Data cleansing and restructuring on Salesforce
£250-750 GBP
Pagado a la entrega
Hi,
We are looking for someone with prior experience in Salesforce development to clean up and restructure our Salesforce account so that we can have a more consistent ROI follow-up.
More concretely, this one-time project includes 3 main tasks to achieve:
1. Deletion and Consolidation of Records:
- Consolidate duplicate records
- Delete all test records
- Delete all odd / spam records
2. Re-assignment of all the leads, contacts, opportunities & accounts with invalid Account Managers Information:
- Create and export reports of those records
- Send us the reports so we can define the new assignment rules
- Apply the new assignment rules overwriting the old rules
- Create and share the assignment rules document for our Knowledge Base
3. Restructuring of the fields and values in leads, contacts, opportunities & accounts so as to get a coherent data mapping:
- Make an audit of the existing fields and values showing the discrepancies between activities (fields name, values and condition)
- Send us the audit conclusions & recommendations so we can define the new data mapping to go ahead with
- Implement the changes accordingly
- Create and share a Salesforce data mapping document for our Knowledge Base
Please elaborate on your past successful experiences related to Salesforce.
We look forward to receiving your applications.
Nº del proyecto: #13202229
Sobre el proyecto
24 freelancers están ofertando un promedio de £520 por este trabajo
Hi, We can setup SF as per your requirement. We have experienced and Certified developer, so we are so much confident that if you give us the chance to work on your project we will definitely prove our mettle o Más
Hi, I'm a certified salesforce developer and admin with 3.8 yrs of experience in the field. I have worked on configuration, customization , data management and integration for various projects. I'll be glad to work Más
Hello, I am working with salesforce from last almost 5 years. Have been part of Topcoder code review board member. Have completed lots of online projects. I also have experience in implementation of lightning compon Más
although I have 3+ years of experience in Salesforce in Administration, design and development, this is the first project I am bidding on Freelancer. I am looking more to establish credibility on this platform than the Más
Depending on the number of records in your system, and your account distribution policy, this could be a huge job. I recently completed a similar project in Salesforce and I am qualified to do everything that you descr Más
Good logical thinking, innovative, smart worker, I’m expertise in coding in salesforce, providing multiple solutions/possibilities for requirements Have experience in integrating multiple environments with salesforc Más
Have worked on Account, Leads, Case and order objects and relationship between these objects. Have worked on migration scripts when refactoring order and case objects. Have experience in real time projects using above Más
We are seasoned team of certified Salesforce professionals, with experience of delivering Salesforce projects internationally. Our current Customer Satisfaction score is 8.57 (out of 10). We had delivered projects for Más