Urgent- Salesforce Implementation

$250-$500

$250-$500 Guru Technology & Programming Overseas
708 days ago

Description

Need to have salesforce implementation - New account need to be setup with all current data and automation  Contacts, emails, Orders, Calls need to be mapped in Salesforce  migration from zendesk is required 

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Overview We’re launching a global practitioner directory and client-matching platform for a holistic healing service. The site will be built on WordPress using Elementor Pro and integrate JetEngine, Calendly, and Stripe Connect. We need a developer who can set up the platform, create dynamic practitioner profiles, and implement logic-based client matching. Platform Setup - WordPress install (developer to set up) - Elementor Pro (preferred builder) - Theme (to be selected, compatible with Elementor) Key Plugins / Tools • JetEngine (preferred) or Formidable Forms Pro – for dynamic content, CPTs, and filtering logic • ACF Frontend or JetEngine Frontend Forms – for practitioner dashboard (login/edit) • WPML or Weglot – multi-language support • CURCY – to show pricing in client’s currency (visible only, no conversion) • Stripe Connect + Stripe Instalments option – for direct practitioner payouts (85% to practitioner) • Mailchimp – email lead capture via pop-up Client-Facing Pages • Home (with “Get Matched” logic-based form - CTA + Mailchimp pop-up email catcher - link to e-book) • Children • Animals • 6-Week Lifestyle Plan • Match Me (logic-based form; not a full directory) • About • Contact Note for Developer: Practitioner profiles are created using a Custom Post Type (CPT) and have individual dynamic pages. These are accessed only through the Match Me form results, not through a public directory page. Admin & practitioner can manage these profiles in the backend via login. Practitioner Directory & Booking System - Practitioner profiles built using Custom Post Type (CPT) with a single dynamic Elementor template - Admin-only can create practitioner profiles - Practitioner login with frontend dashboard to view/edit own profile - no backend access - Each profile includes: Photo, full bio, specialties, embedded Calendly connected to Stripe, 3-tier session list, testimonials, toggle for visible/hidden Client Journey – “Match Me” Form 1. Client completes form (language, issue type, specialty, etc.) 2. Logic filters database to show 3 best matches (must include 1 male practitioner) 3. Each result shows thumb photo, short bio, specialties, profile link, and Book Now button 4. Client selects practitioner, views profile, and books via Calendly 5. Non-selected practitioners are re-flagged, adding a new practitioner for future matches Developer Notes: • Pop-up will pull short_bio, name, and photo from the CPT • Click-through button links to the full profile (standard post URL) • JetEngine (or ACF) to fetch both short and full bios dynamically Payment & Currency Handling - Prices shown in client’s local currency using CURCY - Payments processed in practitioner’s native currency via Stripe Connect - Label displayed: “Displayed in your local currency – final payment processed in your practitioner’s currency” Provided Assets • Full content for all pages • Brand kit: logo, fonts, colors, images • CSV file - Practitioner short/full bios, photos, Calendly drop menu categories (Calendly URL links later) • Privacy policy & T&Cs • Video assets (home, children, animals) – in progress • Mailchimp access • Domain + hosting (Hover) Developer Deliverables • Set up WordPress, install and configure all plugins • Build global design system (typography, colors, favicon) • Upload content across all pages • Create Match Me form with conditional logic and filtering Create CPT + dynamic template for practitioner profiles • Build frontend dashboard for practitioner login/edit • Set up Stripe Connect for onboarding split payment link to share across practitonrs & Calendly embeds • Configure CURCY and language switcher • Set up Mailchimp pop-up on homepage to link to free e-book and email catcher • Test complete flow (match → book → pay) • Provide walkthrough video + 6-month bug support Timeline & Budget - Timeline: 4 weeks including testing and revisions - Budget: To be quoted for full multilingual build - Separate quote for PWA phase post launch
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