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.