I provide Salesforce administration and declarative automation services to help businesses improve data quality, streamline workflows, and optimize CRM processes.
My services include:
- Salesforce Configuration: Custom objects, fields, record types, page layouts, and Lightning App Builder.
- User Management & Security: User setup, profiles, permission sets, roles, and record access configuration.
- Workflow Automation: Record-Triggered Flows, Screen Flows, scheduled flows, and automated business processes.
- Data Quality: Validation rules, formula fields, duplicate prevention, and data consistency controls.
- Reports & Dashboards: Custom reports and dashboards to support business monitoring and decision-making.
- Approval Processes: Declarative approval workflows based on business rules.
- API Integration: Connecting Salesforce to external services using declarative tools such as External Services and Named Credentials, when supported by the API.
- AI Features: Prompt Builder configuration to generate contextual responses and support business workflows.
I focus on practical, well-organized solutions designed for your business needs. Each project begins with understanding your requirements and defi