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Salesforce - setup filter contacts by radius

$15-25 USD / hour

Imeghairiwa
Imechapishwa over 5 years ago

$15-25 USD / hour

We have a small non-profit organization. We have a Salesforce account (Enterprise Edition) with Non-profit Starter Pack 3.0 (NPSP3) installed with only about 1000 contacts. We hired a SF developer to help us setup the account for our needs several years ago. For the most part, the system is working well for us. We occasionally have issues come up that we need help with. We would appreciate it if you would consider submitting a bid to help us resolve this issue: FILTERING CONTACTS BY RADIUS FROM LOCATION We would like to be able to filter contacts based on their distance from a location. We have entered mailing addresses in SF for each contact we want to filter. If we "Enable Maps" using this setting ([login to view URL]) we can view maps for each contact. But, we are not able to do a radius search. I have tried using the Mailing Address and "within" option under Contacts View ([login to view URL]) but no contacts are displayed. What I would like to be able to do: 1. View a list of contacts by radius from location (Latitude/Longitude is fine) using the Contacts View 2. Our previous SF developer made it possible for us to select contacts using a custom filter string for complex queries that aren't possible in Contacts View. For example, "[login to view URL] = 'College - Christian' AND Primary_Contact_for_Org__c = True AND npe5__Status__c = 'Current' AND npe5__Organization__r.Date_Follow_Up_After__c <= TODAY AND npe5__Organization__r.Do_not_follow_up__c = False". I would like help with creating a similar string for selecting contacts within a radius. To resolve the issues, I would like to schedule a meeting(s) with SF developer via web conference (VOIP with screen sharing) between the hours of 9-5pm EST (GMT-5). I would like the SF developer to walk me through the changes I need to make in order to resolve this issue. If you submit a proposal, please include: A. Your experience resolving similar issues B. A general idea of how long you think it would take to resolve and what would need to be done C. Your spoken English proficiency level Thank you for your consideration.
Kitambulisho cha mradi: 18656560

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18 mapendekezo
Mradi wa mbali
Inatumika 5 yrs ago

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18 wafanyakazi huru wana zabuni kwa wastani $20 USD/saa kwa kazi hii
Picha ya Mtumiaji
Hello Justin, Hope you are doing well :) I would love to have the opportunity to discuss your project with you. May I ask about your Salesforce edition? We have worked on environments of companies like “Deloitte” and “James Group of Marcus Millichap”. My recent projects consist of "Deloitte Access Economics" which is a part of Converge Health. Also, we have worked with company EnHasen Performance (Data Import, Data export, Reports, Dashboards) based on the Australia and Trinity System on their product RealtimePSO (Automation of Credit Card & ACH Payment method) Currently, we are working with MetricStream which is based in California for their requirement of Custom Quota Forecasting and creating custom Reports and Dashboards accordingly Also, we have worked with Art of Living for their requirements we used Twilio and Python to provide a robust solution for IVR of Non-Profit Organization We are a passionate team of Salesforce certified developers and architects aiming to reach our customers business to the next level What would be the best way to get 15 mins on your calendar to explore if this would be valuable to the company? I look forward to hearing back from you soon. Regards, Vaibhav
$25 USD ndani ya siku 40
4.9 (24 hakiki)
6.5
6.5
Picha ya Mtumiaji
Hi, Hope you are doing well. I am Salesforce certified developer, having 7.5 years of experience in different area(Sales Cloud, Service Cloud, Community Cloud) of Salesforce. Please connect with me to discuss. Best Regards, SOUMEN
$20 USD ndani ya siku 10
5.0 (13 hakiki)
4.7
4.7
Picha ya Mtumiaji
Hi, I am a Salesforce certified professional having vast experience from various projects that I have done until now consisting of different industry sectors. Done 2 projects for NPSP in the past so understand your needs. I have achieved Service Cloud Specialist Superbadge along with 3 other Specialist Superbadges. Developer expertise for Apex classes, triggers, and Visualforce. I can perform system configurations, automation, customizations or any new feature implementation as required on your Salesforce instance. Happy to work with you through screen sharing as specified and available during GMT -5. Available for regular work and can start immediately, let me know. Thanks.
$17 USD ndani ya siku 40
4.5 (5 hakiki)
4.0
4.0
Picha ya Mtumiaji
Hello , The geocode fields in Salesforce are compound fields and as far my knowledge goes is not accessible via Salesforce UI. However they are accessible via Apex or SOAP API. I see the only possible solution here is to do a VF page to show the contacts where you have the input field to choose the radius and based on that google map whose the fields. We can a create a simple VF page with the new apex map tags (http://apex:map) to show the contacts in that specific radius. Please let me know if you can discuss this in details. Please add my skype : bgb-solutions Thanks, Prasun
$15 USD ndani ya siku 40
5.0 (3 hakiki)
3.3
3.3
Picha ya Mtumiaji
Hi there, Hope you are doing good. I'm a certified Salesforce Administrator and I can satisfy this requirement in much less time. Please conact me, so that we can discuss more. Regards, Thomas
$16 USD ndani ya siku 40
5.0 (1 hakiki)
1.0
1.0
Picha ya Mtumiaji
Hi, I have already done same implementation for a non profit organization on npsp 3 only. I can demo you the same. Let's connect to discuss more in detail. Hope to hear from you. Regards, Mandeep
$22 USD ndani ya siku 20
4.2 (1 hakiki)
1.1
1.1
Picha ya Mtumiaji
My current project is on Service could where we have similar kind of implementations, I would like to offer it for the lowest price possible as this will be my first project (incase if I win this Bid). Thanks in advance.
$17 USD ndani ya siku 40
0.0 (0 hakiki)
0.0
0.0
Picha ya Mtumiaji
Good Day, Please see my answers below to your project. A. Your experience resolving similar issues: I worked on a project last year with a similar issue; finding distance of client location from a point (that point being the salesforce user loggedin). B. A general idea of how long you think it would take to resolve and what would need to be done. A ballpark idea of timeframe is less than a weeks work. I would add a formula field to your contact record and calculate their distance from location first. C. Your spoken English proficiency level. From Canada (may have an accent, lol) but speak perfect English. I previously created a geo location app in Salesforce using Google Maps API. I am new to this site, but have a review on Upwork site and can provide references if required. Thank you for your consideration. Kevin Butt
$25 USD ndani ya siku 40
0.0 (0 hakiki)
0.0
0.0
Picha ya Mtumiaji
Hello. I am a GIS(Geographical Information System) expert and Web&Mobile(iOS&Android) developer. Since 10 years before I have been developing GIS applications. I graduated GIS special education course and I have rich experiences for development Desktop,Web and Mobile GIS applications. as a GIS developer, I can develop any kind of GIS application based on ArcGIS,GeoServer and GoogleMaps,OSM,MapBox, Cesium, Potree and PointClouds, OpenLayers,PostGIS and PostgreSQL and MS SQL, Sqlite/Spatialite. And I have many Web technologies such as PHP, Java,C# etc. I checked your requirement and I am very interesting in your project. I have worked on many GIS application development and I think that I have able to realize your requirement. I would like to heard from you. thank you.
$20 USD ndani ya siku 40
0.0 (0 hakiki)
0.0
0.0
Picha ya Mtumiaji
I worked on a custom object filter criteria based on a specific picklist value. Hope to close this task in short time
$15 USD ndani ya siku 40
0.0 (0 hakiki)
0.0
0.0
Picha ya Mtumiaji
Hi, I used to do filters on SF when supporting Operations Team in Red Hat in order to come up with new reports. - Can you show me a screenshot of the SF page when you are setting the filterers? It should not be hard to apply a new rule of "radius < x". - Do you need any other filter? It will be easier to apply them all and make it work if we do it at once. Keen to do a Skype call whenever it suits you the best (guerau_200) Thank you Best Regards
$16 USD ndani ya siku 40
0.0 (0 hakiki)
0.0
0.0
Picha ya Mtumiaji
Hi, I have 6 yrs of experience in Salesforce admin and Development. I am good in Apex development and certified APP BUILDER, ```PD1 ,PD2 AND ADMIN certifications. I can devote 4-5 hrs daily on your project. I worked on 1) VF pages, apex, trigger, angularjs. 2) Workflows, Process Builder, Flows, Approval Process, Profile, Permission Sets, Reports, Dashboard. 3) Salesforce1 mobile app, lightening, sales and service clound.
$16 USD ndani ya siku 40
0.0 (0 hakiki)
0.0
0.0

Kuhusu mteja

Bedera ya UNITED STATES
Dublin, United States
4.9
2
Njia ya malipo imethibitishwa
Mwanachama tangu Mei 13, 2010

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