Customize my Salesforce Professional Edition
$30-250 USD
Closed
Posted over 13 years ago
$30-250 USD
Paid on delivery
I have Salesforce - Professional Edition. I would like to add some features that are on the Salesforce for Wealth Management onto my Professional Edition.
1) Create a Relationship Group tab with a breakdown of the family members
2) Create a Financials tab that breaks down the holdings and account number for the clients
Please let me know if you are able to help. I will give the winning bidder the login information to view the specifics.
Project ID: 830030
About the project
3 proposals
Remote project
Active 13 yrs ago
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About the client
Fresno, United States
5
Member since Nov 24, 2008
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