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Bilal SafiBS

Bilal Safi

Salesforce Data Migration & Automation Specialist

€275/day
Paris, FR
0-2 years
Salesforce
CRM Data Migration
Data Cleaning
automation
Microsoft Excel

Average response time: 1 hour

About Bilal

I specialize in Salesforce data migration, Excel data cleaning, and CRM automation.

Many companies struggle with messy Excel or CSV files when migrating to a CRM. I help prepare, clean, and structure datasets to ensure smooth and safe imports into Salesforce.

My work focuses on :

Cleaning and structuring Excel / CSV datasets
Detecting duplicates and formatting data
Preparing data for Salesforce imports
Automating CRM processes with Salesforce Flow

I also developed tools to analyze Excel datasets, detect errors, and prepare them for large-scale Salesforce imports.

If you need help migrating or preparing your CRM data, feel free to reach out.

  • French

    Native or bilingual

  • English

    Conversational

Remote only
Primarily works remotely

Experience

  • Personal Salesforce Automation Project
    Salesforce Flow Automation Developer
    January 2026 - January 2026
    Designed and implemented a Salesforce Flow to automatically classify and manage leads based on predefined scoring criteria.

    The system evaluates lead information and assigns a status (Hot, Warm, or Cold) depending on how many qualification criteria are met.

    When a lead is classified as "Hot", the automation immediately triggers several actions to ensure rapid follow-up by the sales team:

    Automatic email notification sent immediately when a lead becomes Hot.
    Creation of a follow-up task for the sales team.
    Additional reminder task scheduled 2 days later to ensure the lead is not forgotten.

    This automation improves lead prioritization and ensures that high-value prospects are contacted quickly.
    Salesforce Salesforce Flow automation CRM
  • Freelance / Personal Projects
    Salesforce Data Migration & Automation Specialist
    DIGITAL AND IT
    January 2026 - Today (5 months)
    Paris, France
    Worked on Salesforce data management and automation projects.

    Designed and implemented Salesforce Flows to automate business processes such as lead qualification, task creation, and automated follow-ups.

    Built tools to clean and prepare Excel datasets before importing them into Salesforce, including duplicate detection, data normalization, and error highlighting.

    Completed a Salesforce project involving the import and management of students, mentors, and training programs, including automation to assign students and mentors to courses while respecting capacity limits.

    Experience with :

    Salesforce Flow
    Data import and preparation
    Excel / CSV data cleaning
    CRM data structuring
  • Personal Data Processing Tool
    Excel / CSV Data Cleaning Tool for Salesforce Import
    October 2025 - December 2025 (2 months)
    Developed a tool designed to clean and prepare Excel datasets before importing them into Salesforce.

    The tool analyzes large datasets and detects common data issues that can cause problems during CRM migrations.

    Main features include :

    Duplicate detection across large datasets.
    Data normalization and formatting checks.
    Identification of missing or inconsistent fields (use of the official bank algorithm to verify the validity of banking information).
    Preparation of Excel and CSV files for safe Salesforce import.

    This tool helps reduce errors during CRM data migration and ensures that datasets are properly structured before being imported into Salesforce.
    Microsoft Excel CRM Data Migration Salesforce Python Cybersecurity

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Education

  • Salesforce Development & CRM Automation Training
    OpenClassrooms
    2026
    Currently completing a professional certification in Salesforce application development at OpenClassrooms. The program focuses on building and customizing CRM solutions on Salesforce, including data management, automation, and application development. Projects include: CRM data modeling and Salesforce object management. Data import and migration using Excel and CSV datasets. Building automation with Salesforce Flow Developing solutions using Salesforce platform tools. Expected completion : December 2026 Level 6 professional certification (equivalent to Bachelor’s degree).

Skill set

Salesforce Flow
Data import
Apex

Categories