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English
$
USD
I will review salesforce or pardot or marketing cloud org and give recommendations
Latina with a digital spirit to serve
I am Certified in Salesforce, Pardot and Marketing Cloud. I have over 8 years of Salesforce database management experience. I specialize in Salesforce, Pardot and Marketing Cloud database management. ...
About this Gig
I will review your Pardot or Salesforce or Marketing cloud org from a high-level and provide a list of improvements from various areas such as:
Salesforce
- Security model
- Page Layouts & Record Types
- Reports and Dashboards
- Work Flows
- Process Builders
- Validation Rules
- Lightning Experience
- Custom objects
- Permission sets
Pardot
- Underutilized tools
- Sync errors
- Connector verification errors
- Template aesthetics and common template errors
- Mailable list
- Marketing recommendations
FAQ
How much time do you spend on the analysis?
I spend an hour and a half getting familiar with your org?
Can I notate areas of concern?
Absolutely, I've had clients tell me they'd specifically like me to review their Pardot templates to see if I had better marketing ideas. I've had others say, what can we do to keep our Salesforce database cleaner, therefore, I'll recommend tools and validation rules to help.
Reviews
8 reviews for this Gig
| (7) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
Most relevant
J jennifercubas
United States
Great at explaining in depth the different options in Salesforce
Helpful?A abbywilliams345
Repeat Client
United States
Cynthia was amazing as usual! Pleasure working with her. will use her again in the future!
Helpful?P 
pedroafs
United States
Glad we chose to work with Cynthia. Looking forward to the next project.
Helpful?L la_biz_broker
United States
Very knowledgeable and the information provided will be very helpful in optimizing my Salesforce setup
Helpful?C culminatekarrie
Repeat Client
United States
Cynthia is awesome as usual
Helpful?
Reviews
8 reviews for this Gig
| (7) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
Most relevant
J jennifercubas
United States
Great at explaining in depth the different options in Salesforce
Helpful?A abbywilliams345
Repeat Client
United States
Cynthia was amazing as usual! Pleasure working with her. will use her again in the future!
Helpful?P pedroafs
United States
Glad we chose to work with Cynthia. Looking forward to the next project.
Helpful?L la_biz_broker
United States
Very knowledgeable and the information provided will be very helpful in optimizing my Salesforce setup
Helpful?C culminatekarrie
Repeat Client
United States
Cynthia is awesome as usual
Helpful?
