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Salesforce - workflow set up
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Sales & Marketing > Other - Sales & Marketing

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Feb 13, 2013
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  • Posted: Tue, Feb 05, 2013
  • Time Left: Closed
  • Location: Anywhere
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  • Start: Immediately
  • Budget: Less than $500
  • Fixed Price Job
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Hello,

I am looking for some help using SalesForce and in particular setting up Work Flow rules.

We run an events company and when an event has happened we would like to set off a trigger of follow up emails. Nothing too complicated we have just not figured it out so looking for some advice and support

Once they are set up we would like to set up some sort of sandbox so we can test it works before we push live.

I am looking for someone to first set up the workflow rules for us and then explain the process so we can add additional follow up emails to the process ourselves moving forward.

If this is something you can do then please let me know and we can discuss moving forward.

Thanks,

John

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Job ID: 37540777
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 Argentina  |  
INVITED
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Proposal SEALED

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INVITED
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Bid ID: 37547370  |  Submitted: Feb 5, 2013 11:04 ET 
Proposal SEALED

 India
Not Using this account any more
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Bid ID: 37542557  |  Submitted: Feb 5, 2013 08:46 ET 
Proposal SEALED
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