Salesforce Configuration

Closed - This job posting has been filled.

Job Description

I am looking for an experienced salesforce consultant able to configure our account to reflect our sales process.

The initial job should require about 16-20 hours but we will add more and more functionality along the way so it can become a regular source of income in supporting us with our salesforce usage an recommending us best practice.

First Phase will cover:

• Creation of Fields
• We will use validation rules to make some fields mandatory depending on the status of lead
• We will use validation rules to make some fields mandatory depending on the status of opportunities
• Send email from salesforce for follow-up
• Big deal alert : ok
• Multi-currency : ok
• Reports and dashboards

Second phase:

• Generation of pdf's or docs :

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Skills: salesforce.com