Salesforce App Development Jobs

I need my Salesforce instance to talk seamlessly with WhatsApp Business. The API has not been set up yet, so the first step will be registering and activating a WhatsApp Business number and gaining full API access. Once the API is live, I want three flows automated inside Salesforce: • Lead management – new WhatsApp inquiries should create or update leads, log conversations on the record, and trigger the usual assignment rules. • Customer support – agents must be able to send and receive messages directly from Salesforce (Service Console), with transcripts stored on the case. • Marketing messages – I’d like to schedule and send templated broadcasts that respect WhatsApp’s policies and surface engagement data back in reports and dashboard...

I want a clean, automated bridge between our Salesforce org and Power BI so I can see the story behind our numbers at a glance. The job starts with pulling three data groups—sales figures, customer records, and performance metrics—directly from Salesforce. Those sets feed a single data model in Power BI that refreshes on a schedule I can control. From that model I need three visual workspaces: a sales performance view that tracks revenue against targets, a customer-demographics snapshot that breaks down who is buying, and an employee-performance view that compares reps by key KPIs. On top of the dashboards I also need competitive leaderboards: one that ranks reps by sales volume and another that highlights overall employee performance. Each board should update automatically, d...

I’m refining our Email-to-Case process and want the resulting Case record to feel clean, intuitive, and fast for agents. Here’s what I need: • A re-worked Case layout focused on the Email-to-Case flow. This includes adding, removing, or re-ordering fields and sections so the most relevant information for support agents surfaces first. • Page-level tweaks in Lightning to streamline the visual design—think compact detail panels, clearly separated interaction history, and an easy-to-scan highlights panel. • Purpose-built custom buttons and links that let agents jump to related records, launch macros, or fire quick actions without extra clicks. • One or more custom workflows tied to the new layout. Typical examples will be field updates or email ale...

I’m ready to move my entire sales pipeline onto an automated footing—from the moment a lead hits our funnel, through every follow-up email, right down to instant sales performance reports. Our CRM system is already in place, so the job is to build the workflows, integrations, and dashboards that make the most of it. Here’s what I need delivered: • Lead generation flows that capture, score, and route prospects straight into the CRM without manual entry. • Trigger-based follow-up sequences (email/SMS) that adapt to contact behaviour and keep engagement high until a deal closes. • Real-time reporting pulled directly from the CRM: revenue, conversion rates, pipeline velocity, and other key metrics presented in a clean dashboard my team can access at any ti...

I want my day-to-day accounting work in Zoho Books to run on autopilot. From raising invoices to logging expenses and compiling real-time financial reports, every repetitive click should disappear behind well-built automations. Here’s the picture: • The only app involved is Zoho Books. • All core modules—Invoicing, Sales and Financial Reporting—need hands-free workflows. • I’m open to whichever native tools you prefer (Deluge scripts, Custom Functions, Zoho Flow, webhooks, APIs). The outcome just has to be reliable, auditable, and easy for me to maintain. Deliverables will be considered complete when: A. Sales, Stock & Billing Controls 1. Stock Visibility at Sales Order & Billing Stage Available stock (SKU-wise) must be visible while ...

I need an automation specialist who can set up process-level workflows in Zapier so that the right people receive timely email notifications without any manual intervention. The focus is exclusively on automating these notifications; I am not looking for marketing campaigns or testing frameworks right now. Here’s how I picture the engagement: • Map my current trigger-app flow, confirm the data points that should fire each email, and create the corresponding Zaps. • Configure filters, paths, or formatter steps as needed so emails arrive only when specific conditions are met. • Test each Zap end-to-end, demonstrate that the emails reach the intended inboxes with correct content, and provide a short hand-off guide so I can maintain or extend the automation later. I ...

My team runs on Zoho CRM, Books, Projects and Campaigns, yet the data still lives in silos and too many manual touches slow everything down. I want a single, streamlined ecosystem that speaks fluently with the rest of our tech stack and leverages Zoho API connections—plus an OpenAI component for smart automations—to lift overall operational efficiency. Scope of work • Integration with other systems: map and sync contacts, invoices, tasks and marketing data between Zoho apps and our external platforms (details shared once the NDA is signed). • Data migration: pull historical records into the new structure without breaking links or losing audit trails. • Workflow automation setup: design and build Deluge- or Flow-based rules that cut repetitive work and surf...

JOB DESCRIPTION - Receive and handle inquiries, provide information related to policies, services, and products to customers via email. - Support in resolving customer complaints, propose suitable solutions or alternatives within the allowed timeframe; ensure issues are followed up and resolved completely. - Perform other tasks as assigned and guided by the Team Leader. REQUIREMENTS - Basic English reading comprehension (documents, emails, etc.). - Proficient in using Excel, Google Sheets, and other tools to track order data. - Experience in Customer Service, Fulfillment POD, Dropshipping, or related fields. - Minimum 2 hours per day, starting from 11:00 PM (23:00). BENEFITS - 5$ - 7$/hour

Title: RPA / Automation Engineer (Python + AI Agents) — 1-month contract (Google Workspace, Kafka, S3, Redshift, Jira, Zendesk, Zoho) We’re a Voice AI company hiring a freelancer to build code-first automations across Ops Engineering + Finance. Many workflows are manual and spreadsheet-based (Google Sheets/Excel). We want production-ready automations shipped weekly (bug-free and deployable as soon as finished). Stack/Systems: Google Workspace, Kafka, S3, Amazon Redshift, Jira, Zendesk, Zoho CRM, Presto One (internal), Hex (nice-to-have). Preference: code-first integrations; open to Zapier for basic trigger/routing automations. Engagement structure (important) * This is intended as a 1-month contract, but Week 1 is a paid trial. * At the end of Week 1, we will decide whether t...

I need someone who can connect my existing Zoho CRM with Twilio so every voice call and SMS we make or receive is automatically captured against the right lead, contact, or deal. Once the two platforms talk to each other, I also want to trigger three key workflows: • real-time lead tracking and assignment the moment a call or text comes in • automated follow-up texts or calls based on predefined rules (for example, if a lead hasn’t replied within 24 hours) • a streamlined path for agents to handle quick customer-support interactions from inside Zoho without switching screens You’ll be responsible for configuring Twilio numbers, setting up the webhooks/API connections, mapping fields in Zoho, and testing end-to-end so every interaction is logged, time-st...