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English
$
USD
I will set up, customize, and automate your salesforce CRM
Iman Akram
About this gig
About this Gig:
I help businesses set up, configure, and automate their Salesforce CRM so their teams can work faster and smarter. Whether you need a fresh org setup, custom object architecture, automated business processes using Flow Builder, or executive dashboards, I am here to deliver clean, efficient solutions tailored to your business needs.
What I Can Do For You:
- CRM Customization & Setup: Custom objects, fields, formula fields, page layouts, and record types designed around your exact business workflow
- Flow Builder Automations: Record-triggered flows, screen flows, scheduled flows, email alerts, and validation rules to automate manual work
- User Management & Security: Role hierarchies, custom profiles, permission sets, sharing rules, and duplicate management to keep your data secure and clean.
- Reports & Dashboards: Custom analytics, interactive report types, and executive dashboard suites for actionable insights
- Lead & Data Management: Web-to-Lead configuration, data cleanup, CSV imports via Data Loader, and lead assignment rules
- UI Customization: Personalized Lightning App layouts using Lightning App Builder.
For this Gig, I will have either a Zoom chat/call with Client.
Get to know Iman Akram
Iman Akram
Salesforce CRM Specialist , Business Process Automation
- FromPakistan
- Member sinceOct 2026
Languages
English, German, Japanese
I am a creative professional skilled in Salesforce CRM, graphic design, and digital marketing. I work with Adobe Photoshop and Illustrator and received a Best Graphic Designer Shield at my university for my contributions to the Skill Development Society. I also run Meta Ads for Viyaah Rang Boutique. My Salesforce experience includes custom objects, fields, relationships, reports, dashboards, CRM setup, and basic automation. I value quality, creativity, and client satisfaction.
FAQ
Q: How do we get started?
A: Let’s chat! Send me a message, and we’ll discuss your business requirements, review your current setup, and map out a clear action plan before starting the order.
Q: Which package should I choose?
Basic: Ideal for small CRM tweaks, custom field setup, user permissions, or updating 1 report/dashboard. Standard: Best for building standard business logic using Flow Builder, email alerts, or up to 3 custom reports/dashboards. Premium: Designed for end-to-end CRM configuration, multi-step Screen
Q: What do you need from me to get started?
A: I’ll need administrative access to your Salesforce org (preferably a Sandbox environment) and a brief overview of your business goals and current workflows
Q: Do you need direct access to my Salesforce Production org?
A: I always recommend using a Sandbox environment to build and test configurations safely. Once you review and approve the setup, we can migrate the changes to your Live Production org.
Q: What if my project is bigger or more complex than the Premium package?
A: No problem at all! Send me your project details, and I will create a tailored Custom Offer with a clear scope, timeline, and milestone breakdown.
