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Add product name to opportunity in Salesforce

$15-25 USD / hour

Closed
Posted over 5 years ago

$15-25 USD / hour

I cannot get new product names added to a subset when creating opportunities in salesforce.
Project ID: 17327331

About the project

40 proposals
Remote project
Active 6 yrs ago

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40 freelancers are bidding on average $19 USD/hour for this job
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Hi There, I have carefully read the job description and i can surely help you on this. I can help you in adding the product name to opportunity in Salesforce as i have done this for my previous clients. I help clients enhance their business operations by providing effective Salesforce CRM solutions and integrating them with other enterprise systems. I can customize the Salesforce functionalities according to the existing workflows and processes of the client’s business. 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
$25 USD in 40 days
4.8 (38 reviews)
7.3
7.3
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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
$16 USD in 40 days
5.0 (27 reviews)
6.8
6.8
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There could be several reasons for your problem. once we can analyze the problem we can speak about possible solution. it seems to be some issue with relations and mapping of the objects or privileges. would be glad to be of help. have a good day!
$25 USD in 40 days
4.9 (6 reviews)
5.0
5.0
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Hello, I've following questions about this project: * Are you creating opportunities by exporting data from outside or creating records in Salesforce yourself. * Please tell about the subset where products are not getting aadded. Are you talking about related list or something else? * Whether you are using Classic or Lightning, and which Salesforce License you have purchased? Please send me a message, so that we can discuss the issue you're facing in detail. Basis that, I can make necessary changes in order to bring the Opportunity, Opportunity Line Items, Products & Pricebooks in line so that you get desired results from your Salesforce system. Important : I have finished all my projects and don't have any project open. Thus, I can start immediately on your project. About me: * All 5 star ratings so far (means full employer satisfaction) * Certified Salesforce Developer + Administrator, have experience working in Agile setup * Well versed with Configuration as well as custom Development in Salesforce * Fluently speak English * Ability to ask right questions and guide clients towards the best possible solution One of my clients wrote this feedback: "Mohammad did a great job on this project. He was very professional and knowledgeable about salesforce. In addition, he is a great communicator. I recommend Mohammad." - Client based in CA, USA I look forward to your response. Regards, Mohammed
$22 USD in 40 days
5.0 (9 reviews)
4.0
4.0
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Hello, I understood and can Fix the mentioned issue WITHIN 4-5 Hours so you can Add New Product Name to a subset when creating opportunities in Salesforce. I am Certified Salesforce Developer with 8.5 years of experience. Plus, I have resolved similar issues before. Please inbox me for further project discussion in detail. Looking forward to hear back from you. Regards, Ankit Bansal Note: I am available and can start working IMMEDIATELY.
$22 USD in 5 days
5.0 (2 reviews)
0.4
0.4
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We are certified Salesforce professionals with certifications – Developer 401, Admin 201 and also a certified Sales cloud consultant, we possess 6+ years of hands-on experience in Salesforce services. We have worked in multiple domains of Salesforce ranging from Consultation, Development, end to end Implementations, Data Migration, Third party Integration, Communities Implementation. We have expertise on sales and service clouds and hands on marketing cloud as well, we have worked on diversified verticals ranging from Healthcare, HR Services, Manufacturing, Finance, Insurance, Call center, Hospitality and Travel and Tourism to name a few. Talking about our Consultation expertise - we have assisted many organizations to improve their work quality, with reduced cost and a significant boost in productivity by suggesting tweaks in current implementation as well as end to end implementations. On the whole, we provide end-to-end cross platform services to help you build a powerful Salesforce system customized to your needs. We would really appreciate an opportunity to have a quick call with you to discuss the aforementioned subject, as per your calendar. Looking for a positive response from you!! Regards, Boffin Geeks Team
$23 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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Hello! Could you provide more details about your problem? 1. Is Product Type a picklist field? If so, is it dependent one or not? 2. Do you have several record types for opportunity object? 3. How do you create opportunity? Is there standard page used or custom component? Thanks, Olga.
$16 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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I am a certified salesforce developer, Having 3 years of experience in salesforce development & also having good knowledge in salesforce configuration and customization.
$15 USD in 15 days
0.0 (0 reviews)
0.0
0.0
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Hello, We have gone through your project description and would like to discuss a few points. Can you give us the Salesforce instance access for review the opportunity module? This task is being a very easy and we make sure we will complete it with less time period. Please do open up a chat to discuss further and let me know a suitable time. Looking forward to hearing from you. Thank you Ritesh Prompt Softech
$15 USD in 40 days
0.0 (0 reviews)
2.8
2.8
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Hi, Read your requirement, I have 8 years experience in Web development & have various programing language expertise like Ionic 3, Node.js, Angular 2, Asp.net, Salesforce, Php. I have done more than 100 enterprise projects. I'm pretty sure I can deliver this( Like you describe ) within time frame at a reasonable cost, I'm looking forward. I can start now. Let us discuss scope in details
$16 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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We are official consulting partner of Salesforce and we can do this work very cost effective. Please give us a chance.
$15 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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If I understand, whenever you created an opportunity record at the same time a new product will be added to a subset. Skills: Apex, Trigger, Visualforce, custom field, custom object.
$15 USD in 14 days
0.0 (0 reviews)
0.0
0.0
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I have 3+ years of experience in salesforce projects. Have done more than 30 projects.
$15 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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I am certified and have implemented many different instances. I would love to help! I look forward to talking with you.
$22 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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I am a US based consultant. I would love to visit with you about your project. Please let me know if you would like to connect. Thank you in advance. Christian Barratt
$22 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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As per your requirement you are not able to select the newly created product on Opportunity. Possible cause could be related to sharing rule or price book setup. Hourly rate: 15 USD. Fixing this issue should not take more that 2-3 days(May be before that if we get details of exact issue and access to the sandbox where this issue can be reproducible). I have past experience of working on opportunity management and Sharing rules. Also have experience on sharing records programatically and have good experience in salesforce customization and configuration. I hope this experience is enough to get this issue fixed.
$16 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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I have already done the project related to this opportunity product in past. Could you please elaborate the problem here. Are you using some custom component for selecting the opportunity product or you are facing the issue with standard selection.
$15 USD in 40 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Evansville, United States
5.0
10
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Member since Sep 16, 2015

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