Start with the symptom
Understand who is affected, what is happening, and what the business expected instead.
I’m Justin Pena, a Salesforce Consultant and Business Analyst based in Houston. I help teams understand inherited Salesforce environments, fix what no longer works as expected, and leave documentation another administrator can use.
Some consultants prefer clean implementations. I enjoy the environments where administrators change, business rules evolve, and old decisions are no longer documented. I trace the history, separate the real problem from the visible symptom, and make the next change safer than the last one.
Understand who is affected, what is happening, and what the business expected instead.
Review the actual automation, reports, data, access, dependencies, and business rules before changing anything.
Resolve the issue without introducing unnecessary complexity or rebuilding parts of the system that still work.
Confirm the live result, record what changed, and leave the next administrator with a clear maintenance path.
My work has included reporting and dashboard repair, Flow troubleshooting, controlled data cleanup, user provisioning, access configuration, opportunity processes, target rollups, admin tools, training, and documentation.
Traced target records, report filters, rollup behavior, workbook assumptions, and business exceptions before deploying and verifying a production correction.
View case studyRepaired broken reporting logic, built actionable exception dashboards, and used backup-ready update files for safe record subsets.
View case studyBuilt guided user-setup Flows with readiness checks, missing-data guardrails, already-linked-user protection, and repeatable admin documentation.
View case studyI am most useful when the Salesforce environment has history, internal ownership is stretched, documentation is thin, or the team needs a focused consultant who can investigate and move the work forward.
Internal administrators and operations teams that need focused help clearing reporting, automation, data, access, or documentation backlogs.
Teams that need Salesforce numbers traced back to their source logic before making operational or pipeline decisions.
Companies that need experienced project-based or fractional Salesforce support without immediately adding another full-time administrator.
You work directly with me from the first conversation through testing and documentation. I explain what I find in plain English, surface tradeoffs before making risky changes, and keep the work visible enough that your team is never guessing about what changed.
The person discussing the problem with you is the same person inspecting and completing the Salesforce work.
Findings, tradeoffs, decisions, and unresolved risks are explained without hiding behind platform jargon.
The work includes testing, confirmation of live behavior, and documentation your team can review after the engagement.
Review the case studies to see how I investigate, repair, verify, and document inherited Salesforce work, or send me the problem your team is dealing with.