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Salesforce Custom Object / Statements of Work

July 30, 2024
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  • Project location type
    Remote
  • Project Type
    Hourly Based Project
  • Duration
  • Level
  • Language
  • English Level
    Fluent

Project Description

Scope of Work–
We need to add a button to our standard opportunity to generate a sales contract (Statement of Work). We use Docupilot and Zapier to generate these documents with API calls, but need help on the Salesforce side to plan and implement how this is accomplished from a UI and Object perspective.

Delivery– 2-4 weeks
You will work closely with our team.
Potential for more work. – Possible, as we grow and adopt salesforce.
What we don’t understand – Salesforce
Required Experience – 5 years of salesforce experience. Similar projects would be a plus.

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