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Sales-force and G-Suite Full Integration

$750-1500 CAD

Lezárt
Kiadva ekkor: több mint 5 évvel ezelőtt

$750-1500 CAD

Teljesítéskor fizetve
We are a VIO Inc. ([login to view URL]) Application developed on [login to view URL] for management of Insurance Brooking business. Our clients face a challenge when it comes to manual association of Emails to Salesforce Records, saving the attachment in Emails to Google Drive, the again associating those attachments to salesforce records as files. We want to automate this process. We think that it could be done in below way (we are open to suggestions) :- Make a copy of email in cloud (aws, google, azure etc.), and make a duplicate inbox in Salesforce which shows copy of the emails. Read the to, cc, bcc, date, subject and body of email to find/search a set of unique identifiers. On basis of those identifiers associate the email copy to a record in Salesforce and save the attachment in that email to a folder in google team drive. Then associate that attachment to Salesforce files related list as link. The intention is to save time lost in saving correspondence and documents to right record in Salesforce and right folder in Team Drive. And then associating the document to Salesforce files.
Projektazonosító: 18390960

A projektről

23 ajánlat
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Aktiválva: 5 évvel ezelőtt

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23 szabadúszó adott átlagosan $1 278 CAD összegű árajánlatot erre a munkára
Felhasználó avatár
I've carefully read the job description, I can certainly help you out in this. I can help you to accelerate productivity, automate tasks, and organize events by connecting G Suite and Salesforce, I can connect contacts, accounts, records, and opportunities by syncing your AI-powered CRM to Gmail and Google Calendar. I can help you easily manage CRM data using bi-directional sync capabilities between Salesforce and Google Sheets. I have worked on a number of Salesforce G-Suite Integration projects, I have experience in integrating Salesforce with external systems using SOAP/REST API Services and Middleware tools such as Informatica, Jitterbit and MuleSoft. 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
$1 444 CAD 20 napon belül
4,8 (44 értékelés)
7,5
7,5
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) 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 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 We are a passionate team of 100% Salesforce certified developers and architects aiming to reach our customers business to the next level What would be the best way to get 15 mins on your calendar to explore if this would be valuable to the company? I look forward to hearing back from you soon. Regards, Vaibhav
$1 250 CAD 7 napon belül
4,9 (28 értékelés)
6,8
6,8
Felhasználó avatár
Thank you for posting your requirement here. I can see you are looking for expert Salesforce developer to do Salesforce integration with Gsuite. Already worked on Salesforce and Gsuite integration project earlier for one of my US client. Please Ping me to discuss in detail. Thank you Anil
$1 666 CAD 15 napon belül
4,6 (31 értékelés)
6,3
6,3
Felhasználó avatár
"Salesforce Integration with G-suite" Hi, As per your project post, I got your requirement: -- Record should manage automatically in Salesforce rather than the manual process -- One copy in the cloud -- duplicate inbox in Salesforce I have a total of 18 years experience and have done a lot of work with Apex and visual force. Recently I've released two apps in app store which is in visual force. I can assure you for all deliverables as I have expertise in Salesforce. Looking forward to more discussion Ak
$1 000 CAD 20 napon belül
5,0 (10 értékelés)
4,4
4,4
Felhasználó avatár
Hi, I am 10x Salesforce certified professional having 9 years of Salesforce experience. there are some available plug in to connect Gmail and Salesforce, I hope you have considered it.( let me know if you want me to demo this functionality) it's not supporting uploading files to AWS and other features you have mentioned, that can be done via API integration. we can design hybrid solution to utilize available plugin + custom integration, to fullfil the requirements. please let me know if that make sense to you and if you are looking forward to implement. thanks
$1 000 CAD 20 napon belül
5,0 (18 értékelés)
4,1
4,1
Felhasználó avatár
Hello, I have already done Integration between Salesforce and Google APIs. The way I see this requirement can be fulfilled is by fetching emails from GMAIL in Salesforce, then parsing it to get key identifiers, then saving the email as an related file of the relevant record. Another part would be to copy Email's attachment and save it in Google drive and link the attachment to the record on which email has been added. This can be efficiently be done using Batch class in Salesforce. Please reach out to me for further discussion. This will require at-least 'Enterprise' license of Salesforce or higher. Please let me know which license you are using. Regards, Mohammed R.
$1 500 CAD 30 napon belül
5,0 (9 értékelés)
4,0
4,0
Felhasználó avatár
Hi, I am a Salesforce Certified professional and understand your project requirements. I would like to chat with you to find out more on this if we can? Once set, can start right away. Thanks.
$1 200 CAD 12 napon belül
4,5 (5 értékelés)
4,0
4,0
Felhasználó avatár
Here is some works that scale my ability: 1. ConverseHealth (Salesforce App-Exchange Product) 2. CloudCraze eCommerce for Salesforce, Community Site, Lightning API 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 4. Professional Services Automation (PSA) 5. Salesforce Checkout APP. 6. (CRM Spark) CRM Meetings is an easy, no-risk way for marketers to triple response rates and generate qualified sales calls from leads. Hello Meetings uses targeted incentives, automated scheduling, and behavioural psychology to boost sales productivity by 3x to 6x versus traditional content marketing. Responsibility : - Creation of Fields and objects according to design document. - Creation of Workflow and Approval process according to requirements. - Creation of validation rules. - Creation of Visual force pages for their automation process - Created Triggers. - Created Apex Classes. - Created Visual force pages. - Created Test Classes. 7. [Open CTI Integration] Complete Call center solution using Salesforce Open CTI integration of softphone with salesforce. This application has modules. 1. Setup Wizard 2. Integrated with Open CTI 3. Call Routing/Schedule 4. Voicemail – APEX, SOQL, SOSL, Rest Api’s, javascript, jquery Established the connection between salesforce and Bria using apis. Patient Connect is an integrated platform etc.
$1 666 CAD 20 napon belül
5,0 (1 értékelés)
2,4
2,4
Felhasználó avatár
Hello, As per your post,I have understood your requirement and being an IT company we are sure we can provide you quality work. We have vast experience in Gcloud integration with Sales force. We are a certified company based in India providing services to Salesforce customers like CRM customization and custom application development We have good experience in Salesforce Lightening App development, OAUTH and REST APIs. We have a deep expertise in Lightning UI, Lightning components, Lightning App Builder, Lightning Design System. We can help you deliver a modern smart experience across every device, easily modifiable and existing customizations, Extend or build new apps with the Lightning App Builder and Lightning Components. Our Salesforce skills 1. Service Cloud 2. Community Cloud 3. Lightning Task 4. API Integration 5. Configurations & Customization 6. App Development 7. App Exchange Product Setup and Configuration 8. Worked on Salesforce to Social media integrations connector 9. Proficient in User Interface, Business Logic and Data Management, Report regeneration. 10. Data Migration ,Training & Consultancy & Support Let’s get connected.
$1 500 CAD 20 napon belül
5,0 (3 értékelés)
1,3
1,3
Felhasználó avatár
Hello, I am senior certified salesforce developer having an 10 years of experience in working knowledge in salesforce. Also, I have worked with so many client and work as consultant with more the 10 companies. We have a deep expertise in Lightning UI, Lightning components, Lightning App Builder, Lightning Design System. We can help you deliver a modern smart experience across every device, easily modifiable and existing customizations, Extend or build new apps with the Lightning App Builder and Lightning Components. Our Salesforce skills -- Service Cloud/Community Cloud/Lightning Task/API Integration/Configurations & Customization/App Development/App Exchange/Product Setup/Configuration /Worked on Salesforce to Social media integrations connector/Proficient in User Interface/Business Logic and Data Management/ Report regeneration/Data Migration/Training & Consultancy & Support. Looking forward to your response. Thank You
$1 000 CAD 20 napon belül
5,0 (1 értékelés)
0,4
0,4
Felhasználó avatár
Thank you for taking the time to review my proposal. I envision the process as follows. Since we will be saving the emails as well the corresponding attachments in Salesforce, do we need to save a copy of them in Google Drive at all? 1. Define an Apex Email Service address in Salesforce. 2. The users can forward the email to the service email address created above. As soon as the email is received by Salesforce, an Apex class will be invoked that will receive the email and save the copy of the email along with the attachments in Salesforce Files. 3. Then, the Apex class will parse the email message to read the attributes from to, cc, bcc, subject, content etc. and find the record based on the defined business rules. A link to the email and attachments will be saved against that record. If the copy of the email needs to be saved in Google Drive, then the following steps can be performed. 4. Using oAuth authentication, authenticate with the Google Drive account and push the email message and attachments using the Google Drive REST API. 5. Log errors in case any errors were encountered in the process. Optionally, send an email to administrators informing about the error.
$1 111 CAD 20 napon belül
0,0 (0 értékelés)
0,0
0,0
Felhasználó avatár
Hello, We are team of two developers having 6+ years of experience. We deliver best results by keeping the client’s satisfaction at priority and are confident that we will be able to deliver with the best possible solutions to you. We have implemented end-to-end integration of SAP-Salesforce, Salesforce-Vendavo , Salesforce to QPay integration using REST and Salesforce-DRMS integration using SOAP API. Some of our expertise include migration from Salesforce classic to Lightning. We have also created and enhanced batch classes, triggers, VF Pages and controllers to achieve business requirement. Apart from these we have also worked on config changes such as Workflow, Validation Rules, Approval process, Process builder etc to achieve business requirement. Regards, Harshita Srivastava
$1 000 CAD 15 napon belül
0,0 (0 értékelés)
0,0
0,0
Felhasználó avatár
I have 4+ years of experience in Salesforce. strong knowledge in integration. experience in both REST and web services class creation. I hope this project is suits to explore all my experience in it. i looking for a meeting to discuss further on this.
$1 111 CAD 7 napon belül
0,0 (0 értékelés)
2,0
2,0
Felhasználó avatár
I am a certified salesforce professionals with a total of 5 years experienece. I believe in smart work and have a track record of completing the projects before time.
$1 250 CAD 20 napon belül
0,0 (0 értékelés)
0,0
0,0
Felhasználó avatár
Hi, Lets connect on message board to discuss the implementation part and get started. I am Salesforce CERTIFIED expert with 5 plus years of experience. Lets get connected to move ahead. Best Regards, Chetan
$900 CAD 20 napon belül
0,0 (0 értékelés)
0,0
0,0

Az ügyfélről

CANADA zászlója
Edmonton, Canada
0,0
0
Tagság kezdete: dec. 20, 2018

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