both Configuration and Customization. Relevant Skills and Experience #ApexClasses #BatchClass #Schedulers #ApexTriggers #VFPages #Lightning #Integration #REST #SOAP #ProcessBuilder #CaseManagement #ApprovalProcess #WorkflowRules #HTML #CSS #JSON Proposed Milestones $205 USD - Senior Salesforce Developer

$205 USD 3 päivässä

5,0

(24 arvostelua)

6,8

@kumaresanm1990

As per the discussion over chat, including bid in order to handle the historical contacts along with handling new contact processing. Relevant Skills and Experience Salesforce

$190 USD 2 päivässä

5,0

(57 arvostelua)

6,6

@bodaciousithub

Hello, I would love to have the opportunity to discuss your project with you. May I ask about your Salesforce edition? We have worked on environments of companies like “Deloitte” and “James Group of Marcus Millichap”. My recent projects consist of "Deloitte Access Economics" which is a part of Converge Health. We have integrated various applications with Salesforce like DocuSign, MailChimp etc. I also have a team of developers & consultants who are certified in similar technologies. Also, we have worked with company EnHasen Performance (Data Import, Data export, Reports, Dashboards) based on the Australia and Trinity System on their product RealtimePSO (Automation of Credit Card & ACH Payment method) based on the US. We have worked on a project with MetricStream which is based in California for their requirement of Custom Quota Forecasting and creating custom Reports and Dashboards accordingly. Currently, we are working with ARCC Space project which is a Singapore Based company the project includes the implementation of their whole sales process, all the automation's, workflows, standard object implementation etc. They also want their org opportunities to be integrated with an external system and also the opportunity products to be calendar based. Thanks for your time & consideration. Regards, Vaibhav Vyas

$315 USD 5 päivässä

5,0

(11 arvostelua)

5,8

@webuters

Hi I have gone through your requirement and I have expertise working with Apex classes and triggers so can work on this project very comfortably. Relevant Skills and Experience I have done development in many salesforce projects from development to deployment. I have worked on different horizons in SFDC from simple workflows to complex web services. Proposed Milestones $222 USD - Project Cost Looking forward to hear from you so that we can discuss in detail. Regards Krishna

$222 USD 3 päivässä

5,0

(13 arvostelua)

5,4

@thetechie13

Hi, === Concerns: 1) On which basis we can identify the duplicate contact? 2) Do we need to work website forms? Please initiate message board to discuss further. I am online now. Look forward to hear from you soon. Best Regards, Chetan

$250 USD 5 päivässä

5,0

(6 arvostelua)

5,3

@devarshimishra91

I have previously worked on many projects having the same kind of requirement. I can help you detect the duplicates efficiently. Also I can help you update your previous data that has been duplicated till now and get the contacts updated.

$200 USD 2 päivässä

5,0

(9 arvostelua)

5,1

@Fherjam

Hello, can create the trigger you are asking. I have been working as a Salesforce Developer for the last 7 years, so I can easily work on this. Duplicate rules needed. Regards. Relevant Skills and Experience salesforce, apex, triggers Proposed Milestones $111 USD - once trigger is working as expected

$111 USD 3 päivässä

5,0

(5 arvostelua)

4,1

@mritzi

I can deliver this piece of work in 3 days or less, if I am awarded this work. Having an experience of 3 years, I am confident to complete this task with highest degree of satisfaction. Relevant Skills and Experience Apex based custom development, Adherence to Trigger Best practices Inbound & Outbound Integration Certified Salesforce Administrator & Developer Proposed Milestones $50 USD - Completing functionality in Sandbox/Test org $50 USD - Migration the functionality in Production System Additional Services Offered $1 USD - Support for this feature for next one week I am open to discuss more on this project in personal chat on freelancer.

$100 USD 3 päivässä

5,0

(9 arvostelua)

4,0

@salesforceninja

I have built triggers for the exact same use case for dupe email, the organization had contacts from various forms. I can build in a day! The logic is combo of AfterInsert and Future Method. Relevant Skills and Experience I"m a developer with expertise working alongside Non-profits and small organizations, helping them get the best out of their Salesforce instance. Proposed Milestones $199 USD - On completion - Successful test runs and real world testing on updates from Drupal What triggers, process builder flows do you have on the Contact object

$199 USD 1 päivässä

4,9

(5 arvostelua)

3,5

@gadhiya16

Hi, In the trigger, we have to fetched all contacts and compare with first name and last name if matches then we need to update the org_code otherwise create the new contact. Is it the possible Relevant Skills and Experience salesforce Proposed Milestones $150 USD - Complate the requirement $72 USD - Testing and maintenance

$222 USD 3 päivässä

5,0

(4 arvostelua)

3,1

@merfantzbpo

I have salesforce team with certified developers, Having 6 years experience in salesforce. I'm looking confirmation from you. Stay tuned, I'm still working on this proposal.

$30 USD 2 päivässä

4,0

(1 arvostelu)

0,8

@GauravNandecha

As per your requirement. We can create a trigger which will prevent duplicate contact creation with its test class and help you to deploy the trigger in your production environment. Relevant Skills and Experience I'm SF certified professional and having 3 certifications. I'm working on Salesforce for almost 8 years and has handled very complex implementations largely in APAC region for very big clients. Proposed Milestones $333 USD - On Completion of project Do you have any sandbox environment setup for your websites as well?

$333 USD 7 päivässä

0,0

(0 arvostelua)

0,0

@sreehariambati

A proposal has not yet been provided

$255 USD 1 päivässä

0,0

(0 arvostelua)

0,0

@deveshsalesforce

I have 5 years of experience working as Sales force administrator and developer. I have worked on the admin side with custom objects, fields, validation rules, workflows, process builders, Stay tuned, I'm still working on this proposal.

$166 USD 7 päivässä

0,0

(0 arvostelua)

0,0

@madhu4u412

I have 10+ yrs of IT experience which includes 3.5+ yrs in Salesforce. Looking for an opportunity to work with you. Let's discuss the requirement in detail if you would choose to work with me. Relevant Skills and Experience Salesforce Customization. Proposed Milestones $200 USD - Development $30 USD - Testing Additional Services Offered $300 USD - Support/Maintenance for 2 months.

$200 USD 3 päivässä

0,0

(0 arvostelua)

0,0

@supersonicsukh

I can do this as implemented similar scenario just mail me

$30 USD 5 päivässä

0,0

(0 arvostelua)

0,0

@szitar

I will need the fields you would like to use for duplication checking. Access to a sandbox would not be needed as the job can be done in an independent developer organization that I will register for myself. I can deploy the trigger to your organization if you need it. I can also work using a sandbox and deploy the change with a change set.

$150 USD 3 päivässä

0,0

(0 arvostelua)

0,0

@bhagya148g

I know a better way to do your task other than trigger. my self I feel good task in CRM

$277 USD 1 päivässä

0,0

(0 arvostelua)

0,0

@nehalprajapati28

Need to insert contact record only 1st time. so multiple record will not inserted. Relevant Skills and Experience I have 7+ years of industrial experience in salesforce development. I would like to do this job if you will give me opportunity. Proposed Milestones $100 USD - start of the project $122 USD - end of the project

$222 USD 3 päivässä