Advanced Salesforce Automaton Tasks

Job ID: 38283922

Budget: $250 – $750 USD

I need a Salesforce expert who can seamlessly automate various processes in my sales pipeline. The job requires proficiency in working with tools for lead generation, Email marketing, and data synchronization.

Key Tasks:
1. Automate Appointment Reminders: This would require sending reminders to clients via both Email and SMS. I need someone with experience in setting up these reminders in Salesforce and ensuring they function smoothly.

2. Implement an Age Identifier in Lead Database: I require a system that identifies the age of leads in years, using their DOB. The freelancer should be adept in creating and implementing such database identifiers.

3. Group Creation for Specific Email Campaigns: I need an expert who can automate grouping for particular email campaigns.

4. Setup Automated Birthday Emails: I want my clients to receive a celebratory email on their birthdays, set up automatically through Salesforce.

Ideal Skills:
- Proficiency in Salesforce and its various tools
- Experience in Data Synchronization
- Understanding of Email Marketing
- Expertise in creating Salesforce identifiers and groups

Experience in similar projects will be a bonus.