Salesforce Administration Services
Your Salesforce instance should make work easier, not harder.
When automation breaks, reports take forever, or your team builds workarounds in spreadsheets, something is wrong. I fix those problems.
13x Salesforce Certified | NYU Tandon Instructor | 160+ Students Placed in Salesforce Careers
What We Offer
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Flow Automation Development
We build Salesforce Flows that automate repetitive work: updating records when criteria are met, sending notifications at the right moment, routing approvals through the correct chain.
Since Salesforce retired Workflow Rules and Process Builder, Flow is the standard. If your org still runs on deprecated tools, migration is not optional. I handle it cleanly, consolidating scattered automation into efficient, maintainable Flows.
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User Management & Security
Salesforce security is about ensuring people see exactly what they need to do their jobs, nothing more, nothing less. Misconfigured permissions create frustration or risk.
I design profile and permission set architectures that scale: role hierarchy, sharing rules, public groups, and permission set groups. Security audits identify gaps before they become problems.
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Reports & Dashboards
Reports are only useful if they answer real questions. I build custom report types that connect the objects your team actually needs, create dashboards that surface actionable metrics, and configure scheduled delivery.
If your team exports data to Excel to combine information from different objects, your reporting setup needs work.
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Data Quality Management
Bad data undermines everything else you do in Salesforce. Duplicate records waste time and skew reports. Missing information breaks automation. Inconsistent formatting makes searching impossible.
I configure duplicate management rules, validation rules, and data import processes with cleansing and deduplication. The goal is sustainable data quality, not a one-time cleanup that degrades within months.
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System Optimization
Performance problems accumulate gradually. Page loads slow down. Storage warnings appear. Technical debt builds as quick fixes become permanent workarounds.
I conduct assessments that identify what is slowing you down: automation efficiency, storage analysis, and feature adoption. Salesforce releases updates three times per year. Release management ensures you know what is coming and test changes before they hit production.
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Fractional Admin Services
Not every organization needs a full-time Salesforce Administrator. But every organization using Salesforce needs someone who understands the platform and responds when things break.
Fractional admin retainers provide senior expertise on a part-time basis: 10-40 hours per month of dedicated support. This model works well for nonprofits, growing companies, and organizations needing interim coverage.
Case Studies
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Goodway Technologies
Large-scale Sales Cloud optimization. Opportunity management automation, pipeline reporting accuracy, and user adoption across distributed sales teams. Complex approval workflows coordinated across multiple business units.
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New York Academy of Medicine
Nonprofit Success Pack implementation with complex membership and program tracking. Data migration from legacy systems, custom reporting for board presentations, and integration with external event management platforms.
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UnitedHealth Group
Service Cloud configuration supporting customer service operations. High-volume case management, knowledge base optimization, and automation for case routing and escalation. HIPAA compliance requirements shaped security architecture.
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USCIS (Federal Government)
Government Salesforce implementation with strict security and compliance requirements. Documentation standards, change management processes, and user training for federal employees with varying technical backgrounds.
How We Work
Every engagement follows the same structure, whether it is a two-week project or an ongoing retainer.
Discovery
We start by understanding your environment: what you have, what is working, what is not, and what you are trying to accomplish. This is not a generic questionnaire. It is a conversation about your actual business processes.
Documentation
Requirements are documented before any configuration begins. This prevents scope creep, ensures we solve the right problems, and gives you a reference for what was built and why.
Sandbox Development
All configuration happens in a sandbox environment first. This protects your production data and lets us test thoroughly before anything goes live. You review and approve changes before deployment.
Deployment
Tested configurations move to production with validation. Critical deployments happen during low-usage windows with rollback plans in place.
Training
Configuration without training is wasted effort. I provide role-specific training in your actual Salesforce environment, not generic slides. Documentation accompanies every project.
Support
Projects can transition to ongoing retainers, or you can reach out when new needs arise. Many clients start with a project and shift to fractional admin support.
Pricing
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Guidelines
Transparent pricing helps you plan. All pricing is based on value delivered, not hours logged.
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Project-Based Work
$2,000 - $15,000
Specific deliverables with defined scope. Examples: building a Flow automation suite, creating a reporting package, conducting a health check, migrating from Process Builder to Flow. Price depends on complexity and timeline.
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Fractional Admin Retainer
$1,500 - $5,000/month
Ongoing support with 10-40 hours per month. Includes user requests, minor configuration changes, report building, data quality maintenance, and release management. Retainer adjusts quarterly based on actual needs.
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Health Check
$2,500 - $5,000
One-time assessment of your Salesforce instance. Reviews security, automation, data quality, user adoption, and alignment with best practices. Deliverable is a prioritized recommendation report with estimated effort and impact.
Ready to Fix Your Salesforce?
Schedule a free 30-minute consultation. We will discuss your current Salesforce challenges, identify quick wins, and determine if working together makes sense.
Want to start now? Download the Salesforce Admin Checklist to assess your own instance.
FAQs
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A Salesforce Administrator manages and optimizes your Salesforce instance. This includes user management (creating accounts, resetting passwords, managing permissions), building automation with Flows, creating reports and dashboards, maintaining data quality, configuring new features, and troubleshooting issues. Think of the admin as the person who keeps Salesforce running smoothly and adapts it to your changing business needs.
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It depends on your Salesforce usage and complexity. Organizations with fewer than 50 users and straightforward processes often do well with a fractional admin (10-20 hours per month). Larger organizations or those with complex automation, integrations, or compliance requirements typically need full-time support. A consultant can provide fractional admin services, handle specific projects, or supplement your internal team during busy periods.
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Salesforce Flow is the platform's automation tool that lets you build business processes without writing code. Flows can automatically update records, send emails, create tasks, route approvals, and connect to external systems. Since Salesforce retired Workflow Rules and Process Builder, Flow is the standard for all automation. Well-designed Flows reduce manual work, prevent data entry errors, and keep your business processes consistent.
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Costs vary by engagement type. Project-based work typically ranges from $2,000-$15,000 depending on complexity. Fractional admin retainers run $1,500-$5,000 per month for 10-40 hours of support. Full-time Salesforce Administrators in the US earn $75,000-$120,000 annually. Many organizations find that a fractional admin provides better expertise at lower cost than a junior full-time hire.
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Common signs include slow page loads, users complaining about too many clicks, reports that take forever to run, duplicate records, automation that fires incorrectly, storage warnings, and features you pay for but do not use. If your team has workarounds or uses spreadsheets instead of Salesforce, the system is not meeting their needs.
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At minimum, the Salesforce Certified Administrator credential. For complex needs, Advanced Administrator demonstrates deeper expertise. Business Analyst certification indicates strong requirements gathering. For specific clouds, look for consultant certifications (Sales Cloud, Service Cloud, Nonprofit Cloud). Experience matters as much as certifications: ask about similar projects and industries.Item description
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Yes. Data migration is a core administration function. This includes extracting data from your current system, cleaning and transforming it to match Salesforce data models, loading it into Salesforce, and validating the transfer. I handle migrations from spreadsheets, legacy databases, other CRMs, and nonprofit systems like Raiser's Edge, Bloomerang, and Little Green Light.
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An assessment of your current implementation evaluating security settings, automation efficiency, data quality, user adoption, storage usage, and alignment with best practices. The output is a prioritized list of recommendations with estimated effort and impact. Health Checks are useful before major projects, after acquisitions, when inheriting a Salesforce instance, or when performance degrades.
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Salesforce releases updates three times per year (Spring, Summer, Winter). These add features, retire old ones, and sometimes change existing behavior. An admin reviews release notes, tests changes in sandbox, communicates updates to users, and adjusts configurations as needed. Without proper release management, you may miss valuable features or encounter unexpected behavior.