Cross-object rollups on lookup relationships
Implemented DLRS to deliver real-time rollup totals across lookup-related objects — something native Salesforce only supports on master-detail relationships.
Salesforce Administration Services
A well-run org is the difference between a CRM your team fights and one they rely on. We set up, automate, and maintain Salesforce so it stays fast, clean, and secure.
What We Do
Administration services we offer
Org setup from scratch
New Salesforce instance configured properly from day one: objects, fields, record types, page layouts, and a security model that fits how your business actually works.
Flows & automation
Screen Flows, record-triggered Flows, and scheduled Flows that eliminate repetitive work — plus approval processes for deals and requests that need sign-off.
Reports & dashboards
Role-based dashboards for executives, sales, and support: revenue, lead-to-opportunity conversion, lost revenue, year-over-year trends, and case metrics — live, not in spreadsheets.
Data security & access
Profiles, permission sets, role hierarchies, and sharing rules configured so every user sees exactly what they should — nothing more, nothing less.
Intake automation
Email-to-Case for routing support emails into case records automatically, and Web-to-Lead for capturing website enquiries directly into your pipeline.
User training & support
Documentation and hands-on training so your team actually adopts the system — because an unused CRM is an expensive spreadsheet.
Proof
Administration work we've delivered
Record access design for a security company
Criteria-based sharing rules and role hierarchy tuned to extend visibility to the right teams without over-exposing sensitive data.
Multi-source lead imports
Ongoing consolidation of leads from multiple channels — field mapping, formatting, and deduplication — keeping the pipeline clean at scale.
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