Trace what is live
Map active Flows, legacy automation, report logic, access rules, and dependencies before changing anything.
Salesforce consultant · inherited orgs · clear documentationSalesforce consultant · org cleanup
Turn a messy Salesforce org into a system your team can trust.Make Salesforce easier to trust.
I help teams untangle inherited automation, unreliable reporting, permission issues, inconsistent data, and undocumented admin work without forcing a full reimplementation.
Project-based and fractional Salesforce support for teams that need practical fixes, clear documentation, and maintainable changes.
- Salesforce Certified Administrator
- Advanced Administrator
- Business Analyst
Why hire me?
I specialize in Salesforce orgs that have outgrown their original setup.I fix Salesforce orgs that have outgrown their setup.
I am most useful when ownership has changed, documentation is thin, reports no longer match expectations, and every configuration change feels riskier than it should.
I trace what is live, resolve the highest-value issue, and leave the team with a clear path forward.
Fix the highest-value issue
Resolve the problem blocking trust without turning a focused engagement into a full reimplementation.
Leave clear maintenance notes
Provide verification steps, admin notes, and plain-English explanations so someone else can confidently maintain the work.
Services
Fix the Salesforce problems your team keeps working around.Fix the Salesforce problems your team works around.
Bring me the symptom, not a perfect brief. I can trace what is running, prioritize the safer fix, and explain the tradeoffs in plain English.
Reduce technical debt
Audit outdated automation, fields, record types, permissions, and admin clutter. Prioritize what to keep, retire, consolidate, or document.
Untangle unreliable automation
Untangle and repair overlapping or unreliable automation, simplify logic, improve error handling, and reduce unnecessary complexity.
Build reports leaders can trace and trust
Verify source reports, filters, formulas, folders, dashboard components, and fiscal logic so the numbers can be clearly explained.
Ongoing Salesforce support
Experienced administration for cleanup, reporting, Flow fixes, data work, documentation, and user support without adding a full-time hire.
WORK EXAMPLES
Sanitized proof from real Salesforce work.Sanitized proof from real Salesforce work.
Client names and sensitive org details are removed. Each example reflects Salesforce work I completed, verified, and documented.
Untangled pipeline targets and rollup reporting
Pipeline dashboards depended on target records, workbook assumptions, and divisional rollups that no longer aligned. I traced the live logic, preserved intentional business exceptions, corrected report filters and rollups, and verified the final numbers in production.
What I left behind: rollout checklist, verification summary, admin runbook
View case studyBuilt a cleanup dashboard for stale ownership
Open opportunities were tied to inactive users or missing key assignments. I repaired broken report logic, rebuilt the dashboard around actionable exception counts, and used reversible update files to clean only the safe records.
What I left behind: admin dashboard, runtime checklist, rollback-ready updates
View case studyCreated a safer Salesforce user setup path
Admins needed a clearer way to create users from employee and training data. I built guided flows that surfaced only ready records, blocked incomplete data, avoided duplicate links, and documented the process for future admins.
What I left behind: screen flows, setup guardrails, verification checklist
View case study
How I work
Inspect first. Fix carefully. Leave the trail.Inspect. Fix. Document.
Triage the live system
Start with the symptom, inspect the relevant metadata, and identify what is actually running before touching the setup.
Fix the smallest safe piece
Handle the part blocking trust without creating a mystery downstream: Flow logic, report filters, dashboard wiring, field clutter, access, or admin workflow.
Document the handoff
Leave plain-English notes, verification steps, and caveats so the next admin is not stuck reverse-engineering the fix.
Meet Justin
One consultant, not a faceless agency.One consultant. No faceless agency.
I am Justin Pena, a Salesforce Consultant based in Houston. I specialize in inherited systems, operational cleanup, and making complex Salesforce work understandable to the people who have to maintain it next.
- Salesforce Certified Administrator
- Advanced Administrator
- Business Analyst
Salesforce hard to trust?
Send the problem or book a 20-minute fit call.Send the problem. Or book a fit call.
A short note is enough: the unreliable report, risky Flow, access issue, data cleanup, or admin work that keeps getting pushed aside.