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Salesforce bespoke updates

$30-250 SGD

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Pubblicato quasi 10 anni fa

$30-250 SGD

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Task 1: Our internal system is sending emails (bcc) to Salesforce with subject line 'New Referral from Find A Wealth Manager Ref: [Questionnaire ID - User Id]. I thought these were automatically being appending to the Contacts with the corresponding subject line Questionnaire ID and User ID. But they are not. They are going to Unresolved Items and we are manually appending to the relevant Contact. I would like to automate this appending of the email - so Salesforce needs to read the ID tags in the subject line and automatically append to the Contact. Can you set this up. Please note: Because our Contact upload to SF is done manually from our internal system via CSV there may be instances where Salesforce is copied in to the above email without the Contact being set up yet. If that is the case I still nee the email to automatically be appended when the upload takes place and the new Contact generated on SF. Task 2: Update to Weekly reports I need to amend what I would like - It's my mistake so this should be new work from you which I pay for. I would like the Weekly Report to show any status change that has occurred during the week. That should include any new Contacts with their first status 'Not Yet Contacted' during the week It should include any old contacts whose status has changed to Spam, Pending, Open, Closed, Signed and Funded during the current week. The same report generate time and emails apply - nothing for you to change there. This is really just a list of contacts whose status has changed during the week The Created Date/Last Updated dates are irrelevant EXAMPLE: So for example if Kiran Patil was uploaded to our site in February 2014 and has a Last Updated date of 28/02/2014 BUT this week her status changed and her current status is now Open, this is what I want to see: Kiran Patil - Open (with the Account size etc - same view as you currently have) [so her Last Updated date is irrelevant]. If Gerry Nolan was uploaded to our site today with Last Update date 11/06/2014 then I want to see him on the report too because by being a new contact during the week I assume his status has 'changed' to Not Yet Contacted. So the report shows: Gerry Nolan - Not Yet Contacted But if Juan Del Rio was uploaded to the site last week with a Last Update date 06/06/2014 AND HIS STATUS IS STILL THE SAME ie NOT YET CONTACTED, I do not want to see him on this report because his status has not changed this week. The Last Updated date is irrelevant. In Juan Del Rio's case if he is still Not Yet Contacted on 13/06/2014 (thanks to your development work) he will automatically change to SPAM. So on next week's report I want to see: Juan Del Rio - Spam Task 3: Update to Weekly AND Monthly Referrals Chart-o-meter on the Home page dashboard This should probably link to that weekly report - It needs to show the number of contacts whose status has changed to 'Open' during the current week. The contacts can be very old, so with any 'Last Updated' date. It is the fact that they have changed to 'Open' during the current week that I am intersted in. That counts as ONE referral. Same logic as above - these charts show the number of contacts that have changed to 'Open' status during the week (for the Weekly Charts) or month (for the Monthly Chart) Task 4: I would like to be able to add in some information about the client to the Client tracker report – see ‘Credit Suisse Client Tracker’ in unified reports. I can only currently add info about the opportunity itself. I would like to have the questionnaire ID of the client contact and also the expected account opening size.
Rif. progetto: 6074639

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6 proposte
Progetto a distanza
Attivo 10 anni fa

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As discussed, Looking forward to complete this project successfully as well. Please create milestone whenever you get time.
$147 SGD in 4 giorni
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I am a Software Consultant 401 Certified , having more than 4 years of experience in the industry .I have hands-on Salesforce experience in managing Salesforce projects as a Developer and administrator. Expert in design, documentation, process management, SF configurations, custom Apex and Visualforce development, Batch Apex, API Integration(Soap, Rest, Streaming, Metadata etc.) with hands on experience of the Sales Cloud, Service Cloud, Collaboration Cloud and the Custom Cloud, I have expertise in various domain of CRM which includes -Real Estate Solutions, Professional Services, Retail, Telecommunication -Application Development, Expert in implementing Reports, Dashboards, Custom Report, Data Migration, Events, Workflows, Approval process, Validation Rules, Email-to-Case, Assignments Rules, Force.com. Sites, Formula/Validation Rules, Custom Objects, Custom Apps, Page Layouts, RelatedLists, Tabs, Outbound/Inbound Messages, Code optimization w.r.t. governor limits of salesforce, Packaging, Upload and Installing Salesforce applications. outlook to salesforce , web to lead , web to case etc. I also have good knowledge of HTML, Javascript, JQuery, etc. I assure you about readable, well commented code developed with best practices. Test Classes covering all business rules with positive and negative test cases.
$36 SGD in 7 giorni
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Hi, For task 1 you would like to direct the email to the right contact. If the contact doesn't exist do you want it to be automatically created? Do you have any contact duplication in place? Task 2 is pretty straightforward so I dont have any questions on it at this point. Cheers, Jovi
$155 SGD in 4 giorni
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Hi, I am a Salesforce certified Administrator with over 4 years of experience in Salesforce customization and coding. I can do this project for you. Let me know if you wish to discuss further. Regards, Chandan
$222 SGD in 5 giorni
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Hi , I have around 5 years 7 months of experience in area of development , customization and integration in Salesforce technology. I am DEV 501 (Advanced Developer) certified developer and ADM 201 certified administrator . I read all your requirement and i will do it in with in the week . Task 1 and Task 4 will handle by code and customization and Task 2 and Task 3 will be done by configuration work . Thanks Vijay Singh Skype-ID :vijaymind
$244 SGD in 3 giorni
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Bandiera: SINGAPORE
Singapore, Singapore
5,0
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Membro dal mag 9, 2014

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