Salesforce Customization for Health Insurance

Job ID: 39773213

Budget: $25 – $50 USD

I use Salesforce through Smartagent for the insurance industry. I need help to streamline and customize my Salesforce setup.

Key Tasks:
- Remove irrelevant items (please advise)
- Add necessary features (please advise)
- Modify layouts, specifically:
- Account Layout
- Contact Layout

Ideal Skills & Experience:
- Salesforce customization expertise
- Experience in the insurance industry is a plus
- Ability to work quickly and efficiently

I am looking for a freelancer who can start ASAP and deliver a tailored Salesforce solution to meet my needs. Please provide examples of similar work done.