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$
USD
I will handle your salesforce administration, reports, dashboards, and automation
Mackenzie A
About this gig
I'm a certified Salesforce Administrator with over 10 years of experience working with Fortune 500 companies including Manulife Asset Management and M Financial Group. I've done everything from CEO-level dashboard builds to full Einstein Analytics implementations to custom APEX development.
What I can do for you:
Salesforce setup, configuration, and ongoing admin support
Custom reports, dashboards, and Einstein Analytics / Agentforce AI
Workflow automation, Process Builder, Flows, and APEX development
Data migration, cleanup, and DataLoader operations
API integrations (DocuSign, custom REST APIs, and more)
Staff training and documentation
Why choose me?
10+ years of real Salesforce experience not a tutorial graduate
US-based, PST timezone available during your business hours
Certified Salesforce Administrator (2019) + Advanced Einstein Analytics training
I use proven time-saving techniques and efficient workflows to ensure timely delivery.
Message me with what you need and I'll give you a straight answer on scope, timeline, and price.
Get to know Mackenzie A
Mackenzie A
Senior Salesforce Administrator
- FromUnited States
- Member sinceFeb 2019
Languages
English
I help small teams run Salesforce like a much bigger company — without the enterprise bloat. Setup, cleanup, automation (Flow), custom reports, dashboards, and process design. Whether you're migrating from spreadsheets or optimizing a messy org, I'll make your CRM work for you, not against you. Fast turnaround, clear communication, and no jargon.
My Portfolio
FAQ
My org is a mess from years of bad configuration. Can you help?
That's honestly my specialty. I've cleaned up orgs with years of accumulated bad practices — duplicate fields, broken workflows, orphaned automation. I'll audit it, prioritize fixes, and leave you with a clean, manageable system.
Are you available for ongoing monthly support?
Absolutely. Many clients switch to a monthly retainer after the first order. Just message me and we can set something up.
Can you help with Salesforce Security?
Yes — permission sets, role hierarchies, sharing rules, field-level security, and audit trails. If your org has security concerns, I'll find and fix them.
What happens if I'm not happy with the work?
Every package includes revisions, and I'll work with you until you're satisfied. My goal is a long-term relationship, not a one-off delivery.
Do you work with Salesforce Lightning, Classic, or both?
I specialize in Lightning but I'm experienced with Classic too. I can also handle Lightning migration if you're still on Classic.
Do you sign NDAs?
Yes, I'm happy to sign an NDA before we start. Just send it over and I'll have it back to you same day.
Can you help migrate from another CRM into Salesforce?
Absolutely. I've done migrations from Excel, HubSpot, and legacy systems using DataLoader and custom scripts. I can clean, map, and import your data.
What do I need to provide before you start?
Admin-level access to your Salesforce org (or a sandbox). For automation projects, a brief overview of your current processes and what you want to improve.
Can you help set up Agentforce in my org?
Yes. I can configure Agentforce agents, set up Agent Scripts, and help your team integrate AI into your existing Salesforce workflows. The Summer '26 release made Setup with Agentforce GA, so now is the time to get ahead of it.
