Data cleansing and restructuring on Salesforce

Cerrado Publicado hace 7 años Pagado a la entrega
Cerrado 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.

CRM Salesforce.com

Nº del proyecto: #13202229

Sobre el proyecto

24 propuestas Proyecto remoto Activo hace 6 años

24 freelancers están ofertando un promedio de £520 por este trabajo

thetechie13

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

£555 GBP en 10 días
(6 comentarios)
5.3
gadhiya16

Knowledge in classic and in lightning : Visualforce pages, Test class, Batch Class,scheduler apex class, apex trigger, sites, Live agent,Community, Flows, Workflow, validation rule, Object and fields, page layout, Dep Más

£333 GBP en 10 días
(4 comentarios)
3.1
shefalivinchurka

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

£555 GBP en 10 días
(2 comentarios)
3.8
amoltopcoder

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

£722 GBP en 10 días
(1 comentario)
0.5
Shopify

Hello, I want to show you all relevant Demo and Designs which is similar to your project completed previously. To make sure about the requirement set and customizations, I want to discuss this project with you further Más

£257 GBP en 10 días
(0 comentarios)
0.0
aashu03896

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

£333 GBP en 10 días
(0 comentarios)
0.0
improvetoimpress

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

£833 GBP en 30 días
(0 comentarios)
0.0
rakeshmupirilive

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

£332 GBP en 10 días
(0 comentarios)
0.0
sathishbabu2003

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

£255 GBP en 15 días
(0 comentarios)
0.0
abhijeetkate

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

£722 GBP en 10 días
(0 comentarios)
0.0
nepzsoft

I have vast amount of experience to understand the requirements very clearly from vague specifications. Sinice, i'm working in Salesforce Platform for quite some years, this project can be completed with High Quality i Más

£555 GBP en 10 días
(0 comentarios)
0.0
oleksandrkuzheli

A proposal has not yet been provided

£555 GBP en 10 días
(0 comentarios)
0.0