Salesforce cpqJobs

I’ve reached the point where our Salesforce org needs deeper tailoring to match our internal processes. My immediate priority is system configuration—specifically building out custom objects and fields that reflect our data model, then automating routine actions with Workflows, Process Builder or Flows (whichever proves most efficient). Beyond that core setup, I also need the environment ready for integrations with at least one external system. Exact platforms will be discussed once we connect, but expect REST- or SOAP-based API work, authentication setup, and field-level mappings to bring data in and out of Salesforce smoothly. Deliverables • New custom objects, fields and relationships fully deployed to production • Automation logic (Workflow...

...tasks. Languages: Node.js, TypeScript, JavaScript Infrastructure: Self-Hosted Node.js environments, REST APIs, External DBs (Supabase/Firebase/etc.) Frontend: React (Admin UI) Nice to Have Proven Wix Experience: Building Wix CLI projects. Using Wix SDK and Platform APIs (Stores, eCommerce, OAuth). Implementing Wix Service Plugins and SPIs. Proven Marketplace Apps Development Experience: E.g. Salesforce / Monday / Shopify / Webflow / Wix / AWS / Snowflake DevOps: Familiarity with Docker, CI/CD pipelines (GitHub Actions), and cloud hosting platforms (AWS, Vercel, Heroku, or similar). Reliability: Experience with logging, monitoring, and error tracking tools....

I need an accomplished business-developmen...Real Estate and Food & Beverage sectors. You will receive a steady flow of warm leads, detailed solution briefs, and full access to our CRM. From there I expect you to run discovery calls, handle objections, craft persuasive proposals, negotiate terms, and push opportunities through to close while documenting every stage of the process. Familiarity with enterprise-grade sales stacks (HubSpot, Salesforce, or similar), contract negotiation, and multi-stakeholder decision cycles is essential. Success will be judged by closed-won revenue, average deal size, and cycle time reduction across your first 90 days. If you have a proven record of outperforming quotas at the enterprise level and can share verifiable results, let’s talk and...

...including that you’re a mortgage company: Job Title: Salesforce CRM Integration & Automation Specialist Job Overview: We are a mortgage company seeking an experienced Salesforce expert to fully integrate, optimize, and automate our CRM system. Our goal is to make Salesforce the central hub for all lead flow, loan tracking, communication, and automation across our business. Scope of Work: Integrate Salesforce with LendingPad (our Loan Origination System) for two-way data syncing, including automated loan status updates and transferring key service provider data into Salesforce contacts. Migrate 300–400 existing leads from Shape Software into Salesforce. Confirm and optimize Nextiva phone integration for click-to-dial functionali...

...upward. You will collaborate with me on strategy, but you will own the day-to-day execution: researching target accounts, crafting concise value-driven pitches, booking meetings, and converting opportunities into recurring revenue. A proven track record of scaling sales pipelines for tech products or services is essential, and familiarity with common CRM and sales-enablement tools (HubSpot, Salesforce, LinkedIn Sales Navigator, ZoomInfo, etc.) will let you hit the ground running. Success here is simple but demanding—sustained month-over-month sales growth. If you thrive on measurable targets and have the discipline to build relationships that stick, I’m ready to work with you....

...experience to: • Identify and qualify mid-market leads, build a healthy pipeline, and book product demos. • Articulate business value to department heads and C-level stakeholders, tailoring ROI stories to each vertical. • Negotiate pricing and contract terms that satisfy both client objectives and our revenue targets. • Keep every touchpoint logged and forecasted inside a modern CRM (Salesforce, HubSpot, or similar), delivering clean weekly reports. Key qualities I absolutely need: • Excellent communication skills • Strong negotiation skills • Practical experience with CRM software Success will be measured by the consistency of your pipeline reports, accuracy of forecasting, and attainment of the monthly revenue targets we set ...

...experience to: • Identify and qualify mid-market leads, build a healthy pipeline, and book product demos. • Articulate business value to department heads and C-level stakeholders, tailoring ROI stories to each vertical. • Negotiate pricing and contract terms that satisfy both client objectives and our revenue targets. • Keep every touchpoint logged and forecasted inside a modern CRM (Salesforce, HubSpot, or similar), delivering clean weekly reports. Key qualities I absolutely need: • Excellent communication skills • Strong negotiation skills • Practical experience with CRM software Success will be measured by the consistency of your pipeline reports, accuracy of forecasting, and attainment of the monthly revenue targets we set ...

I am seeking an experienced Salesforce B2B and B2C Commerce Developer to design, develop, and implement scalable Salesforce Commerce and Experience Cloud solutions for global enterprise clients. This is a remote contract role requiring availability during Eastern Standard Time (US 8am–5pm). Responsibilities Design and develop solutions using Salesforce B2B Commerce Cloud and B2C Commerce Cloud (SFCC) Build scalable, high-performing storefronts Develop custom components, controllers, pipelines, cartridges, and integrations Implement business logic using Apex, JavaScript, and Salesforce APIs Configure and customize Salesforce Experience Cloud for B2B portals Integrate Salesforce Commerce with external systems (ERP, OMS, Payment, CRM, et...

...update or open the corresponding record in Salesforce, and do the actual editing inside shared Google Sheets or our in-house CMS. Because the work is repetitive yet critical, rock-solid attention to detail and native-level written Norwegian are non-negotiable. A misplaced decimal or spelling error could break a price feed, so I need someone who enjoys meticulous proofreading and cross-checking. Turnaround is typically same-day for small batches and within 48 hours for larger updates. Once a week I will export QA reports; any entry you handled must score at least 99 % accuracy when re-audited. If corrections are needed, you’ll update the source and leave a brief note explaining the fix so our audit trail stays clean. If you already use JIRA, Salesforce, or Sheet for...

...Norwegian speaker to create and keep accurate digital content for our international delivery platform. Each day you will pull data from PDFs, images, spreadsheets, and live websites, then transform it into clean, well-formatted entries inside our CMS. Accuracy is everything: every price, unit, and consonant must match the source material. Your workflow will run through JIRA for task tickets, Salesforce for customer-facing records, and shared Google Sheets for live status tracking, so ease with those tools is essential. Deliverables reviewed weekly • A batch of flawless Norwegian content entries published in the CMS • A short QA report summarising corrections and open questions • Up-to-date JIRA tickets and Google Sheet status columns Expect repetitive, d...

...will be expected to research targets, reach out by phone, email or LinkedIn, nurture interest, and hand over each prospect once they are ready for a discovery call with me. I already have messaging templates and a CRM in place; you are welcome to suggest improvements but should be comfortable jumping straight into daily outreach. Familiarity with common sales-enablement tools such as HubSpot, Salesforce, or similar will be an advantage. Deliverables • A steady flow of verified contacts that match my ideal customer profile in Technology and Healthcare • Scheduled discovery calls added directly to my calendar, with notes and qualification details captured in the CRM • Weekly summary report outlining volume of outreach, conversations held, and meetings booked...

Hi I will share the details with the shortlisted candidates. Thanks

We have created a digital experience site, primarily for our contractors/partners to manage their account and contact records. We need assistance in completing this project, making it more secure and adding a few extra elements. Please ONLY respond if you have significant experience administrating salesforce and digital experiences.

I want to sell a customer-relationship management solution tailored to the needs of a growing medium-sized company. The platform has to give my sales team an intuitive way to store and segment contacts, follow every deal through the pipeline, and pull clear performance insights from built-in analytics dashboards. I am open to either a well-chosen off-the-shelf platform (Salesforce, HubSpot, Zoho, etc.) that you can configure to match our workflow, or a lightweight custom build if you can prove it will scale and remain cost-effective. What matters is that the finished system lets us: • Manage and tag contacts without duplicate headaches • Track opportunities, stages, forecasted revenue, and win-loss reasons in real time • Generate actionable reports and visual a...

I have four existing Salesforce Flows that need to be updated to reference a new field instead of old custom field.

...branding, they should feel:  This is serious.  These people understand government.  Low risk.  Professional.  Mature. The feeling should be fundamentally conservative and calm — almost boring. 4) Logo Direction Style: Wordmark only — KYRP. No mascots. No symbols initially. No clichés such as maple leaves, gavels, domes, etc. Feel: Bold, confident, minimal, timeless. Reference direction: Stripe, Salesforce, ServiceNow. Not like Canva or trendy startups. 5) Color Strategy We want subtle inclusion of Canadian party colors while remaining neutral. Federal palette reference:  Liberal → red  Conservative → blue  NDP → orange  Green → green Usage:  Thin accent lines  Gradient options  Secondary highlights  Charts / UI indicators Primar...

...JavaScript and mobile SDKs plus a Shopify app so clients can drop the assistant into their storefront without engineering effort. Key expectations • Natural language chat powered by a modern LLM (OpenAI, Anthropic, or an equivalent open-source model) • Real-time product recommendation logic that can pull data from APIs or CSV feeds • Lead-qualification prompts with scoring that syncs to HubSpot, Salesforce, or a webhook • REST / GraphQL APIs for integration, OAuth-based authentication, and role-based access control • Usage and conversion analytics visible in the dashboard I will provide sample datasets, brand guidelines, and UI wireframes. Deliver the source code (preferably Python for the AI layer and either Node.js or Go for the platform servi...

...follow-ups, coordinating internal communications, and supporting administrative functions across the gallery. This role requires someone who understands client lifecycle management, is comfortable working with high-end clientele, and can maintain confidentiality and professionalism at all times. ⸻ Key Responsibilities CRM Management & Optimization • Manage and maintain CRM systems (e.g., HubSpot, Salesforce, Zoho, , Airtable, or similar platforms) • Update client records, collector profiles, and transaction history • Segment contacts (collectors, artists, partners, prospects, VIP clients) • Create automated workflows for email follow-ups and lead nurturing • Track sales pipelines and generate performance reports • Monitor inquiries from...

I have a full export of one client’s Salesforce leads (Excel, June 2017 → present). The client began using my product in October 2025 while keeping the same CRM instance and sales organisation, so this is a clean “before vs after” study rather than a prediction or machine-learning exercise. Your task is to reveal what changed once the product went live. I care most about two metrics: lead conversion rate and overall sales-cycle length. While revenue is interesting, it is not required for this engagement. Please turn the findings into clear, compelling way that I can drop straight into: • a live sales demo • case-study collateral • internal roadmap discussions I also want to see how results vary by conversion-time buckets (fast vs ...

I’m ready to ramp up local sales of my patient-management tool for clinics and hospitals and I need hands-on help now. Over the next four weeks I want to com...needed to measure ROI. • Reporting – short end-of-week summaries of calls made, leads generated, ad spend, and demo bookings so I can see momentum building. Everything must stay compliant with local healthcare marketing rules, and any content you create becomes mine to reuse. If you’ve sold SaaS or medical software before, even better—tell me about the wins you’ve had and the tools (HubSpot, Salesforce, Mailchimp, Facebook Ads Manager, etc.) you’re comfortable with. I’d like the full campaign live within a month, so please outline how many hours you can dedicate each week and...

...spanning Google Workspace, Salesforce and Slack so I can quit the repetitive busywork and focus on higher-value tasks. Here is the scope I have in mind • Email management – an n8n flow should watch Gmail, classify inbound messages with an AI classifier (OpenAI, LangChain, or your preferred library), file or label them, surface high-priority threads in Slack and, when relevant, create or update Salesforce records. • Data synchronisation – contacts, deals and support tickets must stay in sync between Salesforce and Google Sheets / Drive with conflict resolution rules. • Task management – when certain triggers fire (e.g. a deal moves stage, an email arrives from a VIP, or a Slack message is starred) the automation should open the...

...messaging, objection handling and follow-up cadences. • Implement: Outline practical KPIs, reporting dashboards and a light training plan so my team can adopt the new approach without disruption. Acceptance criteria 1. A documented playbook in an editable format. 2. A customer journey map with touchpoints and responsible roles. 3. KPI sheet ready to upload into our existing CRM (HubSpot, Salesforce or similar). 4. A concise rollout timeline my team can follow. If you have a track record of reshaping tech sales teams around customer success, let us see how you would tackle this assignment....

I need my Salesforce instance to talk seamlessly with WhatsApp Business. The API has not been set up yet, so the first step will be registering and activating a WhatsApp Business number and gaining full API access. Once the API is live, I want three flows automated inside Salesforce: • Lead management – new WhatsApp inquiries should create or update leads, log conversations on the record, and trigger the usual assignment rules. • Customer support – agents must be able to send and receive messages directly from Salesforce (Service Console), with transcripts stored on the case. • Marketing messages – I’d like to schedule and send templated broadcasts that respect WhatsApp’s policies and surface engagement data back in ...

...outlining positioning, target audiences, and messaging angles. • Digital campaign blueprints—social ads, Google Ads, SEO recommendations, and email sequences—mapped to measurable KPIs. • Compelling sales collateral (brochures, one-pagers, pitch decks) that can be handed to prospects or shared online. • A lead-generation and nurturing workflow, ideally integrated with a CRM like HubSpot, Salesforce, or similar. • Performance tracking guidelines so I can see which channels deliver the strongest ROI. If you’ve previously driven occupancy or sales for office parks, retail centers, or other commercial developments, your insights will be invaluable. Experience with market research, commercial property listing platforms, and local zoning nu...

I need an expert to integrate the Workday API with another system for data synchronization. Key Requirements: - Experience with Workday API - Proven track record in system integration - Strong understanding of data synchronization principles - Ability to deliver within budget Ideal Skills: - API integration experience - Familiarity with the specific system to be integrated (Salesforce, SAP, or Microsoft Dynamics) - Strong problem-solving skills - Good communication for project updates Please provide examples of similar work done.

I want a clean, automated bridge between our Salesforce org and Power BI so I can see the story behind our numbers at a glance. The job starts with pulling three data groups—sales figures, customer records, and performance metrics—directly from Salesforce. Those sets feed a single data model in Power BI that refreshes on a schedule I can control. From that model I need three visual workspaces: a sales performance view that tracks revenue against targets, a customer-demographics snapshot that breaks down who is buying, and an employee-performance view that compares reps by key KPIs. On top of the dashboards I also need competitive leaderboards: one that ranks reps by sales volume and another that highlights overall employee performance. Each board should update au...

NOTE: This position is purely on a commission basis. This is NOT an SEO opportunity. We need a dedicated IT Services Sales Consultant to sell our software development services on a commission basis. The consultant will primarily be promoting our: Custom Software Development Mobile App Development Web Application Development Salesforce Consulting AI/ML Services Data Analysis All are targeted toward international markets (US, Europe, Gulf, LATAM ). Candidates from these regions will be given preference. The ideal candidate should have a strong background in IT sales, particularly in software development services. Experience dealing with small businesses is a plus. You should possess excellent communication skills, a proactive approach to sales, and the ability to understand ...

We are looking for an experienced SnapLogic Developer from India for a long-term collabo... and data transformation techniques Experience working with databases such as SQL Server, MySQL, or Oracle Understanding of cloud platforms (AWS, Azure, or GCP is a plus) Familiarity with ETL/ELT concepts and integration patterns Strong debugging and problem-solving skills Preferred Qualifications Experience with CI/CD and version control tools Exposure to enterprise applications like Salesforce, NetSuite, SAP, or similar Good communication and documentation skills Ability to work independently and in a collaborative team environment Engagement Details Long-term opportunity Remote work (India-based candidates preferred) Flexible working hours with occasional overlap with internati...

I need a hands-on Salesforce Marketing Cloud specialist who can jump in immediately and handle three core areas for me: email campaign setup, automated journey creation, and data management/segmentation. I have a mix of brand-new campaigns to launch as well as several live programmes that need ongoing optimisation, so you’ll be switching between building fresh content and fine-tuning what’s already running. Scope of work • Email Studio: build responsive templates, load creative, configure dynamic content, and schedule sends. • Journey Builder & Automation Studio: create multi-step automations, triggered sends, and lifecycle journeys that run reliably without manual intervention. • Contact Builder & Segmentation: audit existing data extens...

I’m refining our Email-to-Case process and want the resulting Case record to feel clean, intuitive, and fast for agents. Here’s what I need: • A re-worked Case layout focused on the Email-to-Case flow. This includes adding, removing, or re-ordering fields and sections so the most...suggestions that keep the flow lightweight and maintainable. I’ll grant you a sandbox with all necessary permissions. Deliverables are the updated Lightning Record Page, the supporting Page Layouts, activated workflow rules, and a brief deployment & testing doc so my admin team can move everything to production with confidence. If you’ve tailored Email-to-Case screens before and know your way around Salesforce Lightning and workflow configuration, I’d love to see ...

I need reliable help for roughly two hours each day to stay on top of client conversations. The core of the job is simple: monitor my inbox and LinkedIn messages, log each touchpoint in a way we can both see at a glance, and nudge me when a follow-up is due. If you’ve used Salesforce, HubSpot, Zoho, or any other CRM before, that’s a bonus, but I’m happy to work with your preferred system or even a shared spreadsheet—as long as the tracking is clear and the cadence of reminders keeps me responsive. Here’s what success looks like: • You quickly set up (or adapt) a lightweight process for capturing every email and LinkedIn exchange. • You send me a daily summary plus a concise list of next-action reminders. • Your log is always current, sea...

...developer/team to implement: Core Odoo ERP setup Odoo Website + E-commerce Custom CPQ application (Python) for acrylic panel pricing Clean, secure, maintainable architecture (minimal hacks) This is not a beginner project. Scope of Work 1. Odoo Core Setup Sales, Invoicing, Purchasing Role-based permissions (management only ~10 users) Quote → Order → Invoice workflows Approval rules (margin / price overrides) No manufacturing floor access required 2. Website & E-Commerce Odoo Website (Community or Enterprise-compatible) Fully custom frontend styling (HTML/CSS/Bootstrap) Pages: About, Services, Case Studies, Gallery Product catalog + checkout Online payments SEO-friendly structure No WordPress 3. Custom CPQ Module (Odoo-native) Python-based...

I need support on a fractional basis to keep my technology sales pipeline full. The assignment centres on sourcing and qualifying new prospects, not closing deals. What I will supply • Ideal Customer Profile and value proposition • Email domain, LinkedIn page and any collateral you may need • Access to our CRM (HubSpot/Salesforce—your choice) for tracking activity and results What I expect from you • Daily outbound activity—LinkedIn Sales Navigator searches, personalised connection requests, cold-email sequences and, when useful, short discovery calls • Accurate entry of every touchpoint in the CRM so I can monitor conversion metrics • A steady flow of marketing-qualified leads that fit the ICP, complete with contact detail...

WE WILL REQUIRE A REFERENCE FROM A US BASED COMPANY - do not bother submitting bids UNLESS you're specializing in Salesforce and can provide a reference from a US Based company for whom Sales Engagement module has been rolled out. All general Developers, engineers, etc will be ignored. Thanks. Need an experienced Salesforce specialist to take the prospecting cadences I now run in Salesvue and rebuild them directly inside Salesforce Sales Cloud → Sales Engagement. The work starts with a short discovery where you’ll review the existing Salesvue setup, map what should stay, what should change, and draft a modern cadence architecture that supports our three-tier model—cold, warm, and hot leads. Every cadence must let my reps sort and work tasks by ...

...complex, technical products and long sales cycles. Excellent project management, communication, and cross-functional leadership skills. Preferred Qualifications Experience acting as a builder or implementor in lean or growth-stage environments. Experience marketing screening, separation, size reduction, or complete processing systems. Familiarity with CRM and automation platforms (e.g., Salesforce, HubSpot) integrated with AI capabilities. Comfort translating technical data into compelling business value stories. Key Competencies Strategic thinking with a test-and-learn mindset Data-driven decision making Technical curiosity and ability to learn complex systems Clear, confident communication with both technical and non-technical audiences Success in This Role Looks Li...

We are seeking an experienced Salesforce Consultant to support short-term CRM customization work focused on Lead Management improvements within an existing Salesforce environment. This engagement will work closely with internal stakeholders and an established development team to enhance lead workflows, automation, and usability. This role is ideal for a hands-on Salesforce professional who can quickly assess an org, make targeted improvements, and collaborate efficiently without heavy ramp-up. Key Responsibilities Customize and optimize Salesforce Lead objects and processes Improve lead intake, routing, assignment, and status tracking Implement or refine automation (Flows, validation rules, assignment rules) Enhance page layouts, fields, and user experienc...

We are seeking a high-caliber Salesforce Strategic Architect to lead the development of an enterprise-level capabilities deck for a global Life Sciences leader. The ideal candidate will possess deep architectural expertise across Life Sciences Cloud, Health Cloud, and Revenue Cloud (CPQ), with a proven ability to synthesize these technologies into a cohesive "Molecule-to-Market" narrative. You must be able to articulate how a unified data model can bridge the gap between clinical trial management, patient diagnostics, and complex commercial quoting for high-value medical hardware. This role requires a "consultant-first" mindset: you are not just listing features, but mapping technical capabilities to high-stakes business outcomes like regulatory complianc...

Lead Salesforce Practice Engineer /Architect (10-15 YOE, Focus on Internal Practice Growth) Detail Specification Location Hyderabad, Telangana (In-Office/wfh) Experience 10 – 15 Years Employment Type Full-time Timezone Must be able to work effectively with EST timezone teams. ________________________________________ About the Role (Emphasis on Practice Development & IP) We are seeking a highly experienced and profound Lead Salesforce Engineer/Architect to join and significantly contribute to the strategic growth and maturity of our internal Salesforce Practice. This is a high-impact, architecture-focused role where your primary contribution is to build internal technical assets and define the engineering standards for the entire team. The ideal candidate will...

...Europe, and Asia. The focus is exclusively on large enterprises, so experience navigating complex buying committees and long sales cycles is essential. You will be expected to: • Craft and refine a region-specific go-to-market plan that aligns messaging, channels, and cadence for each territory • Source, qualify, and engage decision-makers—using tools such as LinkedIn Sales Navigator, HubSpot/Salesforce, email automation, and ABM techniques • Drive the complete funnel: schedule discovery calls, manage demos, negotiate terms, and move opportunities to signed contracts • Report weekly on pipeline metrics, conversion rates, and revenue forecasts so I can track progress in real time Because the rollout needs to start ASAP, I’m ready to prov...

Location: Offshore Remote (50% US Pacific Time Zone availab...and administration experience • Hands-on SuiteScript and system integrations • Strong SQL and data integration knowledge • Expertise in financial processes (Q2C, P2P, revenue recognition) • Understanding of SOX compliance and financial controls • Ability to translate business requirements into technical solutions Preferred Skills: • NetSuite experience with Ramp, Zip, FloQast, Stripe, Salesforce, Navan • Python or Bash scripting • Multi-entity and multi-currency experience • Cloud-based financial systems knowledge Ideal Candidate: • Strong finance + technical background • Experience in high-growth or enterprise environments • Ability to work indep...

...is straightforward: call each lead, have a brief, natural conversation, and gauge their current purchase interest level. I will give you a concise call script, the lead list, and step-by-step instructions on how to log every outcome directly inside my Salesforce instance—no prior Salesforce experience required, just the ability to follow simple directions accurately. Success for me looks like: • Every lead on the list contacted (or at least three tidy call attempts logged). • The “Purchase Interest Level” field updated in Salesforce immediately after each call, along with any quick notes that would help my sales team shape the next step. • A same-day message confirming the day’s progress so I can keep an eye on moment...

...book venues, coordinate vendors, and keep everything on track in tools like Trello, Asana, or your preferred event-management platform. • On-site coordination – Be my eyes and ears on event day, ensuring signage, registration, AV, and flow all work seamlessly so guests stay focused on the properties and not the logistics. • Post-event follow-up – Capture attendee data, feed it into my CRM (Salesforce, HubSpot, etc.), and prepare follow-up emails or call sheets so the sales team can convert interest into viewings and offers. Success for me is simple: every attendee should leave impressed, and their contact details should hit my CRM within 24 hours, tagged and ready for nurturing. If you’ve orchestrated open houses, property tours, or industry mixer...

...proven IT sales / business development experience (preferably with USA clients). Strong knowledge of IT services sales: software development, cloud, ERP/CRM, managed IT, or digital transformation. Excellent communication, negotiation, and presentation skills. Familiarity with USA B2B sales culture, lead generation platforms (LinkedIn Sales Navigator, Apollo, etc.), and CRM tools (HubSpot, Zoho, Salesforce). Ability to work in USA time zones and deliver against revenue targets. Self-motivated, target-driven, and able to work independently. What We Offer Competitive salary + attractive performance-based incentives. Opportunity to work with a global client base and cutting-edge IT solutions. Career growth in a fast-scaling company with international exposure. Flexible, collaborativ...

...welcome, the core of this role is face-to-face interaction: product demos on showroom floors, handshake negotiations at trade fairs, and attentive follow-ups that keep partners engaged. A proven record in the consumer-goods space is essential, along with the confidence to negotiate pricing, shelf placements, and promotional initiatives on the spot. Familiarity with a modern CRM such as HubSpot or Salesforce will help streamline your weekly reporting, but your real value lies in your ability to read a room, listen to buyer needs, and turn them into mutually beneficial deals. Deliverables I expect: • A weekly pipeline snapshot exported from your CRM (or a simple spreadsheet) outlining prospects, stage, and next steps. • Brief meeting notes within 24 hours of every c...

I need to extend my existing Rootstock-on-Salesforce environment with custom workflow automation. The goal is to remove as much manual effort as possible from everyday operations—particularly around order processing, inventory updates, and invoicing—by building smart, reliable triggers that run seamlessly inside Rootstock. You’ll work directly in our Salesforce sandbox org (Rootstock managed package installed in a dedicated sandbox) to design, configure, and test the automations. I’m open to using Flow, Process Builder, or Apex where it makes sense; the only requirement is that each automation runs quickly, respects Rootstock’s data model, and is easy for us to maintain once it goes live. Deliverables • Working automation for order process...

Salesforce Enhancement Requests Objects Involved: Contact, Donation, Receipt, Volunteer Service 1. Annual Donation E-Receipt Automation Objective: Automatically generate and send an annual donation e-receipt PDF. Trigger/Timing: April 1st of each year. Logic: Retrieve all Receipt records for the contact from the previous year. Sum the total amount of all receipts. Generate a PDF e-receipt showing the total annual donations. Send email to with the PDF attached. Optionally, create a new Receipt record to log the annual summary. Fields/Objects Used: Receipt (for summing donations) (for sending PDF) Receipt (for annual receipt record) Implementation Suggestions: Use Scheduled Flow or Apex Scheduled Class to run on April 1st. Use Visualforce or Salesforce

I'm seeking an expert to build a Salesforce dashboard that visualizes key sales and pipeline data. Carry out a days training with our internal team in our London office. Requirements: - Display sales data, focusing on: Pipeline sectors - Monthly revenue - Conversion rates - Sales by region and individual - Use charts, graphs, and tables for visualization Build in sets of filters for each element of the pipeline and team's Ideal Skills and Experience: - Proficiency in Salesforce - Strong data visualization skills - Experience creating interactive and informative dashboards

...closing team. Key Candidate Requirements 1. Professional Experience * Real Estate Background: Minimum of 1–2 years of experience specifically in Real Estate telecalling (Residential, Commercial, or Plotting). * Sales Funnel Knowledge: Proven ability to handle the "Pre-Sales" cycle, from cold calling to lead nurturing and appointment setting. * Tech Savvy: Familiarity with CRM software (e.g., Salesforce, HubSpot, Zoho, or Bitrix24) and cloud telephony tools. 2. Core Competencies * The "Consultative" Voice: Ability to sound professional and authoritative without being "pushy." * Objection Handling: Skilled at navigating common brush-offs like "I'm not interested" or "Your prices are too high" with tact and logic. * ...

I need my Salesforce development workflow fully automated through GitHub Actions CI. The goal is to move from manual deployments to a reliable CI/CD pipeline that covers every step—from code commit to production release—while following Salesforce best practices (SFDX, scratch orgs, unlocked packages). Here is what I want to accomplish: • Pipeline configuration: create or refine . so that feature branches trigger scratch-org builds, run Apex tests, static code analysis, and package creation. • Environment setup: connect GitLab runners to my Salesforce orgs, manage authentication with JWT-based connections, and handle secrets securely in GitLab variables. • Automated testing: ensure unit tests run in scratch orgs on every merge request, w...

I’m looking for a Salesforce professional who can jump into my already-running org and tailor it to fit the way my team really works. We’re definitely talking about Salesforce customization rather than a brand-new deployment, but I’m still mapping out the exact features we’ll tackle first. Once we connect, I’ll share the full wish list; it may range from building custom objects and fields to streamlining automated workflows or sharpening reports and dashboards—whatever proves most valuable after you review the current configuration. You’ll start by evaluating the existing setup, noting where its structure or automation falls short of our daily processes. From there, I’ll rely on you to propose the smartest technical approach, c...