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I will audit and optimise your salesforce org
6x certified Admin and Agentforce Specialist
I am a 6x certified Salesforce Admin, BA, developer, and Agentforce Specialist. I have experience working with a variety of clients of all sizes and industries, including Sales, Service, Marketing, Fi...
About this Gig
Salesforce User Roles, Permissions & Org Optimisation Specialist
Need help organising user access, improving security, or optimising your Salesforce org? I can help create a secure and scalable Salesforce environment.
I am a Senior Salesforce Administrator with 8+ years of experience across Sales Cloud, Service Cloud, Financial Services Cloud, Nonprofit Cloud, Health Cloud, and Marketing Cloud.
This gig is ideal for businesses needing user roles and permissions setup, profile management, Salesforce documentation, org audits, security reviews, and optimisation recommendations.
Services include:
User roles and hierarchy setup
Profiles and permission sets
Sharing and visibility configuration
Documentation packs
Salesforce org audits
Optimisation recommendations
Security and access reviews
I hold Salesforce certifications including Platform Administrator, Platform Administrator II, Platform App Builder, Agentforce Specialist, and Business Analyst.
Please message me before placing an order to discuss your requirements.
Software:
Salesforce
My Portfolio
FAQ
What do you need to get started?
I'll need a summary of your requirements and the appropriate Salesforce access needed to complete the work.
Can you review existing permissions and security settings?
Yes, I can review current user access, identify issues, and recommend improvements based on Salesforce best practices.
Will I receive documentation?
Yes. Documentation packs will be provided to help admins and users understand the setup and processes.
What's included in an org audit?
The audit reviews security, permissions, automation, data quality, usability, and overall org efficiency, followed by optimisation recommendations.
Do you offer ongoing Salesforce support?
Yes. Ongoing support can be discussed based on your business needs.
Should I contact you before placing an order?
Yes, please message me before ordering so we can discuss your requirements and ensure the best package for your needs.
