Start with the symptom
Understand who is affected, what is happening, and what the business expected instead.
I'm Justin Pena, a Salesforce professional focused on automation, reporting, and making complex systems easier to maintain. This site brings together my past work and practical Salesforce notes.
I’m currently employed full-time and am not seeking new roles or accepting independent consulting engagements.
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 explain findings in plain English, surface tradeoffs before risky changes, and document decisions so other people can follow what changed.
The reasoning behind a change matters as much as the configuration itself.
Findings, tradeoffs, decisions, and unresolved risks are explained without hiding behind platform jargon.
The work includes testing, confirmation of live behavior, and documentation others can review later.
Read the case studies for implementation details, or browse the articles for Salesforce concepts and maintenance practices.