Services

Salesforce services for inherited orgs.

Focused help for the parts of Salesforce your team no longer trusts—from reporting and automation to data cleanup, user setup, access, and ongoing administration.

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Service areas

Choose the Salesforce problem you need solved.

You do not need a perfect brief. Bring me the symptom, the report that does not make sense, the process people work around, or the admin task that keeps getting delayed.

Org review

Find the technical debt worth fixing

Review outdated automation, fields, record types, permissions, reporting dependencies, and admin clutter. Separate what is merely untidy from what is creating real risk or maintenance problems.

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Flow & Automation

Untangle unreliable automation

Trace active Flows, entry criteria, legacy automation, downstream updates, and error paths. Repair the problem without turning a focused change into an unnecessary rebuild.

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Reporting & Dashboards

Build reporting people can explain

Verify source reports, filters, formulas, folders, dashboard components, targets, and fiscal logic so leadership can understand where the numbers come from.

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Data Hygiene

Clean CRM data with a rollback path

Find stale ownership, missing assignments, inconsistent values, duplicates, and other exceptions. Define safe update rules, preserve backups, verify the results, and document unresolved blockers.

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User Setup & Access

Create a safer admin and user setup path

Improve user provisioning, permission assignments, access troubleshooting, onboarding guardrails, and repeatable admin workflows without relying on tribal knowledge.

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Fractional Salesforce Admin

Ongoing Salesforce support

Experienced administration for reporting, Flow fixes, data work, user support, documentation, and recurring cleanup without adding a full-time hire.

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Ways to work together

Choose the level of support you need.

Salesforce diagnostic

A focused review of the problem, relevant configuration, business rules, risks, and recommended next steps.

Best for

Teams that know something is wrong but do not yet know the root cause.

Discuss a diagnostic

Focused cleanup project

A scoped engagement to inspect, repair, test, and document a specific Salesforce problem.

Best for

Reporting, automation, data, access, or admin-workflow problems with a defined outcome.

Discuss a project

Fractional admin support

Ongoing Salesforce administration for teams that need reliable help without hiring a full-time administrator.

Best for

Recurring reporting, automation, user support, cleanup, documentation, and operational maintenance.

Discuss ongoing support

Capabilities

Salesforce capabilities I work with.

Sales Cloud
Flow
Reports
Dashboards
Permission Sets
Profiles
Sharing Rules
Validation Rules
Record Types
Dynamic Forms
Data Loader
Workbench
SOQL
Approval Processes
Lightning App Builder
Conga

How I approach the work

Inspect the system. Make the safe change. Prove it worked.

The first useful deliverable is clarity: what is happening, why it matters, and which change is safe enough to make next.

Understand the symptomIdentify the affected users, records, reports, automation, and expected business outcome.
Inspect what is liveReview the relevant configuration, runtime behavior, dependencies, data, access, and business rules.
Repair and verifyMake the narrowest useful change, test the result, and confirm the live behavior matches expectations.
Document what changedLeave verification notes, maintenance guidance, and any remaining risks or follow-up items.

Not sure which service fits?

Send the Salesforce problem you are dealing with.

A short description is enough. Tell me what users are experiencing, what no longer makes sense, or what your team keeps working around.

Book a 20-minute fit call Send the problem