Salesforce Views, Fields, Reports
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted2 hours ago
I need a quick round of configuration updates inside our Salesforce org.
Change and addition of fields:
Change/add Field names
1. Change the field names in lead status to the following:
Rename lead status fields
Unqualified --> Unqualified
New --> First contact
“Additional field” --> Keep informed
“Additional field” --> not interested
“Additional field” --> no response
Working --> Prospect
Nurturing --> Interested
Relabel Fild in Lead view:
1. Change Firm --> Company (Under lead information)
Under company leave the current fields being “Company”, “Account type”, “Lead Role” and “Asset Class”
2. Add the address fields right underneath
Under contact add company telefon. Company email.
3. Change title Address Information to Personal Address Information
Add a field in the Lead Information:
The field needs to be entered under the comments section:
1. Source (use the same width as Salutation)
FT --> voluntary comment field
DB --> voluntary comment field
OW --> voluntary comment field
Other --> enter comment field
2. Lead Contact
Add a new field under the above field “Source” by the name “Lead contact” :
Lead Contact
BF --> voluntary comment field
PB --> voluntary comment field
GS --> voluntary comment field
Daniel --> voluntary comment field
3. Last contact:
Add a field last contact that will automatically display the last email sent and allow manual override with possibility to leave a comment.
4. Emails – Display all sent emails under Interactions
Show all the emails sent to this client
Display of email with the below two elements:
Date Title
5. Investment
Investment (yes / no)
Investment Date (MM/YYYY)
Wire Date (Exact date)
Wire description (Field to be inserted similar to comment field)
6. Shareholder ID
Comment field where we can enter the shareholder ID
Report
- Create a report of all the sent emails
- Add section “Reports” after the contacts and before the quotes.
Account / Contact
Apply the same look as in the lead field.
Transfer all the company related information to account
Transfer all person information (incl. contact information) to contact
Finally, I want a reusable report that lists everyone who has ever received our newsletter mailings. It should pull directly from the campaign history, include key contact details, and be easy for marketing to clone and tweak.
Please keep everything native to Salesforce Lightning. A brief hand-off note or short Loom walkthrough showing where each change lives will be perfect for sign-off.
Change and addition of fields:
Change/add Field names
1. Change the field names in lead status to the following:
Rename lead status fields
Unqualified --> Unqualified
New --> First contact
“Additional field” --> Keep informed
“Additional field” --> not interested
“Additional field” --> no response
Working --> Prospect
Nurturing --> Interested
Relabel Fild in Lead view:
1. Change Firm --> Company (Under lead information)
Under company leave the current fields being “Company”, “Account type”, “Lead Role” and “Asset Class”
2. Add the address fields right underneath
Under contact add company telefon. Company email.
3. Change title Address Information to Personal Address Information
Add a field in the Lead Information:
The field needs to be entered under the comments section:
1. Source (use the same width as Salutation)
FT --> voluntary comment field
DB --> voluntary comment field
OW --> voluntary comment field
Other --> enter comment field
2. Lead Contact
Add a new field under the above field “Source” by the name “Lead contact” :
Lead Contact
BF --> voluntary comment field
PB --> voluntary comment field
GS --> voluntary comment field
Daniel --> voluntary comment field
3. Last contact:
Add a field last contact that will automatically display the last email sent and allow manual override with possibility to leave a comment.
4. Emails – Display all sent emails under Interactions
Show all the emails sent to this client
Display of email with the below two elements:
Date Title
5. Investment
Investment (yes / no)
Investment Date (MM/YYYY)
Wire Date (Exact date)
Wire description (Field to be inserted similar to comment field)
6. Shareholder ID
Comment field where we can enter the shareholder ID
Report
- Create a report of all the sent emails
- Add section “Reports” after the contacts and before the quotes.
Account / Contact
Apply the same look as in the lead field.
Transfer all the company related information to account
Transfer all person information (incl. contact information) to contact
Finally, I want a reusable report that lists everyone who has ever received our newsletter mailings. It should pull directly from the campaign history, include key contact details, and be easy for marketing to clone and tweak.
Please keep everything native to Salesforce Lightning. A brief hand-off note or short Loom walkthrough showing where each change lives will be perfect for sign-off.
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