Set up salesforce

I am a seasoned Salesforce Consultant/Developer with 6+ years of experience. I am highly trained Salesforce® certified with a strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization. I have a deep expertise in Salesforce development, customization, AppExchange Apps, community projects, Lightning UI and complete Salesforce development. I can certainly help you out in this, I can accelerate workforce productivity and enhance customer experience with Salesforce CRM implementation. I can customize the Salesforce functionalities according to the existing workflows and processes of your business. I can fine-tune your business processes by integrating other systems with Salesforce, including ERP (SAP) applications, financial software, marketing automation software, call center software and more. I can help consolidate all of your customer data in one easily accessible place, without compromising the integrity of your existing enterprise systems. I can help you with secure data migration and synchronization ensuring data integrity and a seamless import into Salesforce. If this is something you are looking for then I would be the right choice. Also, I believe communication is key to any successful project, and I’d like to start things off on the right foot but suggesting we schedule a phone call to discuss the project further. Thanks & regards, Piyush

Hello, Hope you are doing well :) I would love to have the opportunity to discuss your project with you. May I ask about your Salesforce edition? We have worked on environments of companies like “Deloitte” and “James Group of Marcus Millichap”. My recent projects consist of "Deloitte Access Economics" which is a part of Converge Health. Also, we have worked with company EnHasen Performance (Data Import, Data export, Reports, Dashboards) based on the Australia and Trinity System on their product RealtimePSO (Automation of Credit Card & ACH Payment method) based on the US. Currently, we are working with MetricStream which is based in California for their requirement of Custom Quota Forecasting and creating custom Reports and Dashboards accordingly. We have worked with ARCC Space project which is a Singapore Based company the project includes the implementation of their whole sales process, all the automation's, workflows, standard object implementation etc. We have worked on a project for VerifyTx Pvt Ltd which basically requires a Salesforce app to be created which integrates Salesforce with their server. Also, we have worked with Art of Living for their requirements we used Twilio and Python to provide a robust solution for IVR of Non-Profit Organization. Please let me know a time that works best for you and I will make sure that I make myself available. Thank you for your time & consideration. Best regards, Vaibhav Vyas

In Salesforce set-up, we can help you in these following things : >1) Tracking of your Leads >2) Accounts/Companies >3) Contacts >4) Leads >5) Opportunities >6) Building your Products or Services >7) Creating Pricebooks and adding prices to your products. >8) Tracking quotes, and building a basic quote template for pdf email >send. >9) Setup Lead Assignment Rules >10) Campaigns >11) Customize fields to meet your needs. Assuming basic customizations >of standard fields like Lead Status, Opportunity Stages, Opportunity >Types, and a few custom fields needed unique to your company. >12) Modify Page Layouts so they make sense for your process. Page >layouts organize the fields on the fields the way they are displayed >when looking at a record. >13) Setup Record Types if needed which allows you to have a different >sales stage or different layouts for different types of accounts, >leads, or opportunities, etc. >14) Configure Email to Lead where we setup an email address you can >forward your email emails to and it will auto create a >lead in Salesforce. >15) Create a Web 2 Lead form that is html code that needs to be >embedded into your website’s contact form so when someone fills it out >it will create a lead in Salesforce. >16) Setup any Validation Rules required for your needs which is >requirements for fields or permissions around certain conditions. For >example if you want to require Let me know when we can discuss about your requirement.

Hi There, I have worked for a National Australian Financial investment company for 6+ years. My job was to create their salesforce system (tailored towards their company needs and workflow), imported data from their old system and then continued to develop upon and maintain their system. I have experience with the strengths and weaknesses of Salesforce. I am confident that anything you need me to do, I can do and have probably done before and therefore can re use the structure to save time. I am without a doubt the best person for the job. Kindest Regards, Michael P.S. Let me know if you would like to meet, to see examples of my work.

here is some works that scale my ability: 1. ConverseHealth (Salesforce App-Exchange Product) Patient Connect is an integrated platform that enables the execution and management of a Patient Services program. Patient Connect is built on top of Service Cloud from Salesforce and leverages the Salesforce Lightning framework to deliver an enhanced user experience. skill sets - Lightning Component Development, Lightning Design System, UI Front-End Development, JavaScript, jQuery, HTML, CSS, APEX API, Visualforce Pages, REST API, JavaScript frameworks. 2. CloudCraze eCommerce for Salesforce, Community Site, Lightning API CommerceCloud application using CloudCraze eCommerce app-exchange product and customize the functionality as per client requirement. Used Live agent for Chat system within salesforce. Writing Apex Classes, Visualforce Pages, Triggers, VF Components, Lightning Pages CSS, jQuery/JavaScript, Backbone.js and Handlerbar.js. Skills: CloudCraze App-Exchange Product for eCommerce, Commerce Cloud, Community Cloud, Live Agent, User Story Boards, Apex, VF Pages. 3. Zoho CRM to Salesforce Migration, Customization, Integrations Migration and development of whole existing functionality from Zoho CRM and Zoho Support to Salesforce, including Service and Sales cloud their workflows, assignments, escalations and Email ticketing, Lead assignments, Revenue calculations. Email-to-Case,Data Loader, Migration data from Zoho crm to Salesforce Apex Triggers, Visualforce pages etc.

Hello, We came across to your project description and would like to set-up the Salesforce account and migrate the data quickly. As a set-up, the Salesforce account can you give as the detail and for data, migration provides us the CSV file or any other required information. We are ready to start immediately. Please do open up a chat to discuss further and let me know a suitable time. As a certified developer, we will make sure the whole milestone would be complete very quickly. - Set-up process: - Tracking of your Leads - Accounts/Companies - Contacts - Leads - Opportunities - Building your Products or Services - Creating Price books and adding prices to your products. - Tracking quotes, and building a basic quote template for pdf email send. - Setup Lead Assignment Rules Campaigns. - Data Migration Looking forward to hearing from you. Thank you Ritesh

Hi, I have worked on data migration, new configurations in salesforce which includes object and field creation, profile and role hierarchy, workflow rules, Validation rules, approval process. For a start you can go ahead with configuration mentioned. As a start we can have free 2 -4 hr discovery session and then we can start with design. Thanks, Trilochan Panda