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Salesforce Lightning CRM Enhancements Needed

Freelancer

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event2026年9月05日に公開 · verified2026年9月09日時点で募集中であることを確認済みです

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₹ 750 – ₹ 1.250 /案件

求人について

I run Salesforce Lightning as the backbone of our Sales and CRM operation and now need to tighten three specific areas: Custom Dashboards, Lead Management, and Opportunity Tracking. Custom Dashboards must surface real-time KPIs for reps, managers, and executives, load quickly, and be easy to clone for new teams. Lead Management needs a streamlined qualification path with assignment rules, automated follow-ups built in Flow or Process Builder, and clear status stages that eliminate unnecessary clicks. Opportunity Tracking should standardise stages, trigger stage-gated tasks, and feed reliable data straight into the dashboards. All work will begin in a sandbox; once accepted, we will move everything to production via change sets. No external integrations are required right now, so the entire build can stay within native Salesforce Lightning tools. Deliverables • Fully configured interactive dashboards • Re-engineered lead lifecycle with automation • Optimised opportunity pipeline and reports • Deployment documentation for future admin reference Acceptance criteria • Dashboards load in under five seconds and match report totals exactly • Lead conversion path completes in two clicks or fewer • Opportunity data rolls up accurately to forecasting views Let me know your proposed timeline and any questions about the current schema, and we can get started.

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