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    2,000 xero salesforce jobs found, pricing in CAD

    I'm in need of an experienced Salesforce API professional to assist me with integrating Salesforce into a third-party application, specifically Nice and contact. The primary objective of this project is to establish a basic data exchange level between Salesforce and Nice and contact. This will involve setting up the integration and ensuring that data flows smoothly between the two platforms. Key requirements and responsibilities: - Setting up and configuring the Salesforce API to enable data exchange - Establishing a basic level of integration with the third-party platform - Ensuring that data is accurately and reliably exchanged between Salesforce and Nice and contact The ideal candidate for this position should have: - Extensive experience wi...

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    I'm seeking a Salesforce Developer expert for a critical project. We are in the process of integrating Salesforce Sales Cloud with our ERP, Finnegans. **Project Details:** - The integration is already in development but needs completion. - We have detailed documentation outlining all the requirements for the integration. **Requirements for the Freelancer:** - Proficient in Salesforce Sales Cloud and Finnegans ERP. - Expertise in REST APIs, especially within the context of Salesforce. - Proven experience in completing complex integrations. - Ability to pick up from where the previous developer left off, address any challenges, and ensure a smooth and successful integration. **Current Status of the Project** We have developed Apex Classes and Integration...

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    I need help with my accounting and auditing tasks, including bookkeeping, financial statements preparation, and internal control evaluation. I'd like to include 1 year of financial data in the statements. I require a professional with the following skills: - Proficiency in QuickBooks, Xero, and Excel spreadsheets - Experience in bookkeeping - Preparing financial statements - Evaluating internal controls Your role will be crucial in ensuring that my financial records are accurate and compliant with accounting standards.

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    I've set up an http callout to my own API in Salesforce, triggered by editing a custom account field. The data format for the callout is JSON, and I want to send the account's ID along with the edited field value to my API. I'm seeking a Salesforce IT expert to guide me through the correct configuration in Salesforce Flow Builder. This is a small task and can be resolved with a short remote session. Key requirements include: - Solid understanding of Salesforce Flow Builder - Proficiency in configuring http callouts - Experience with JSON data format in Salesforce Your help will be appreciated to ensure the successful implementation of this feature.

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    I have connected DEXT and Xero for VAT return preparation, but I need a professional to review the uploaded invoices in DEXT and ensure their accuracy and completeness. The output from DEXT and Xero needs to be reviewed urgently and the VAT return completed by tomorrow. Key Tasks: - Review the invoices uploaded to DEXT - Ensure all necessary invoices are included - Verify the accuracy of the invoices - Complete the VAT return on Xero Ideal Skills: - Proficiency in UK VAT regulations and processes - Experienced in DEXT and Xero - Attention to detail This is urgent and I need someone who is available to work on it today. I have some familiarity with Xero, but I'm looking for an expert to ensure the process is completed accurately and in a timely ma...

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    I'm in need of an experienced accountant to handle my bookkeeping tasks. Here's a bit more about the project: - **Service Type**: The primary focus of this project is book...let me know if you have any recommendations or if you're proficient in a particular software. - **Transaction Volume**: On average, we have more than 100 transactions per month. So, I need a professional who can efficiently manage a high volume of transactions. Ideal candidates should have: - Proven experience in bookkeeping. - Familiarity with various accounting software (preferably QuickBooks, Xero, or FreshBooks). - Ability to manage a high volume of transactions. - Strong attention to detail and accuracy. - Good communication skills. If you believe you're a suitable fit for this role...

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    I have an existing integration between AroFlo and Xero. My goal for the integration is to sync PDF attachments. Currently, I handle PDF attachments by manually attaching them to records in Xero. Key Requirements: - Integrate PDF attachments from AroFlo to Xero without double entering it. - The integration should be able to handle these attachments automatically. The ideal freelancer for this job should have: - Strong understanding of AroFlo and Xero. - Experience in developing integrations between different software. - Good troubleshooting skills in case of technical issues with the integration. - Attention to detail to ensure that the PDF attachments are synced accurately.

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    ...perform sales tracking in the following ways: - By individual salesperson: The system should show the performance of each salesperson. This way, I can analyze their work, reward high performers, and provide feedback to those who need improvement. - By team: It should also provide an overview of each sales team's performance. This will help me assess the overall productivity and effectiveness of my salesforce. - By product/service: The CRM system should track the sales of each product or service. This will allow me to determine which offerings are most successful and make data-driven decisions on my business strategy. Ideal skills and experiences for this job include: - Proficiency in CRM development - Strong understanding of sales tracking - Ability to create an intuitive...

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    I'm looking for an expert who can integrate data from three platforms into my Laravel PHP ERP system. These platforms include Xero, and Sage accounting. Given these specific platforms, a freelancer with experience in working with them would be ideal. Additionally, PHP Laravel framework familiarity is essential. Requirements include: - Real-time synchronization: All data updated in any of these accounting software should reflect on my ERP system instantly. - Automatic data updates: An ability to schedule regular automated updates. - Custom Reporting: Tailored reports based on the data received from the platforms. - Error handling and Data Validation: Ensuring data is validated with robust error handling procedures. Given that I skipped indicating the specific data, your propos...

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    I need a Salesforce Analytics Studio Dashboard builder to assist in creating a real-time data dashboard specifically for our sales teams. am looking for someone who has expertise with building dashboards through Salesforce Analytics Studio, the key features I expect from this dashboard are interactive data visualization, real-time data updates, and customizable filters. The ideal candidate for this job would be someone who has experience with Salesforce Analytics Studio - Experience with Salesforce Analytics Studio - History of creating successful sales performance dashboards

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    We need a salesforce commerce expert who can perform the work listed below. Of course, this is a very rough “plan and description” We would like to arrange a non-binding Zoom meeting to talk about our project. In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind. Here you have a first description. This is how I made the advertisement: We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management. 1. the customer makes an inquiry via our website (I could do this via WordPress by my own) 2. we check the request in an “admin area” and distribute the anonymize...

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    Create an experience cloud site. Create one dynamic reusable search component in site it should be visible to the the user A but should be hidden to the user B. If we will get 50000 records how to optimize solutions .

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    Looking for a bookkeeping super-star for my service-based business. The candidate wi...management of more than 100 transactions a month. This is a long-term position where we'll start with full-time work while we catch up ? thereafter, part-time hours as required to keep my books in order. Key skills and experience needed: * Available for immediate start * Available for short-term, full-time work * Adept with Wix &/or a willingness to familiarise yourself with it so you can set-up Xero * Proven record in handling a high volume of transactions accurately * Experience in the bookkeeping of service-based industries, You'll be tasked with ensuring that our books are not only accurate but also user-friendly and insightful for decision-making purposes. I look forw...

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    I am seeking to connect my WPForms through Zapper to a custom Salesforce object. The form has dropdown menus that need to map to salesforce. The role requires the automation of data entry to efficiently track leads. It will involve significant work with WPForms, Zapper, and Salesforce, so experience with these platforms is crucial for success. Ideal Skills and Experience: - Comprehensive knowledge of WPForms, Zapper, and Salesforce systems - Expertise in CRM and lead tracking methods - Proven experience in automating data entry processes - Strong understanding of data privacy regulations

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    ...dealing with Payability reports and utilizing accounting software such as QuickBooks, Xero or Wave. Key responsibilities include: - Reconciling my marketplace sales with Payability reports - Preparing monthly balance sheets - Generating monthly income statements - Compiling monthly cash flow statements Please note that I receive daily Payability reports from my marketplace. I have access to all necessary sales data from the marketplace, so the main focus will be on reconciling these figures with the Payability reports. Accuracy and attention to detail are crucial for this project. Ideal skills and experience: - Proven experience with reconciliations - Expertise with accounting software such as QuickBooks, Xero or Wave - Knowledge of e-commerce and marketplace sales - ...

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    I'm looking for an expert who can integrate data from three platforms into my Laravel PHP ERP system. These platforms include Xero, and Sage accounting. Given these specific platforms, a freelancer with experience in working with them would be ideal. Additionally, PHP Laravel framework familiarity is essential. Requirements include: - Real-time synchronization: All data updated in any of these accounting software should reflect on my ERP system instantly. - Automatic data updates: An ability to schedule regular automated updates. - Custom Reporting: Tailored reports based on the data received from the platforms. - Error handling and Data Validation: Ensuring data is validated with robust error handling procedures. Given that I skipped indicating the specific data, your propos...

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    Amarillo College invites applications for a skilled Salesforce Developer to assist in migrating our Adult Education Department (GED and ESL Programs) to the Salesforce Education Cloud. The goal is to develop a Minimum Viable Product (MVP) by the end of May, utilizing the current grant year's funds effectively. Project Requirements: Data Integration: Implement data import functionality from Ellucian Colleague to Salesforce via API. Automate student ID generation and demographic data push to Salesforce upon student initiation of the enrollment process. Experience Cloud Site: Develop a system for students to receive an email enabling them to log into Salesforce to complete their application once their data is imported. Document Management: Enable stud...

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    At present, we manage all our revenues and expenditures through multiple bank accounts. For different types of expenses, we use different cards - for instan...multiple bank accounts. For different types of expenses, we use different cards - for instance, the card ending in 1234 is used for fixed expenses, while the card ending in 0123 is for non-fixed expenditures. All our receipts are sent to Receipt-Bank, which is synced with XERO. - reconcile bank accounts each month - setup inventory management - loan interest - P/L statments - Setup up reconciliation rules Must be finished by 10th of each month Approx 300-400 receipt/bank statement rows need reconciling each month. In XERO, every transaction must be matched with a receipt from Receipt-Bank or reconciled from a ba...

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    I'm in need of an experienced Salesforce consultant to guide me through the process of publishing my managed app on AppExchange. Key Responsibilities: - **Security Review Preparation:** I require assistance in preparing my app for the Security Review process. Your role will be to ensure that the app meets Salesforce's security standards and requirements. - **Licensing Questions:** I'm looking for someone who can answer my queries and provide guidance on licensing considerations. Ideal Candidate: - Strong experience with Salesforce Lightning is a must. - Proven track record in successfully publishing apps on Salesforce AppExchange. - In-depth knowledge of security standards and licensing on Salesforce. - Excellent communication skills to effec...

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    Hi Do you have experience with both mulesoft and salesforce? It iÅŸ sql and salesforce integration using mulesoft For now my task is to solve this error so let see how many hours it takes us and for the new project we will discuss the time per week I need indian time tomorrow morning 7:30 am This support will be on zoom meeting which we will provide u and u will connect with my consultant for support

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    I am looking for an expe...API that will convert JSON data from our custom software into Xero. Key Functionalities: - Uploading bills: The API must have the capability to upload bills to Xero. This involves including the necessary data fields in the JSON, and ensuring they are correctly mapped in Xero. Specific Fields: - When uploading bills, it's crucial that the documents are included and handled correctly. Required Skills: - Strong experience in API development, particularly with Xero. - Proficiency in working with JSON data. - Attention to detail and ability to ensure accurate data mapping between different systems. - Prior experience with uploading documents through APIs is a plus. Please include any relevant experience you have working with Xe...

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    I'm in need of a Salesforce expert to assist with migrating a small volume of data from spreadsheets (Excel, Google Sheets) into Salesforce. Your tasks will primarily include: - Preparing data for migration - Mapping data fields from spreadsheets to Salesforce - Executing the migration process while ensuring data integrity Ideal candidates should have: - Proven experience with Salesforce data migration - Strong knowledge of Salesforce data structure - Proficiency in handling Excel and Google Sheets - Excellent attention to detail This will be a per hour job, so please provide your hourly rate in your bid. I'm looking for someone efficient and precise who can assist with this task smoothly.

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    I'm looking for an experienced Salesforce expert to implement the platform and integrate it seamlessly with other software's. Key Integration Points: - Whatsapp: I will need automated messages to be sent via Whatsapp - Emails: The primary goal here is to track customer interactions - TcsION: This is a vital integration point that will require a thorough and deep understanding of the software. Ideal skills and experience: - Proven experience with Salesforce implementations and integrations - Familiarity with Whatsapp API for automated messaging - Proficiency in email tracking systems - Strong analytical and problem-solving skills. Your role will be to ensure a smooth flow of data between these systems, with a focus on customer interactions and business processe...

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    ...Features: - Cross-platform compatibility: I need the software to function seamlessly on Windows, Mac, and Linux operating systems. - LinkedIn Scraping: The software should be able to efficiently scrape phone numbers and emails from LinkedIn profiles. - User-friendly Interface: The software needs to have a simple and intuitive interface for easy use. -Integration with CRM's like Hubspot, Pipedrive, Salesforce and more. Ideal Skills and Experience: - Proficiency in software development, with experience in creating lead generation tools. - Familiarity with LinkedIn API or web scraping techniques. - Strong understanding of data privacy and protection laws to ensure compliance. - Ability to create a user-friendly and responsive cross-platform application. Timeframe: I do not ha...

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    I need to streamline the sales process in Salesforce by automating the workflow for Opportunities. The professional I'm looking for should be able to: - Set up Salesforce Flows - Configure the Flows to automate the workflow for Opportunities - Ensure the automation is seamless and doesn't hinder the sales process Ideal Skills and Experience: - Proficiency in Salesforce Flows and Orchestration - Proven experience in workflow automation, ideally in a sales context - Understanding of Opportunities in Salesforce and how to leverage them for sales process optimization The primary goal is to enhance the efficiency of our sales team, eliminating manual steps and reducing the risk of errors, while also ensuring our sales process remains effective. Experienc...

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    I'm seeking a skilled Salesforce developer who can help me integrate Sales Cloud with our external system. Key Responsibilities: - Develop a seamless integration that connects my external system to Salesforce Sales Cloud. - Ensure that contact information is instantly synced across both platforms. Ideal Skills: - Strong understanding of Salesforce Sales Cloud. - Proven experience with point-to-point Salesforce integrations. - Ability to handle data synchronization effectively. - Familiarity with data security best practices.

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    I'm in search of a Salesforce developer with the ability to customize Salesforce workflows and create custom objects and fields. This involves: - Customizing Salesforce workflows - Creating custom objects and fields The primary goals of these customizations are to: - Streamline our business processes - Enhance the organization of our data - Improve the overall efficiency of our Salesforce instance Additionally, I require the developer to connect our Salesforce instance with third-party customer support systems. The ideal candidate will have a proven track record of successfully customizing Salesforce workflows, creating custom objects and fields, and integrating Salesforce with external systems. Experience with customer support syst...

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    I'm in need of a professional who possesses a deep understanding of Salesforce Case Management and has prior experience integrating Formstack products such as Formstack Documents and Formstack Sign with Salesforce. Key Responsibilities: - Convert two existing fillable PDF forms into the Salesforce Case Management system - Create a seamless process for electronic signature requests using Formstack Sign - Ensure the forms are easily accessible and usable by case managers Ideal Candidate: - Background in Salesforce Case Management and Formstack products - Proven experience in creating and integrating forms within Salesforce - Familiarity with electronic signature processes and best practices - Strong communication skills to collaborate with case manag...

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    I'm seeking an experienced accountant in Belek, Turkey to handle my small business's financial statement preparation and tax return preparation. Responsibilities: - Prepare and analyze financial statements - Manage tax preparation and... Responsibilities: - Prepare and analyze financial statements - Manage tax preparation and compliance - Regularly audit financial procedures and recommend improvements Ideal Skills and Experience: - Proven experience in financial statement preparation - Sound knowledge of Turkish accounting regulations - Experience in tax return preparation - Proficiency in Excel; experience with QuickBooks or Xero a plus - Strong analytical and problem-solving skills - Attention to detail and ability to work efficiently - Excellent communication and int...

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    I am in need of an experienced and competent accountant or book-keeper who can help me reconcile my business Xero for the last 12 months (june 2022 - june 2023). There are three main tasks that I need assistance with. I have started using Xero so I will need help: 1. Categorising Transactions: You will be required to create custom categories for the transactions to enhance the organisation and understanding of my business financial flow, I have made some categories but may need more 2. Bank Reconciliation: I need you to balance my bank transactions with my Xero accounts to ensure their correspondence. 3. Updating Financial Statements: With the reconciliation and categorisation of transactions, I expect an accurate update of my financial statements. I will need and e...

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    I'm in need of a Salesforce architect to integrate Salesforce Open CTI. The primary goal for this project is to modify and fix security issues in existing code of an open CTI adapter and making a managed package for market place. Key Responsibilities: - Integrate Salesforce Open CTI: I need someone who can successfully integrate Salesforce Open CTI into our system. - Develop Open CTI Adapter: The main goal of this project is to develop a custom open CTI adapter. Ideal Skills and Experience: - Extensive Experience: I'm looking for someone with a proven track record of successful Salesforce Open CTI integrations. - Salesforce Expertise: A deep understanding of Salesforce architecture, configuration, and development is essential...

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    I am looking for someone who has expertise with building dashboards through Salesforce Analytics Studio, the key features I expect from this dashboard are interactive data visualization, real-time data updates, and customizable filters.

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    I need immediate assistance with writing Alphanumeric data within Salesforce. Requirements: - Data Entry: The task involves manual data entry of Alphanumeric data. - Salesforce Experience: You must be proficient with Salesforce and comfortable with screen control operation. - Speed and Accuracy: The project is urgent, so I require both speed and accuracy in data input. Please note that this is a time-sensitive project, so I would need the task to be completed as soon as possible.

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    I'm looking for help and support setting up API integrations with our dialler Platform and to move some flow processes into apex

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    I need an efficient virtual assistant who has mastered using Xero Accounting Software and Shopify. Your main tasks will include: - Email Management: You will be primarily handling customer inquiries. Strong communication skills are required to ensure customer satisfaction. - Xero Accounting Work: You will be responsible for invoicing and billing. Familiarity with Xero is paramount for this responsibility. No payroll tasks will be included. Your proficiency in Shopify tasks and data entry duties will be an advantage. Previous experience as an e-commerce VA is ideal, as well as a solid understanding of e-commerce platforms, primarily Shopify.

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    I'm searching for a dedicated part-time admin assistant with proficiency in Xero, Shopify, Canva, and customer service, along with fluency in English. As a key player in this role, your responsibilities will include: ✅ Conducting bookkeeping tasks using Xero (no payroll tasks included) ✅ Efficiently managing e-commerce operations via Shopify ✅ Turning creative ideas into designs via Canva ✅ Seamlessly handling customer service tasks via Email Ideal skills and experiences: - Denoted intermediate level expertise in Xero, Shopify, and Canva - Solid experience in customer service - Excellent command over English This position requires a commitment of 10-20 hours per week. If you believe you have the ability to combine great administration skills with a creativ...

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    I'm looking for an experienced Salesforce consultant to assist with the implementation of a new Salesforce account. Key Project Requirements: - Implement a CRM system that is tailored to our business needs - Include features such as Lead and Opportunity Management, Customer Support and Service, and Analytics and Reporting - Create a user-friendly system that enables easy adoption and effective usage by our team Ideal Skills: - Proven experience in Salesforce implementation, specifically in the CRM context - Deep understanding of CRM principles and best practices - Ability to tailor Salesforce features to align with Lead and Opportunity Management, Customer Support and Service, and Analytics and Reporting Please respond with your relevant experience and ...

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    I am seeking a skilled professional who can expertly integrate Xero with KOST Quotation Software. The ideal candidate has a deep understanding of both platforms and their capabilities. This role will require the successful candidate to develop: - A system to import customer data from KOST Quotation Software into Xero - A feature to sync invoices between the two platforms - A function to create quotations using the integrated system These functions should sync automatically without manual intervention from me. Previous experience with Xero and KOST Quotation Software, and an understanding of the requirements of automatic data syncing for large scale accounting and financial data, would be highly beneficial for this project.

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    At present, we manage all our revenues and expenditures through multiple bank accounts. For different types of expenses, we use different cards - for instan...multiple bank accounts. For different types of expenses, we use different cards - for instance, the card ending in 1234 is used for fixed expenses, while the card ending in 0123 is for non-fixed expenditures. All our receipts are sent to Receipt-Bank, which is synced with XERO. - reconcile bank accounts each month - setup inventory management - loan interest - P/L statments - Setup up reconciliation rules Must be finished by 10th of each month Approx 300-400 receipt/bank statement rows need reconciling each month. In XERO, every transaction must be matched with a receipt from Receipt-Bank or reconciled from a ba...

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    I'm looking for a skilled Salesforce developer to work on an Apex Trigger/Aura programming task. 1. Create 2 aura components. So on the page there will be 2 component one on right other on left. The left component has 3-4 lightning cards that display contact name,email, phone number . These are not buttons but when you click on any of the card the card border turns red and the further details of the contact will be displayed on the 2nd component 2. Create a trigger and its test class with 100% coverage , where when the account address is updated then the address in the related contacts should get updated as well. The logic shouldn't be in the trigger itself but another apex class

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    Please message only if you can fulfil requirement. Basic work required. No fancy work. There is an Omniscript which has cancel button enabled and on click of that cancel button, it redirects to Case record, basically to its Context Id. Now I have embedded this OmniScript in flex card to open as Modal on click of action button. My requirement is once Omniscript opens as a modal and if I click cancel in OS, it should close modal and should not go to Case record.

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    I'm seeking an experienced Salesforce professional who can provide tutoring and guidance on various aspects of the platform. The ideal candidate should have: Key to teach from a beginner to a intermedia on Salesforce Commerce. We can discuss the frequency of sessions based on mutual availability. Please share your relevant experience and approach to tutoring in your proposal.

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    I'm on the hunt for an experienced Salesforce expert with a strong understanding and practical experience in CPQ. Specifically, you'll configure the product and apply pricing rules to be used in quote generation. Key Tasks: Training and Overview on - Product Configurations - Pricing Rules Design - Quote Generation - Building Integrations Additionally, you'll be working on the billing component of Salesforce CPQ, particularly focusing on invoice generation. This project will heavily lean towards the following skills and expertise: - Salesforce CPQ - Billing Integrations - Invoice Generation If you have a deep understanding of Salesforce CPQ and its invoicing generation system, I welcome your bid. Remember, experience in working with other...

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    I'm in need of a skilled Xero Administrator who can handle my accounts receivable and perform weekly bank reconciliations. The ideal candidate should have experience within the services industry. Key Tasks: - Manage Accounts Receivable: The chosen professional will be responsible for the management of our accounts receivable. This includes creating invoices, tracking payments, and managing any outstanding balances. - Weekly Bank Reconciliations: I require the Xero Admin to perform weekly bank reconciliations. This involves ensuring all transactions are accurately recorded and balancing our financial records with our bank statements. Ideal Candidate: The ideal candidate for this role should have: - Proven experience in a similar role, with a strong background in Xer...

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    I'm seeking an experienced Salesforce consultant who can provide me with in-depth training on the Salesforce platform. The ideal freelancer for this job should have: - Extensive experience using Salesforce and a good understanding of its features and capabilities. - Proven track record in training others on Salesforce, especially on a one-to-one basis. - A solid grasp of the Salesforce platform and its components, as well as the ability to explain these clearly and coherently. Key tasks will include: - Providing a detailed overview of the Salesforce platform. - Tailored training on the specific areas of the Salesforce platform I am looking to improve, particularly in areas such as salesforce platform customization. - Shari...

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    ...complete in Singapore by a Singapore PR or citizen. If you're a Singapore citizen or PR with expertise in Xero software, I'd love your help to manage our financial transactions and records. This is a work from home job with an initial tranche of work ~15-20 hrs followed by small regular work projects as quarterly accounts are finalized. Hourly rate of pay is $25.00 SGD per hr. In this project, here's what I'm hoping we can accomplish: - Management of accounts payable and receivable - Bank and credit card reconciliation - Ledger maintenance - Preparation of regular (draft) financial statements I need someone who is experienced in using Xero accounting software. You should be able to use Xero effectively to conduct bookkeeping operations for ...

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    I'm looking for a skilled professional who can implement a seamless integration between Podio and Xero using Zapier. Key Requirements: - Sync Invoices, Contacts, and Payments: We need a bidirectional sync for these key data points. - Daily Sync: The integration should be set to sync the data on a daily basis to keep both systems up-to-date. - Conditional Sync: Only invoices that have been paid should be synced between Podio and Xero. The ideal candidate will have: - Extensive experience with Zapier, Podio, and Xero integrations. - Strong understanding of data sync processes and best practices. - Ability to set up conditional syncing based on specific criteria. Please provide examples of similar integrations you've implemented in the past.

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    I'm currently looking for a skilled Accounts Payable Specialist to help with invoice processing. Your primary role would be to handle various aspects of this process using the Xero and ProSpend software applications. Key Responsibilities: - Efficiently process a high volume of invoices within a specified timeframe. This includes coding invoices and preparing a weekly payment run. Communication: - I prefer updates and questions about invoices to be communicated via email or through the messaging app. The ideal candidate will have: - Proven experience in accounts payable roles - Proficiency in Xero and ProSpend - Excellent attention to detail - Strong time management skills - Good written communication skills, particularly via email A detailed process guide will be p...

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    I need to implement a custom button in Salesforce. When users click the button, I want it to prompt users to upload a file. The process should be as follows: 1. **File Upload and Dropdown**: - Upon clicking the button, users should be prompted to upload a file. - Before the upload, users should see a dropdown with options for the type of document they are uploading. These options should be easily configurable by me in the future. 2. **File Renaming**: - Once the user has uploaded the file and selected the document type from the dropdown, the file should be renamed. - The new filename should be a combination of the account name followed by the dropdown selection. 3. **Future-Proof Dropdown Configuration**: - I want this system to be easily maintainable. In the future, I shoul...

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    I'm looking for a skilled developer to create a web-based tool that will integrate with multiple accounting software like Quickbooks, Xero, Netsuite, and Zoho. Key functionalities: - Data Synchronization: The tool should be capable of synchronizing data across the aforementioned accounting platforms. - Financial Reporting: It should be able to generate financial reports by pulling data from the different accounting software. Other features can be discussed later. Ideal candidates should have experience in web development and previous work demonstrating their ability to create similar integrations. A strong understanding of accounting software and how to develop tools that work seamlessly with them is also a must. Please include past work in your proposal.

    $1965 (Avg Bid)
    $1965 Avg Bid
    22 bids