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I have several Excel spreadsheets that hold all of our sales data, customer information, and transaction dates. I’m struggling to line each column up with the right fields inside Salesforce, so I’d like an experienced Salesforce professional to take over the entire migration. Scope of work • Review my Excel sheets, clean or normalise them if needed, and map every column to the correct Salesforce fields. The data should end up in the standard objects I already use—Accounts, Contacts, and Opportunities. • Handle the import with the most suitable tool (Data Loader, Data Import Wizard, or your preferred method) and ensure no duplicates or data loss. • Validate the results with me after import so we can confirm record counts, spot-check key fields, and make sure look-ups between objects are intact. • Provide a brief hand-off summary so I know exactly what was loaded, any issues that arose, and tips for future uploads. Acceptance criteria 1. All records from the provided Excel files appear in Salesforce under the correct objects. 2. Field mapping matches my spreadsheet headers to the intended Salesforce fields without truncation or format errors. 3. No duplicate Accounts, Contacts, or Opportunities are introduced. 4. A reconciliation report shows before-and-after record counts and highlights any rows that could not be imported (if any). If you have proven experience migrating data into Salesforce and can turn this around efficiently, I’d love to work with you.
Mã dự án: 40259020
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Hoạt động 13 ngày trước
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44 freelancer chào giá trung bình $55 USD cho công việc này

Hello, Greetings of the day! I have a vast experience of working in Advanced Excel and I have completed many projects based on Advanced Excel. I have read your requirements and I can complete your project within time frame with proper and efficient work. I am a full time Freelancer and available to start your project immediately. I have an experience of below skills • Changing Raw Data into Presentable Data which can be easily under stood. • Use of Advanced Excel Formula • Data, Power Query, Tables & Formatting • Conditional Formatting • Advanced Charting • Pivot Tables & Pivot Reporting • VBA & Macros • Data Analysis • Anova analysis in Excel • Statistic & Modeling using Excel • Forecasting & Trend Analysis & many more …. I am ready to work on a Sample file also if required. Please initiate the chat so that we can discuss more about project and start the project. Thanks & Regards Sneh
$30 USD trong 1 ngày
6,1
6,1

Streamlining processes and automating workflows are two of our key services on offer. They align perfectly with your project requirements, making us a strong fit for your Salesforce data migration. Our proven expertise extends to powerful tools such as Data Loader and the Data Import Wizard that are instrumental for this task. We won't just move your data from one platform to another; we ensure all records are accurately matched to their corresponding Salesforce objects, reducing redundant entries or data loss significantly. Before any import operation, we carefully analyze your Excel sheets, cleanse them if necessary, validate the mapping process thoroughly, and only proceed with your approval. With our transparent communication and milestone-based delivery process, I guarantee a high-quality outcome prepared promptly. It would be our honor to put our skills to work in exceeding your expectations for this project. Let's talk more over chat/call and go ahead.
$200 USD trong 2 ngày
5,9
5,9

Hi, I'm working as a salesforce consultant and developer, I read your project description and I would like to do the bulk import for you. I've did that many time so I've all the experience in bulk import. please visit my profile to see my skill sets, thanks for reading my bid, drop me a message to discuss more about this.
$400 USD trong 7 ngày
6,1
6,1

Hi, I have read the job description and now ready to start. I will provide 100% quality. Please send me a message for discussion. Let's discuss the job. Thanks
$20 USD trong 1 ngày
5,5
5,5

I have carefully reviewed your project and I am fully equipped to handle your complete Salesforce data migration — reviewing and cleaning your Excel spreadsheets, mapping every column accurately to the correct Accounts, Contacts, and Opportunities fields, and executing a smooth, duplicate-free import using Data Loader or Data Import Wizard with zero data loss. I will validate results with you post-import, confirm record counts, spot-check key fields, and ensure all look-up relationships between objects are fully intact and working correctly. Once complete, I will deliver a clear reconciliation report and a detailed hand-off summary so you have full confidence in your data and know exactly how to handle future uploads!
$19 USD trong 2 ngày
4,4
4,4

I can cleanly import all your data in salesforce .Let me know if we can connect. Thank you !!!!!!!!!!!
$100 USD trong 1 ngày
4,4
4,4

I will migrate your Excel data to Salesforce accurately. ✔ Clean and map all columns to Accounts, Contacts, Opportunities ✔ Import with no duplicates or data loss ✔ Validate records and object relationships ✔ Provide reconciliation report and handoff summary All records correctly loaded, mapped, and verified.
$30 USD trong 1 ngày
3,1
3,1

Hi there! I see you’re having trouble mapping your Excel sales data into Salesforce. Incorrect mappings or duplicates can really slow down your workflow and create confusion. I have hands-on experience with Salesforce data migration using Data Loader and Import Wizard, handling Accounts, Contacts, and Opportunities. I’ve cleaned, normalized, and mapped complex spreadsheets to Salesforce fields before, ensuring no duplicates or data loss. I also provide reconciliation reports and clear documentation for every import. My approach will be to carefully map your columns, import your data accurately, validate everything with you, and deliver a short hand-off guide so future uploads are seamless. Check our work https://www.freelancer.com/u/ayesha86664 Do you want me to also set up automatic validation rules to prevent future duplicate records? Let me know if you’re interested & we can discuss it. Best Regards Ayesha
$20 USD trong 5 ngày
2,6
2,6

I have already performed this action previously for one of our client. Could you please tell how much data is there?
$20 USD trong 1 ngày
1,1
1,1

Hi, I hope you’re doing well. I have over 7 years of hands-on experience in Salesforce development, including Apex, LWC, data loading, Approval Processes, Process Builders, Flows, and various out-of-the-box Salesforce components. After reviewing your requirement, I’m confident that I can assist you effectively. I suggest we schedule a session to understand your org’s data model and review the structure of your Excel file. This will help us properly align the fields and ensure a smooth data sync. For example, if your Excel contains a column such as “Email” and the corresponding field does not exist in Salesforce, we can create the required field and establish proper field mapping before performing the data load. Once the work is completed, I will also provide a brief overview of what was implemented, including the mapping and any configurations done. To proceed, I would need: Access to your Salesforce Sandbox environment The Excel file containing the data to be loaded Looking forward to your response. Thanks & Regards, Aravind R
$20 USD trong 1 ngày
1,1
1,1

Greetings, I read your job post and I understand your requirement and I have extensive experience in the field migrating complex datasets into Salesforce. I can review your Excel spreadsheets, clean and normalize data, and map every column to the correct Salesforce fields across Accounts, Contacts, and Opportunities. Using the most suitable import tool (Data Loader or Data Import Wizard), I’ll ensure a seamless import with no duplicates or data loss. After the import, I will validate the results with you, provide a reconciliation report showing record counts and any issues, and deliver a concise hand-off summary detailing what was loaded, any challenges, and best practices for future uploads. Best, M.J
$15 USD trong 1 ngày
0,0
0,0

Hi there, I understand you're looking for a proficient Salesforce expert to facilitate the migration of your sales data from Excel into Salesforce, ensuring accuracy and efficiency along the way. It sounds like a challenging task, but I'm confident that with my experience in data migration, I can help streamline this process for you. To tackle this project, I would begin by thoroughly reviewing your Excel spreadsheets, ensuring that all data is cleaned and correctly formatted. I will meticulously map your columns to the corresponding Salesforce fields to support your existing structure with Accounts, Contacts, and Opportunities. Utilizing the most effective tools, like Data Loader or the Data Import Wizard, I'll manage the import to guarantee there's no duplication or data loss. Post-migration, we will validate the results together, checking that all data aligns correctly and sharing a detailed hand-off summary to guide you for future uploads. Could you share more details about the volume of data and any specific challenges you've encountered in the past? https://www.freelancer.com/u/proggon Best regards, Wahaj Barlas.
$20 USD trong 7 ngày
0,0
0,0

Hi, I’m an experienced Salesforce specialist with a strong track record of handling full-cycle data migrations from Excel into standard objects like Accounts, Contacts, and Opportunities — cleanly and without duplication. I will: Review and normalize your spreadsheets to ensure clean, structured data. Map every column accurately to the correct Salesforce fields. Use Data Loader or the most suitable tool to import safely and efficiently. Prevent duplicates using matching rules and pre-import checks. Validate relationships (lookups between Accounts, Contacts, Opportunities). Provide a reconciliation report with record counts and any exceptions. You’ll receive a clear hand-off summary outlining what was imported, any issues encountered, and best practices for future uploads. Ready to begin immediately and complete this efficiently. Regards, Muhib
$15 USD trong 2 ngày
0,0
0,0

hi, I’d be happy to take full ownership of your Salesforce data migration and ensure it’s done cleanly, accurately, and without disruption to your existing data
$10 USD trong 1 ngày
0,0
0,0

Hi there! Are your Excel sheets consistently formatted or do they vary in structure between files? Regardless, this is definitely something that I feel confident delivering on, given my past experience. I would love to discuss your project further! Looking forward hearing from you. Kind Regards, Corné
$10 USD trong 14 ngày
0,0
0,0

꧁ ༺ ❤️ hi, ❤️ ༻ ꧂ I’ll take full ownership of your Salesforce migration—cleaning and normalizing Excel data, mapping every column precisely to Accounts, Contacts, and Opportunities, and preventing duplicates with proper matching rules. I’ve handled similar imports using Data Loader and Import Wizard, ensuring correct lookups between objects, format validation, and zero data loss through controlled staging and test runs. You’ll receive validated record counts, duplicate checks, reconciliation report (before/after totals + rejected rows), and confirmation that all relationships remain intact. Turnaround: 1–2 days depending on file size, including a concise handover summary for future imports. Best regards, Stefan
$20 USD trong 7 ngày
0,0
0,0

Hi, I,m saqib javaid. I can take full ownership of your Salesforce data migration and ensure your Excel sales, customer, and transaction data is imported cleanly, accurately, and without duplication. I’ve handled similar migrations involving Accounts, Contacts, and Opportunities where column inconsistencies, formatting issues, and relationship mapping required careful normalization before import. best regards, saqib j.
$15 USD trong 1 ngày
0,0
0,0

I can do it. ❤️❤️❤️ I can do it. ❤️❤️❤️ I can do it. ❤️❤️❤️ Salesforce migrations often fail due to improper field mapping, inconsistent formatting, or broken object relationships—especially between Accounts, Contacts, and Opportunities. The key challenge is preserving relational integrity while preventing duplicates and avoiding data truncation or format conflicts. I will first audit and normalize your Excel files (dates, picklists, required fields, deduplication rules), then create a precise field-mapping document before import. Using Data Loader or the most appropriate Salesforce-native tool, I’ll stage the import in the correct order (Accounts → Contacts → Opportunities) to maintain lookup relationships. I’ll apply duplicate checks, external IDs where needed, and validation controls to ensure clean insertion. After import, we’ll reconcile record counts, perform spot-check validation, and review a summary report detailing successes and any rejected rows. You’ll receive a clean migration, reconciliation report, and a concise hand-off guide for future uploads. Hope to see your message. Thank you.
$20 USD trong 7 ngày
0,0
0,0

Hi, I can accurately type and format your Excel/Google Sheet with 100% accuracy and proper structure. ✔ Fast and error-free data entry ✔ Proper formatting & formulas (if required) ✔ On-time delivery I can start immediately and complete this within your deadline. Please share the file so I can begin right away. Thank you.
$20 USD trong 1 ngày
0,0
0,0

Hi, I’m a Salesforce Data Migration Specialist with 6 years of experience handling end-to-end migrations into Sales Cloud. I will review and normalize your Excel files, create a precise field mapping document for Accounts, Contacts, and Opportunities, eliminate duplicates, and ensure proper parent-child relationships before import. Using Data Loader or the most suitable tool based on volume and complexity, I’ll execute a controlled migration with test batches to prevent data loss, truncation, or format errors. Post-import, I’ll provide a full reconciliation report comparing pre- and post-migration record counts, highlight any failed rows, and validate lookup integrity with you. You’ll also receive a concise hand-off summary outlining what was loaded, issues encountered (if any), and best practices for future uploads—ensuring a clean, accurate, and fully documented migration. Please feel free to reach out via chat so we can connect further. Looking forward to hearing from you. Thankyou!!
$20 USD trong 1 ngày
0,0
0,0

Arlington, United States
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Thành viên từ thg 7 26, 2016
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