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Advise on Salesforce Data List Migration project

min $8 USD / hour

Teljesítve
Kiadva ekkor: körülbelül 6 évvel ezelőtt

min $8 USD / hour

I'm an entrepreneur who recently joined a health care startup and I'm helping them setup their systems for sales, marketing, IT, etc. I'm planning to do almost all of the work but would like some higher level advice from someone who has skills as a salesforce admin. My goal would be to spend a few hours understanding what we're doing and then get a game plan for how to move forward with implementation and best practices. We recently purchased a data list with about 320k accounts and I want to import the list (.csv) and need advice on how to best do that.
Projektazonosító: 16489833

A projektről

16 ajánlat
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Aktiválva: 6 évvel ezelőtt

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Felhasználó avatár
Hello, We are best salesforce consultant on this platform. We have helped businesses implement salesforce to best suit their business needs. Please let me know if we can help you with this project. Thanks, Amit appsinvent inc.
$23 USD 8 napon belül
4,8 (48 értékelés)
6,7
6,7
16 szabadúszó adott átlagosan $16 USD/óra összegű árajánlatot erre a munkára
Felhasználó avatár
I can help you understanding data migration process and preparation of the data and the tools can be used to load data. I am having around 6 years in Salesforce Relevant Skills and Experience Salesforce
$8 USD 10 napon belül
5,0 (58 értékelés)
6,6
6,6
Felhasználó avatár
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. We have worked on a project with MetricStream which is based in California for their requirement of Custom Quota Forecasting and creating custom Reports and Dashboards accordingly. Currently, we are working 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
$8 USD 40 napon belül
5,0 (27 értékelés)
6,8
6,8
Felhasználó avatár
Hi! I'm fresh off working at acupuncture orgranization that needed to import data to Salesforce from their older system. The final files were in CSV and I used a combination of VLOOKUPS and formulas in Excel to format the column data properly to be compliant with the Salesforce dataloader field syntax - especially for multi-picklist and date fields. If there are related records eg: Contact-Account in the import, we have to make sure the data is arranged precisely to avoid hitting import limits, especially when dealing with more than 2000 records. I will ensure that the import file is prepared properly and we can try it in the sandbox so that you are 100% confident of saving the record in the correct object structure in the main instance. I worked at a Salesforce ISV building banking apps, we used lists for our targeted outbound marketing campaigns. It is crucial to place these records in the correct object that's best suited for the process you use internally for qualifying leads. Presently I work alongside non-profits and small businesses handholding them through migrations involving large data sets from MySQL and Excel. In addition to helping you through the migration, we can setup triggers before initiating the bulk imports to update any custom fields or related records. I’m also available if you’d like help with any salesforce feature, so your team is in tune with the best practices. Just send me a quick message and we can schedule a call. Best, Allen
$40 USD 15 napon belül
4,9 (5 értékelés)
3,5
3,5
Felhasználó avatár
I am a 28 year old Army Veteran who has been in the staffing industry for 3 years now. I have worked for larger companies who have largely focused on mass recruitment for immediate hires, as well as non-profits who focus on hiring Veterans and Military Spouses. I have extensive experience working with a large variety of recruitment tools and CRM databases (LinkedIn, Indeed, Monster, Ziprecruiter, Craigslist, Facebook, and Twitter). I have experience with nationwide recruiting where every step is completed over the phone and email. As well as in person recruiting where I personally interview, run background checks, and complete drug screens in person. I am a hard charging and very motivated individual. If there's a job that needs to be filled I will find the right candidate.
$17 USD 10 napon belül
0,0 (0 értékelés)
0,0
0,0
Felhasználó avatár
Hi, I hope all is well. My name is Ram Agarawal and I'm a freelance Salesforce developer. I specialize in Salesforce crm related all the subjects from development to consultation. I also have a 2.5+ year of experience in IT. I also have a team of 3 guys having experience from 1 to 5 year in Salesforce. I'm excited to share you a proposal to work with you related to any kind of Salesforce development or consultation. I look forward to hearing back from you. Best
$16 USD 20 napon belül
0,0 (0 értékelés)
0,0
0,0
Felhasználó avatár
A proposal has not yet been provided
$8 USD 10 napon belül
0,0 (0 értékelés)
0,0
0,0
Felhasználó avatár
A proposal has not yet been provided
$11 USD 4 napon belül
0,0 (0 értékelés)
0,0
0,0
Felhasználó avatár
Hi, we have team of sfdc business analayst / admin / developer . Hope we can do this project for you.
$11 USD 10 napon belül
0,0 (0 értékelés)
0,0
0,0
Felhasználó avatár
A proposal has not yet been provided
$8 USD 10 napon belül
0,0 (0 értékelés)
0,0
0,0

Az ügyfélről

UNITED STATES zászlója
Chicago, United States
5,0
2
Fizetési mód hitelesítve
Tagság kezdete: márc. 15, 2018

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