Salesforce Development
Budget: $30 – $250 USD
I need to develop a leads management system using salesforce. Looking for expert level help in configuring leads, data import, custom objects, relationships, reports and configure mobile. If this is something you can help with, please reply with price and timeline. If you have questions let me know.
I have 4 lead types with approximately 40-50 fields each and one combined with about 50 fields to be setup as leads in Salesforce. A total of 12 million rows.
Data Import (4 lead types + 1 combined Lead type)
• We need to import these as leads in a brand new instance of Salesforce
• Provide data import mapping to incrementally load these leads in the future
• See the attached excel file for 5 different file layouts.
Lead, Opportunity, Contact, Product Configuration
• Configure this data as Leads, Opportunity, Contact
• Configure products (4 product types + 1 combined layout)
• Introduce additional Lead and Opportunity Statues (up to new 10 statuses)
• Modify the standard leads and opportunity workflow
Reporting
Create report that allows Filtering by
• Lead Program
• Borrower State (In general default to the users Home State, captured from the user profile)
• Borrower City
• Borrower Zip
• Bank Name
• NAICS Description
• Gross Approval Amount (Range from and To)
• Approval Date From and To
• Approval Fiscal Year (From and To)
Mobile
• These functionalities available via mobile app
I have 4 lead types with approximately 40-50 fields each and one combined with about 50 fields to be setup as leads in Salesforce. A total of 12 million rows.
Data Import (4 lead types + 1 combined Lead type)
• We need to import these as leads in a brand new instance of Salesforce
• Provide data import mapping to incrementally load these leads in the future
• See the attached excel file for 5 different file layouts.
Lead, Opportunity, Contact, Product Configuration
• Configure this data as Leads, Opportunity, Contact
• Configure products (4 product types + 1 combined layout)
• Introduce additional Lead and Opportunity Statues (up to new 10 statuses)
• Modify the standard leads and opportunity workflow
Reporting
Create report that allows Filtering by
• Lead Program
• Borrower State (In general default to the users Home State, captured from the user profile)
• Borrower City
• Borrower Zip
• Bank Name
• NAICS Description
• Gross Approval Amount (Range from and To)
• Approval Date From and To
• Approval Fiscal Year (From and To)
Mobile
• These functionalities available via mobile app
Related categories:
Salesforce.com
Salesforce App Development
Salesforce Marketing Cloud
Salesforce Lightning