I will setup salesforce CRM and administration
AI Chatbot Developer, LLM Integration and Prompt Engineering
About this Gig
Looking for help setting up or customizing your Salesforce CRM?
I will help you organize your Salesforce org with custom objects, fields, relationships, page layouts, reports, dashboards and basic CRM configuration tailored to your business needs.
My services include:
- Salesforce custom objects and fields
- Lookup relationships between objects
- Custom tabs and page layouts
- Salesforce reports and dashboards
- CRM data organization and sample records
- Basic Flow Builder automation (where suitable)
- Existing Salesforce configuration improvements
Why work with me?
- Clear communication
- Organized setup based on your requirements
- Careful testing of the delivered configuration
- Updates throughout the project
Whether you need a simple CRM setup or a multi-object business management system, I will work with you to define the scope and deliver a practical solution.
Please contact me before ordering if your project requires complex automation or multiple connected objects. This helps me confirm the scope, price and delivery time.
FAQ
1. What do you need from me before starting?
Please share your business requirements, the objects and fields you need, your preferred relationships, and any sample layout or report requirements. Never send passwords in chat.
2. Can you build a custom Salesforce CRM for my business?
Yes. I can configure Salesforce objects, fields, relationships, tabs, reports and dashboards based on the agreed scope. Please contact me first to discuss your business workflow.
3. Can you create custom objects and relationships?
Yes. I can create custom objects, custom fields and supported relationships such as Lookup Relationships. The exact number depends on your selected package.
4. Do you create Salesforce reports and dashboards?
Yes. Reports and dashboards are included according to the selected package. Please specify the metrics, filters, tables and charts you want.
5. Do you provide Salesforce Flow automation?
One basic Flow may be included in the Premium package if the requirements are suitable. Please contact me before ordering to confirm feasibility.
7. Are Apex and Lightning Web Components included?
No. Advanced Apex development, Lightning Web Components, complex integrations and migrations are outside this gig's standard scope. Please discuss specialized requirements before ordering.
8. Can I order a project with more requirements than the packages include?
Yes. Send me your requirements before ordering. I can review the scope and, if suitable, offer a custom offer with an agreed price and timeline.

