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Salesforce Email Notification to Customer

$250-750 USD

In Progress
Posted almost 5 years ago

$250-750 USD

Paid on delivery
About the company: Dwelo is bringing smart device technology to apartment communities. Our software, hardware, and service platform enables the owners and managers of multifamily properties to offer smart homes as an amenity to their residents and simultaneously improves the efficiency of property operations. Dwelo smart apartments are live in thousands of apartments from coast to coast. We are a growing team making a lot happen, we are taking on some big names, and while we’re leaders in the space, we’re just getting started. Why do we need this project done? We have a team of field technicians that installs the smart hardware in various apartment communities across the US. The work they do is tracked in Salesforce. We work directly with the staff that manages each apartment community to schedule new installations in their apartment units that have recently become vacant. Prior to the arrival of a Dwelo technician, the apartment staff needs to be ready and available to give them access to the units in order to complete the installation. However, the apartment staff has lots of things they are juggling and they often forget about our scheduled work and are not prepared for our tech when they arrive which either causes a delay or results in a reschedule. We want to do all we can to help remind our communities when we have a technician coming and it's not realistic to do this manually. We'd like Salesforce to email the apartment staff 72 hours and 24 hours before any scheduled work. We have all the data we need to automate this but have no in-house Salesforce developer that can build what we need. Project scope: We have three types of custom objects that will need to be used for this email trigger. The "Community" object has the main details of the apartment community while the "Work Ticket" object as the details of the specific work that is being performed by a tech at a particular apartment community on a particular date. The "Unit" object shows the details of the specific apartment units at the community. Work Tickets are associated to the Community object when they are created. Units are associated to both the Community and the Work Ticket objects. We only want communities with the field "Community Type" equal to "Retrofit" to be included in this email trigger. From there we also only want to include Work Tickets that have the "type" picklist field equal to "Install-Full". After filtering out the Communities and Work Tickets using the above logic we want the email to trigger if the "Scheduled Date" of the Work Ticket is 3 days in the future and then again if it's 1 day in the future. The email should be sent to the contact listed in the "POC" field on the community record. The all caps items in the below template are the related Community and Work Ticket fields we would need to have pulled into the email. Email template: Hello, We wanted to remind you that a Dwelo technician will be at your community on "SCHEDULED DATE" to install the Dwelo system in the unit(s) below. Please make sure we have permission to enter the units and that each unit is ready for the full installation of Dwelo. If you have any questions or need to reschedule please contact your Community Success Manager. RELATED LIST OF UNITS ON THE WORK TICKET Timeline: We'd like to have this done in the next 2-3 weeks if possible.
Project ID: 20466824

About the project

31 proposals
Remote project
Active 5 yrs ago

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31 freelancers are bidding on average $522 USD for this job
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Hello Dwelo Team, Hope you are doing great. I am PD1 and ADM 201 certified salesforce Consultant working on the platform for more than 6 years. Have expertise in Configuration, Customization, Integration, and Lightning. I have prior experience in Field Service domain. I have experience working with ServiceMax, Field Service leader built on Salesforce. I can understand the efforts getting lost if the units are not ready for Installation after the Dwelo Field Service Technician/Engineer on reaching the site. I can build Time-dependent workflow rules to trigger the Email alert 72 hours and 24 hours prior to the SCHEDULED DATE to the POC field present on the Community custom object. Looking forward to connecting and building a solution in Salesforce for you to resolve the business problem. Thanks & Regards, Harsha BR
$550 USD in 15 days
5.0 (45 reviews)
7.3
7.3
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Hello, Hope you are doing well :) I would love to have the opportunity to discuss your project with you. May I ask about your Salesforce edition? We have worked on environments of companies like “Deloitte” and “James Group of Marcus Millichap”. My recent projects consist of "Deloitte Access Economics" which is a part of Converge Health. Also, we have worked with company EnHasen Performance (Data Import, Data export, Reports, Dashboards) based on the Australia and Trinity System on their product RealtimePSO (Automation of Credit Card & ACH Payment method) Currently, we are working with MetricStream which is based in California for their requirement of Custom Quota Forecasting and creating custom Reports and Dashboards accordingly Also, we have worked with Art of Living for their requirements we used Twilio and Python to provide a robust solution for IVR of Non-Profit Organization We are a passionate team of Salesforce Consulting Partner & certified developers and architects aiming to reach our customers business to the next level What would be the best way to get 15 mins on your calendar to explore if this would be valuable to the company? Looking forward to hearing back from you soon. Regards, Vaibhav Vyas
$800 USD in 10 days
4.9 (28 reviews)
6.8
6.8
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Hi, Hope you are doing well. I am Salesforce certified developer, having 7.5 years of experience in different area(Sales Cloud, Service Cloud, Community Cloud) of Salesforce. Please connect with me to discuss. Best Regards
$500 USD in 10 days
5.0 (49 reviews)
6.3
6.3
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Hey There, Thanks for providing such a detailed and clear project brief. As per my understanding reading the above description, a Batch class will be the appropriate solution for this. We can get on call to discuss further details and get this deployed asap for you. Thanks Devarshi
$700 USD in 2 days
5.0 (10 reviews)
5.1
5.1
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Hi, Greetings from Appadurai of Bizappln Solutions. I am a Salesforce certified developer with 15+ years of software industry experience and an ex-employee of Zoho.  Have gone through your requirements to send email trigger at different points of time based on the criteria of data captured in the Objects. Since the email trigger needs values from different objects, we can either create custom formula fields in single object that references the other object fields. This object can be used for the Email trigger. Looking forward to discuss the details.
$500 USD in 7 days
4.7 (7 reviews)
4.8
4.8
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Hello, Glad that you took time to put detailed requirement. It made things really easy to understand. I am an accomplished, certified & top rated Salesforce developer and can makde necessary changes in your Salesforce org to send automated emails reminders for each of such scheduled visits 1 days & 3 days before visit date. As you mentioned, emails will only be sent to the recieepient of records where "Community Type" equal to "Retrofit". You can award me this project so that I can get started, or message me to discuss further. Regards, Mohammed Rizwan
$750 USD in 7 days
5.0 (9 reviews)
4.0
4.0
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I am a certified Salesforce Consultant & Developer proficient in setting up Salesforce instance for Service Cloud Console, Sales Colud Console, Community Cloud, Design & Development of Lightning Apps. I am having total 8 years of Salesforce experience. During my tenure with various multinational companies, I was involved in setting up various customer & partner communities, automating Sales & Service proocess for the customers and designing comprehensive reports and dashboards. As a developer, I created various components in Salesforce Lightning, Visualforce Pages & Apex Controllers. Also having expertise on integration two systems with the help of REST APIs. Salesforce Certified : 1. Administratror 2. Service Cloud Consultant 3. SalesSales Could Consultant 4. Platform Developer I 5. Platform Developer II
$277 USD in 10 days
4.4 (5 reviews)
3.8
3.8
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Hello! We are top quality full-stack developers and we are ready to work on this project, we use Version Control Systems, Staging Servers, Team Slack Channel and Task Management Tool Our current rate is 40 usd per hour and service quality is excellent Contact me for an enjoyable and reliable development experience. Thank you.
$500 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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The scope has been well understood. As a Salesforce Consultant, I recommend a workflow or process builder inside the platform, documented, with no code required and easy to maintain. After the delivery, you will be able to understand what I did and maybe increment with any future needs(believe me, it happens a lot when changing email templates)
$555 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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I am having 4 years of experience in salesforce configuration and customization. I have 2 years of experience in lightning and have worked on many projects from end to end.
$444 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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Hi there, I have looked into your requirements and I am confident I am the right resource for your project. Let me introduce myself, I am a Salesforce Developer with over 2+ years of experience in Salesforce Development. Earlier I worked at Ortoo Apps as Salesforce Developer where I have worked on top Salesforce App Exchange Apps which are Email to Anything and Q-Assign. Also, I have worked on a similar feature on E2A App. The products are used by fortune 500 companies including but not limited to Exxon Mobil, Informatica, Splunk, Verizon, Mathworks, and the list goes on. I have written code that is scalable and runs on millions of records within Salesforce Governor Limits. My SF skill set includes: -Lighting Components and Lightning Web Components -Apex -Apex Triggers -SOQL and SOSL -VF pages -Workbench I am looking forward to working with you. Please feel free to contact me, if you have any questions. Regards
$750 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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Dear Sir\Ma'am, Hope you are doing well. I have read the description of your project, understand the details that you want, and highly interested to work with you. After getting degree of Bachelor of Computer Science (Honors), I have been working as Salesforce Developer for more than an year at software company of Lahore, Pakistan. This job has equipped me with following skills: 1) Apex Programming (Controllers, Triggers, Plus there testing) 2) Visualforce Pages 3) Lightning Experience 4) Aura Framework 5) RESTful APIs and web services integration with Salesforce 6) Data Security, User Authentication and Management 7) Reports and Dashboards 9) Salesforce Administration (EMAIL AUTOMATION AND CUSTOMIZATION COMES IN THIS PART) 10) Salesforce sites Your desired results can be achieved in following way: 1) Create an Email Template 2) Write a scheduler that will fetch the data according to given conditions ("Community Type" equal to "Retrofit" , Work Tickets "type" picklist field equal to "Install-Full", POC on community record) and send one email before 72 hours of scheduled Date of work ticket and another 24 hours. Hope you understand the flow of my approach. I've recently completed this type of task so it won't take much time to get this project completed. I'll get this work done in four days more precisely before coming Monday (29-07-2019). I look forward to hear from you Thank you for your consideration. Sincerely, Jabran Saleem
$250 USD in 4 days
0.0 (0 reviews)
0.0
0.0
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I am a seasoned Salesforce Admin/Developer experience. I am a highly trained Salesforce® certified with a strong knowledge of Salesforce Development along with experience in Salesforce configuration and customization. I’ve worked on every aspect of salesforce ranging from Sales cloud, Apex, API's, Service cloud, Sales Cloud, Collaboration Cloud (Chatter), Data Load, Portals, Sites, Custom Development, Integration and developing/Installing AppExchange Tools & other CRM's development. I have a deep expertise in Salesforce development, customization, AppExchange Apps, community projects, Lightning UI and complete Salesforce development. I have a variety of technical experience in technologies related to Salesforce such as Apex, SOQL, SOSL.
$300 USD in 5 days
0.0 (1 review)
0.0
0.0
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Hi, I am a Salesforce Certified Developer and Administrator. I understand the project scope and will help you. Would you like to schedule a call to discuss all the details? Thanks, Dmitriy
$500 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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Hi I’m a Salesforce consultant from Deloitte having very good exposure in Salesforce customisation and configuration.
$250 USD in 15 days
0.0 (0 reviews)
0.0
0.0
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Hi Team, I am a Salesforce certified developer, administrator and consultant (Service Cloud). I have worked on Sales Cloud, Service Cloud and Community Cloud of Salesforce. I have expertise in providing Out of the Box solutions for different requirements and also tailoring them using custom development to meet the requirements. Since you have already provided a detailed description of the requirement, this could be achieved in 10 days and using OOB salesforce email templates and email alerts. Please suggest a suitable time for having a detailed discussion. Thanks
$350 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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Hi! I have gone through your project description and m very much capable to implement the system as per your requirements. M certified Salesforce developer and administrator having 2+ years experience in Salesforce application development and configuration. Expert in Apex, Visualforce, SOQL, Triggers, Workflows, Process Builders, Configuration, Customization and Development. I can implement the system as per your requirements. Contact me before placing order for better understanding of workflow of the project. I will be grateful if you give me this opportunity. Regards: Khawaja Abdur Rehman
$250 USD in 7 days
0.0 (0 reviews)
0.0
0.0

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Draper, United States
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Member since Jun 27, 2019

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