Modelos de propuestas de valor (Precio, Reducción de Costos, Reducción de Riesgo) - Capítulo 3
Provide a crm system to list properties and capture enquiries Please see attached file for details. This is very confidential so please only contact me through the freelancer It needs to be similar to a pipedrive or zoho corp
- Need someone who has experiences working with Financial firms - Mostly person will be working on Marketing clouds - Will be responsible for creating Lead assignment (Manually or automatic process), creating email - templates, triggers to send emails, fields, objects, VF pages, Apex classes, SOSL, SOQL - Integration with third party applications such as Java and .net - Code review and comments - Create technical specifications and test plans - Defines application problem by conferring with clients; evaluating procedures and processes. - Develops solution by preparing and evaluating alternative workflow solutions. - Controls solution by establishing specifications; coordinating production with programmers. - Validates results by testing programs. - Provides reference by writing documentation. - Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. - Accomplishes information systems and organization mission by completing related results as needed.
We are a small non-profit that operates a collegiate summer league baseball team. We use the non-profit edition of [url removed, login to view] for managing our sponsorships/advertisers and our baseball player recruits. We would like to customize our application for the following items. 1- Create different opportunity types from different contact record types. .e.g. Players load to recruiting opportunity and sponsors to sponsorship opportunities. Currently, every opportunity defaults to "recruiting" and we have to create the opportunity in order to change the opportunity type. 2- Create opportunities from contact and import (populate) certain fields automatically from the contact record. 3- Create "recruit " object automatically from contact record and populate certain fields. 4- Create player registration object from either opportunity or contact and populate certain fields automatically. 5- add products and price books and add to opportunities.
Need a batch job to run every hour and Post chatter feed on accounts. There are two objects called Customer Registration and Accounts. My batch job should first pick all the customer registrations with certain specifications("Checked for prospects = false", Name !=null, Phone number!=null) and pick all accounts(with specifications "start onboarding chatter post = false, account status=prospect) and find its related account based on("Name on Customer registration = name on account", "Phone number on Customer Registration = phone number on accounts", "ship to customer number on Customer registration = ship to customer number on accounts") and post a chatter feed on the accounts and mark checked for prospect = True, Start onboarding chatter post = True
Suite CRM SMS module allows you to easily send SMS directly from within SuiteCRM, to any of your Contacts, Leads, Case or Account in the system. An SMS should be created in SuiteCRM just like an Email or a Phone Call from the Activities menu, or to be created via a workflow. Each SMS activity can be sent to multiple recipients at a time, to any combination of Contacts, Leads, and Users.
Need help with Salesforce PowerBI Integration. I'm a developer in my job, now there is a need at my workplace to integrate PowerBI in Salesforce. So I'm looking for someone who can help me show basic insight of salesfoce as well powerbi and its integration with some sample reports deployment in salesforce.
Have salesforce query [url removed, login to view] at a set variable time (8:45 or 9:00 or 10:00, etc.) return 11 different fields: KDCA 131752Z 06006KT 10SM OVC018 18/15 A3033 RMK AO2 SLP270 T01830150 10189 20161 58015 KDCA 2017-10-13T17:52:00Z 18.3 15.0 60 6 10.0 30.33071 1027.0 The fields in Salesforce will be the same of the ones above, visibility_statute_mi, sea_level_pressure_mb, etc. On the last one, I only need the sky_condition sky_cover="OVC" I want this to happen inside of salesforce, the salesforce page being populated is not visible to the web.
We have a pretty extensive Salesforce implementation, much of which was put into place before I took over as Admin. From time to time issues come up that I can't/don't have time to resolve, and could use the help of an expert Salesforce developer. Example 1: We have custom 'pop-up' alerts for Leads, Contacts and Accounts. For some reason alerts are no longer working for Leads, though no settings have been changed. We need to get this feature back up and running. Example 2: A workflow contains two triggers, each with custom coding. The workflow started throwing an error two weeks ago, and I'm unable to resolve because I don't know APEX.
we have a project to develop a sales system for our sales team using Microsoft Dynamic 365 for Sales. the system is used for a small sales team, need account tab, contact tab, opportunity tab and need to be able to export and import excel datasheet, need to able to upload/update and download to/from our manufactory CRM