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
I help teams get more out of Salesforce, from the everyday fixes to the custom tools they didn’t know were possible.
A practical approach, from the first fix to the next big idea.
One person who can understand the process, work through the problem, and build the solution.
Practical admin support for the things that keep your team moving, and the backlog that keeps growing.
Turn manual steps and awkward workarounds into processes that make sense for your team.
A Salesforce specialist with the infrastructure background to see the bigger picture.
You don’t need the technical answer. Walk me through what’s happening, and we’ll put together a useful starting point.
Examples from my Salesforce work. No client data, just the problems worth solving.
Campaign members don’t tell the whole household story.
Bring households, participation, and useful metrics into one sortable view.
Account and beneficiary details need to be easy to review.
Filter, group, and print a clear summary directly from Salesforce.
Completed work shouldn’t leave a trail of manual cleanup.
Keep action plans moving with task-driven completion and thoughtful automation.
There’s a new Salesforce document project taking shape in the workshop. The name stays under wraps for now. The idea is too good not to share a little.
A document-building experience designed around Salesforce, with a visual designer and a focus on making existing templates easier to bring along.
Open the secret project
THE PERSON BEHIND THE CONSOLEMy 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 workThat’s a good place to start.