Salesforce CRM Setup & Automation Consulting
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About this service
Summary
FAQs
Do I need to give full access to my Salesforce account?
No, we can begin with view-only access or a sandbox environment. I follow secure practices at every stage.
Can you work with Salesforce Essentials, Professional, or Enterprise?
Yes, I’ve worked across all tiers and will adjust the solution based on your subscription level.
Do you offer one-time fixes as well as ongoing support?
Absolutely! I offer both project-based and retainer-based services depending on your needs.
What's included
Salesforce Workflow Audit & Optimization
A comprehensive review of your existing Salesforce workflows with detailed recommendations and implementation of efficiency improvements, including automation using Flow Builder or Process Builder.
Custom Salesforce Automation Setup
Design and build tailored automation using Salesforce Flows, Process Builder, or Apex triggers to streamline business processes such as lead assignment, email alerts, and opportunity management.
Dashboard & Report Configuration
Creation or optimization of Salesforce dashboards and reports to ensure your team has real-time, actionable insights across sales, marketing, or customer support operations.
Third-Party Integration (e.g., Slack, HubSpot, Zapier)
Setup and configuration of integrations between Salesforce and third-party tools to ensure smooth data flow and automation across platforms.
Recommendations
(5.0)
Client • Dec 25, 2025
Recommended
Extremely quick to respond and perform.
Client • Nov 10, 2025
Recommended
Lalit is one of the best partners I know for such projects!
Client • Mar 30, 2025
Recommended
Lalit is fantastic at his job and we are so happy to be working with him!
Recommended
Lalit is such a top class team player and we love working with him in many projects and continue do collaborate and do great work together!
Client • Jul 29, 2025
Client • Feb 6, 2025
Recommended
Lalit was a blessing to work with! We were on a bit of a time crunch and he stepped up and got to work immediately. He also was very knowledgeable on different solutions to problems that we faced throughout the build. I recommend 100%
Client • Feb 4, 2025
Recommended
We have been working with Lalit for many years - through many businesses and he does fabulous work. He is always so very helpful and willing to talk through the best solutions for our projects. We highly recommend Lalit to anyone who needs website services or hosting!
Client • Jan 28, 2025
Recommended
Lalit did an amazing job on our project. Would highly recommend for all development projects.
Client • Jan 2, 2025
Recommended
Worked with Lalit on many projects, easy to deal with and knowledge and atttention to detail are great. Highly recommended.
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