Your Salesforce,
taken care of.
Practical admin support for the things that keep your team moving, and the backlog that keeps growing.
- Users, permissions, and configuration
- Data cleanup and reporting
- Financial Services Cloud workflows
Consulting workspaceSalesforce expertise. Builder mentality.
YOUR SALESFORCE. WORKING BETTER.Less busywork.
Less busywork.
More possibility.
I help teams get more out of Salesforce, from the everyday fixes to the custom tools they didn’t know were possible.
JJohnYour admin. Your builder. Your problem solver.
THE GLITCH DOCTOR / DOCUMENT STUDIOMergeMedic™Great documents. Less busywork.
CREATE & MANAGETemplate library
⌕Find a template, object, or category…
Client Review QuestionnaireHousehold · Client Service
ActiveMeeting AgendaMeeting · Planning
ActiveBeneficiary SummaryHousehold · Review
DraftGENERATEDocuments
✦SOURCE RECORDEvergreen HouseholdAccount
Client Review Questionnaire ⌄
Web previewWordPDF
Built on hands-on experienceSalesforce AdministrationFinancial Services CloudSales CloudMarketing CloudAutomation & DevelopmentInfrastructure
SERVICES
Bring me the messy part.
One person who can understand the process, work through the problem, and build the solution.
Your Salesforce,
If it’s repetitive,
let’s rethink it.
Turn manual steps and awkward workarounds into processes that make sense for your team.
- Salesforce Flow automation
- Custom Apex development
- Lightning Web Components
The systems behind
the scenes matter, too.
A Salesforce specialist with the infrastructure background to see the bigger picture.
- Microsoft 365 administration
- Email delivery troubleshooting
- Windows Server and remote support
LET’S TURN THE PROBLEM INTO A PLAN
Guided project intakeTell me what’s getting in your way.
You don’t need the technical answer. Walk me through what’s happening, and we’ll put together a useful starting point.
YOUR REQUEST. NO GUESSWORK.
Private request trackingSee where things stand.
Use the ticket number and private access code from your receipt. No portal. No password to remember.
THE WORK BEHIND THE WORDS
Solutions / Selected workBuilt around how people actually work.
Examples from my Salesforce work. No client data, just the problems worth solving.
SolutionThe problemThe approach
Household campaign viewsMarketing operations
Campaign members don’t tell the whole household story.
Bring households, participation, and useful metrics into one sortable view.
Beneficiary summariesFinancial services
Account and beneficiary details need to be easy to review.
Filter, group, and print a clear summary directly from Salesforce.
Action plan automationDay-to-day operations
Completed work shouldn’t leave a trail of manual cleanup.
Keep action plans moving with task-driven completion and thoughtful automation.
FROM THE WORKSHOP / NOW WITH A NAME
Meet MergeMedic™.
A Salesforce-native document workspace built to make template design, data merging, and document generation feel like part of Salesforce instead of a trip somewhere else.
Import existing Word templates, design visually, pull from Salesforce fields and related records, add conditions and formulas, preview with live record data, and generate the finished document when you’re ready.
Explore MergeMedic™
THE GLITCH DOCTOR / SALESFORCE PRODUCT
MergeMedic™
DOCUMENT GENERATION, DIAGNOSED.
01 Visual template designer
02 Salesforce field picker
03 Conditions, formulas & Smart Content
04 Web, Word & PDF output
Active developmentSee what it looks like now →
THE PERSON BEHIND THE CONSOLEHI, I’M JOHN.I like making things work.
I like making things work.
Then making them better.
My background spans technical support, infrastructure engineering, and Salesforce administration. That mix comes in handy when a problem doesn’t fit neatly into one job description.
Through The Glitch Doctor, I help teams clean up what’s slowing them down and build what they need next. You work directly with the person doing the work.
Explore my Salesforce workVancouver, WashingtonBased in the Pacific NorthwestRemote collaborationSupport wherever your team works
LET’S GET TO WORK
What do you wish Salesforce did better?
That’s a good place to start.