We have a Web-to-Case form that populates a custom field on the Case object. We have created 3 custom fields on the Case to hold the information passed by the web-to-case page. We would like to look up the Account Name based on the text entered into the custom Case field, and update the standard Case Account field with that value. We would like to get this work done over the next week.
...financial companies, insurances companies, mobile companies, customers services, call centres etc. that CRM needs to be adaptable and easy to do set as the CRM on the market ( Salesforce, ZOHO, Amdocs, PEGA, Zendesk, etc.) this CRM will be included with some others API's that we will integrate to build a solution to the customer. the best way is to have
I need vba that will autofill and autoclick through the creation of a Salesforce opportunity. You don't need to know anything about Salesforce. Take csv data in worksheet and fill fields, click buttons to move to next screen, etc..
***Please read carefully before applying, this is not a simple import via UI job*** Need data imported from existing SalesForce setup to newly setup self hosted vTiger 7, including: A) 3 main modules (corresponding to leads, vendors, opportunities in VT) B) Notes (SF setup has 3 types of different notes, some basic customization is needed on VT side)
I am a small business trying to scale my business to a larger level. Through the salesforce platform, I can organize my business and automate tasks so to maximize productivity. My business sells products to our users to sell their customer base. Our client is the application user, and we would like to create a platform to facilitate the sale of our
I am looking to reach out to a pool of freelancers who can support our global marketing team with adhoc amp script and HTML work on Salesforce Marketing Cloud. We have existing campaigns with complex amp script that need maintenance over time and also, many new projects.
Currently I'm a Business Consultant with the opportunity to Operate a District with 25 insurance agencies throughout Kansas. Our salesforce need direction on finding digital solutions on prospecting heading into Jan 2019.
Setup eMail reception in Salesforce. Need help how to configure Salesforce to eMail from customers arrives directly to the Salesforce. This is the first project if it will be successfully closed I will propose more Salesforce projects.