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Project title: Salesforce
Posted by: External project from PeoplePerHour
Started: 13-Sep-2025 14:10 GMT
Description: e are seeking a skilled Salesforce Freelancer to support us in enhancing and customizing our Salesforce environment to better meet our operational needs. This role will involve hands-on technical work, system integration, and custom development.

We have several improvements in mind and are looking for someone who can guide us technically, help us implement best practices, and work efficiently across different Salesforce features and external platforms.

Key Responsibilities:

E-Signature Platform Integration:

Assist in evaluating and integrating an e-signature solution (e.g., DocuSign, Adobe Sign, PandaDoc, etc.)

Customize workflows to incorporate e-signature functionality into our existing Salesforce processes

Data Import & Management:

Enable importing of data from Excel/CSV files into Salesforce

Automate processes to clean, structure, and map imported data appropriately

Support the creation of tools to generate pricing comparisons from imported data sets

PDF Handling for Compliance:

Implement a solution for reading and parsing PDF documents within Salesforce

Support compliance processes by enabling data extraction, tagging, and record association

General Salesforce Customization & Support:

Build and maintain custom objects, flows, and reports

Suggest and implement process improvements to streamline operations

Ensure system scalability, security, and data integrity

Skills & Experience:

Proven experience as a Salesforce Admin, Developer, or Consultant

Strong knowledge of Salesforce tools: Flows, Process Builder, Apex, and APIs

Experience with third-party integrations, especially document signing platforms

Ability to import and transform data from CSV/Excel into Salesforce

Familiarity with PDF parsing tools or document management solutions (e.g., PDF.co, Adobe SDK, Conga, etc.)

Strong problem-solving skills and attention to detail

Excellent communication and documentation skills

Nice to Have:

Salesforce certifications (Admin, Platform App Builder, Developer, etc.)

Experience with pricing engines or CPQ (Configure, Price, Quote) tools

Experience working in compliance-heavy industries (finance, legal, insurance, etc.)
Project ID: 3449219
Project category:
Project budget:
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