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Our Salesforce Essentials org (five users) needs hands-on administration across three areas: data management, user setup & permissions, and clear, decision-ready reports and dashboards. Scope of work • Data management – Clean existing records, import small CSV batches when needed, and put simple validation rules or deduplication steps in place so new data stays accurate. • User setup & permissions – Create or adjust user profiles, roles, and permission sets so each team member sees only what they should and can act without friction. • Reports & dashboards – Build or refine Lightning reports and dashboards that surface key metrics for sales and customer support; results must load quickly and be easy for non-technical staff to tweak. Acceptance criteria • No duplicate accounts or contacts remain after the first data pass. • Every user can log in with the correct access level, confirmed in a brief screen-share. • At least three core dashboards display real-time figures the team can filter themselves. • A concise hand-off doc outlines what was changed and how to keep it tidy. Everything is managed within Salesforce Essentials; if you prefer tools such as Data Loader or Data Import Wizard, that’s fine as long as final work lives inside the org.
Kitambulisho cha mradi: 40241409
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Inatumika 13 days ago
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125 wafanyakazi huru wana zabuni kwa wastani $16 USD/saa kwa kazi hii

Hi there, I understand that you need hands-on administration for your Salesforce Essentials org, focusing on data management, user setup, and creating insightful reports and dashboards. For data management, I will ensure existing records are cleaned, implement validation rules, and handle CSV imports to maintain data accuracy. Regarding user setup, I will create and adjust user profiles and permissions to ensure smooth access for your team. In terms of reports and dashboards, I will build and refine Lightning reports that highlight key metrics for sales and customer support, ensuring they are user-friendly and load quickly. I will provide a concise hand-off document detailing changes made and how to maintain the system effectively. Looking forward to the opportunity to assist you with this project. Best regards, Burhan Ahmad TechPlus
$12 USD ndani ya siku 40
8.1
8.1

Hello, I came across your project and found it truly interesting. With over eight years of hands-on experience in this field, I have successfully delivered high-quality solutions to clients worldwide. My dedication to excellence is reflected in the 180+ positive reviews from satisfied clients. I’d love to bring this expertise to your project and ensure outstanding results. However, I do have a few important points I’d like to clarify to align perfectly with your vision. Let’s connect via chat so I can share relevant examples of my past work. I look forward to hearing from you. Best Regards, Divu.
$12 USD ndani ya siku 40
8.0
8.0

Hi, Your need for precise Salesforce Essentials admin support tells me you’re aiming not just for functionality but smooth, worry-free management. With extensive hands-on experience in Salesforce Lightning and data management, I’ll ensure your records are clean and robust with smart validation and deduplication. User roles and permissions will be tailored perfectly so your team works seamlessly without access headaches. For reports and dashboards, I create quick-loading, easily adjustable visuals that bring your key sales and support metrics into clear view. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. Expect a thorough cleanup, a flawless setup walkthrough via screen-share, and smart dashboards , plus a simple handoff document to keep your org tidy long-term. Could you share examples of the key sales and customer support metrics you'd like prioritized in the dashboards? Sincerely, Asad
$25 USD ndani ya siku 68
8.2
8.2

Thank you for considering me for your Salesforce Essentials Admin Support role, an opportunity I believe aligns perfectly with my skillset and experience. Over the past 8 years, I have worked with numerous SaaS platforms, developing and maintaining applications that prioritize efficient data management, user setup, and the creation of clean, actionable reports for businesses. My proficiency in PHP and API integrations has given me a deep understanding of handling large-scale data operations. Data integrity is of utmost importance when it comes to administration tasks like the ones you've highlighted. My extensive experience using tools such as Laravel and PHP will enable me to handle large datasets effectively while maintaining accuracy and optimizing performance. I am well-versed in report building and dashboard optimization ensuring that real-time figures remain accessible at all times and can be easily manipulated by non-technical staff as needed. Lastly, my thorough approach to projects extends beyond delivering immediate fixes; instead, I focus on creating long-term stable solutions. This includes providing detailed documentation of all changes made during the project scope as well as clear instructions on how to ensure tidiness in the future. When you hire me for your Salesforce Essentials org, I guarantee 100% client satisfaction and a successful project completion that is both on time and effective in producing desired results
$12 USD ndani ya siku 40
7.5
7.5

Dear Client, Building Salesforce solutions that drive operational efficiency, elevate customer satisfaction, and improve your bottom line has been the core of Well Spring Infotech's work for the past 10 years. We’ve tailored applications for different industries and niches, and here’s what you can expect if you choose us for your project: Firstly, our robust data management skills will ensure the cleanliness, accuracy, and deduplication of your dataset. We’re proficient in using tools like Data Loader and Data Import Wizard, which we can employ based on your preference. Secondly, our expertise in user setup & permissions will guarantee seamless access control for each team member. We understand the importance of privacy while maintaining a collaborative environment. Lastly, when it comes to creating decision-ready reports and dashboards for non-technical staff, we know how to strike a balance between simplicity and efficacy. Our reports are informative yet easy to tweak according to your evolving needs. Overall, choosing Well Spring Infotech would mean having a tech partner dedicated to streamlining your Salesforce operations, optimizing resource utilization, and ensuring clear handoffs when necessary. Let's accelerate your growth together!!! Thank you!!!
$12 USD ndani ya siku 40
7.8
7.8

Hello, I have 10 years of experience in Salesforce administration. I can assist in data management by ensuring accuracy and deduplication. I will set up user access and permissions for secure, seamless operation. I’ll develop clear, decision-ready reports and dashboards for your team. All changes will be documented for easy future management. I look forward to supporting your Salesforce Essentials needs. Regards, VishnuLal NB
$15 USD ndani ya siku 20
7.3
7.3

I am Abhishek, a highly-skilled Senior Web & Mobile Application Developer with impeccable skills in PHP. I am confident that my extensive experience of 10+ years will be valuable in providing the Salesforce Essentials Admin support you need. Critical tasks such as data management, user setup & permissions, and report/dashboard development are well within my expertise. My skills with Data Loader, Data Import Wizard and ERP systems like Odoo CRM will seamlessly transition our collaborative work within the Salesforce Essentials org. My work is centered around scalability, security and AI-powered solutions - exactly the traits an organisation like yours would benefit from. Across various projects, I have carefully managed data to maintain its accuracy and readability which aligns directly with your requirement of deduplication steps and crafting validation rules for new inputs. Moreover, I ensure all users enjoy smooth navigation through correct set-up and simplified permission interfaces. I assure you not only a concise hand-off document but long-term support to maintain your salesforce needs hygiene going forward. Together we can convert your salesforce essentials into efficient decision-making assets! With Regards!
$15 USD ndani ya siku 40
6.6
6.6

Hi, I understand that your Salesforce Essentials org requires focused administration to enhance data management, user setup, and reporting capabilities. With my extensive experience managing Salesforce environments and a proven track record in data integrity and user access, I am confident that I am the right fit for your project. I will ensure that your existing records are cleaned, accurate, and ready for new data by implementing efficient validation rules and deduplication processes. Additionally, I'll create or modify user profiles and roles, guaranteeing each team member has streamlined access. Finally, I will build intuitive Lightning reports and dashboards, making key metrics easily accessible for your team. I suggest starting promptly, and I can provide updates weekly to ensure we meet your acceptance criteria efficiently. Please message me to discuss your needs further and how I can assist you! Could you clarify what specific metrics you need to visualize in the reports and dashboards?
$30 USD ndani ya siku 37
6.3
6.3

Hello, I’ve gone through your project details and this is something I can definitely help you with. With 10+ years of experience in mobile and web app development, I also have hands-on expertise in Salesforce administration. I can assist in data management, user setup, and creating insightful reports and dashboards. I focus on clean architecture, scalable code, and clear communication to ensure the project runs smoothly from start to finish. I can clean existing records, manage user permissions, and deliver user-friendly Lightning reports that your team can filter easily. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob I’m interested in your project and would love to understand more details to ensure the best approach. Could you clarify your timeline for this project and if there are any specific validation rules you're looking to implement? Let’s discuss over chat! Regards, Arpit Jaiswal
$20 USD ndani ya siku 29
7.0
7.0

Hi there, I am confident I can deliver the administrative support you need for your Salesforce Essentials org. With over 5 years of experience managing Salesforce environments, I have successfully tackled similar projects, particularly in data management, user setup, and reporting. 1. **Data Management**: I will clean existing records, implement validation rules, and deduplication steps to ensure new data is accurate and reliable. 2. **User Setup & Permissions**: I’ll create tailored user profiles and permission sets that empower your team while safeguarding sensitive information. 3. **Reports & Dashboards**: I will develop Lightning reports and dashboards that are not only user-friendly but also provide real-time insights essential for sales and customer support. These dashboards will be designed so your team can easily filter and adjust metrics as needed. After completing the initial pass to ensure no duplicates are found, I will verify user access levels through a brief screen-share. I'll also provide a concise hand-off document outlining all changes made.
$20 USD ndani ya siku 23
6.0
6.0

SolutionzHere masters Salesforce Essentials admin. We’ve cleaned data, tuned permissions and built fast Lightning dashboards for small sales/support teams just like yours. Plan: Data: Duplicate Job for cleanup, validation rules/dupe prevention, CSV imports via Data Loader. Users: Profile/role/permission sets for frictionless access. Reports/Dashboards: 3+ dynamic ones (sales pipeline, support SLAs, key metrics), filterable/self‑serve. Timeline: 5 days (Day 2: Data clean; Day 4: Dashboards; Day 5: Test/handover doc + screen‑share). Essentials‑native, proven results. Question: Top 3 metrics for dashboards (pipeline value, tickets closed)? Access ready. Let's chat.
$25 USD ndani ya siku 40
5.9
5.9

Hi, I'm working as a salesforce developer, I read your project description and I would like to provide salesforce admin support. for my skill sets, please visit my profile. thanks for reading my bid, text me for further discussion.
$12 USD ndani ya siku 40
6.1
6.1

Hello, Your scope is clear and very achievable within Salesforce Essentials, especially for a five-user org. I specialize in cleaning and optimizing small Sales Cloud environments so they stay simple, fast, and decision-ready. With my Salesforce ADM-201 certification and hands-on admin experience, here’s how I would approach your project: ? Data Management Full duplicate audit (Accounts & Contacts) Controlled cleanup and merge process CSV imports using Data Import Wizard or Data Loader Lightweight validation rules to prevent bad data Simple deduplication process going forward Goal: Zero duplicate records after first pass + clean data entry moving forward. ? User Setup & Permissions Profile and role review Permission set adjustments (least-privilege model) Access testing via screen-share Clean, friction-free experience for each user Goal: Every user logs in with correct visibility and edit rights. ? Reports & Dashboards 3+ core Lightning dashboards (Sales + Support focus) Optimized reports for performance Filter-enabled dashboards so non-technical users can self-adjust Clean naming conventions for easy maintenance ? Handoff Concise documentation Recorded walkthrough explaining: Where validation rules live How dashboards are structured How to safely import data. ~Thank you Deepika
$15 USD ndani ya siku 40
5.9
5.9

Hello , I am a Salesforce expert with a proven track record in PHP, CRM, and Salesforce App Development. I understand your need for Salesforce Essentials Admin Support, focusing on data management, user setup & permissions, and reports & dashboards. With my experience in Salesforce Lightning and data management, I am well-equipped to clean existing records, set up user profiles, and create decision-ready reports that load quickly. My approach involves implementing simple validation rules, ensuring correct user access levels, and building user-friendly dashboards. I guarantee no duplicate records, seamless user logins, and real-time dashboards for your team. I will provide a detailed hand-off document for easy maintenance. I am committed to reliable delivery and transparent communication throughout the project. Let's discuss how I can add value to your Salesforce Essentials org further. Best regards,
$12 USD ndani ya siku 40
5.8
5.8

Hello Greetings, After reviewing your project description, I am confident and excited to work on this project for you. However, I have some crucial points and questions to clarify. Please leave a message in the chat to discuss this, and I can share my recent work that is similar to your requirements. Thanks for your time! I am excited to hear from you soon. Best regards,
$12 USD ndani ya siku 40
6.0
6.0

Hi, Certified Salesforce consultant here with deep Essentials experience, and I’d love to own your 5‑user org as your go‑to admin partner. I’ll start with a structured data clean-up (dedupe accounts/contacts, CSV imports, validation rules) and then align profiles, roles and permission sets so every user has frictionless, least‑privilege access. Next, I’ll design at least 3 fast, decision‑ready Lightning dashboards for sales and support, plus reports that non‑technical users can easily tweak. Roughly, this can be delivered in 4–7 working days for about 500 USD, depending on current data quality and reporting complexity. Which 3–5 KPIs must be visible daily for leadership to call this a success? If you’re open, I’m ready to start immediately and provide a clear handover doc so your team can keep the org tidy long term. Regards Sahanaj
$25 USD ndani ya siku 40
5.7
5.7

Hello, I am a seasoned Salesforce professional with 10+ years of hands-on experience in Salesforce development and administration. Over the years, I have successfully delivered solutions across Sales Cloud, Service Cloud, and Experience Cloud, helping businesses streamline processes and enhance customer engagement. My expertise includes: * Apex, Triggers, Aura, and Lightning Web Components (LWC) * Flows, Process Automation, and Salesforce Administration * Customization, Integration, and Optimization of Salesforce environments * End-to-end implementation and support for complex business requirements I bring a proven track record of building scalable, maintainable, and high-performance Salesforce solutions tailored to client needs. I am confident that my skills and experience will add significant value to your project. Looking forward to collaborating and contributing to your success. Best regards, Arpit K.
$10 USD ndani ya siku 40
5.4
5.4

Hi I m certified Salesforce developer and administrator. let's discuss more about your requirements :) ....................
$10 USD ndani ya siku 40
4.9
4.9

Hey , Good morning! I’ve carefully checked your requirements and really interested in this job. I’m full stack node.js developer working at large-scale apps as a lead developer with U.S. and European teams. I’m offering best quality and highest performance at lowest price. I can complete your project on time and your will experience great satisfaction with me. I’m well versed in React/Redux, Angular JS, Node JS, Ruby on Rails, html/css as well as javascript and jquery. I have rich experienced in Salesforce Lightning, CRM, Data Management, PHP, Salesforce App Development and Salesforce.com. For more information about me, please refer to my portfolios. I’m ready to discuss your project and start immediately. Looking forward to hearing you back and discussing all details.. Thanks & Regards
$50 USD ndani ya siku 23
4.4
4.4

With 5 years of experience in Salesforce administration and similar projects offsite, I am well-equipped to handle your Salesforce Essentials org needs. I specialize in data management, user setup, and creating decision-ready reports and dashboards. By cleaning existing data, setting up user profiles and permission sets, and building user-friendly dashboards, I ensure seamless processes and accurate insights. My approach focuses on quality, efficiency, and scalability to guarantee maintenance-free solutions. Let's discuss how I can enhance your Salesforce org with my expertise. Chirag Pipal Regards
$8 USD ndani ya siku 30
4.5
4.5

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