Salesforce Admin: Users, Data & Reports
Budget: $2 – $8 USD
I need an experienced Salesforce administrator to take full ownership of three core areas in my org:
• User management – set up new profiles, roles, permission sets and deactivate or modify existing ones as staffing changes.
• Data management – handle end-to-end data migration from legacy CSV files, clean existing records, and build validation rules to keep everything accurate going forward.
• Report generation – design and deliver custom reports and dashboards that surface the KPIs my leadership team tracks weekly.
You’ll work in Production and a Sandbox, follow change-set best practices, and document each step so I can maintain the work after hand-off. Successful delivery means users are provisioned correctly, data issues are resolved with clear audit notes, and the agreed custom reports render without errors or governor-limit warnings.
• User management – set up new profiles, roles, permission sets and deactivate or modify existing ones as staffing changes.
• Data management – handle end-to-end data migration from legacy CSV files, clean existing records, and build validation rules to keep everything accurate going forward.
• Report generation – design and deliver custom reports and dashboards that surface the KPIs my leadership team tracks weekly.
You’ll work in Production and a Sandbox, follow change-set best practices, and document each step so I can maintain the work after hand-off. Successful delivery means users are provisioned correctly, data issues are resolved with clear audit notes, and the agreed custom reports render without errors or governor-limit warnings.
Related categories:
PHP
CRM
Salesforce.com
Salesforce App Development
Data Management
Change Management