Salesforce Configuration & Integration Setup
Budget: $2 – $8 USD
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 Rules, Process Builder or Flows) active, tested and documented
• Integration touch-points configured, verified with sample data exchange
• Brief hand-off guide so my team can maintain what you build
I’ll provide admin access in a sandbox, any required credentials, and a high-level process map. If you’re confident working with Salesforce Setup, Flow Builder, security controls and external API connections, I’m ready to get started right away.
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 Rules, Process Builder or Flows) active, tested and documented
• Integration touch-points configured, verified with sample data exchange
• Brief hand-off guide so my team can maintain what you build
I’ll provide admin access in a sandbox, any required credentials, and a high-level process map. If you’re confident working with Salesforce Setup, Flow Builder, security controls and external API connections, I’m ready to get started right away.