Trace what is live
Map active Flows, legacy automation, report logic, access rules, and dependencies before changing anything.
Salesforce professional · automation · reportingSalesforce professional
Salesforce work, documented.Salesforce work, documented.
I'm Justin Pena, a Salesforce professional focused on automation, reporting, and making complex systems easier to maintain. This site brings together my past work and practical Salesforce notes.
I’m currently employed full-time and am not seeking new roles or accepting independent consulting engagements.
- Salesforce Certified Administrator
- Advanced Administrator
- Business Analyst
My approach
Understanding systems with history.Understanding systems with history.
My past work has involved inherited automation, unclear reporting logic, and configuration that needed better documentation.
I start by tracing what is live, verify changes carefully, and document the reasoning.
Fix the highest-value issue
Resolve the problem blocking trust without rebuilding parts of the system that still work.
Leave clear maintenance notes
Provide verification steps, admin notes, and plain-English explanations so someone else can confidently maintain the work.
Expertise
Areas of Salesforce I work with.Areas of Salesforce I work with.
Automation, reporting, data quality, and administration are recurring themes in my work and writing.
Reduce technical debt
Audit outdated automation, fields, record types, permissions, and admin clutter. Prioritize what to keep, retire, consolidate, or document.
Untangle unreliable automation
Untangle and repair overlapping or unreliable automation, simplify logic, improve error handling, and reduce unnecessary complexity.
Build reports leaders can trace and trust
Verify source reports, filters, formulas, folders, dashboard components, and fiscal logic so the numbers can be clearly explained.
Salesforce administration
My background includes cleanup, reporting, Flow fixes, data work, documentation, and user support.
WORK EXAMPLES
Sanitized proof from real Salesforce work.Sanitized proof from real Salesforce work.
Client names and sensitive org details are removed. Each example reflects Salesforce work I completed, verified, and documented.
Untangled pipeline targets and rollup reporting
Pipeline dashboards depended on target records, workbook assumptions, and divisional rollups that no longer aligned. I traced the live logic, preserved intentional business exceptions, corrected report filters and rollups, and verified the final numbers in production.
What I left behind: rollout checklist, verification summary, admin runbook
View case study
Built a cleanup dashboard for stale ownership
Open opportunities were tied to inactive users or missing key assignments. I repaired broken report logic, rebuilt the dashboard around actionable exception counts, and used reversible update files to clean only the safe records.
What I left behind: admin dashboard, runtime checklist, rollback-ready updates
View case study
Created a safer Salesforce user setup path
Admins needed a clearer way to create users from employee and training data. I built guided flows that surfaced only ready records, blocked incomplete data, avoided duplicate links, and documented the process for future admins.
What I left behind: screen flows, setup guardrails, verification checklist
View case study
How I work
Inspect first. Fix carefully. Leave the trail.Inspect. Fix. Document.
Triage the live system
Start with the symptom, inspect the relevant metadata, and identify what is actually running before touching the setup.
Fix the smallest safe piece
Handle the part blocking trust without creating a mystery downstream: Flow logic, report filters, dashboard wiring, field clutter, access, or admin workflow.
Document the handoff
Leave plain-English notes, verification steps, and caveats so the next admin is not stuck reverse-engineering the fix.
Meet Justin
The person behind the notes.The person behind the notes.
I am Justin Pena, a Salesforce professional based in Houston. My work focuses on making complex systems understandable to the people who maintain them.
- Salesforce Certified Administrator
- Advanced Administrator
- Business Analyst
Explore the portfolio
Past work and practical Salesforce notes.
Read the case studies for implementation details, or browse the articles for Salesforce concepts and maintenance practices.