Salesforce Customization



We recently purchased a Real Estate specific version of Salesforce, Propertybase CRM. You can review information about this version of the platform: [url removed, login to view]

While we did purchase the licenses and have begun to set up users and layouts - we are in need of a seasoned professional to assist us with ensuring we have the proper infrastructure set up.

Some items at the top of our list for assistance are:

1. Profiles (done, just need input and verification that it was done correctly)

2. Roles (done, just need input and verification that it was done correctly)

3. Layouts

4. Record Types

5. Action Plans

6. Dashboard Creation

7. Document Templates

8. Email Templates (HTML – we have these already created, but need them brought into the system correctly)

9. Marketing Integration (looking at a number of apps in the exchange – need guidance and assistance with integration)

Pricing is negotiable. Please send an explanation of your past experience and links to samples of your work when possible.

Thank you.

Skills: CRM,

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Project ID: #4235676

9 freelancers are bidding on average $944 for this job


Hello, Please refer your Inbox for my experiences with Salesforce and more details. Thank you.

$1200 USD in 14 days
(15 Reviews)

Hi, I am salesforce certified developer with 2+ years of experience.

$800 USD in 20 days
(5 Reviews)

Hi, I have 5+ years of experience in SFDC. I have worked with profiles, layouts, email templates, HTML templates as per your requirement. Please see the PMB for further details. Regards, Chandan

$750 USD in 20 days
(2 Reviews)

Hi, Salesforce Experts. We have read your requirements.We are interested in your project.We have completed 150+ big projects in last 5 years. Please check private message board for details.

$1500 USD in 20 days
(0 Reviews)

I have about 5+ years of IT experience with 3+ years of development if SFDC.

$800 USD in 18 days
(0 Reviews)
onpursuit007 developer with 2+ years experience.

$800 USD in 6 days
(0 Reviews)

Please refer your inbox for more details.

$750 USD in 20 days
(0 Reviews)

Hello! I'd be happy to work on your project. None of your requests seem out of hand, though there is some detail that would need to be discussed. My bid makes some assumptions which I list in the PM. Thanks, and More

$1000 USD in 21 days
(0 Reviews)

Greetings, I've reviewed the project description and would like to offer my assistance in working with you to ensure that your company's Salesforce infrastructure is setup in a fully functional and professional man More

$900 USD in 5 days
(0 Reviews)