Salesforce Workflow Automation Overhaul

Job ID: 40160701

Budget: $250 – $750 USD

I’m looking for an experienced Salesforce specialist for a monthly contract to fix and simplify two connected stages in our Sales Cloud workflow — from deal creation to handover to the operations team.

Currently, many steps are manual, data is duplicated, and handovers are sometimes missed.

The goal is to build simple and reliable automations (using Flows, Process Builder, or Apex where needed) so tasks run automatically, records stay updated, and opportunities move from Closed-Won to an operations-ready state with minimal manual work. This may also include improving page layouts, validation rules, custom objects, and connecting with our existing finance and ERP systems via APIs.

If you have experience improving similar Salesforce processes, I’d like to discuss:

Your approach
Availability per week (monthly engagement)
Start date
Monthly rate - As this is a project based and short term contract

I’m ready to begin as soon as we agree on the scope. I’ll provide quick feedback, and I’ll need clear documentation and light training so our in-house admin can manage the system after the project ends.