Salesforce - setup filter contacts by radius
$15-25 USD / hora
We have a small non-profit organization. We have a Salesforce account (Enterprise Edition) with Non-profit Starter Pack 3.0 (NPSP3) installed with only about 1000 contacts. We hired a SF developer to help us setup the account for our needs several years ago. For the most part, the system is working well for us. We occasionally have issues come up that we need help with. We would appreciate it if you would consider submitting a bid to help us resolve this issue:
FILTERING CONTACTS BY RADIUS FROM LOCATION
We would like to be able to filter contacts based on their distance from a location. We have entered mailing addresses in SF for each contact we want to filter. If we "Enable Maps" using this setting ([login to view URL]) we can view maps for each contact. But, we are not able to do a radius search. I have tried using the Mailing Address and "within" option under Contacts View ([login to view URL]) but no contacts are displayed.
What I would like to be able to do:
1. View a list of contacts by radius from location (Latitude/Longitude is fine) using the Contacts View
2. Our previous SF developer made it possible for us to select contacts using a custom filter string for complex queries that aren't possible in Contacts View. For example, "[login to view URL] = 'College - Christian' AND Primary_Contact_for_Org__c = True AND npe5__Status__c = 'Current' AND npe5__Organization__r.Date_Follow_Up_After__c <= TODAY AND npe5__Organization__r.Do_not_follow_up__c = False". I would like help with creating a similar string for selecting contacts within a radius.
To resolve the issues, I would like to schedule a meeting(s) with SF developer via web conference (VOIP with screen sharing) between the hours of 9-5pm EST (GMT-5). I would like the SF developer to walk me through the changes I need to make in order to resolve this issue.
If you submit a proposal, please include:
A. Your experience resolving similar issues
B. A general idea of how long you think it would take to resolve and what would need to be done
C. Your spoken English proficiency level
Thank you for your consideration.
Nº del proyecto: #18656560
Sobre el proyecto
18 freelancers están ofertando un promedio de $20 / hora por este trabajo
Hello Justin, 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 “Del Más
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 Más
Hi, I am a Salesforce certified professional having vast experience from various projects that I have done until now consisting of different industry sectors. Done 2 projects for NPSP in the past so understand your Más
Hello , The geocode fields in Salesforce are compound fields and as far my knowledge goes is not accessible via Salesforce UI. However they are accessible via Apex or SOAP API. I see the only possible solution h Más
Hi there, Hope you are doing good. I'm a certified Salesforce Administrator and I can satisfy this requirement in much less time. Please conact me, so that we can discuss more. Regards, Thomas
Hi, I have already done same implementation for a non profit organization on npsp 3 only. I can demo you the same. Let's connect to discuss more in detail. Hope to hear from you. Regards, Mandeep
Good Day, Please see my answers below to your project. A. Your experience resolving similar issues: I worked on a project last year with a similar issue; finding distance of client location from a point (that po Más
Hello. I am a GIS(Geographical Information System) expert and Web&Mobile(iOS&Android) developer. Since 10 years before I have been developing GIS applications. I graduated GIS special education course and I have r Más
I worked on a custom object filter criteria based on a specific picklist value. Hope to close this task in short time
Hi, I have 6 yrs of experience in Salesforce admin and Development. I am good in Apex development and certified APP BUILDER, ```PD1 ,PD2 AND ADMIN certifications. I can devote 4-5 hrs daily on your project. I wor Más