On-Demand Salesforce Support
As a certified Salesforce Platform Administrator with over 7 years of experience, I help small and mid-sized businesses unlock the full value of Salesforce.
From day-to-day admin support to custom automations and integrations, I deliver flexible solutions that increase efficiency, improve your data quality and empower your team to work smarter – all without the cost of hiring a full-time Salesforce admin.
My Services
Ongoing Admin Support
Keep your Salesforce running smoothly with regular updates, user account management, troubleshooting issues, and proactive system monitoring.
Process Automation
Save time and reduce manual work by setting up flows, approval processes, and automations that keep your business moving.
Integrations
Connect external websites, platforms and the tools that you already use – Microsoft 365, Google Suite, Shopify and more – for a seamless ecosystem.
Data Exports & Imports
Seamlessly import and export your data in and out of Salesforce with accurate data migration processes that keep your system consistent and reliable.
Data Clean-Up & Health Checks
Eliminate duplicates, correct errors, and improve your data quality to ensure your team is working with accurate, reliable, and trustworthy data.
Reports & Dashboards
Turn data into decisions with tailored reports and dashboards that give you clear, actionable insights into your sales, service, and operations.
Small Changes
Quickly adapt Salesforce to your needs with new fields, updated layouts, list views, and validation rules that make your system more user-friendly.
Bigger Enhancements
Go beyond the basics with custom solutions, apps, and advanced configurations designed to fit your unique business processes.
User Training & Documentation
Equip your team with easy-to-understand guides and training so they can confidently use Salesforce day-to-day without relying on constant support.
Recent Projects
SMS & Automated Reminders
I implemented and configured SINCH/Mercury SMS in Salesforce and built a scheduled Flow to automatically send SMS reminders before appointments – helping the team save time each week and improving client attendance rates.
Integrated Lead Capture
To streamline enquiry management, I integrated Meta Lead Forms and real estate listing platforms with Salesforce via Zapier. New leads now flow directly into Salesforce in real time, enabling faster follow-up, reducing manual data entry, and ensuring no enquiry slips through the cracks.
Commission Tracking
Sales team needed a way to record and track commissions across multiple projects in Salesforce. I developed a custom commission tracking system using custom objects, fields, and dashboards, allowing the team to easily record commissions and fees, monitor outstanding amounts, and know exactly when payments are due – improving visibility and accuracy.
Mobile App Enhancements for Open Inspections
For a real estate team managing high-volume open inspections, I reconfigured the Salesforce Mobile App to make capturing walk-in enquiries faster and easier. Agents can now record details on the spot, assign leads instantly, and follow up directly from the app – improving response times and data accuracy.
Membership Management & Shopify Integration
A community sports club needed to modernize how they manage members. I implemented a custom membership solution on Salesforce NPSP, completed a full legacy data migration, and integrated with Shopify for online sign-ups and renewals — giving the team a single, automated view of every member.
In-App Guidance for Staff Training
To reduce onboarding time and improve confidence with Salesforce, I implemented In-App Guidance and tailored help prompts across key processes. Staff can now access context-specific tips as they work, resulting in fewer support requests and faster adoption.
Need something similar?
Let’s chat about how I can tailor a Salesforce solution for your business.
If you have problems that need solving, especially in Salesforce, I could not recommend Kaeden more highly.
— Adam I, Business Systems Analyst
