Salesforce CRM Data Entry

Job ID: 39819938

Budget: $250 – $750 USD

I need an experienced pair of hands to move raw contact and activity information into my Salesforce instance. All the source data is ready—mostly spreadsheets exported from events and lead magnets—and I simply don’t have the bandwidth to get it cleaned up and entered myself.

Here’s what the job looks like from my side: I’ll share the spreadsheets plus a short field-mapping guide that shows exactly where each column belongs in Salesforce. You log in with the user account I create for you, spot-check for duplicates, add or update the records, and tag each batch with the import date so we can track what was loaded.

Accuracy is critical; if a field is uncertain, I’d rather you flag it than guess. Beyond that, the process is straightforward data entry—no need for workflow building or report customization—just reliable transfers that keep our CRM tidy and up to date.

I’m happy to answer any questions before we begin and will review a small sample first so we’re both confident in the approach.