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I will build salesforce flow automation and approval processes
Salesforce CRM Setup, Automation and Data Management Expert
Hi, I'm Danny Chaney, a Salesforce CRM specialist helping small businesses build smarter, more efficient sales operations. I specialize in Salesforce setup, CRM customization, Flow automation, approva...
About this Gig
Manual admin work slows teams down. I build Salesforce Flows and approval automations that replace repetitive tasks with no-code process automation inside your org.
What I can build:
- Record-triggered Flows (auto-update fields, create tasks, send emails)
- Screen Flows for guided data entry
- Approval processes with routing and notifications
- Simple scheduled Flows for routine updates
What you receive:
- A tested Flow or approval automation in your sandbox or org
- A short note explaining how it works
- Revisions as listed in your package
How it works:
- Share your current manual process
- We confirm the logic and approvers
- I build and test it
- I deliver and walk you through the changes
Not included: custom Apex code, data migration, or full org audits.
Message me before ordering so we can confirm your project details.
Software:
Salesforce
FAQ
What is included in each package?
Basic covers one Flow. Standard covers one approval process with up to 3 steps and email alerts. Premium covers up to 3 linked Flows or approvals.
Do you write Apex code?
No. This gig covers no-code automation with Flows and approval processes only.
What access do you need?
A sandbox is best. If you don’t have one, we can agree on a safe way to work in your org before I start.
How many revisions do I get?
Basic includes 1, Standard 2, and Premium 3. Revisions cover changes to the agreed scope. New requirements may need an extra or a new order.
Can you fix or edit an existing Flow?
Message me first with details. If it fits the scope of a package, we can confirm it before you order.
