Salesforce Wealth Management Customization
Budget: ₹1,500 – ₹12,500 INR
I'm looking for a skilled Salesforce professional to assist with a Wealth Management-focused Salesforce project. The goal is to design, configure, and potentially integrate a solution tailored to the needs of financial advisors, investment firms, or private banking services.
Key Requirements:
- Configuration and setup of Salesforce
- Design and customization in:
- User interface design
- Custom workflows and automation
- Reports and dashboards
Ideal Skills and Experience:
- Salesforce certification
- Experience with wealth management solutions
- Strong UI/UX design skills
- Proficiency in creating custom workflows and automation
- Expertise in developing reports and dashboards
- Familiarity with integrating Salesforce with various systems
Please provide examples of similar work done.
Key Requirements:
- Configuration and setup of Salesforce
- Design and customization in:
- User interface design
- Custom workflows and automation
- Reports and dashboards
Ideal Skills and Experience:
- Salesforce certification
- Experience with wealth management solutions
- Strong UI/UX design skills
- Proficiency in creating custom workflows and automation
- Expertise in developing reports and dashboards
- Familiarity with integrating Salesforce with various systems
Please provide examples of similar work done.