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Salesforce,Non Profit Cloud ,Docusign , Repiorts and Dashboards
I need help completing few tasks 1. Overcoming Docusing connection Errors 2. Enabling reports and Dashboards for non profit cloud
Mobile Apps Specialist
Responsibilities: Application Testing: Conduct functional testing to ensure all application features work as per specifications. Conduct performance testing to ensure the application runs smoothly and responsively. Conduct compatibility testing on various devices and OS versions to ensure the application works in different user environments. Integrations : Design and implement real-time or asynchronous integration between the mobile app and Salesforce using REST APIs, Webhooks, or middleware Handle OAuth 2.0 authentication and secure token management Sync key business data such as Leads, Accounts, Opportunities, Tasks, and Activity Logs Bug Identification and Fixing: Identify bugs and performance issues found during testing. Fix these bugs and issues, ensuring no adverse side effects from the changes made. Code Quality Improvement: Optimize the code to enhance the application's performance and efficiency. Ensure the code follows best practices and recommended development standards. Collaboration with the Team: Work closely with the development team and designers to understand the application's requirements and specifications. Provide constructive feedback for application improvement and user experience enhancement. Documentation: Create clear documentation of bugs found and steps taken to fix them. Prepare testing reports that include test results and recommendations for improvements. Qualifications: Experience: At least 2 years of experience in mobile application development using Flutter. Experience in mobile application testing and bug fixing. Technical Skills: Proficiency in Dart and the Flutter framework. In-depth knowledge of various testing techniques, including functional testing, performance testing, and compatibility testing. Ability to use testing and debugging tools like Flutter DevTools. Additional Skills: Strong analytical and problem-solving abilities. Good communication skills to collaborate with the team and report findings clearly. Ability to work independently and manage time effectively. Expected Outputs: Testing Reports: Documents detailing the testing results, bugs found, and recommendations for fixes. Fixed Code: Application code that has been fixed and optimized according to testing findings. Bug and Fix Documentation: Documents explaining each bug fixed, including steps for fixing and retesting. Experience using Flutter, React Native, Kotlin, or Swift Experience integrating with REST API and GraphQL Familiarity with Salesforce API (REST/SOAP), Salesforce Platform Events, and Apex Understanding of tools like Postman, Swagger, and Git Experience with push notifications, background sync, and offline mode (a plus)
CRM Sales Pipeline
I am looking for someone with experience in the creation of sales pipelines to both funnel prospects into customers and then to increase customer lifetime value and encourage reviews and referrals - from leads generated from the website (automatically) and other sources (possibly manually), plus also for bought-in databases that are sent out to "suspects" (What I like to think of as pre-prospects). We have not yet chosen the software solution for this client but I am looking for someone who knows how to use the normal ones used by SMEs and startups such as Zoho, ActiveCampaign and Mailchimp. I don't really know which are the best ones to use, but I do know that I dislike Hubspot and that Salesforce is expensive. Your hands on knowledge of various CRM platforms in the marketplace would be invaluable. You can work remotely from anywhere in the world but have to work UK days/times, so it is obvious that preference will be given to those working in the UK or a similar timezone. Content will be supplied as will assets but advice on how often to send at what stage in the lifecycle would be helpful. I want this to be automated and to grow with time. Knowledge of how to use the systems and/or AI to deliver optimal evolution on an ongoing basis would be interesting to hear about. I want to find a native English speaker who is happy to join Zoom video meetings with me, my team and the client as and when required. The work is likely to be ad hoc to begin with but could grow from there. Thanks for your interest in this project, and I look forward to hearing from you. Thanks, Steve PS I much prefer non-AI generated responses....
UI/UX Design & Prototype for Simplified ERP System
Project Overview We are seeking a UI/UX designer to create a user interface and interactive prototype for a simplified ERP system, primarily used by teams in Europe and the US. The design must align with Western aesthetic preferences and usability standards, ensuring intuitive navigation and a professional look. Core Functional Modules Inventory Management Real-time inventory visualization (stock levels, categories, low-stock alerts) Inbound/outbound record tracking and management Inventory analytics (trends, turnover rates, etc.) Custom Order Management Order creation with customizable fields (product specifications, client requirements) Order status categorization (Pending, In Production, Ready to Ship, Completed, etc.) Advanced search and bulk actions (export, print) Order Progress Tracking Multi-stage progress visualization (production, quality check, logistics milestones) Progress update logs and note-taking features Deadline alerts for critical milestones Financial Data Management Order revenue, cost, and profit tracking US tax-related modules (automatic sales tax calculation, tax report generation) Invoice management (creation, order association, export) Custom Order Attachment Archive Support for uploading headshell color samples, design files, and other documents Categorized storage and quick retrieval (filter by order ID, client, date) Logistics Status Tracking Integration with logistics APIs for real-time shipping updates Delivery exception alerts (delays, address issues, etc.) Sales Team Management Performance statistics (orders processed, sales volume, client satisfaction) Goal achievement visualization (KPI progress bars, comparative charts) Performance metrics (attendance, task completion rates) Design Requirements Style & User Experience Western Style: Clean, professional design (inspired by Salesforce, SAP Fiori) Responsive design: Optimized for desktop (primary) and basic mobile compatibility Intuitive workflows: Minimize user steps; highlight key actions (search, export) Color scheme: Professional tones (primary blue/gray, with accent colors for statuses: green for completed, red for alerts) Prototype Requirements Use Figma/Sketch/Adobe XD for high-fidelity interactive prototypes Include page flow diagrams and interaction specs (button clicks, modal behaviors) Demonstrate core workflows (e.g., order creation → progress tracking → financial settlement)
Past "Salesforce" Projects
Salesforce Administrator - Create Salesforce Workflow
I require a salesforce administrator to set up from scratch a CRM workflow. I have used Salesforce for +10 years so know how I want it mapped out. What I require is someone to take my vision and implement it into Salesforce. The person must be an expert in Salesforce, preferably with Salesforce certifications. This is an immediate project, so the person must be able to work on this as a priority alongside me. Headline requirements are: - Create and manage users, roles, profiles, and permission sets - Configure fields, page layouts, record types - Design and implement lead, opportunity, and pipeline management - Build workflows, process builders, and approval processes - Create validation rules and formula fields - Design and implement customized reports and dashboards The key requirement is to be able to work with me to understand business processes and translate them into CRM solutions. As this is collaborative project, being able to hold video calls and do run throughs together is preferred.
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Salesforce updates including automations with Panda Doc
I am looking for a experienced Salesforce person who also has experience with Panda documents. we need -Some manual changes to the current salesforce set up -possible new automations to help set up -Tighten Panda docs integration as we have some teething challenges
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Sales force set up
"We seek an experienced salesforce consultant to configure our Salesforce org to suit our business needs. As a growing food startup, we require a CRM that allows our small sales and marketing teams to effectively manage opportunities, track communications and activities. The ideal consultant will have extensive knowledge of Salesforce platform and capabilities. This is a part-time, short term project to initially setup our core objects like Accounts, Contacts, Opportunities, custom objects etc. and relate them via lookup fields for relationship tracking. We would also need configuration of record types, page layouts, shared fields and validation rules. Workflow automation is important for our processes. The consultant should be able to build basic workflows or approval processes on objects using Workflow Rules and Approval Processes as required. Reporting and dashboards will help our management oversee key metrics. Standard and custom report types along with basic dashboards must be developed. Security and sharing is another key area for configuration. The consultant must restrict access to data using permission sets, profiles and sharing rules. Integration with external apps may also be considered later. Documentation of setup, configurations and training for our teams on basic usage is expected. The goal is to have a fully functional, easy to use and secure Salesforce implementation tailored to our sales processes within the agreed upon timeframe. Candidates with a proven track record of seamless Salesforce implementations for early
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Looking for Make.com expert
Need to migrate existing ActiveCampaign/Salesforce workflow to Make.com to address marketing/sales automation & tie in Notions and Monday.com to share info with admin.
Salesforce form fixing
Hi I have a form on sales force that is not changing when I apply fields. It needs to be able to use the fields selected so the form can be updated with new data. Type “salesforce” so I know you have read the message
Create App from Salesforce Community Portal
We have a Community Portal built within our Salesforce environment, providing our clients with access to key information and some other small functionalities. The Community Portal is browser based, and is operated through Salesforce's 'Customer Community - Enterprise Edition - Members' licences. We tend to have anywhere between 20-25 active users at a time. We would like to turn the portal into a downloadable app available both on Android and Apple. We are not sure what this work would encompass, therefore please provide a detailed proposal with different stages and suggested pricing.
I need a logo design
Hello, I need a logo design for a CRM consultancy. We do Salesforce, Hubspot, Zoho implementations for businesses. The name of the consultancy is "ignitas Labs"
Salesforce Intergration Developer
Key Responsibilities: 1. Develop and implement Salesforce-Fatture integration using APIs and middleware. 2. Customize Salesforce (Apex, Lightning, Flows) to meet integration and business requirements. 3. Ensure data consistency, error handling, and performance optimization. 4. Work closely with stakeholders to gather requirements and provide technical solutions. 5. Troubleshoot and resolve integration issues.
Logo Design for a Salesforce Consulting Company - $70
Competition Objective: We are seeking a unique and professional logo and favicon design that reflects HGPL's expertise in AI-powered Salesforce consulting. The design should convey innovation, reliability, and a human-centric approach to technology. Design Requirements: Logo: - The logo should represent HGPL's focus on AI-powered Salesforce solutions. - It should be modern, professional, and memorable. - No robotic imagery. We want to avoid overly literal or stereotypical AI representations (Avoid using representations like Brains/Robots/Machines). - If AI iconography is used, it should be subtle and creatively integrated, not blatantly obvious. - Consider incorporating elements that symbolize growth, connection, or streamlined processes. - The logo should be versatile. - It must be easily reproducible and scalable for various applications, including our website, social media platforms, presentations, and print materials (Business cards, stationery, pamphlets, etc.). - You may consider the colours that would be used by Salesforce. Favicon: - The favicon should be a simplified version of the logo, optimized for small sizes. - It should be recognizable and maintain the brand's essence. Deliverables: - Logo in vector format (AI, EPS, or SVG). - Logo in high-resolution raster format (PNG or JPG). - Favicon in PNG format (16x16, 32x32, and 48x48 pixels). - A brief description of the design concept and its symbolism. Judging Criteria: - Creativity and originality. - Relevance to HGPL's mission and values. - Professionalism and visual appeal. - Versatility and scalability. - Clear and subtle integration of AI concepts. Prize: $70 USD Important Notes: - By submitting your design, you grant HGPL the right to use the winning logo and favicon for all company purposes. - HGPL reserves the right to select the winning design or to cancel the competition at any time if it is deemed necessary. - HGPL reserves the right to cancel the competition if no suitable submissions are received. We look forward to seeing your creative designs!
Salesforce Freelancer
We are looking for someone to make some slight amendments to our salesforce process. UK based only.
SF Admin for busy Company in Scientific arena
Description: We are seeking an experienced SF Admin to join our team and provide support to our busy company in the scientific arena. The ideal candidate should have a strong understanding of Salesforce and be able to handle various administrative tasks, including custom work, price upload, and ongoing upkeep. Responsibilities: Manage and maintain Salesforce instances, including user administration, data entry, and customization. Create and manage custom objects, fields, and workflows to meet the specific needs of our company. Upload and manage product pricing and inventory information in Salesforce. Work with cross-functional teams to gather requirements and implement Salesforce solutions. Troubleshoot and resolve Salesforce-related issues and provide support to users. Collaborate with other team members to ensure data accuracy and consistency across systems. Stay up-to-date with the latest Salesforce releases and features and provide recommendations for improvements. Requirements: Bachelor's degree in Computer Science, Information Technology, or a related field. Strong experience with Salesforce administration, including custom work, price upload, and maintenance. Excellent knowledge of Salesforce customization, including workflow rules, validation rules, and page layouts. Experience with data migration and integration between Salesforce and other systems. Strong problem-solving and analytical skills. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Experience with Salesforce Lightning is a plus. Please provide your experience level and a brief description of your experience with Salesforce administration.
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Salesforce Changes, automations, programming
Salesforce Changes, automation, programming, Looking for a Salesforce-accredited person who can do some Changes and enhancements to our Org. Experience with Panda Docs/Salesforce would be great but not essential. It would probably be 3 to 5 hours work. The required person would need to be articulate in English and have experience in dealing with SME UK businesses
Debt Advior
We are seeking a motivated and results-driven Business Development Representative to join our dynamic team. In this role, you will be responsible for generating new business opportunities through outbound and warm calling efforts. Your ability to communicate effectively and build relationships with potential clients will be crucial in driving our sales initiatives. This position is ideal for individuals with a passion for sales and customer service, who thrive in a fast-paced environment. Responsibilities Conduct outbound calling to prospective clients to introduce our products and services. Engage in warm calling to follow up on leads generated through marketing efforts. Communicate effectively with potential customers to understand their needs and present suitable solutions. Maintain accurate records of calls, leads, and customer interactions using Salesforce or similar CRM tools. Collaborate with the sales team to develop strategies for converting leads into customers. Provide exceptional customer service by addressing inquiries and resolving issues promptly. Participate in ongoing training and development programs to enhance sales techniques and product knowledge. Requirements Proven experience in outbound calling, telemarketing, or technical sales is preferred. Strong communication skills in English, both verbal and written. Ability to build rapport quickly with potential clients and demonstrate excellent customer service skills. Familiarity with Monday.com CRM software is a plus. A proactive approach to problem-solving and the ability to work independently as well as part of a team. Previous experience in sales or customer service roles is advantageous. A positive attitude and a strong desire to succeed in a competitive environment. If you are passionate about driving business growth and have the skills required for this role, we encourage you to apply and become part of our innovative team!
Lead Generation & 8 x B2B telephone appointments per day needed
I am looking for a freelancer to source leads for me and make 8 x B2B appointments per day with decision makers within pharmaceutical and medical device companies in the UK, Europe and USA. Previous experience of using Salesforce, Lusha and Kaspr required. Regards, Kevin
Request for Proposal (RFP) for Website Design Services
Project Overview We are seeking a professional to design and develop a new website that reflects our brand voice, values, and mission and smoothly drives visitors to take action, whether they are a resident looking to access an energy program, a donor wanting to make a contribution to support our work, or a potential partner trying to connect about a partnership with us. We currently use Weebly and are looking to transition to WordPress for greater functionality and ease of use. The project will involve updating the website's look and feel, and creating a functioning, user-friendly site on WordPress that our team can integrate with Salesforce. The ideal candidate will have experience revamping existing websites with a modest nonprofit budget. Project Goals Showcase All In Energy’s mission, values, and capabilities to donors, business development partners, underserved communities, and potential team members. Create a responsive, user-friendly website that encourages interaction from residents, partners, donors and job seekers. Drive specific actions with clear calls to action (CTAs) tailored to different audiences. Ensure the site can be easily updated and maintained by our small internal team. More detailed website and technical goals are included below Scope of Work Platform Evaluation: Assess our needs and recommend a WordPress theme and potential add-ons to use in building our new site , balancing ease of use, cost-effectiveness, and long-term scalability. Design and Development: Update the website’s design and layout to align with our brand voice and improve user engagement. Multilingual Capabilities: Develop and implement a multilingual interface that supports non-English speaking users. SEO and Analytics Setup: Implement search engine optimization (SEO) best practices and ensure Google Analytics (or similar) is set up for performance tracking. Responsive and Accessible Design: Ensure the website is fully responsive across all devices and complies with web accessibility standards (e.g., WCAG 2.1).
Salesforce Integrations
I need someone who is able to assist with some customisation on Salesforce, Improving Case Management, Outlook Integration, Improve overall customer journey and scheduling