Salesforce.com Jobs

I want a single, reliable workflow that starts the moment a client completes our Jotform and ends with my team seeing confirmation in Slack. Here’s the journey I need built: • Jotform submission lands and the raw data is pushed straight into Google Drive for archiving. • That same data is parsed so an invoice is created inside Xero that clearly shows the order details and payment information pulled from the form. • Slack then fires off two messages: one confirming the submission has been received and another confirming the invoice has been generated. No manual touch points—everything must run end-to-end automatically. I’m platform-agnostic on how you stitch it together; Zapier, Make, Google Apps Script, or a custom Python integration are all fine as...

We are a US-focused accounting and bookkeeping firm serving startups and small businesses in the United States. We are looking for a Lead Operations Manager to own and run our entire outbound lead system. This is not a marketing role. Your job is to make sure leads move smoothly from Apollo to HubSpot to booked calls to clients. What you will do? 1. - Launch and manage email campaigns - Upload lead lists - Monitor replies - Maintain inbox health and deliverability 2. HubSpot CRM - Update all lead stages - Tag Interested, Follow-up, Not Now, Dead - Create follow-up tasks - Keep the pipeline clean and accurate 3. Lead Handling - Read all replies - Identify hot vs cold leads - Send follow-up templates - Book meetings with prospects 4. Reporting - Track leads, replies, booked calls, and...

Project Overview We want a full-fledged real estate client experience via WhatsApp using WhatsApp Business. This is not basic messaging. You will build a structured system where leads can browse listings, request options, and book viewings through a premium, organized WhatsApp flow. MANDATORY REQUIREMENT: You must set up and populate the WhatsApp Business Catalog with our listings (or listing categories) as part of the deliverables. What You Will Build 1) WhatsApp Buyer Journey (Experience Design) New lead welcome + expectations Buyer intake + qualification (budget, area, timeline, must-haves) Segmentation and routing rules (buyers grouped by category) 2) Catalog-Based Listing Showroom (MANDATORY) You will: Set up WhatsApp Business Catalog specifically for our real estate listings ...

My company is using salesforce to manager their donors, donations and receipts. We have below 3 minor requests. Enhancements: 1. Automatically generate and send an annual donation e-receipt (PDF) on April 1st each year, including total of all monthly payments and create a receipt entry. 2. Send volunteer e-certificate (PDF) via email daily once volunteer service is completed. Bug Fix: 1. Correct issue where sum of service hours is not displaying accurately.

Our marketing team relies on Bitrix24 as our single source of truth. We already run Facebook Lead Ads but the data flow into Bitrix24 is inconsistent and we now want a clean, automated bridge between the two platforms. Priority one is a rock-solid integration that captures lead information and customer contact details the moment a form is submitted and instantly drops them into the correct Bitrix24 entities—ideally using Facebook’s Graph API or Zapier/Integromat if that shortens the path without losing reliability. The existing lead-gen forms inside Meta Business Suite are serviceable, yet they could perform better. A quick audit and optimisation pass is required before any new ads go live. Once the forms are streamlined, I will need guidance on structuring campaigns and ad s...

I’m booking a focused, two-hour contract session in February with a seasoned Salesforce CPQ consultant who can jump straight into my org, assess what’s already built, and fine-tune any product, price-rule, or quoting hiccups on the spot. You’ll screen-share while we work so I can see exactly how you diagnose issues, update configuration, and apply best-practice fixes. Expect to touch Price Rules, Product Rules, bundles, Quote Templates—whatever needs attention—to clear errors and smooth performance before our wider rollout. Deliverables • One live 2-hour working session that leaves my CPQ instance functioning cleanly • A brief post-call summary detailing changes made, issues uncovered, and next-step recommendations Hands-on Salesforce CP...

We are building a national commission-only sales organization and need a CRM systems architect to design and implement a lightweight but powerful CRM using Google Drive / Sheets / Forms (or Airtable). Scope Includes: • Rep intake & onboarding workflow • Deal submission & lead protection logic • Commission calculation & payout tracking • Rep-level dashboards (view-only) • Admin dashboard & reporting • Territory tracking & heat maps • Investor vs venue deal separation • Documentation so the system is easy to manage long-term Tech Stack (Preferred): • Google Sheets • Google Forms • Google Drive permissions (Airtable acceptable if recommended) Deliverables: • Fully built CRM system • Clean dash...

I need a freelancer to automate my lead generation on Pipedrive using website forms, social media, and email campaigns. Key tasks include: - Setting up custom workflows to capture leads from the specified sources. - Ensuring seamless integration and data flow into Pipedrive. Ideal skills and experience: - Proficiency in Pipedrive, especially in workflow automation. - Experience with lead generation from website forms, social media, and email campaigns. - Strong integration skills with various tools and platforms. Looking for someone who can streamline this process effectively.

I’m building a web-design studio from the ground up and I already have the creative and technical side covered. What I’m missing—and what you’d bring—is the commercial engine that turns great design into paying projects. Your core strengths should be sales expertise, proactive lead generation and confident sales closing. I’m focusing our service offering on small businesses that need modern, conversion-driven websites, and I want our reach to be international right from day one. How we’ll work: • I deliver all design, development and project management. • You handle the full sales cycle—identify and qualify prospects, pitch, negotiate, close and nurture ongoing relationships. • Together we refine our pricing, proposal tem...

I’m working through Salesforce Trailhead and want to wrap up two full learning paths—Administrator and Developer—but I’m hitting roadblocks. My immediate pain point sits inside the Administrator trail’s Data Management modules, where I need clear, practical help completing the Data Governance units. Here’s what I’m looking for: - Complete Salesforce's trailhead courses. - Summary the topic in a word document (5-10 lines) Proficiency with Lightning Experience, Data Import Wizard, Data Loader, Duplicate Management, basic Apex, and Visualforce is a must, and I’d love you to weave best-practice governance tips—naming conventions, field-level security, GDPR-friendly retention policies—into the lessons.

Project Title: QA & Bug Testing: CRM Webhook & n8n Automation Flow Project Description: I need an automation expert to test and debug a lead generation funnel. We are experiencing issues where data may not be transferring correctly between systems. The Workflow: Lead Capture: Facebook Lead Ads Forms. Middle-ware: A CRM that triggers a Webhook (POST) upon lead entry. Endpoint: n8n (self-hosted) processing data for WhatsApp/Email automation. Scope of Work: End-to-End Testing: Use Facebook Lead Ads Testing Tool to trigger leads and trace the data through every step. Webhook Audit: Verify that the JSON payload sent by the CRM contains all necessary fields (Name, Phone, Email, Custom Fields). Bug Identification: Locate where data is being dropped or delayed (is it the CRM not fi...

Zoho One Business Integration (Transport | Packers & Movers | Insurance | Real Estate) Project Goal Build a fully integrated Zoho One ecosystem to manage multi-vertical operations with zero manual data entry, unified customer records, automated pipelines, document management, and real-time dashboards. Scope of Work 1. CRM Architecture • Custom CRM design (not everything in Leads) • Separate modules for: o Transport & Logistics o Packers & Movers o Insurance o Real Estate • Unified Contact view showing all services • Interlinked Deals, Activities, and Documents 2. Sales Pipelines & Automation • 4 separate deal pipelines (one per vertical) • Stage-based automations: o Auto task creation o WhatsApp / Email notifications o SLA-based follow-ups &...

I want to turn a patchwork of manual updates into a smooth, fully-coded business process automation that keeps my sales dashboard current in real time. Right now data from the CRM, spreadsheets, and web forms has to be copied, cleaned, and pasted before management sees it; I’d prefer to trigger the whole chain automatically the moment a new deal is logged. What I need coded • A workflow that pulls fresh deal data from the CRM (HubSpot & Salesforce APIs are both available), merges it with weekly revenue numbers in Google Sheets, and pushes the results into our existing Power BI dashboard. • Automated status updates that fire a Slack or Teams message to the sales reps and managers when key metrics—pipeline value, win rate, or quota attainment—cross predefin...

I’m stuck on a Salesforce dashboard: choosing a name from the filter refreshes every widget except one widget. I need someone who can jump on a live call with me right now, track down the setting that’s blocking the filter, and talk me through the exact steps to correct it so I can repeat the fix myself later. The environment is pure Salesforce (CRMA data), t. You should already be comfortable troubleshooting crma dashboards filters, and any quirks that stop a single widget from respecting a global filter. Deliverable • In a real-time screen-share session, guide me to a working solution so the chart updates alongside all other widgets. I’ve set aside a flat $50 for this quick assist and need to start immediately—please bid only if you’re ready to hop o...

I have an issue with a filter when i select a name it filters all widgets but one. I need this fix. Only apply if you are able now to jump on a call and talk me through the fix.

Our team must load a batch of sales data into our live Salesforce org right away. I already have the raw spreadsheets but I need a specialist who can clean, map, and import each record without breaking our existing objects, relationships, or validation rules. The scope is straightforward: • Prepare the sales spreadsheets for import (field matching, de-duplication, basic data hygiene). • Use Salesforce Data Loader or a comparable native tool to upload the records. • Provide a quick post-import check so I can verify totals, opportunity stages, and ownership are all intact. Timing is critical—this has to be completed as soon as possible, so only commit if you can start immediately and deliver quickly. A brief note on your previous Salesforce data-entry or migration ...

I’m about to introduce Salesforce into my organisation and need someone who can take me from a blank instance to a working, user-ready CRM. The account has not been created yet, so part of your role will be guiding me through the initial org provisioning, licence selection and basic security settings. Once we’re live, I’d like you to configure the core objects so that leads, contacts, accounts and opportunities follow a clean, intuitive flow. Although I haven’t finalised every feature, I’m especially interested in what Salesforce can do around lead management, workflow automation and insightful dashboards, so I’ll lean on your best-practice advice in those areas. Because we’re starting fresh there’s no legacy data to import, which should st...

I need a seamless, two-way connection between Salesforce and JIRA so that cases created or updated in Salesforce instantly appear as matching tickets in JIRA—and vice-versa. The only objective is data synchronisation; I am not looking to build custom reports or automate unrelated workflows right now. Scope • Map key fields for our Case object in Salesforce to the corresponding Ticket fields in JIRA, including status, priority, owner/assignee and description. • Ensure updates flow in both directions without duplicates or data loss. • Preserve comment history and attachments whenever either side is modified. Technical Expectations You can leverage native APIs, MuleSoft, Workato, Jira Connect, or a lightweight middleware of your choice, provided the solution...

I need to connect our Salesforce org with three external pillars of the business—an ERP, a marketing automation platform, and our customer-support system—so that data can flow seamlessly in near real time. The work will involve planning the data model mappings, creating or configuring connected apps, writing any required Apex call-outs or flow logic, and orchestrating the sync through middleware or direct REST/SOAP APIs while respecting governor limits and security best practices (OAuth, Named Credentials, etc.). You’ll be expected to: • Produce an integration design document that shows field-level mappings and error-handling strategies • Build and deploy the integrations, fully tested, with at least 85 % code coverage where Apex is used • Deliver a c...

Over the past few months we have accumulated a stack of unanswered calls and messages. I’d like you to clear that backlog and keep the lines running smoothly from here on. Your day will start inside our CRM (Salesforce, HubSpot or a similar platform we’ll grant access to). There you’ll find the call logs and voicemails that need attention. For every entry you will: • Call the customer back, confirm the single piece of data I’m tracking—the precise reason they reached out (product inquiry, order issue or technical support). • Log that reason in the CRM along with any notes that help our internal teams act quickly. • Mark the ticket resolved or escalate it inside the system if you spot something urgent. When live calls come in, simply answe...

I’m rolling out a custom application inside our Salesforce org to tighten up lead management and the overall sales cycle. To get there I need someone who can move comfortably across Lightning Web Components, Apex, and a few remaining Aura Components. Here’s the high-level picture • Build responsive LWC interfaces that sales reps can use on desktop and mobile. • Write clean Apex classes, triggers, and test coverage that handle the heavy-lifting logic. • Refactor or extend existing Aura Components where a full rewrite isn’t yet practical. • Automate lead assignment and each hand-off in the sales process so reps never touch a manual queue again. If you’ve shipped production code in LWC, Apex, and Aura—and can prove it with clear, w...

I run a vacation-rental business on Lodgify and want every confirmed booking to trigger a friendly WhatsApp journey. Here’s the flow I need implemented: • Lodgify confirmation → Zapier picks it up → Twilio WhatsApp sends our pre-approved “Welcome” template right away • On the programmed arrival date, Zapier pushes our “Check-in instructions” template • On the check-out date, a short “Thank-you” template is sent All three templates are already written and ready for submission; no chatbot or AI replies are required—just reliable one-way notifications. I do not yet have a Twilio WhatsApp Business account, so I’ll need your help setting that up, getting the number verified, and submitting the templates for ap...

Commission Sales Role – Medical Devices For Independent Sales Reps, Sales Contractors, or Freelance Sales Professionals What This Is: Pure commission-only sales role 5% commission per completed sale!!! Uncapped earnings Independent contractor / consultant-style role You hunt, qualify, and close medical device sales Remote / flexible (Australia-wide) Critical Requirements: No base salary – ever You must have alternative income during the ramp period Commission-based mindset (this is not a job, it’s a sales role) Ability to build your own pipeline and close deals Confident, proactive communicator Strong follow-up and closing ability Comfortable selling healthcare and medical equipment ethically This Role Is NOT For: If you want hot or handed leads If you...

Commission Sales Role – Medical Devices *FULL TIME JOB OPENING* For Independent Sales Reps, Sales Contractors, or Freelance Sales Professionals What This Is: Pure commission-only sales role 5% commission per completed sale Uncapped earnings Independent contractor / consultant-style role You hunt, qualify, and close medical device sales Remote / flexible (Australia-wide) Critical Requirements: No base salary – ever You must have alternative income during the ramp period Commission-based mindset (this is not a job, it’s a sales role) Ability to build your own pipeline and close deals Confident, proactive communicator Strong follow-up and closing ability Comfortable selling healthcare and medical equipment ethically This Role Is NOT For: If you want hot or ...

3 Months on Commission basis and then Salary + Comission I run a Canada-based Salesforce consulting practice and I’m ready to expand our footprint across North America. I need a driven business-development partner who thrives on commission-only rewards and already knows how to sell professional services to decision-makers in small and mid-sized companies. Your background should reflect successful consulting and B2B sales cycles—from prospecting and discovery through proposal, negotiation, and signed Statement of Work. While deep platform expertise isn’t mandatory, being comfortable speaking the language of Salesforce solutions will help you move conversations forward confidently. The focus is 100 % remote. You choose your schedule and territory within North America, ...

Il ruolo ruota intorno all’intero ciclo di prospezione: dall’avvio di conversazioni con nuovi account fino al passaggio del lead qualificato al nostro closer. Attività principali • Primo contatto con prospect B2B via telefono, e-mail e LinkedIn • Qualificazione: parto sempre dall’analisi delle esigenze del potenziale cliente, così da capire se il problema che risolviamo coincide con le sue priorità di business • Follow-up mirati per alimentare l’interesse e mantenere viva la relazione • Aggiornamento costante del CRM: preferisco report settimanali chiari, sincronizzati con le metriche di pipeline • Consegna del lead caldo al team sales per la chiusura della trattativa Requisiti chiave – Esperienza...