Salesforce Administrator Needed

Note: Not everything maybe practical to deliver and need confirmation what can be delivered within Salesforce Starter. Budget: Up to 150- 175 USD.

I'm seeking a Salesforce Developer experienced with the Sales Cloud. Your role will involve customizing and configuring the platform to meet our specific needs, integrating it with other systems, and managing our reporting and analytics.

Key Responsibilities:
- Customization and configuration of Sales Cloud
- Integration of Sales Cloud with other systems
- Management of reporting and analytics

Ideal Skills:
- Proficient in Salesforce Sales Cloud
- Extensive experience in customization and configuration
- Strong skills in system integration
- Proficient in reporting and analytics

Please note, there are no existing Salesforce customizations that need to be altered. Your task will be to create and implement new configurations from scratch.

Additional information
Business Requirements and Functional Specification. For all suggested ideas – can you let us know that this is available in Starter Salesforce (refer to the PDF provided that explains it’s features)
Project Name: Salesforce Starter
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1. Introduction
1.1 Purpose
This document defines the functional specifications for implementing Salesforce Starter. The solution leverages AI, automation and data-driven insights to enhance efficiency and usability.
1.2 Scope
The project includes the following core functionalities:
• User permission management
• Multi-brand/company hierarchy support
• AI-driven and automated reporting and dashboards
• Campaign management with automation
• Outlook, g-mail (multiple accounts) and websites representing brands having one email that needs integration in SF)
• Seamless data import functionality
• Forecasting
• Website integration
• Bulk deletion
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2. Functional Requirements
2.1 User Permissions
Roles & Access
• Super Admin: Full control over all configurations, permissions, and data access.
• Other Users: Role-based access with different permission levels (e.g., Sales, Marketing, Support). One example but there may be more: A user maybe given access to one/more use cases within a Brand for example a campaign and/or opportunities and/or leads and/or specific Dashboards/Reports for that brand
• Enhancement: Use Permission Set Groups to manage multiple permissions efficiently.
2.2 Structure Hierarchy
• Multi-Brand/Company Support
o Companies to have multiple brands (for example X1, X2..etc) can be categorized as Public or Private with a specific sector i.e. Retail and industry i.e. consumer staples, etc). Company will have standard elements such as Contact Tel, contact email, address, region, website, phone. Note: a company main phone number and e-mail maybe different from that of a contact in a department
o Each company consists of multiple departments.
o Each department contains multiple contacts.
• Enhancement: Utilize Experience Cloud to allow external stakeholders (partners/customers) to interact with hierarchy-based data.
2.3 Reporting and Dashboards
• Modules Covered:
o Leads, Opportunities, Campaigns, Labour Resources
• Report Frequency:
o Daily
o Weekly
o Monthly
• Dashboard Features:
o AI-driven Insights & Predictions
o Dynamic Filters & Real-time Updates
o Automated Scheduled Reports
o Role-Based Custom Dashboards
• Enhancement: Implement Embedded Dashboards in Lightning Pages for quick access to key insights. Need examples
2.4 Campaign Management
• Email Management:
o Campaign and e-mail management will be managed/tracked by the following hierarchy:
 Our Brands
 Specific products or services
o Single & Series Emails (per our brand but have the ability to create custom multiple templates)
o Automated Customer Journeys
o KPI Tracking & Performance Metrics
o Various Reporting/Dashboards for email and campaign management
o When e-mails are responded to it should show our Brand
• Enhancement: Implement Salesforce Flows & Process Builder for automated customer journeys in Sales Cloud.
2.5 Outlook Integration
• Sync Salesforce contacts, emails, and calendar events with Outlook.
• Enable real-time communication tracking between Salesforce and Outlook.
• Enhancement: Implement Einstein Activity Capture for automatic logging of emails and meetings.
2.6 Data Import
• Supported Format: CSV
• Fields Included:
o Type (Public/private)
o Sector (Finance)
o Industry (e.g., Digital Marketing, Charity)
o Company Name
o Product or Service
o Department
o Contact Information (Phone, Email)
o Company Address
o Region
o Website
2.7 Dynamic Dashboards (We need examples of reports for opportunities, leads and campaigns based on your experience)
• Personalized dashboards based on user roles.
• Real-time analytics on opportunities, campaigns, and sales performance.
o Example: Opportunities dashboard displaying active deals, lead conversions, and revenue insights.
• Enhancement: Use Dynamic Gauge Charts for deeper data visualization. Need examples
• Custom report types
o Need examples
o Company, industry, sector, department , contact that is most and least engaging to our requests
o Company, industry, sector, department, contact that is not engaging to our requests
• Contacts and accounts
o Need examples
• Opportunities with products
o Need examples
• Exception reports
o Need examples
o Show me contacts without activity with status open, etc
• Cross filters
• Joined reports – Need examples
o Account details (Block 1)
o Related cases (Block 2)
o Opportunities (Block 3)
• Field-to-field filters
o For example, donors have made contribution of over greater then £50
o Need other examples
• Historical trend Reporting
o For example, how opportunities value change over time (amount field)
o Need other examples
• Stacked summary
o Number of opportunities by account and opportunity type
o Need other examples
• Reporting snapshots
o Sales pipeline in any given week or month
o Need other examples
• Summary formulas
o How much each account is contributing to overall pipeline in a particular month and week
o Most to least and popular products/services in
 Sector
 Companies
 Industries
 Private or public
 Etc (whole hierarchy)
o Number of tasks that need attention Vs actioned in the hierarchy
o Number of e-mails from sites that need attention Vs actioned in the hierarchy
o Number of tasks outstanding per user and what product it relates to showing the full hexarchy
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3. Non-Functional Requirements
• Scalability: Supports multiple companies and large datasets.
• Security: Implements role-based access control (RBAC) for data protection.
• Performance: Ensures that reports and dashboards load within seconds.
• Automation: AI-driven insights and process automation for efficiency.
• Enhancement: Implement Event Monitoring for enhanced compliance tracking.
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4. Assumptions & Dependencies
• Users will have valid Salesforce licenses and appropriate permissions.
• AI-driven insights require properly structured and labelled data. – Please ensure that structure and labelling in enforced in the implementation
• Integration with Outlook and external systems may need API configuration
Key Responsibilities:
- User Management: Overseeing user accounts, permissions and ensuring smooth access for all team members.
- Data Migration: Assisting in the seamless transfer of data to our Salesforce system.
- Report and Dashboard Creation: Generating insightful reports and user-friendly dashboards for our team to track performance and metrics.

Additionally, the successful candidate will handle third-party integrations with our marketing tools.

Ideal Skills:
- Extensive experience with Salesforce, particularly Salesforce Essentials.
- Strong understanding of data migration processes.
- Proficient in creating reports and dashboards.
- Prior experience with integrating Salesforce with marketing tools will be an advantage.

Looking forward to your proposals.