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Salesforce Process Builder and Visual Workflow for Leads, Opportunities, and Custom object

$15-25 USD / hour

Cerrado
Publicado hace más de 4 años

$15-25 USD / hour

Need to convert leads to appropriate opportunity and sales process stage when the converted button is clicked. Once opportunity is created, if the opportunity is closed won, a custom object should be created from opportunity.
ID del proyecto: 21239186

Información sobre el proyecto

56 propuestas
Proyecto remoto
Activo hace 4 años

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56 freelancers están ofertando un promedio de $21 USD /hora por este trabajo
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Hello! Me and my team can deliver your tasks with great quality Send me a message so we can talk about the details Thank you
$40 USD en 40 días
5,0 (90 comentarios)
8,6
8,6
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Hi, Hope you are doing good. I am a PD1 and ADM201 certified Salesforce consultant working on the platform for more than 6 years. Have expertise in Configuration, Customization, Integration, and Lightning. As mentioned in the requirement, Lead fields can be mapped to convert into Opportunity record. When the Opportunity stage is moved to Closed Won, the automated process can be created to create a custom object record. Looking forward to connecting and working with you. Thanks & Regards, Harsha BR
$25 USD en 20 días
5,0 (27 comentarios)
7,0
7,0
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Hi there. I am very expertise in SF platform. That's why I think I can help you well. Please feel free contact me now. Regards. Damian
$20 USD en 40 días
5,0 (12 comentarios)
6,5
6,5
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1) I can create a custom button to perform lead convention automation vi apex and Ajax toolkit in salesforce 2) I can able to automate opportunity closure logic via triggers/process builder in creating custom object as per business logic. Please let me know if interested to proceed further. Thanks, Kumaresan M
$15 USD en 30 días
5,0 (60 comentarios)
6,6
6,6
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Hello, Hope you are doing well :) 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. Built a multi-tenant portal for “PointCare Inc.” to manage, view and manipulate data about the patient and can also manage the insurance system. Despite being a multi-tenant portal, it maintains a higher degree of isolation to be used by multiple organizations. Developed IVR for Non-Profit Organization “Art of Living”, for their requirements we used Twilio and Python to provide a robust solution. Also, we have worked with Art of Living for their requirements we used Twilio and Python to provide a robust solution for IVR of Non-Profit Organization We are a passionate team of Salesforce Consulting Partner & certified developers and architects aiming to reach our customers business to the next level What would be the best way to get 15 mins on your calendar to explore if this would be valuable to the company? Looking forward to hearing back from you soon. Regards, Vaibhav Vyas
$20 USD en 40 días
4,9 (28 comentarios)
6,9
6,9
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Hi! My name is Vishal, I'm a Business Partner at ArkssTech, a Development Studio based in the India and We would like to help you with your project! What you are requesting HIRING dedicated Experts who will work on your project only and share updates based on Deliverables of the projects. Yes we have 100% ON TIME DELIVERY. If possible, could you tell me a bit more about your requirements and specifications? As well as the features you are looking to develop? I'm in the chat if you need me. If you have any questions, feel free to ask!
$22 USD en 40 días
5,0 (6 comentarios)
5,8
5,8
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Hello:) I find your project very interesting, and I think I can help you with it. I'm Certified, having 2+ Year Experience in Salesforce, and I can show my previous work of salesforce. I completed my work 100% on Time:) I Invite you to have a look at my profile so you can get an idea of my work I do:) I'm looking forward to having a chat with you so please feel free to message me anytime:) have a nice day:) 24*7 Times Available:) Thank You:)
$15 USD en 40 días
5,0 (39 comentarios)
5,7
5,7
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Hello There, I can create a custom object record when a opportunity created via lead conversion is marked as won. It would take me not more than 3 hours to finish this, please feel free to contact me and get started. Best Regards, Ashish
$30 USD en 30 días
5,0 (8 comentarios)
5,1
5,1
Avatar del usuario
Dear sir, I have worked with saleforce in my past and i can do your project. Can we have a quick chat ? Thanks Mohit
$20 USD en 40 días
4,9 (8 comentarios)
4,9
4,9
Avatar del usuario
Hi, SALESFORCE PROCESS BUILDER, VISUAL WORKFLOW FOR LEADS, ENTITIES AND CUSTOM OBJECT CREATION EXPERT. Professional Certified  SalesForce Developer worked on similar kind of projects a lot and can share details regarding same once we connect. Do have a strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization and many more. I have a deep expertise in Lightning UI, Lightning components, Lightning App Builder, Lightning Design System.I can help you deliver a modern smart experience across every device, easily modifiable and existing customization, Extend or build new apps with the Lightning App Builder and Lightning Components. My Salesforce skills -- Salesforce CPQ/ Service Cloud/ Community Cloud/ Lightning Task/ API Integration/ Configurations & Customization/ App Development/ App Exchange /Product Setup/ Configuration/. -- Comfortable with any Project Management tool or repository. Let's connect and I can share portfolio regarding what I have for you. Can we have a quick discussion regarding your requirement and can start by the time you hire? Waiting to hear from you soon and be a part of your success!! Thanks!
$16 USD en 40 días
4,4 (20 comentarios)
5,3
5,3
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Hello, If you are taking about out of box Lead conversion process, the opportuntiy will be created with the stage set as the first stage in the dropdown. We can write a process builder to update that to any specific stage as you need. This process builder only trigger only when its converted from lead and not manually created as a new opp. And once a Opp is closed won, we can write another process builder to create that custom object. Both of these are quite standard and very easy to implement. I can offer to do this free of cost and may be request you to provide us good rating and feedback and later if we work together we do as a more paid service. I can finish this in next 2-4 hrs as soon as you confirm. Thanks, Prasun
$15 USD en 40 días
4,8 (15 comentarios)
5,0
5,0
Avatar del usuario
I'm a professional Senior Salesforce Consultant over 5 years of experience with a strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization. I have worked on multiple projects over the past years, and have a good understanding and working about the Salesforce. I'm looking forward to providing the best solutions for building and customizing your Salesforce organization. I’m Salesforce Certified in Administrator, Advanced Administrator, Community Cloud Consultant, Platform Developer 1, Vlocity Platform Developer. My professional skills in: - Account Management - Case Management - Lead Management - Opportunity Management - Implementation of standard objects - Custom Objects and Fields - Page Layouts and Record types - Data Import/Export - Matching & Duplicate rules - Assignment Rules - Validation Rules - Sharing Rules - Security Settings - Reports and Dashboards - Apex Classes, and Triggers - Visualforce Pages - Lightning Components - Email Services - Approval Processes - Workflow Management - Process Builder using "Flows" - Integration of the external services - Github for Release Management - Jenkins for CI/CD - Lightning Experience - Sales Cloud - Service Cloud - Community Cloud - Documentation - Unit Testing - Deployment using Change Sets, ANT tool Well, my service would cost $15/hr but can he negotiable, also can work for 30 hrs/week. "You Dream It. I Build It."
$15 USD en 30 días
5,0 (4 comentarios)
3,6
3,6
Avatar del usuario
I am a certified Salesforce Consultant & Developer proficient in setting up Salesforce instance for Service Cloud Console, Sales Colud Console, Community Cloud, Design & Development of Lightning Apps. I am having total 8 years of Salesforce experience. During my tenure with various multinational companies, I was involved in setting up various customer & partner communities, automating Sales & Service proocess for the customers and designing comprehensive reports and dashboards. As a developer, I created various components in Salesforce Lightning, Visualforce Pages & Apex Controllers. Also having expertise on integration two systems with the help of REST APIs. Salesforce Certified : 1. Administratror 2. Service Cloud Consultant 3. Sales Could Consultant 4. Platform Developer I 5. Platform Developer II
$15 USD en 40 días
4,4 (5 comentarios)
3,8
3,8
Avatar del usuario
Hi, I am a certified Salesforce developer with experience in Administration as well. I have worked extensively with Workflows, Process builder and also customized the lead conversion process in many projects. I have understood your requirement and can start working on it ASAP. Looking forward to hearing from you. Thanks, Ankit Sehgal
$20 USD en 40 días
5,0 (3 comentarios)
3,1
3,1
Avatar del usuario
Hi, Greetings I hope you are doing great I am qualified and interested in applying as an Expert in Salesforce Development Customization and Administration. I have 5 Years of Experience with Salesforce and can customize it as per your needs. My Salesforce Expertise includes: 1. CRM Consulting 2. CRM Customization 3. Apex and VisualForce 4. Lightning App Builder 5. Lightning Component Development 6. Lightning Experience 7. Salesforce Administrator 8. Data Migration 9. Live Chat Implementation I have below certification: 1. Salesforce Certified Application Architect 2. Salesforce Certified Data Architecture & Management Designer 3. Salesforce Certified Sharing and Visibility Designer 4. Salesforce Certified Community Cloud Consultant 5. Salesforce Certified CPQ Specialist 6. Salesforce Certified Platform Developer II 7. Salesforce Certified Sales Cloud Consultant 8. Salesforce Certified Platform App Builder 9. Salesforce Certified Platform Developer I 10. Salesforce Certified Administrator Thank you for taking the time to read my application Looking forward to hearing from you soon.
$16 USD en 2 días
5,0 (1 comentario)
2,8
2,8
Avatar del usuario
I'm a professional Senior Salesforce Consultant over 6 years of experience with a strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization. I have worked on multiple projects over the past years, and have a good understanding and working about the Salesforce. I'm looking forward to providing the best solutions for building and customizing your Salesforce organization. I’m Salesforce Certified in Administrator, Platform Developer 1 and App Builer. My professional skills in: - Account Management - Case Management - Lead Management - Opportunity Management - Implementation of standard objects - Custom Objects and Fields - Page Layouts and Record types - Data Import/Export - Matching & Duplicate rules - Assignment Rules - Validation Rules - Sharing Rules - Security Settings - Reports and Dashboards - Apex Classes, and Triggers - Visualforce Pages - Lightning Components - Email Services - Approval Processes - Workflow Management - Process Builder using "Flows" - Lightning Experience - Sales Cloud - Service Cloud - Requirement Gathering - Documentation - Unit Testing - Deployment using Change Sets Well, my service would cost $15 per hour but can be negotiable, also can work for 20-30 hrs/week. I’m available through email, phone, Skype. "You Dream It. I Build It."
$15 USD en 23 días
5,0 (1 comentario)
1,9
1,9
Avatar del usuario
I have implemented sales crm cloud for about 70 people in my firm. This implementation involved analysis, designing, interactions with sales department head, demo and changes as per their needs. I have also interfaced my company's marketing system (Rainking) to salesforce to bring leads and finally converting them to account, contacts, and opportunity. I have also written flows which takes place as opportunity is closed and won.
$25 USD en 40 días
5,0 (1 comentario)
2,0
2,0
Avatar del usuario
I am Salesforce Ceritified Platform App Builder. I have good knowledge of Salesforce admin and development. we can complete you requirements withing minimum time period.
$20 USD en 25 días
0,0 (0 comentarios)
0,0
0,0
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Hello, This is Praveen. I am interested in your project. I am a salesforce developer and I have 3+ years of experience in salesforce. I have completed salesforce administrator and salesforce platform developer 1 certification. If you have any doubts please feel free to ping me. Thanks & Regards, Praveen
$15 USD en 40 días
0,0 (0 comentarios)
0,0
0,0
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Hey, Would love to discuss this in detail. I have been working since last 4 years and have a team of 15 people, started as an intern in a startup that ended up being one of the biggest content companies in the world. This gave me an opportunity to work on technologies like Java, Angular, Node, React, React Native, PHP, Laravel, Wordpress, WooCommerce, Shopify, AWS, Lua, Redis, MongoDB, HTML, CSS, UX/UI, etc. -Anshul
$18 USD en 40 días
0,0 (0 comentarios)
0,0
0,0

Sobre este cliente

Bandera de UNITED STATES
New York, United States
4,9
6
Forma de pago verificada
Miembro desde mar 22, 2016

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