Are You Struggling With Your Current Salesforce Configuration?

I will help you identify:

  • Areas to improve your Salesforce configuration to support your current business processes.
  • Best practices to address deviations from standards to maintain and scale your business process on the Salesforce platform.
  • Available Salesforce features and functionality to help support, streamline and automate your internal operations.
  • Opportunities to improve data quality.
  • Recommendations to improve user adoption.

You will get:

I will provide you with a customized Action Plan confirming your current pain points and the related suggested projects/actions you can take to address them.

Our Action Plan typically includes:

Data cleansing recommendations.
3rd party app recommendations.
API recommendations.
Suggested training modules for your team.
Suggestions to create, remove, update or enhance Salesforce:

fields,
objects,
page layouts,
roles,
profiles,
security/sharing settings,​

record types,
formulas,
validation rules,
duplicate checking rules,
workflows,
email alerts,
​automation,
Chatter notifications,
reports,
dashboards,
list views,
shortcuts,
integrations,
…and more.​

Are You Ready to Hire Sal?

Get in touch if you see an option to otherwise check back later for my availability