I will salesforce admin CRM optimization salesforce dashboards data cleanup support


About this gig
Is your Salesforce CRM becoming difficult to manage, maintain, or improve?
I will help you manage and optimize your Salesforce environment with practical administration, data organization, reporting, configuration, and CRM support. This service is suitable for businesses that already use Salesforce and need help keeping their CRM structured, efficient, and aligned with changing operational requirements.
Support can include:
Salesforce CRM administration
User and permission management
Fields and page layouts
Data cleanup and organization
Reports and dashboards
Lead and opportunity management
CRM configuration
Workflow review
Salesforce troubleshooting
Ongoing CRM improvement
I can work on defined Salesforce tasks or help identify areas that require attention before implementation.
For larger or ongoing Salesforce support requirements, message me first so we can establish the appropriate scope and workflow.
Get to know Emmanuel Davies
Salesforce CRM Expert, Automation, Flows, Integration and Customization
- FromUnited Kingdom
- Member sinceSep 2026
- Avg. response time1 hour
Languages
English, German, Italian
FAQ
Can you manage an existing Salesforce org without rebuilding it?
Yes. I can work within an existing environment and focus on the specific administration or optimization requirements.
Can you clean duplicate or outdated CRM data?
Yes, data cleanup can be included where the records and cleanup rules are clearly defined.
Can you create Salesforce reports and dashboards?
Yes. Reports and dashboards can be configured around the metrics and business questions you need to monitor.
Can you manage Salesforce users and permissions?
Yes, appropriate user and access configuration can be handled according to your organization's requirements.
Can you troubleshoot Salesforce configuration issues?
Yes. I can investigate defined configuration problems and recommend or implement appropriate fixes within the agreed scope.
Can you optimize a Salesforce CRM that has become difficult to use?
Yes. I can review configuration, processes, fields, layouts, reports, and automation to identify areas for improvement.
Can you help maintain Salesforce on an ongoing basis?
Yes. Ongoing administration and support can be discussed as a recurring or custom engagement.
Can you work with an existing automation setup?
Yes. Existing workflows and Flows can be reviewed as part of a defined optimization project.
Can you improve our Salesforce reporting?
Yes. I can help structure reports and dashboards around the metrics your team actually needs.
Can you handle a large Salesforce administration project?
Yes, but larger projects should be scoped before ordering so the workload, dependencies, access requirements, and delivery schedule are clear.

