Set up a Salesforce Crm with some basic setup and config for membership based organization.


Evaluating bids
Description:
I hope to set up a Salesforce CRM with some basic setup and configuration for a membership-based organization.  I'm writing down some basic requirements here.  Can always speak on the phone when necessary.



(1) Organizations <-- use native features, but maybe add some custom fields
(2) Leads <-- use native features, but maybe add some custom fields
(3) Contacts <-- use native features, but maybe add some custom fields
(4) Opportunities <-- use native features, but maybe add some custom fields
(5) Tasks <-- use native features, but maybe add some custom fields
(6) Should have some sort of dashboard with basic stats. <-- Native?  Simple stats are already sufficient.
(7) Web api / api
- (api) allow web applications to retrieve user data by email address
- (api) allow web applications to update user information (eg.

email, phone number, address) based on some sort of unique ID
- (Webhook) specify one or more webhook endpoints, to POST to a web application regarding on a new addition, change, or deletion to user information (to keep things simply, preferbly just post "who" (unique ID) has changed, and do not need details in the POST request because the server will go retrieve this information if necessary)
(8) Assist in Data migration from Insightly (OPTIONAL)

Would you please kindly give us a ballpark quote on this, and also the lead time?

Thank you very much for your time, I look forward to your reply!

Category: IT & Programming
Subcategory: Web development
What is the scope of the project?: Medium-sized change
Is this a project or a position?: Project
I currently have: I have specifications
Required availability: As needed
Roles needed: Other
Other roles needed: I hope to set up a Salesforce CRM with some basic setup and configuration for a membership-based organization. I'm writing down some basic requirements here. Can always speak on the phone when necessary. (1) Organizations <-- use native features, but maybe add some custom fields (2) Leads <-- use native features, but maybe add some custom fields (3) Contacts <-- use native features, but maybe add some custom fields (4) Opportunities <-- use native features, but maybe add some custom fields (5) Tasks <-- use native features, but maybe add some custom fields (6) Should have some sort of dashboard with basic stats. <-- Native? Simple stats are already sufficient. (7) Web API / API - (API) allow web applications to retrieve user data by email address - (API) allow web applications to update user information (eg. email, phone number, address) based on some sort of unique ID - (Webhook) specify one or more webhook endpoints, to POST to a web application regarding on a new addition, change, or deletion to user information (to keep things simply, preferbly just post "who" (unique ID) has changed, and do not need details in the POST request because the server will go retrieve this information if necessary) (8) Assist in Data migration from Insightly (OPTIONAL) Would you please kindly give us a ballpark quote on this, and also the lead time? Thank you very much for your time, I look forward to your reply!

JavaScript MySQL PHP

USD 1,000 - 3,000

Budget

12

Bids

13

Interested freelancers

Days until project expiration: 21 days

Published: 2 weeks ago

Deadline: Not specified

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