I will set up and customize salesforce CRM, flows, and dashboards


About this gig
Struggling to manage leads, follow-ups, and sales data? I will set up and customize Salesforce CRM to make your sales process simple and organized.
WHAT YOU WILL GET:
- Salesforce org setup and configuration
- Custom fields, objects, and page layouts
- Lead and opportunity pipeline setup
- Flow automation to save your team's time
- Reports and dashboards for sales tracking
- Data import and cleanup (CSV/Excel)
- User roles and permissions setup
- Basic guidance on how to use your new setup
WHY CHOOSE ME?
- Hands-on Salesforce experience
- Business-focused solutions, not generic setups
- Clear communication and quick replies
- Clean, well-organized work
- On-time delivery and friendly support after delivery
BEFORE YOU ORDER:
Please message me with a short description of your business and what you need. This helps me suggest the right package and avoid delays.
Ready to organize your sales? Click "Continue" or "Order Now" and let's get started!
Get to know Iqra Maan
Salesforce CRM Setup and Customization
- FromPakistan
- Member sinceOct 2026
- Avg. response time1 hour
Languages
Urdu, English
FAQ
Q1: Do you need access to my Salesforce account?
Yes, I need temporary access to your Salesforce org (or a sandbox/developer org) to do the setup. You can create a separate user for me and remove it after delivery.
Q2: Can you work with my existing data?
Yes, I can clean and import your existing data from CSV or Excel files into Salesforce. Please send the file before ordering so I can check the format.
Q3: Which Salesforce edition do you work with?
I work with Salesforce Lightning Experience, including Sales Cloud and Developer orgs. Please tell me your edition before ordering so I can confirm everything you need is supported.

