Experienced Salesforce Administrators
Deep Experience
Running Salesforce Orgs
We administer a large, complex Salesforce org every day, built in code, not just clicks. We will set yours up, clean it up, and run it the way it is actually supposed to run, instead of configured and left to rot.
What We've Built in a Real Org
We do not just configure Salesforce, we build it in code. These numbers come from a live enterprise org we run end to end.
From a live enterprise Salesforce org we administer and build in, end to end. Anonymized, but real.
What We Do in Salesforce
From standing up a brand new org to rescuing a messy one and running it month to month. If it lives in Salesforce, we handle it.
Things We've Built in Salesforce
Real systems from a live enterprise org, built in code.
Recurring Services Platform
A ground-up native Lightning platform that replaced PMT, a third-party managed package, and now runs every recurring engagement across roughly 400 clients: onboarding, delivery, mid-stream revisions, and off-boarding, fully automated. Services spawn a month ahead just in time, delivery locks until the invoice is verified paid, and a nightly self-healing job reconciles every client back to a canonical template.
~440 service hubs · 50+ services and 300+ work items on a single client
Account Team Sync System
Keeps client team assignments (account rep, tax rep, bookkeeper, coordinator) consistent across opportunities, projects, tasks, and cases. A trigger-driven same-account cascade runs on a role-to-service mapping matrix, with audited cross-account propagation and a read-only graph traversal of related entities so staff see the whole network before changing anything.
Apex trigger handlers · role-to-service matrix · full audit trail
Quote to Invoice to Recurring Billing
The firm's quote-to-cash pipeline, built natively. An interactive pricing calculator applies tiered rules (per-transaction bookkeeping fees, payroll tiers by headcount, certificate-based sales-tax tiers, auto-applied annual discounts), routes discounts for approval, generates invoices that enforce minimums and per-state lines, and runs recurring monthly billing on a scheduled batch.
LWC pricing calculator · tiered rules · scheduled recurring invoicing
Document Generation + eSignature Pipeline
Generates legal agreements from Word templates and runs them through TitanSign for electronic signature, end to end. Programmatic DOCX assembly with merge fields, lookups, formulas, and dynamic repeating tables; smart signer resolution by contact role; signed PDFs returned and attached to the record automatically; and reply routing back to the staff member who sent it.
3,200+ agreements generated and signed through it
Branded Deliverable & Report Generators
Self-serve, wizard-driven builders that produce branded client PDFs and feed straight into the eSign pipeline. A four-step sales-tax report wizard pulls live ZIP-level rates and handles exemptions and per-state discounts; payroll-register, contractor-payment, and other generators add completion-email automation and a full versioned send-audit.
Wizard UX · live rate lookups · versioned send-audit
Google Calendar Scheduling System
A full client-appointment platform integrated with Google Calendar. Service-account OAuth with domain-wide delegation queries real free/busy availability; a seasonal working-hours model (tax season versus summer) sets buffers and 15-minute slots; RSVPs sync both ways on a polling batch; and a real-time analytics dashboard drills down by rep, type, and status.
JWT service-account OAuth · free/busy API · live KPI dashboard
Mail Tracking Suite
Outbound fax through SRFax with scheduled status polling, plus USPS package tracking over OAuth, batched to respect rate limits and synced back to mail-log records.
SRFax · USPS OAuth tracking · rate-limit-aware batching
Sales Tax Rate Engine
Roughly 41,000 ZIP-level tax rates, effective-dated across state, county, city, and special districts, with as-of-date lookups for historical-period filings and a fallback to the earliest known rate. A monthly import pipeline computes deltas and closes or inserts rate records cleanly instead of wiping the table.
~41,000 effective-dated rates · delta-based monthly import
Multi-State Filing Schedules
Models per-account, per-state filing cadence as first-class schedule records, so one client can file one state monthly and another quarterly at the same time, which the old single-field design could not do. Frequency changes mutate in place, preserving every child record, file, and audit trail instead of delete-and-respawn.
First-class schedule records · mutate-in-place migrations
Race-Condition-Hardened Payment Gate
Three independent safety nets handle every ordering of close-deal, apply-payment, and spawn-services, so work can never be delivered against an unpaid invoice, and gates auto-release the moment a verified payment posts. Gated on verified invoice records, never assumptions: a deliberate correctness-over-convenience design.
Three-net concurrency design · gates on verified invoices
Off-boarding & Termination Lifecycle
Reads per-service closure decisions (close, client assumes, transfer firm) and spawns the right off-boarding records, splitting by closure type when a client's services end differently. It caps recurring schedules at the correct final period and still generates the final owed month.
Decision-driven record spawning · final-period capping
Onboarding Intro-Email Automation
Auto-sends branded welcome emails on every new engagement, with the right attachments per service (for example W-4 and I-9 for payroll), plus a manual override modal and full audit trails.
Per-service attachments · manual override · audit trail
Books-Chat AI Bridge
A bridge that lets staff chat with an AI assistant directly inside Salesforce account pages, which then performs live bookkeeping in QuickBooks Desktop, connecting cloud CRM, an AI copilot, and on-premise accounting behind layered security controls.
Salesforce to AI copilot to QuickBooks Desktop, securely bridged
Recurring Services Platform
A ground-up native Lightning platform that replaced PMT, a third-party managed package, and now runs every recurring engagement across roughly 400 clients: onboarding, delivery, mid-stream revisions, and off-boarding, fully automated. Services spawn a month ahead just in time, delivery locks until the invoice is verified paid, and a nightly self-healing job reconciles every client back to a canonical template.
~440 service hubs · 50+ services and 300+ work items on a single client
Account Team Sync System
Keeps client team assignments (account rep, tax rep, bookkeeper, coordinator) consistent across opportunities, projects, tasks, and cases. A trigger-driven same-account cascade runs on a role-to-service mapping matrix, with audited cross-account propagation and a read-only graph traversal of related entities so staff see the whole network before changing anything.
Apex trigger handlers · role-to-service matrix · full audit trail
Quote to Invoice to Recurring Billing
The firm's quote-to-cash pipeline, built natively. An interactive pricing calculator applies tiered rules (per-transaction bookkeeping fees, payroll tiers by headcount, certificate-based sales-tax tiers, auto-applied annual discounts), routes discounts for approval, generates invoices that enforce minimums and per-state lines, and runs recurring monthly billing on a scheduled batch.
LWC pricing calculator · tiered rules · scheduled recurring invoicing
Document Generation + eSignature Pipeline
Generates legal agreements from Word templates and runs them through TitanSign for electronic signature, end to end. Programmatic DOCX assembly with merge fields, lookups, formulas, and dynamic repeating tables; smart signer resolution by contact role; signed PDFs returned and attached to the record automatically; and reply routing back to the staff member who sent it.
3,200+ agreements generated and signed through it
Branded Deliverable & Report Generators
Self-serve, wizard-driven builders that produce branded client PDFs and feed straight into the eSign pipeline. A four-step sales-tax report wizard pulls live ZIP-level rates and handles exemptions and per-state discounts; payroll-register, contractor-payment, and other generators add completion-email automation and a full versioned send-audit.
Wizard UX · live rate lookups · versioned send-audit
Google Calendar Scheduling System
A full client-appointment platform integrated with Google Calendar. Service-account OAuth with domain-wide delegation queries real free/busy availability; a seasonal working-hours model (tax season versus summer) sets buffers and 15-minute slots; RSVPs sync both ways on a polling batch; and a real-time analytics dashboard drills down by rep, type, and status.
JWT service-account OAuth · free/busy API · live KPI dashboard
Mail Tracking Suite
Outbound fax through SRFax with scheduled status polling, plus USPS package tracking over OAuth, batched to respect rate limits and synced back to mail-log records.
SRFax · USPS OAuth tracking · rate-limit-aware batching
Sales Tax Rate Engine
Roughly 41,000 ZIP-level tax rates, effective-dated across state, county, city, and special districts, with as-of-date lookups for historical-period filings and a fallback to the earliest known rate. A monthly import pipeline computes deltas and closes or inserts rate records cleanly instead of wiping the table.
~41,000 effective-dated rates · delta-based monthly import
Multi-State Filing Schedules
Models per-account, per-state filing cadence as first-class schedule records, so one client can file one state monthly and another quarterly at the same time, which the old single-field design could not do. Frequency changes mutate in place, preserving every child record, file, and audit trail instead of delete-and-respawn.
First-class schedule records · mutate-in-place migrations
Race-Condition-Hardened Payment Gate
Three independent safety nets handle every ordering of close-deal, apply-payment, and spawn-services, so work can never be delivered against an unpaid invoice, and gates auto-release the moment a verified payment posts. Gated on verified invoice records, never assumptions: a deliberate correctness-over-convenience design.
Three-net concurrency design · gates on verified invoices
Off-boarding & Termination Lifecycle
Reads per-service closure decisions (close, client assumes, transfer firm) and spawns the right off-boarding records, splitting by closure type when a client's services end differently. It caps recurring schedules at the correct final period and still generates the final owed month.
Decision-driven record spawning · final-period capping
Onboarding Intro-Email Automation
Auto-sends branded welcome emails on every new engagement, with the right attachments per service (for example W-4 and I-9 for payroll), plus a manual override modal and full audit trails.
Per-service attachments · manual override · audit trail
Books-Chat AI Bridge
A bridge that lets staff chat with an AI assistant directly inside Salesforce account pages, which then performs live bookkeeping in QuickBooks Desktop, connecting cloud CRM, an AI copilot, and on-premise accounting behind layered security controls.
Salesforce to AI copilot to QuickBooks Desktop, securely bridged
How it Works
From first call to a Salesforce org that actually works. How far you go from there is up to you.
Discovery Call
Free 30 minute call. We learn your Salesforce setup, your team, and where it hurts most.
Org Review
We get into your org, map what is there, and hand you a clear plan for what to fix, build, or migrate.
Build and Configure
We do the work inside your org: setup, cleanup, migration, automation, tested against your real data.
Ongoing Admin
Keep us on to run it month to month, or hand it back clean. Your call, your org, always.
Where We Come In
Most of the businesses we help land in one of these spots. Sound familiar?
Ready to Put Salesforce in the Right Hands?
Book a free discovery call. We will look at your org, or the work you want gone, and show you exactly where we would start.