Wealth App Setup on Salesforce
Budget: ₹1,500 – ₹12,500 INR
I need a Salesforce specialist who can stand up a lean but functional wealth-management app inside Salesforce Financial Services Cloud—fast. My immediate priority is to get the essentials in place so advisors can track client households, portfolios, and key interactions without reinventing the wheel.
Scope
• Configure Financial Services Cloud objects, record types, and page layouts to suit a standard wealth-management workflow.
• Set up basic automations (Flow or Process Builder) for new-client onboarding and simple service requests.
• Create two sample reports and one dashboard that highlight AUM, account performance, and upcoming tasks.
• Provide a short handover document summarizing what was built and how to extend it.
I’m working with a tight timeline and need an ASAP turnaround, so proven experience with Financial Services Cloud is essential. If you’ve deployed similar setups before and can deliver a clean, no-frills foundation quickly, let’s talk.
Scope
• Configure Financial Services Cloud objects, record types, and page layouts to suit a standard wealth-management workflow.
• Set up basic automations (Flow or Process Builder) for new-client onboarding and simple service requests.
• Create two sample reports and one dashboard that highlight AUM, account performance, and upcoming tasks.
• Provide a short handover document summarizing what was built and how to extend it.
I’m working with a tight timeline and need an ASAP turnaround, so proven experience with Financial Services Cloud is essential. If you’ve deployed similar setups before and can deliver a clean, no-frills foundation quickly, let’s talk.