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Fiverr Pro
English
$
USD
I will be your salesforce CRM setup, flow automation, and data migration expert
About this Gig
Are you struggling to configure Salesforce to fit your actual sales cycle, or dealing with broken automations and messy CRM data?
As a certified Salesforce consultant and administrator, I build clean, high-performance CRM architecture tailored to your business operations. Whether you are starting fresh on Sales Cloud or Service Cloud, migrating from an old CRM, or building advanced Flow automations, I ensure your setup delivers measurable pipeline clarity.
What I Can Do for You:
- Salesforce Setup & Architecture: Custom fields, lead/deal stages, page layouts, validation rules, and role hierarchies.
- Flow Automation: Modern declarative flows (record-triggered, screen flows, schedule-triggered) to replace legacy processes and automate lead routing.
- Data Migration & Cleansing: Seamless historical data imports via Data Loader without duplicates or field mismatch errors.
- API & Third-Party Integration: Webhooks, Zapier, Make, and native REST API connections to your website, payment processors, or outreach tools.
- Sales & Service Cloud Tailoring: Case management, omni-channel routing, custom dashboards, and executive reporting.
Software:
Salesforce
FAQ
How do I provide you access to my Salesforce organization?
You can invite me as a System Administrator user using my temporary email, or grant login access directly via Salesforce Settings (Grant Account Login Access). Never share your master personal password in chat.
Which Salesforce editions do you support?
I work across all major editions: Salesforce Starter, Pro Suite, Enterprise, and Unlimited across both Sales Cloud and Service Cloud. If you are on an Essentials or Starter plan, note that some advanced API and automation features may have native platform limits.
Can you help migrate our data from spreadsheets or another CRM?
Yes. I handle CSV cleansing, custom field mapping, deduplication, and secure bulk importing using Salesforce Data Loader or Import Wizard. Please select the Standard or Premium package depending on the volume of records and complexity.
Do you write custom Apex code or work exclusively with Salesforce Flow?
My standard implementation focuses on native declarative configuration—primarily Salesforce Flow (record-triggered, screen flows, and scheduled paths)—which is easier to maintain and update. For custom Apex triggers or custom LWC components, message me first for a custom quote.
What third-party apps and tools can you connect to Salesforce?
I regularly integrate web forms, lead sources, and outreach tools using Zapier, Make, native AppExchange connectors, and custom REST API webhooks (e.g., connecting HubSpot, WordPress forms, Stripe, Slack, or Google Workspace).
