SFDC revamp and integration
$15-25 USD / hora
We are a online Energy company look to get the maximum potential out of sfdc.
we have just upgraded to enterprise
High level scope
Configuration
• Review Existing Configuration
• Accounts & Opportunity Remove Redundant Functionality Configure Account
- margin needs to be linked all opportunities that is linked to every account.
Record Types
Split existing Opportunities and Opportunity
Products into Product based Opportunities
Establish Brokers/Opportunities relationship from Brokers/Accounts relationship
• Products & Price Books
Configure Products Price Books & Opportunity
Line Items–Price Book based on Opportunity Type
Configure custom Margins
Data Cleansing
• Accounts re-parenting into hierarchy (Parent Acct, Customer, Site, MPAN)
• Data Export and Reimport of Cleansed Restructured Data
Reporting
• Rebuild Reports based on Excel File Data – up to 6
• Reports & Dashboards to be defined
Deployment
• Code Test Coverage
• Code Deployment
Commission Calculator
• Review Profiles
• Commission Calculations
Allow Access to agreed Profiles End of Day Processing
• Account Calculations Create End of Day Schedule Roll Up Calculations against Accounts
Skill set needed
Enterprise version experience
Visual force
Understands how to use the marketing function to set up marketing buckets
Nº del proyecto: #8197557
Sobre el proyecto
15 freelancers están ofertando un promedio de $22 / hora por este trabajo
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Dear Team, I have been working in Salesforce for the last 5 years. I have worked on Custom Reports/Dashboards for different projects across different industries. Have also worked on Commission system in SFDC for I Más
i have worked for Fortune 500 company totally understand the process and deliver the project with no slippage. I like to give my whole dedication one project at a time . Regards shivani 9818208791
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Certified Developer, Admin, Sales Cloud and Service Cloud Consultant. More than 8 years of experience in development and project delivery in salesforce. Completed more than 40 over end to end projects using different Más