Vlookup salesforce punët

I need a Wordpress Rest API that can seamlessly integrate with various external systems. - I am looking for a solution that can efficiently handle user authentication and authorization for these systems with...solution that can efficiently handle user authentication and authorization for these systems within the Wordpress environment. - The data synchronization between the systems is also crucial. It should be designed in a way that ensures real-time data updates. This project requires a deep understanding of the Wordpress Rest API, Djangorestframework, and MySQL. Experience in integrating platforms like Salesforce, Shopify, or HubSpot is a plus. A successful delivery will be a fully functional API that is scalable and can handle complex interactions between Wordpress and externa...

I am currently in search of a skilled Salesforce tutor to guide me in the facets of Salesforce's Security and Access. I have existing knowledge and some experience with Salesforce but am eager to enhance my capabilities specifically in Security and Access, where I rate myself as intermediate. To effectively facilitate this, the ideal tutor should: - Be an experienced Salesforce user, preferably holding a certification. - Possess deep knowledge of Salesforce's Security and Access features. - Know how to patiently explain complex concepts to learners of different levels. Looking forward to tutors who can tailor sessions targeting the Salesforce Administrator Examination.

I'm looking for an experienced Salesforce expert to create a comprehensive reporting system and dashboard. This system should help me track the effectiveness and progress of my Sales Development Representatives (SDRs) through the sales funnel. Key Responsibilities: - Developing Salesforce reports for tracking key metrics: - Conversion rate from leads to opportunities - SDR Call to Connect - SDR Connect to Appointment Set - Appointment Set to Appointment Held - Appointment Held to Opportunity Converted - Creating a real-time updating dashboard that visually represents these metrics. Ideal Skills: - Proven experience with Salesforce and its reporting functionalities - Ability to create complex dashboards - Understanding of Sales and Sales Funnel Proce...

...Internationalization: The site will be translatable into Portuguese, with potential for further language additions. 4. Platform and Customizability • Content Management System (CMS): Build on WebFlow or a simplified version of WordPress to allow easy content updates • Editable and Scalable: Ensure the site architecture allows for easy updates and scalability by internal teams. 5. Integrations • Calendly and Salesforce: Seamless integration for improved lead management and scheduling. • Form Builder: Integration with a dynamic form builder for customizable form fields. • Heatmaps Tool: Integration for analyzing user interaction and behavior on the site. • Storylane: Embedding demo videos to showcase products interactively. • We have a separate c...

I'm an intermediate level Salesforce user in need of assistance in getting certifications for Salesforce Administrator, Salesforce Developer, and Salesforce Sales Cloud Consultant roles and possibly others for our agency. My main area of focus is practice exams. Your task is to: - Prepare and conduct meaningful practice exams for each certification. - Discuss and clarify complex concepts when required. Ideal candidates should preferably hold the relevant certifications and have a solid understanding of Salesforce's inner workings. Also, experience with Salesforce training or teaching similar courses will be a significant advantage. Your tutoring methodology should be efficient and flexible, targeting key areas effectively and providing compreh...

Transformasikan template google sheets saya dari VLOOKUP menjadi Apps Script/VBA

I'm seeking a versatile, full-time Internet Marketing team member to aid in various areas, working during US times. As my team member, your primary resp...LinkedIn posts: You'd manage content creation and engagement on our professional LinkedIn profile. - Trade Show Booth displays: Occasionally, you'll assist in the preparation and management of our Trade Show Booth displays. - SalesForce management: You'll oversee customer relationship management using SalesForce. I'm prepared to offer a salary between $500 and $1000/month for this role. Ideal candidates would have considerable experience in social media management, SEO, and advertising—specifically on Facebook, Google Ads, and LinkedIn. Also, proficiency in SalesForce and an unders...

...system with various platforms. Specific platforms such as Salesforce, Mailchimp, and Shopify should be considered. - AI Chatbot Implementation: While the details of the AI chatbot features were not specified, the Go High Level expert will be in charge of incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales funnel management. Furthermore, a keen understanding of CRM systems and chatbot technology is necessary. Experience in system integrations with Salesforce, Mailchimp, and Shopify is a pl...

!!!Must have skills!!! Salesforce Partner Relationship Management experience References, similar projects We need a salesforce commerce expert who can perform the work listed below. Of course, this is a very rough “plan and description” We would like to arrange a non-binding Zoom meeting to talk about our project. In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind. Here you have a first description. This is how I made the advertisement: We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management. 1. the customer makes an inquiry via our ...

I am creating a student enrolment management system for learning purpose and need guidance of someone who knows about salesforce and have made something like it earlier. It's a very basic project, no experience required, It might not required more than 2 hours of time. If you know about object creation, tabs, profile management, tab and field security, you are welcome to apply for this project.

I'm looking for a Salesforce Einstein expert to provide training sessions on Predictive Analytics and Next Best Action features. The ideal candidate will have an intermediate level of expertise in Salesforce Einstein. Key Requirements: - Deliver training sessions focused on Predictive Analytics and Next Best Action features - Intermediate expertise in Salesforce Einstein - Conduct training sessions via Zoom Your responsibilities will include explaining key concepts, providing hands-on exercises, and answering any questions that may arise. Experience in delivering online training sessions is a plus. Please ensure to include your relevant experience, and certifications in your proposal.

...system with various platforms. Specific platforms such as Salesforce, Mailchimp, and Shopify should be considered. - AI Chatbot Implementation: While the details of the AI chatbot features were not specified, the Go High Level expert will be in charge of incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales funnel management. Furthermore, a keen understanding of CRM systems and chatbot technology is necessary. Experience in system integrations with Salesforce, Mailchimp, and Shopify is a pl...

I'm in need of a skilled Excel expert who can help me build a formula that integrates data across multiple sheets. The formula needs to leverage advanced functions like VLOOKUP, INDEX/MATCH, and ARRAY. Key Requirements: - Advanced Excel proficiency - Expertise in VLOOKUP, INDEX/MATCH, and ARRAY functions - Experience with multiple sheets data integration - Strong problem-solving skills and attention to detail Please note that this isn't a project suited for beginners in Excel. You should have a proven track record in working with complex formulas and integrating data across different sheets. Your ability to deliver accurate and efficient solutions will be greatly valued.

I am in need of a Salesforce developer who specializes in Sales Cloud. The ideal freelancer will possess extensive technical expertise to help with high level customizations, primarily through extensive custom code. Key Activities: - Create custom objects and fields as per unique business needs - Develop automated workflows to improve process efficiency - Integrate Salesforce with existing systems Ideal candidate should have: - Significant experience with Sales Cloud - Profound knowledge in Salesforce customization, particularly custom code - Portfolio of similar projects showcasing ability to implement automated workflows - Experience with system integration in Salesforce Please, only those who meet the above requirements should apply.

I am looking for a professional with strong data entry skills to assist in transferring text data from digital documents into an excel sheet. The successful candidate should possess: - Reliable accuracy in typing - Fast typing speed (numeric keypad advantageous) - Proficiency in Excel (VLOOKUP, SUMIFS, Pivot Tables, etc.) - Able to interpret written information swiftly - Excellent attention to detail for proofreading entered data. This task will require someone with experience in handling large volumes of data entry, with absolute prioritization on maintaining the integrity and accuracy of the inputted data. Any previous involvement in similar projects handling text data is highly desirable. Understanding of and/or a background in just managing digital document data will be a s...

I'm in need of an experienced Salesforce API professional to assist me with integrating Salesforce into a third-party application, specifically Nice and contact. The primary objective of this project is to establish a basic data exchange level between Salesforce and Nice and contact. This will involve setting up the integration and ensuring that data flows smoothly between the two platforms. Key requirements and responsibilities: - Setting up and configuring the Salesforce API to enable data exchange - Establishing a basic level of integration with the third-party platform - Ensuring that data is accurately and reliably exchanged between Salesforce and Nice and contact The ideal candidate for this position should have: - Extensive experience wi...

I'm seeking a Salesforce Developer expert for a critical project. We are in the process of integrating Salesforce Sales Cloud with our ERP, Finnegans. **Project Details:** - The integration is already in development but needs completion. - We have detailed documentation outlining all the requirements for the integration. **Requirements for the Freelancer:** - Proficient in Salesforce Sales Cloud and Finnegans ERP. - Expertise in REST APIs, especially within the context of Salesforce. - Proven experience in completing complex integrations. - Ability to pick up from where the previous developer left off, address any challenges, and ensure a smooth and successful integration. **Current Status of the Project** We have developed Apex Classes and Integration...

I've set up an http callout to my own API in Salesforce, triggered by editing a custom account field. The data format for the callout is JSON, and I want to send the account's ID along with the edited field value to my API. I'm seeking a Salesforce IT expert to guide me through the correct configuration in Salesforce Flow Builder. This is a small task and can be resolved with a short remote session. Key requirements include: - Solid understanding of Salesforce Flow Builder - Proficiency in configuring http callouts - Experience with JSON data format in Salesforce Your help will be appreciated to ensure the successful implementation of this feature.

...perform sales tracking in the following ways: - By individual salesperson: The system should show the performance of each salesperson. This way, I can analyze their work, reward high performers, and provide feedback to those who need improvement. - By team: It should also provide an overview of each sales team's performance. This will help me assess the overall productivity and effectiveness of my salesforce. - By product/service: The CRM system should track the sales of each product or service. This will allow me to determine which offerings are most successful and make data-driven decisions on my business strategy. Ideal skills and experiences for this job include: - Proficiency in CRM development - Strong understanding of sales tracking - Ability to create an intuitive...

Quiero un cortometraje de 3 minutos sobre una empresa llamada salesforce - Concepto:Crea un breve vídeo animado que narra la fundación de Salesforce en 1999 por Marc Benioff y otros tres cofundadores en un pequeño apartamento en San Francisco. Imagina que estos pioneros son superhéroes de la tecnología, lanzando un nuevo modelo de software como servicio que revolucionaría la industria.

I need a Salesforce Analytics Studio Dashboard builder to assist in creating a real-time data dashboard specifically for our sales teams. am looking for someone who has expertise with building dashboards through Salesforce Analytics Studio, the key features I expect from this dashboard are interactive data visualization, real-time data updates, and customizable filters. The ideal candidate for this job would be someone who has experience with Salesforce Analytics Studio - Experience with Salesforce Analytics Studio - History of creating successful sales performance dashboards

We need a salesforce commerce expert who can perform the work listed below. Of course, this is a very rough “plan and description” We would like to arrange a non-binding Zoom meeting to talk about our project. In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind. Here you have a first description. This is how I made the advertisement: We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management. 1. the customer makes an inquiry via our website (I could do this via WordPress by my own) 2. we check the request in an “admin area” and distribute the anonymize...

Create an experience cloud site. Create one dynamic reusable search component in site it should be visible to the the user A but should be hidden to the user B. If we will get 50000 records how to optimize solutions .

I am seeking to connect my WPForms through Zapper to a custom Salesforce object. The form has dropdown menus that need to map to salesforce. The role requires the automation of data entry to efficiently track leads. It will involve significant work with WPForms, Zapper, and Salesforce, so experience with these platforms is crucial for success. Ideal Skills and Experience: - Comprehensive knowledge of WPForms, Zapper, and Salesforce systems - Expertise in CRM and lead tracking methods - Proven experience in automating data entry processes - Strong understanding of data privacy regulations

Amarillo College invites applications for a skilled Salesforce Developer to assist in migrating our Adult Education Department (GED and ESL Programs) to the Salesforce Education Cloud. The goal is to develop a Minimum Viable Product (MVP) by the end of May, utilizing the current grant year's funds effectively. Project Requirements: Data Integration: Implement data import functionality from Ellucian Colleague to Salesforce via API. Automate student ID generation and demographic data push to Salesforce upon student initiation of the enrollment process. Experience Cloud Site: Develop a system for students to receive an email enabling them to log into Salesforce to complete their application once their data is imported. Document Management: Enable stud...

I'm in need of an experienced Salesforce consultant to guide me through the process of publishing my managed app on AppExchange. Key Responsibilities: - **Security Review Preparation:** I require assistance in preparing my app for the Security Review process. Your role will be to ensure that the app meets Salesforce's security standards and requirements. - **Licensing Questions:** I'm looking for someone who can answer my queries and provide guidance on licensing considerations. Ideal Candidate: - Strong experience with Salesforce Lightning is a must. - Proven track record in successfully publishing apps on Salesforce AppExchange. - In-depth knowledge of security standards and licensing on Salesforce. - Excellent communication skills to effec...

Hi Do you have experience with both mulesoft and salesforce? It iş sql and salesforce integration using mulesoft For now my task is to solve this error so let see how many hours it takes us and for the new project we will discuss the time per week I need indian time tomorrow morning 7:30 am This support will be on zoom meeting which we will provide u and u will connect with my consultant for support

I'm in need of a Salesforce expert to assist with migrating a small volume of data from spreadsheets (Excel, Google Sheets) into Salesforce. Your tasks will primarily include: - Preparing data for migration - Mapping data fields from spreadsheets to Salesforce - Executing the migration process while ensuring data integrity Ideal candidates should have: - Proven experience with Salesforce data migration - Strong knowledge of Salesforce data structure - Proficiency in handling Excel and Google Sheets - Excellent attention to detail This will be a per hour job, so please provide your hourly rate in your bid. I'm looking for someone efficient and precise who can assist with this task smoothly.

I'm looking for an experienced Salesforce expert to implement the platform and integrate it seamlessly with other software's. Key Integration Points: - Whatsapp: I will need automated messages to be sent via Whatsapp - Emails: The primary goal here is to track customer interactions - TcsION: This is a vital integration point that will require a thorough and deep understanding of the software. Ideal skills and experience: - Proven experience with Salesforce implementations and integrations - Familiarity with Whatsapp API for automated messaging - Proficiency in email tracking systems - Strong analytical and problem-solving skills. Your role will be to ensure a smooth flow of data between these systems, with a focus on customer interactions and business processe...

I'm in need of a skilled developer to assist with some intermediate level formulas and calculations on Google Sheets. I'm struggling to automate some repetitive tasks and I need someone with experience in this area to help me out. Key skills required include: - Proficiency with Google Sheets, particularly with its various functions like VLOOKUP, SUMIF, COUNTIF and others. - Understanding of how to automate tasks in Google Sheets. Your mission, should you choose to accept it, is to bring automation to my Google Sheets tasks, helping me reduce manual labor and making my life a lot easier. If you have a penchant for problem solving, this could be the perfect job for you!

...Features: - Cross-platform compatibility: I need the software to function seamlessly on Windows, Mac, and Linux operating systems. - LinkedIn Scraping: The software should be able to efficiently scrape phone numbers and emails from LinkedIn profiles. - User-friendly Interface: The software needs to have a simple and intuitive interface for easy use. -Integration with CRM's like Hubspot, Pipedrive, Salesforce and more. Ideal Skills and Experience: - Proficiency in software development, with experience in creating lead generation tools. - Familiarity with LinkedIn API or web scraping techniques. - Strong understanding of data privacy and protection laws to ensure compliance. - Ability to create a user-friendly and responsive cross-platform application. Timeframe: I do not ha...

... Manipulate data, perform calculations, and generate reports using advanced Excel functions. Analyze and interpret complex data sets to provide valuable insights. Develop and maintain Excel templates and spreadsheets for organizational use. Collaborate with team members to ensure timely completion of projects. Requirements: Proficiency in Microsoft Excel, including advanced functions such as VLOOKUP, INDEX-MATCH, and PivotTables. Strong analytical and problem-solving skills. Attention to detail and accuracy in data management. Ability to work independently and collaboratively in a team environment. Excellent communication skills. Preferred Qualifications: Experience in data analysis or related fields. Familiarity with other data analysis tools and software. How to Apply: If you...

I need to streamline the sales process in Salesforce by automating the workflow for Opportunities. The professional I'm looking for should be able to: - Set up Salesforce Flows - Configure the Flows to automate the workflow for Opportunities - Ensure the automation is seamless and doesn't hinder the sales process Ideal Skills and Experience: - Proficiency in Salesforce Flows and Orchestration - Proven experience in workflow automation, ideally in a sales context - Understanding of Opportunities in Salesforce and how to leverage them for sales process optimization The primary goal is to enhance the efficiency of our sales team, eliminating manual steps and reducing the risk of errors, while also ensuring our sales process remains effective. Experienc...

I'm seeking a skilled Salesforce developer who can help me integrate Sales Cloud with our external system. Key Responsibilities: - Develop a seamless integration that connects my external system to Salesforce Sales Cloud. - Ensure that contact information is instantly synced across both platforms. Ideal Skills: - Strong understanding of Salesforce Sales Cloud. - Proven experience with point-to-point Salesforce integrations. - Ability to handle data synchronization effectively. - Familiarity with data security best practices.

I'm looking for an excel expert to help build and format an advanced product database for the services industry. I already have an existing excel spreadshee...format an advanced product database for the services industry. I already have an existing excel spreadsheet with many items already programmed so this will just be added on. This will revolve around three main components: -Product database containing items -Drop down menu to insert products from database -Custom Graph A strong working knowledge of Excel features, particularly Pivot tables, VLOOKUP function and conditional formatting is a necessity. It would be ideal if you also have experience in data management for the services industry. Your expertise will enable the creation of an effectively organized and easy-to-m...

I'm in search of a Salesforce developer with the ability to customize Salesforce workflows and create custom objects and fields. This involves: - Customizing Salesforce workflows - Creating custom objects and fields The primary goals of these customizations are to: - Streamline our business processes - Enhance the organization of our data - Improve the overall efficiency of our Salesforce instance Additionally, I require the developer to connect our Salesforce instance with third-party customer support systems. The ideal candidate will have a proven track record of successfully customizing Salesforce workflows, creating custom objects and fields, and integrating Salesforce with external systems. Experience with customer support syst...

I'm in need of a professional who possesses a deep understanding of Salesforce Case Management and has prior experience integrating Formstack products such as Formstack Documents and Formstack Sign with Salesforce. Key Responsibilities: - Convert two existing fillable PDF forms into the Salesforce Case Management system - Create a seamless process for electronic signature requests using Formstack Sign - Ensure the forms are easily accessible and usable by case managers Ideal Candidate: - Background in Salesforce Case Management and Formstack products - Proven experience in creating and integrating forms within Salesforce - Familiarity with electronic signature processes and best practices - Strong communication skills to collaborate with case manag...

I'm in need of a Salesforce architect to integrate Salesforce Open CTI. The primary goal for this project is to modify and fix security issues in existing code of an open CTI adapter and making a managed package for market place. Key Responsibilities: - Integrate Salesforce Open CTI: I need someone who can successfully integrate Salesforce Open CTI into our system. - Develop Open CTI Adapter: The main goal of this project is to develop a custom open CTI adapter. Ideal Skills and Experience: - Extensive Experience: I'm looking for someone with a proven track record of successful Salesforce Open CTI integrations. - Salesforce Expertise: A deep understanding of Salesforce architecture, configuration, and development is essential...

I am looking for someone who has expertise with building dashboards through Salesforce Analytics Studio, the key features I expect from this dashboard are interactive data visualization, real-time data updates, and customizable filters.

I need immediate assistance with writing Alphanumeric data within Salesforce. Requirements: - Data Entry: The task involves manual data entry of Alphanumeric data. - Salesforce Experience: You must be proficient with Salesforce and comfortable with screen control operation. - Speed and Accuracy: The project is urgent, so I require both speed and accuracy in data input. Please note that this is a time-sensitive project, so I would need the task to be completed as soon as possible.

I'm looking for help and support setting up API integrations with our dialler Platform and to move some flow processes into apex

This is a one of project; I'm looking for an Excel expert to develop a workbook enabling data analysis of multiple bank and credit card statements. This workbook must have the ability to run multiple functions/reports - Implementation of SUM and COUNT functions. - Utilization of VLOOKUP or HLOOKUP. - Creation of Pivot Tables and informative Charts. The ideal candidate would be someone with prior experience in financial analysis or data engineering, who can ensure that the workbook provides the insights needed. Ability to ensure accuracy and relevancy within the formulas and functions is essential. Attached is a sample data file. This is a pdf to excel conversion. Prior to submission, the conversion data will be sanity checked and verified. If an alternative format or lay...

I'm in need of an SEO expert to optimize my website, , which operates as a specialized Technology Search Firm focusing on recruitment. The primary goal of this project is to increase organic traffic, especially from employers looking to hire. I want the site to display like the attachment. I have a company google page. Key Responsibilities: - Conduct a comprehensive SiteMap - Perform a thorough security audit - Implement on-page SEO for content optimization - Optimize site structure and sitemaps for technical SEO - Enhance off-page SEO through backlinks and social media activities Ideal candidates should have: - Proven experience in SEO, with a focus on increasing organic traffic - Specialization in optimizing websites for recruitment or related industries - Expertise in or techno...

I'm looking for an experienced Salesforce consultant to assist with the implementation of a new Salesforce account. Key Project Requirements: - Implement a CRM system that is tailored to our business needs - Include features such as Lead and Opportunity Management, Customer Support and Service, and Analytics and Reporting - Create a user-friendly system that enables easy adoption and effective usage by our team Ideal Skills: - Proven experience in Salesforce implementation, specifically in the CRM context - Deep understanding of CRM principles and best practices - Ability to tailor Salesforce features to align with Lead and Opportunity Management, Customer Support and Service, and Analytics and Reporting Please respond with your relevant experience and ...

I'm looking for a skilled Salesforce developer to work on an Apex Trigger/Aura programming task. 1. Create 2 aura components. So on the page there will be 2 component one on right other on left. The left component has 3-4 lightning cards that display contact name,email, phone number . These are not buttons but when you click on any of the card the card border turns red and the further details of the contact will be displayed on the 2nd component 2. Create a trigger and its test class with 100% coverage , where when the account address is updated then the address in the related contacts should get updated as well. The logic shouldn't be in the trigger itself but another apex class

Please message only if you can fulfil requirement. Basic work required. No fancy work. There is an Omniscript which has cancel button enabled and on click of that cancel button, it redirects to Case record, basically to its Context Id. Now I have embedded this OmniScript in flex card to open as Modal on click of action button. My requirement is once Omniscript opens as a modal and if I click cancel in OS, it should close modal and should not go to Case record.

I'm seeking an experienced Salesforce professional who can provide tutoring and guidance on various aspects of the platform. The ideal candidate should have: Key to teach from a beginner to a intermedia on Salesforce Commerce. We can discuss the frequency of sessions based on mutual availability. Please share your relevant experience and approach to tutoring in your proposal.

I'm on the hunt for an experienced Salesforce expert with a strong understanding and practical experience in CPQ. Specifically, you'll configure the product and apply pricing rules to be used in quote generation. Key Tasks: Training and Overview on - Product Configurations - Pricing Rules Design - Quote Generation - Building Integrations Additionally, you'll be working on the billing component of Salesforce CPQ, particularly focusing on invoice generation. This project will heavily lean towards the following skills and expertise: - Salesforce CPQ - Billing Integrations - Invoice Generation If you have a deep understanding of Salesforce CPQ and its invoicing generation system, I welcome your bid. Remember, experience in working with other...

I'm seeking an experienced Salesforce consultant who can provide me with in-depth training on the Salesforce platform. The ideal freelancer for this job should have: - Extensive experience using Salesforce and a good understanding of its features and capabilities. - Proven track record in training others on Salesforce, especially on a one-to-one basis. - A solid grasp of the Salesforce platform and its components, as well as the ability to explain these clearly and coherently. Key tasks will include: - Providing a detailed overview of the Salesforce platform. - Tailored training on the specific areas of the Salesforce platform I am looking to improve, particularly in areas such as salesforce platform customization. - Shari...

I need to implement a custom button in Salesforce. When users click the button, I want it to prompt users to upload a file. The process should be as follows: 1. **File Upload and Dropdown**: - Upon clicking the button, users should be prompted to upload a file. - Before the upload, users should see a dropdown with options for the type of document they are uploading. These options should be easily configurable by me in the future. 2. **File Renaming**: - Once the user has uploaded the file and selected the document type from the dropdown, the file should be renamed. - The new filename should be a combination of the account name followed by the dropdown selection. 3. **Future-Proof Dropdown Configuration**: - I want this system to be easily maintainable. In the future, I shoul...