Salesforce Lead Management Setup
Budget: $750 – $1,500 USD
Our Michigan-based team is rolling out Salesforce from scratch and I need the platform fully configured so every lead that enters the system is captured, tracked, and handed to sales without a hitch.
The scope centres on implementation—no legacy data, no previous custom code—just a clean, well-structured Salesforce org built for lead management. Key tasks include:
• Spin-up and baseline configuration of a new Salesforce Sales Cloud instance
• Custom fields, page layouts, and validation rules that fit our existing lead intake process
• Lead assignment rules, queues, and notifications so new prospects reach the right rep instantly
• Basic dashboards and reports that show source, stage movement, and conversion rates at a glance
• Walk-through documentation plus a short user-training session (video call is fine) so the team can manage and iterate on the setup themselves
I already have form sources and email campaigns ready; once your implementation is live, they should flow seamlessly into Salesforce and populate the correct lead records.
Success is simple: every lead lands in Salesforce automatically, contains the data points we need, routes to the correct owner, and appears in an at-a-glance dashboard by the end of the project.
How to Apply:
Must send:
* Brief intro about your experience and your TrustID
* 1–2 relevant project links or case studies
* Your recommended tech stack
* Estimated timeline and budget range
The scope centres on implementation—no legacy data, no previous custom code—just a clean, well-structured Salesforce org built for lead management. Key tasks include:
• Spin-up and baseline configuration of a new Salesforce Sales Cloud instance
• Custom fields, page layouts, and validation rules that fit our existing lead intake process
• Lead assignment rules, queues, and notifications so new prospects reach the right rep instantly
• Basic dashboards and reports that show source, stage movement, and conversion rates at a glance
• Walk-through documentation plus a short user-training session (video call is fine) so the team can manage and iterate on the setup themselves
I already have form sources and email campaigns ready; once your implementation is live, they should flow seamlessly into Salesforce and populate the correct lead records.
Success is simple: every lead lands in Salesforce automatically, contains the data points we need, routes to the correct owner, and appears in an at-a-glance dashboard by the end of the project.
How to Apply:
Must send:
* Brief intro about your experience and your TrustID
* 1–2 relevant project links or case studies
* Your recommended tech stack
* Estimated timeline and budget range