Salesforce custom object configuration

I have three custom objects, two of which are already created but have no workflow rules or Process Builder automation yet. CustomObject1 has multiple records from CustomObject2 and can be seen in a related list on CustomObject1.

Here are my requirements:

1. Only one CustomObject2 record can be in an "In Progress" status at a time on a CustomObject1 record. The first record will be automatically created with the CustomObject1 record is created.

2. As each CustomObject2 record is set to status "Completed" the next record is create in an "In Progress" status based off of a sequence which should be contained in CustomObject3. The sequence will continue for five or six steps or until a record is marked "Cancelled".

3. If one of the CustomObject2 records is set to "Cancelled" the process should stop and the CustomObject1 status should be set to "Cancelled" and custom field for "end date" should be populated.

4. The name of each step in CustomObject2 is a certain "function". I should be able to change the name of the function in CustomObject3 or reduce the number of steps in the sequence, therefore updating the name of the function on CustomObject1 and updating the number of steps in the process.

5. A custom field called "Current Function" on CustomObject1 should reflect the "In Progress" step/function of the CustomObject2 record currently open so that I can look at a related list of the CustomObject1 record and know which step/function it is on without opening the record.

6. When the final step/function outlined in CustomObject3 is marked "Completed" the "end date" field is populated and the related CustomObject1 status is set to "Completed" and the "end date" populated as well.

I need to be able to speak to and screenshare with the developer who is hired to help complete these configurations for better clarity. The developer needs to be willing to accept modifications to the requirements based on the limitations of Salesforce and for ease of completing the project.

Evner: PHP, Python, Salesforce app-udvikling,, Software Arkitektur

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Om arbejdsgiveren:
( 9 bedømmelser ) Grapevine, United States

Projekt ID: #16471576

40 freelancere byder i gennemsnit $163 på dette job


Hi, I would like to have a screen sharing session to view all 3 objects and understand the requirement. Please initiate message board to have an interactive discussion. I have hand-on knowledge and experience o Flere

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Hi there, I have gone through your job post and I am very confident to assist you with everything to run your business smoothly with Salesforce. I am an ADM 201 and DEV 401 Certified S Flere

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I am experienced salesforce developer. I have Developer 401, platform developer 1, Administrator 201, sales cloud consultant certifications along with extensive experience on salesforce development projects. Accuracy Flere

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Hi There, I've carefully read the job description. I am a seasoned Salesforce Consultant/Developer with 6+ years of experience. I am highly trained Salesforce® certified with a strong knowledge of Salesforce Architectu Flere

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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” Flere

$200 USD in 5 dage
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I can understand the overall process that you are looking for in between 3 custom objects and its various rules. I still have few questions and real time object scenarios which will help me understand completely. I Flere

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Hi, It seems that the proper answer to your requirments will be to use flows. As your requirments include search in multiple records, and comparing values in between records. Based on the description I think that i Flere

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$160 USD in 3 dage
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Hi there, I can do the salesforce configuration, implement workflows, create process builder to implement the requirement. Thanks, Balayesu

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Hi I have gone through the list of requirements you have provided here, and I had overall idea what you need to do here. I am interested in getting this work, though it would be easier to plan the work process for m Flere

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Greetings! My Name is Sachin Arora and I am a Salesforce Expert with 6+ Years of experience. >> Salesforce Principal Architect: [login to view URL] >> Salesforce Skills set and Expertise: [login to view URL] Flere

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$277 USD in 7 dage
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Hi, I would like to work for your project. I have over 6 years experience in all your required skills. And, also I have certified Salesforce administrator. Thank you.

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Hi! I currently have 5 Salesforce certifications (you can see my LinkedIn at Jessica Mead MBA) and have over 6 years experience. Happy to jump on this project for you and finish it immediately! Relevant Skills and Exp Flere

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I am a certified Salesforce Developer cum Administrator since April 2014. I can Provide you the best solution for your requirements.

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2 Years of experience with SalesForce Customization, Security Access, creating profiles, roles, users, page layouts, email services.  Experience in development, administration, configuration, Implementation, and Suppo Flere

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