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I will customize salesforce with custom objects, fields and page layouts
Salesforce Certified Administrator Certified Agentforce Specialist
Salesforce Certified Administrator and Agentforce Specialist.
I build reliable Salesforce systems for day-to-day operations, with nearly 70 processes rebuilt in Flow and support resolution times red...
About this Gig
When Salesforce doesn't match your exact business workflow, teams end up tracking important information in side spreadsheets. I configure Salesforce to fit how your business actually operates.
WHAT I BUILD:
- Custom Objects & Fields: Tailored specifically to track your unique business data.
- Relationships: Clear lookup and master-detail connections between objects.
- Record Types & Layouts: Customized views so sales, support, and management see what matters to them.
- Validation Rules: Built alongside your fields to ensure clean data entry from day one.
- Lightning Apps: Dedicated tabs and navigation optimized for daily workflows.
HOW I WORK:
- We identify what processes are currently living outside of Salesforce.
- We map out the data model before building anything.
- I build and test everything safely in a sandbox.
- You review the functional app before it goes live, complete with written handover notes.
MESSAGE ME BEFORE ORDERING: Tell me briefly what you are trying to track, and we will align on the right structure.
FAQ
Do you work in a sandbox first?
Yes. For anything involving data, automation, or configuration changes, I prefer to build and test in a sandbox first. You can review the work before anything is deployed to production.
Will my team be able to maintain this after you finish?
Yes. I build with long-term usability in mind, and every project includes written documentation explaining what was configured, how it works, and any important considerations for maintaining it.
What if the work turns out to be bigger than the package?
If I identify something that falls outside the original scope, I will let you know before doing any additional work. Revisions within the agreed scope are included, so you will always know what to expect before moving forward.
Can you work with our data if it is a mess?
In most cases, yes. I can review a sample of your data first and let you know whether it is ready to work with or if some cleanup would be helpful before we begin. Send me a sample file and an approximate record count, and I can take a look.
How will you access our Salesforce org?
The recommended approach is to create a dedicated Salesforce user with only the permissions required for the project. For diagnostic work, that may be read-only access. If changes are required, the appropriate permissions can be added for that work.
