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I will setup salesforce CRM salesforce workflows fields objects webhooks API automation
Ethan.B
About this gig
Need your Salesforce CRM properly configured around your business workflow?
I will set up and customize Salesforce CRM with the fields, objects, layouts and workflow structure your business needs.
I can configure leads, contacts, accounts, opportunities, custom fields, custom objects, page layouts, validation rules, users, permissions and basic automation.
Whether you are starting a new Salesforce setup or improving an existing CRM, I will organize the system around your actual process instead of using a generic configuration.
Services include:
- Salesforce CRM setup
- Custom fields and objects
- Page layouts
- Lead and opportunity setup
- Workflow configuration
- Salesforce Flow
- Validation rules
- User and permission setup
- CRM customization
- Basic automation
Message me before ordering if your project requires complex automation, integrations or custom development.
Get to know Ethan.B
Ethan.B
Salesforce CRM Specialist, Flow Automation, API Integration and Administration
- FromUnited Kingdom
- Member sinceOct 2026
- Avg. response time1 hour
Languages
English, Spanish, French, German
Need Salesforce CRM configured to reduce manual work, improve data quality, and streamline your business processes? I set up and optimize Salesforce fields, objects, Flow automation, lead routing, approvals, API integrations, webhooks, reports, and dashboards. I also handle data cleanup, troubleshooting, and CRM improvements. Whether you need a new setup, smarter automation, connected apps, or clearer reporting, I deliver practical solutions tailored to your workflows.
Ready to improve your Salesforce CRM? Message me today to discuss your needs and find the right solution for your business.
My Portfolio
FAQ
Can you customize my existing Salesforce CRM?
Yes. I can work with an existing Salesforce environment and customize the agreed areas.
Can you create custom objects and fields?
Yes. Custom objects, fields, relationships and layouts can be configured according to your requirements.
Can you set up leads and opportunities?
Yes. Lead, contact, account and opportunity processes can be configured around your sales workflow.
Can you configure Salesforce Flow?
Yes. Salesforce Flow can be used for suitable business automation within the agreed scope.
Can you configure Salesforce users and permissions?
Yes. User access and relevant permission settings can be configured based on your requirements.
