Hello all,
Below are the details of the project. Please ensure you read all of this carefully so that you understand what the job entails. To ensure you have read this, please respond with "CONFIRM" in the top line of your response.
We utilise SalesForce as well as a standalone Manufacturing system and a written document that has the required information to finalise a warranty card. Due to my recent introduction to SalesForce (2 months use), the coding/setup is above my head, but require someone to essentially write a tutorial/walk me through the process of doing the following. If there is an alternative to the below described process, happy to hear it, but bear in mind our systems need to be used to generate the end document.
I will create a template which will need to have cells that will be filled in with certain data available in Salesforce when a trigger is actioned.
I have a field already called 'Serial Number', when this is filled, a warranty card should be generated and either emailed to our salesteam for forwarding on....or alternatively sent directly to the purchaser on the record.
Hurdles
Product: In the Opportunity name field, we may have different products with different quantities. The general format for this is Qty x Product (E.g. 2 x XYZ). If there are multiple products, the format would be 2 x XYZ, 4 x ABC, 3 x 273, 5 x XYZ-1).
Serial Number: These are 9 numbers in length. Currently these numbers are on a spreadsheet that is printed off and placed in a folder and the details are handwritten in.
I wish to upgrade this system, by having them data enter directly into the spreadsheet. Hence the information from the spreadsheet needs to be pulled into Salesforce.
Issue with Serial Number: When you have multiple products, they may enter the second product in the list first, instead of the first number. So Salesforce needs to be able to understand this when placing serial numbers into the system. I am assuming serial numbers can be placed into the 'Serial Number' field, broken up with a comma. The serial number should be searchable by SalesForce.
Date of Purchase: This is to be generated on the date that the serial numbers are entered into the spreadsheet that is linked to SF. Given that it can take weeks for fabrication of these products, using the 'Closed-Won' field is not an option, but it can be used as a first stage trigger if required.
The third system is EXO. This sytem houses information such as part numbers, stock count etc... The only link that I can identify to link these three systems together is utilising an 'Order Number' that is currently on the Spreadsheet and EXO, but not in Salesforce. EXO and Salesforce do talk to one another, so I should be able to link the two together. So this would be another lookup value.
Fields for Warranty Card:
Name/Company:
Contact:
Street:
Town/City:
Postcode:
Contact No:
Unit Model No:
Serial No:
Date of Purchase:
If you feel you are experienced enough in assisting with this configuration, please respond.
You may be asked to give some insight into how you believe you can integrate the systems, to identify you as capable or not for this project. If you have any questions, please feel free to ask.
Fluent English is important.
Confirm : I understood your requirement and ready to develop an POC and will explain the functionality of SALESFORCE . then you award me the project . Please find the below details .
I am a experienced [login to view URL] and Microsoft certified developer and having 10 year of IT experience and working for clients in the US. I am interested in the project posted by you. I am sure I would be able to accomplish your requirement to your satisfaction in a short span of time. I have worked similar components for my earlier clients. I am adept in [login to view URL] Customization, Development and Integration with various Line of Business application. Have also worked on data migration projects using tool like Apex dataloader.. Thanks, Jagdish Khantwal
$277 AUD en 3 días
5,0 (7 comentarios)
4,2
4,2
7 freelancers están ofertando un promedio de $265 AUD por este trabajo
CONFIRM
Hi,
I understand that you have some complex requirement and wish to get certain parts of your work process automated as well as effective for daily usage. I am a certified Salesforce consultant and can assist you in the process by automating certain areas and providing out of box functionality wherever feasible. However since there are some complexities involved, I feel it would be better to discuss this on the site chat feature. You can also chat with other members and after discussion, decide one freelancer and then continue working with him/her.
Looking forward to get your response for further discussion/clarification.
Hi,
Hope you are doing well.
We are team of salesforce professional, our team consist of members experience ranging from 1.2yr to 4.5yr in salesforce development. We are not clear about your requirement. we can give you exact amount once your requirement is clear. We charge $50 per hour for two person. Our team consist of only salesforce certified professionals. we will provide you two SFDC 4X certified person(Dev,ADM, Sales, Service).
Hope to hear from you soon.
Thanks,
Avinash
CONFIRM
This Proposed High Level Design may differ from actually delivered Solution based on your Salesforce Org Type, available User Licenses, and an assessment of any existing Configuration/Customization or Installed Packages.
Proposed Main Project HLD would include the following:
- Custom Object: Warranty Card
- Outgoing email messaging
- Reusable template for emailed Warranty Card
- Workflow or Apex Trigger to generate and send Warranty Card email
- Permission Set Configuration to grant access to Solution
- Possible user of an external Data Loader for syncing with the Exo System (I may also be able to provide recommendations around directly integrating the Exo data with Salesforce)
Proposed Project Modification HLD would include the following:
- Custom Report
- Some Configuration on Promotional Items. This could include a new Custom Object, new Custom Field(s) on an existing object, or include user of an external Data Loader (there are several free products available if loading external data is required)