I will customize salesforce CRM fields, objects, layouts and migrate data

Fakolade Marvel

Nigeria

I speak English

CRM Setup and Workflow Automation Specialist

I help businesses set up and automate CRM to manage leads, organize sales pipelines, and simplify customer follow-ups. My services include CRM customization, workflow automation, lead management, for...
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About this Gig


Is your Salesforce CRM disorganized, difficult to use, or full of data that needs moving? I'll help you structure your CRM, improve lead management, and migrate records with careful field mapping and validation.


WHAT I CAN DO

  1. Customize Salesforce fields and objects
  2. Configure page layouts and record types
  3. Set up sales pipelines and deal stages
  4. Configure lead assignment rules
  5. Customize lead and contact management
  6. Import data from Excel or CSV
  7. Migrate accounts, contacts and leads
  8. Map source fields to Salesforce fields
  9. Clean and check data for duplicates
  10. Validate imported records and troubleshoot errors


EXTRA SERVICES

  • Reports and dashboards
  • Validation rules
  • Salesforce Flow automation
  • Picklists and required fields
  • Data export and import support


WHAT YOU CAN EXPECT

Clear communication, an agreed scope, and careful testing of completed work.

Please message me before ordering large migrations or complex custom objects so we can confirm your requirements.


Ready to improve your Salesforce CRM? Place your order or message me to discuss your project!

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customize salesforce CRM fields, objects, layouts and migrate data
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customize salesforce CRM fields, objects, layouts and migrate data
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customize salesforce CRM fields, objects, layouts and migrate datacustomize salesforce CRM fields, objects, layouts and migrate datacustomize salesforce CRM fields, objects, layouts and migrate data

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