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Estou revisando meu Salesforce e preciso que ele reflita melhor os processos das equipes de Vendas e de Serviço ao Cliente. O foco imediato é a automação: hoje alguns fluxos de trabalho, regras de validação e processos de aprovação estão incompletos ou gerando exceções. O trabalho envolve: • Mapear comigo o fluxo atual, entender onde as automações falham ou poderiam ser simplificadas. • Ajustar ou recriar workflows, regras de validação e aprovações, garantindo que disparem nas condições certas, respeitem dependências entre objetos e se mantenham fáceis de manter. • Documentar de forma objetiva o que foi alterado e testar juntos em sandbox antes de promover para produção. - implementar agentes - implementar account planning Uso principalmente services and sales console; portanto, conhecimento sólido nesses módulos, no Flow Builder e em boas práticas de administração é essencial. Espero entregar um ambiente onde as equipes não precisem mais contornar erros manuais e onde relatórios passem a refletir a operação real sem retrabalho. Se você já afinou automações complexas em organizações que crescem rápido, conte como faria este ajuste e quanto tempo estima para cada etapa. Preferencia a profissionais brasileiros por questoes de idioma e cultura.
Project ID: 40476929
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Active 4 days ago
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28 freelancers are bidding on average €3,980 EUR for this job

Hi I can review and optimize your Salesforce Sales Cloud and Service Cloud setup so the automation better matches your sales and customer service processes. My experience includes Salesforce Flow Builder, validation rules, approval processes, Sales Console, Service Console, account planning, Salesforce agents, sandbox testing, permissions, reporting, and deployment best practices. The main technical issue is that incomplete or poorly structured automations can create exceptions, duplicate logic, broken dependencies, and inaccurate reports. I will solve this by mapping the current process, identifying failing flows and rules, simplifying automation logic, and rebuilding only where needed with maintainability in mind. I can also implement account planning workflows and Salesforce agents in a way that supports your real team operations instead of adding unnecessary complexity. All changes will be tested in sandbox first, documented clearly, and prepared for controlled promotion to production. I can work through the business process in Portuguese-friendly communication and keep the configuration practical for fast-growing teams. Thanks, Hercules
€5,000 EUR in 20 days
5.0
5.0

Olá! / Hello! I'd love to help you get your Salesforce org running the way it should — automations that actually work, not ones your team has to fight against. How I'd approach this: Phase 1: Discovery & Mapping (Week 1) I'll audit your current org: workflows, validation rules, approval processes, and Flow Builder configurations across Sales and Service Console. We'll map what's firing, what's broken, and what's redundant. Phase 2 — Rebuild & Optimize (Weeks 2–3) Fix or rebuild automations in sandbox — validation rules that actually validate, approval processes that route correctly, flows that respect object dependencies. I'll consolidate where possible so you're not maintaining 10 automations where 3 would do. Phase 3 — Agent & Account Planning Implementation (Week 4) Set up Salesforce Agents (Agentforce) aligned with your service workflows, and implement Account Planning so your sales team has structured plans tied to real data. Phase 4 — Testing, Documentation & Deployment (Week 5) Why me: I've optimized Salesforce automation in fast-scaling orgs where broken flows were causing data integrity issues and team frustration — exactly what you're describing. I'm deeply familiar with Sales Console, Service Console, Flow Builder, and admin best practices. I focus on building automations that are maintainable, not just functional. Happy to jump on a quick call to discuss your current pain points before we start. Looking forward to hearing from you!
€4,000 EUR in 30 days
4.4
4.4

Hello! This is James from Hollywood. I’ve carefully read your project description and understand that you need adjustments in Salesforce to better align with your Sales team processes. With over 15 years of experience in CRM and Salesforce, I’m confident I can help you achieve your goals. I’ve been a part of the Salesforce ecosystem for many years and have worked on various projects that required deep integration and customization. My approach is always detail-oriented, ensuring that every aspect of your requirements is met with precision. Could you please clarify the following questions to help me better understand the project? 1. What specific processes do you want to enhance within Salesforce? 2. Are there any existing tools or integrations that need to be maintained or improved? To ensure the project’s success, I suggest we start with a detailed assessment of your current Salesforce setup, followed by a phased implementation plan that includes testing and user feedback. This will help us create a system that not only meets but exceeds your expectations. I look forward to the opportunity to discuss this further and see how I can contribute to your project. Thank you!
€4,000 EUR in 14 days
4.4
4.4

With over 15 years of experience as a software engineer and team architect in the IT industry, I'm confident that my skills align perfectly with your project requirements. I have extensive experience in developing and fine-tuning advanced automation systems in fast-growing organizations - precisely what you need to optimize your Salesforce systems effectively. My deep understanding of Salesforce Service and Sales consoles, Flow Builder, and a knack for administration best practices guarantee that I can solve the complex automation challenges you're facing with a high degree of competence. Apart from my experience, one thing that differentiates me as a freelancer is my commitment to providing premium engineering solutions. I don't just write code, but design digital ecosystems that are scalable, secure, and efficient. This mindset ensures that my solutions not only solve the immediate problem but also minimize technical debt and provide long-term value to your business. If given this opportunity, I would work with you closely to map the current flow, understand pain points, simplify processes. Together we can create an operating environment for your teams where manual errors are circumvented seamlessly, Salesforce reports reflect real operations accurately without rework, and most importantly provide true value for your invested time and money. Let's discuss your project needs further - together we will take your Salesforce automation to the next level!
€3,000 EUR in 30 days
0.0
0.0

Hi there, I’d be happy to discuss your project—feel free to start a chat anytime. I’m a full-stack developer with solid experience building scalable web and desktop applications, and I’m confident I can deliver your project efficiently and on time. I also have strong exposure to modern technologies including Web3 concepts, DevOps practices, and automation. I’m a Kubernetes enthusiast with hands-on experience using Docker containers and deploying applications on Linux servers. My expertise includes: MERN / MEAN Stack (development + team management) .NET Core APIs with Angular, including D3.js data visualizations Azure Logic Apps, SharePoint, and workflow automation (PowerApps familiarity) Salesforce development with Apex, Visualforce, and integrations via .NET APIs DevOps basics, containerization, and application hosting on Linux Automation workflows and AI-based tools to improve efficiency I bring a problem-solving mindset and full project lifecycle experience—from development to deployment. Looking forward to hearing from you. Thank you!
€5,000 EUR in 10 days
0.0
0.0

Having a rich background in CRM solutions and Salesforce with 14+ years of successful project delivery, I am confident that I have the skills and experience necessary to make your Salesforce aligned with your Sales and Customer Service teams' processes. I have navigated through complex automations for rapidly growing organizations, ensuring that they are efficient, error-free, and easy to maintain - all qualities you're seeking for this project. Lastly, I understand the importance of language proficiency and culture familiarity in a project's success. As a Brazilian professional, you can expect seamless communication that aligns perfectly with your requirements. With my proven track record as a freelancer, I wholeheartedly agree that client satisfaction is paramount and delivering tailored IT solutions is fundamental - It would be an honor to apply these values to your project!
€3,000 EUR in 25 days
0.0
0.0

Naas, Ireland
Member since May 29, 2026
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