Task Overview:

You are required to set up a new Salesforce account with the following steps:

1. Add Leads and Prospects:
• Import existing leads and prospects into Salesforce.
• Ensure the data is organized correctly, and duplicate entries are removed.
• Categorize leads and prospects based on provided criteria (e.g., lead source, stage in the sales funnel).
2. Add Lightning Apps for Email Automation:
• Set up and configure Lightning apps for email automation.
• Ensure that the apps are integrated with the email system and that workflows are properly set up for sending automated emails to leads and prospects.
• Test the automation process to confirm everything is functioning correctly.
3. Connect API Integration for 3 Suppliers:
• Establish API connections between Salesforce and three specified suppliers.
• Ensure the API integration allows for seamless data exchange and updates between Salesforce and the suppliers.
• Test each integration to verify data accuracy and reliability.

Budget: $300

Posted On: August 18, 2024 23:49 UTC
Category: Scripting & Automation
Skills:Business Process Automation, Salesforce CRM, Web Application Development, API, Automation, Microsoft Excel, Visual Basic for Applications, Microsoft Power Automate, Microsoft Power BI, API Integration, Apex

Country: United States

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