Salesforce Integration for Reporting & Dashboards -- 2
Budget: ₹1,500 – ₹12,500 INR
I'm in need of a freelancer to integrate Salesforce Professional with Microsoft Teams and Excel.
The main task you'll undertake will involve creating reports and dashboards based on data from Excel. This implies you will successfully set up a seamless movement of data between Excel, Salesforce, and MS Teams.
Ideal Skills:
- Knowledge of Salesforce Professional
- Proficient in MS Teams & Excel
- Experience in creating dashboards and reports
- Knowledge of data transfer protocols between CRM and external software
This project would be perfect for someone who has a detailed understanding of Salesforce integrations and can optimize data workflow for better reporting and dashboard creation.
The main task you'll undertake will involve creating reports and dashboards based on data from Excel. This implies you will successfully set up a seamless movement of data between Excel, Salesforce, and MS Teams.
Ideal Skills:
- Knowledge of Salesforce Professional
- Proficient in MS Teams & Excel
- Experience in creating dashboards and reports
- Knowledge of data transfer protocols between CRM and external software
This project would be perfect for someone who has a detailed understanding of Salesforce integrations and can optimize data workflow for better reporting and dashboard creation.