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I will customize salesforce with custom objects, fields and page layouts
Salesforce Certified Administrator Certified Agentforce Specialist
Salesforce Certified Administrator and Agentforce Specialist.
I build reliable Salesforce systems for day-to-day operations, with nearly 70 processes rebuilt in Flow and support resolution times red...
About this Gig
Salesforce gives you a strong starting point, but every business has its own processes, terminology, and ways of working. When the setup does not fully reflect those needs, teams often end up tracking important information outside the CRM.
I help configure Salesforce so it better matches how your business actually operates.
WHAT I BUILD
- Standard objects configured around your process, including Accounts, Contacts, Opportunities, and Cases
- Custom objects and fields for information that is specific to your business
- Lookup and master-detail relationships that create a clear, structured data model
- Record types for processes that need different fields, stages, or experiences
- Page layouts organized around the information each team actually needs
- Validation rules that improve data quality at the point of entry
- Lightning apps with dedicated tabs and navigation for different teams or workflows
- List views and search layouts that make everyday information easier to find
HOW I WORK
I usually start by understanding what your team is currently tracking outside Salesforce and what makes those tools necessary.
That helps me identify where Salesforce can better support the existing workflow and wha
FAQ
Do you work in a sandbox first?
Yes. For anything involving data, automation, or configuration changes, I prefer to build and test in a sandbox first. You can review the work before anything is deployed to production.
Will my team be able to maintain this after you finish?
Yes. I build with long-term usability in mind, and every project includes written documentation explaining what was configured, how it works, and any important considerations for maintaining it.
What if the work turns out to be bigger than the package?
If I identify something that falls outside the original scope, I will let you know before doing any additional work. Revisions within the agreed scope are included, so you will always know what to expect before moving forward.
Can you work with our data if it is a mess?
In most cases, yes. I can review a sample of your data first and let you know whether it is ready to work with or if some cleanup would be helpful before we begin. Send me a sample file and an approximate record count, and I can take a look.
How will you access our Salesforce org?
The recommended approach is to create a dedicated Salesforce user with only the permissions required for the project. For diagnostic work, that may be read-only access. If changes are required, the appropriate permissions can be added for that work.
