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Module 1 – Salesforce Check & Initial Contact (Starter Project) Objective Cloud Flow – Automated detection of inactive SFDC contacts and proactive outreach – with manual approval and Salesforce logging. Functional Requirements Excel ↔ Salesforce Check Verify whether a contact (from an Excel list) has had any events in Salesforce within the last 14 days. AI-Powered Initial Contact and followup Email Generate a personalized email using e.g. AI Builder. Followup Mail after 2 days if no answer MS Teams Adaptive Card: Preview of the email with buttons “Approve” / “Edit”. If edited: Adjust text and resubmit for approval. Sending & Logging After approval: Send email via Outlook. Automatic logging in Salesforce (on Contact level + optionally select Opp/Prospect via MS Teams Adaptive Card). Status Management Store status in Dataverse (or SharePoint): e.g., “Initial Contact Sent”, timestamp, Ref-ID. Correlation Subject line includes [Ref:{GUID}] for unique assignment. Access Rights Note Salesforce logins, API permissions, or AI credits may initially be missing and need to be requested. Goal: Technically set up the flow, initial tests may be limited on your end. Payment 50% after technical setup (flows are built, even if testing is limited). 50% after final testing with full access rights. Technology & Integrations Power Automate (Cloud) MS Teams Adaptive Cards (for approval/editing) Outlook (Email) Salesforce Connector (for logging) AI Builder / Azure OpenAI (for text generation) Dataverse (or SharePoint as interim storage) Planned Follow-Up Modules (for future projects) Module 2 – Reply Listener & AI Triage PowerBI alert based followups Automatic analysis of incoming emails (ALL_OK, TODOS, ONSITE, questions). AI-generated replies with Teams approval, To-Do creation, Salesforce logging. Module 3 – Appointment Scheduling (Basic) Onsite requests → Suggest appointments (check calendar, simple slots). Suggestion email with Teams approval, set holds. Module 4 – Advanced Appointment Logic & Reminders Distance/route logic (Maps, 200 km rule, start-of-week = Berlin). Reminders (2+2 days), escalation (To-Do), hold cleanup. Module 5 – Feedback Loop Store corrections and approvals (original vs. final text). Use past examples for AI generation (few-shot learning). Optional: Preparation for custom model/fine-tuning.
Project ID: 39746972
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27 freelancers are bidding on average €178 EUR for this job

I hope this message finds you well. We are confident that our expertise and experience align perfectly with the requirements of this project. Please find attached all relevant documentation, including a detailed outline of our approach, timeline, and cost breakdown. Should you require any further information or have any questions, feel free to contact us at your earliest convenience. Thank you for considering our proposal. We look forward to the possibility of working together. Sincerely
€80 EUR in 1 day
5.2
5.2

Greetings, With over 15 years of experience as a technology and business professional, I am confident that I can help you with SharePoint, PowerApps and Power Automate. I have a deep passion for SharePoint and have worked extensively with all versions, including SharePoint Online (Office 365). I have expertise in related Microsoft technologies such as Power Automate (Flow), Power BI, and Power Apps. By leveraging these tools, I have built comprehensive and integrated business applications that are robust and efficient. My proficiency extends to customization on SharePoint Server 2010/2013/2019 using Visual Studio C#, as well as implementing applications in ASP.NET with SQL Server Database integration. I also possess knowledge of Nintex Workflow, which further enhances my capabilities in workflow automation. I have had the privilege of serving as a Project Lead for prestigious organizations such as: -Ministry of Education Dubai, -Ministry of Social Affairs Dubai, -Public Portal for EmiratesAirlines, -Ministry of Finance Portal for the Diplomatic -Institute of Qatar, Office 365 Portal for LogicalOutcomes Canada. I firmly believe in following best practices and leveraging my extensive experience to guide organizations in avoiding common pitfalls. Come over and chat to discuss the deliverables and deadline. Rahim
€250 EUR in 7 days
4.6
4.6

Hi, With over 8 years of experience in the fields of Data Entry and Excel, I feel uniquely qualified to address the scope of your project. I can not only automate the detection of inactive Salesforce contacts, but also effectively establish an AI-powered initial contact and follow-up system. By leveraging the power of MS Teams Adaptive Cards and AI Builder, we can ensure that your communication is not only personalized but also optimized for engagement. Moreover, my proficiency in using Power Automate, Outlook, and the Salesforce Connector enables me to seamlessly integrate all these processes while ensuring smooth logging and creating comprehensive status management systems in your selected platform- be it Dataverse or SharePoint. While completing this module successfully, I also promise to effectively coordinate API permission requests or any other necessary technical requirements Thanks.
€250 EUR in 7 days
3.2
3.2

Greetings, It looks like you’re looking to create a Power Automate flow that will help streamline communication with your Salesforce contacts by automating outreach for inactive entries. My approach would involve developing a cloud flow that checks your Excel list against Salesforce for activity in the last 14 days. Once the contacts are identified, I would set up an AI-powered email generation system for initial outreach, along with a follow-up mechanism if there’s no response. I have experience with Power Automate, Salesforce integration, and utilizing AI tools, which will enable me to construct the flow effectively and ensure that email approvals and logging are seamless. This will not only enhance your communication efforts but also help maintain accurate records in Salesforce and Dataverse. Best regards, Mehran Riaz
€100 EUR in 3 days
2.5
2.5

"You’ve just found the right match for your project — here’s why: I understand the need for seamless automation in your Salesforce project, ensuring clean and professional contact management. I specialize in Power Automate, MS Teams Adaptive Cards, and Salesforce integration for a user-friendly and efficient solution." I may be new here, but I have a proven track record working with clients outside Freelancer.com — I’m ready to earn your trust, too. Happy to discuss this further when you’re ready. Regards, Ahmed
€150 EUR in 30 days
3.9
3.9

Bid Proposal: Dear Becma, IF YOU NOT HAPPY YOU DONT PAY!!! I am confident that my expertise in HTML5, CSS3, JavaScript, React, and WordPress align perfectly with your project requirements. With a focus on clear communication, timely delivery, and modern coding standards, I assure you of high-quality web development solutions. By choosing to work with me, you can expect a collaborative approach that translates your vision into a polished and functional end product. I am enthusiastic about the opportunity to discuss your objectives further and demonstrate how I can contribute meaningfully to the success of your project. Thank you for considering my application, and I look forward to the possibility of working together. Kind regards, Shaylin
€150 EUR in 14 days
0.0
0.0

With a solid background in AI and Automation, I am perfectly aligned to take on your Power Automate Flow project. Specifically, my expertise in integrating OpenAI technologies, like ChatGPT, into real-world applications closely resonates your requirement of utilizing AI Builder for generating personalized emails and AI-powered initial contact. In addition, my extensive experience in building automation workflows and applying AI to solve practical problems will be indispensable when creating a streamlined process that uses adaptive cards for approvals and incorporates Salesforce logging. Finally yet importantly, as a professional, I value clear communication, reliability, and on-time delivery—qualities critical for executing this project within the stipulated time-frame. I am ready to contribute my problem-solving skills towards creating systems that are reliable, maintainable, scalable and deliver long-term value. Help me help you transform your customer communication by choosing me for this project! My understanding of the technology stack combined with my commitment to high-quality output will undoubtedly elevate your communication processes to new heights.
€140 EUR in 7 days
0.0
0.0

I fully understand what this project requires, and I’m ready to dedicate my complete focus to it. My priority isn’t just meeting your expectations it’s making sure you feel confident and satisfied knowing you chose the right person for the job. I have extensive experience in integrating systems seamlessly, like Salesforce, Outlook, and MS Teams, ensuring a clean, professional, and user-friendly experience. I’m new to Freelancer, but my track record speaks for itself. I’m really excited to bring that expertise to you. I would love to chat more about your project! Regards, Lee.
€150 EUR in 30 days
0.0
0.0

I am a perfect fit for your project that involves setting up a Cloud Flow to automate detection of inactive contacts in Salesforce, followed by proactive outreach and logging in Salesforce. While I am new to freelancing, I have extensive experience handling similar projects off-site, ensuring a clean, professional, and seamless integration of the required functionalities mentioned in your project description. I would love to chat more about your project! Regards, Lucca Wiehart
€150 EUR in 14 days
0.0
0.0

Just did something similar last week and this caught my eye. Will set up automated detection of inactive SFDC contacts, AI-powered outreach, and seamless Salesforce logging. Experienced in Power Automate, MS Teams, Outlook, Salesforce Connector, and AI Builder. Can ensure smooth integration and efficient workflow. 100% refund if I fail to deliver. Simple as that. Thanks, Alex
€200 EUR in 3 days
0.0
0.0

I am a perfect fit for your project focusing on Cloud Flow automation in Salesforce with integrated AI-powered initial contact and follow-up emails. My expertise lies in Power Automate, Outlook, and Salesforce Connector. While I am new to freelancer, I have tons of experience and have successfully completed similar projects off-site. I would love to chat more about your project! Regards, Francois Snyman
€200 EUR in 14 days
0.0
0.0

Dear Client, How are you? I hope this proposal finds you well. I'M A CERTIFIED & EXPERIENCED EXPERT This is to inform you that I have KEENLY gone through your project description, CLEARLY understood all the project requirements as instructed in your project proposal and this is to let you know that I will perfectly deliver as desired. Being in possession of all stated required skills as this is my field of professional specialization having completed all certifications and developed adequate experience in the respective field, I hereby humbly request you to consider my bid for professional, quality and affordable services that meet all your requirements. I always guarantee timely delivery and unlimited revisions where necessary hence you are assured of utmost satisfaction when working with me. Please send me a message so that we can discuss more and seal the project. WELCOME.
€250 EUR in 1 day
0.0
0.0

I am looking for a golden opportunity to work with you, your job is relevant to my skill as I have great knowledge in data analysts and I can see you need expert for your data ,you want transform your raw data into actionable insight, I can full fill your requirement and deliver you a perfect fit for your data, please reply me and lets discuss and start the work.
€40 EUR in 2 days
0.0
0.0

Hi Matthias B., I recently completed a similar project. Message me so I can show you that sample. Question: For the “no activity in 14 days” check, which SFDC signals should count and how scoped? Tasks (Completed only?), Events, EmailMessage (Enhanced Email), ActivityTimeline/EAC-captured emails, Campaign Member updates; Contact-only or also Account/Opportunity-related activities; and should we use LastActivityDate or explicit SOQL across objects with timezone normalization? Suggestion: Implement a Dataverse-driven state machine with GUID correlation and child flows: - Stage: Import Excel → DV “OutreachItem” (ContactId/Email, owner, ref GUID). - Detect: SOQL checks per item (batched, retry/backoff), idempotent via GUID. - Compose: AI Builder with prompt template + few-shot from prior approvals. - Approve/Edit: Teams Adaptive Card (Universal Actions) with inline edit loop. - Send: Outlook send, store Message-ID and thread IDs; subject includes [Ref:{GUID}]. - Log: Create EmailMessage on Contact; optionally set WhatId to selected Opp from the card (fallback: Task if Enhanced Email disabled). - Follow-up: DV query on SentOn+2d and no reply; resend path uses same GUID. - Ops: Environment variables, solution packaging, pre-flight permission checks, telemetry, and DV/SharePoint toggle if DV not available. Kindly send me a message, lets discuss in detail and my portfolio is uploaded here and on my website. Best Regards, Sid CTO and Co-Founder of Ekarthaan
€250 EUR in 9 days
0.0
0.0

As an advanced Excel/VBA specialist, I offer the perfect skillset to handle your Power Automate project. I have a proven track record in building dynamic dashboards and automating complex tasks -- exactly what this project needs. My proficiency in Excel's PivotTables, structured tables, formulas, and macros will ensure efficient and reliable data processing for your Salesforce check and initial contact module. Aside from technical competence, my experience also extends to your project's subject matter. Having successfully collaborated with banking, payment solutions, and manufacturing industries, I understand the intricacies of customer communication and how Salesforce integration plays a vital role. Moreover, my deep-rooted background in finance and process optimization has honed my problem-solving capabilities - essential for corralling all the different requirements of this project into one seamless flow. Lastly, my dedication to clear communication ensures we'll be on the same page throughout the process. I will persevere to deliver a solution that not only meets but exceeds your expectations. Invest in my services today for flawless execution of your Module 1 and a strong foundation for future modules.
€175 EUR in 2 days
0.0
0.0

I'm a certified Salesforce Developer with over 10 years of experience delivering custom solutions using Apex, Flows, and Lightning Web Components (LWC). I specialize in automating complex sales processes, boosting lead conversion, and transforming business requirements into robust, scalable Salesforce applications. I work independently with minimal input and always meet deadlines. I’d be happy to complete the paid task to demonstrate my skills and fit for this role. Certifications- Salesforce Certified CPQ Specialist Certification Salesforce Certified Administrator (SCA) Salesforce Certified Platform App Builder Certification Salesforce Certified Advanced Administrator (SCAA) Salesforce Certified Platform Developer I Salesforce certified AI Specialist Salesforce Certified AI Associate
€140 EUR in 7 days
0.0
0.0

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