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Salesforce Architect and Agentforce + AI specialist. I help SaaS and growing SMBs migrate, clean up, and scale Salesforce, then layer AI agents and MCP on top. 9+ years, 100% JSS, Top Rated on Upwork. Most Salesforce consultants implement what you ask for. I fix what's actually broken and build what actually scales. 𝗥𝗲𝗰𝗲𝗻𝘁 𝘄𝗼𝗿𝗸 (𝗹𝗮𝘀𝘁 𝟲 𝗺𝗼𝗻𝘁𝗵𝘀): • Built a custom enterprise-grade MCP server for Salesforce with its own UI. Works with both Claude and ChatGPT custom MCP connectors. • Shipped Claude AI workflows wired directly into Salesforce on the Rethink+ project. • Connected Salesforce with Slack, Outlook, Dropbox, and Smartsheet through MCP. • Designed AI-driven Sales and Service agent workflows using Agentforce + Claude. • Engineered a multi-MCP AI desk (Excalidraw, Google Stitch, Serena, Slack, ClickUp), documented publicly on Medium. 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀: Anthropic Claude MCP (Advanced Topics), Anthropic Claude Code, Salesforce Agentforce Specialist, Copado AI & Robotic Testing. 𝗪𝗵𝗲𝗿𝗲 𝗜 𝗵𝗲𝗹𝗽 𝗺𝗼𝘀𝘁: • Salesforce migrations (legacy CRM to Salesforce, org-to-org, Classic to Lightning) with minimal downtime and a real rollback plan • Org cleanup and scalable architecture, fixing over-customised, slow, or broken setups • Agentforce Sales Agent and Service Agent implementation • Claude AI + Salesforce integrations (custom actions, flows, APIs) • Custom MCP server builds, enterprise-grade, UI-ready, LLM-agnostic • Multi-system integration across Slack, Outlook, Dropbox, Smartsheet, and custom APIs • Advanced Flow automation, AI-driven routing, decision systems • Data Cloud and real-time data sync 𝗛𝗼𝘄 𝗜 𝘄𝗼𝗿𝗸: Understand the business problem first, not just the ticket. Design the architecture before writing a single line. Build with security and documentation baked in. Hand it over so your team actually owns it. 𝗖𝗼𝗺𝗺𝗼𝗻 𝘄𝗮𝘆𝘀 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝗺𝗲: • MCP feasibility review or custom MCP server build • Agentforce Sales or Service Agent implementation • Salesforce migration assessment and readiness review • Org health check and architecture review • Fixing one broken automation or integration 𝗖𝗼𝗿𝗲 𝘀𝘁𝗮𝗰𝗸: Salesforce (Sales Cloud, Service Cloud, Data Cloud, Flow, Apex, APIs), Agentforce, Claude AI, MCP (Model Context Protocol), Copado, Slack, Outlook, Dropbox, Smartsheet, ChatGPT custom connectors. If you're migrating Salesforce, cleaning up a messy org, or building real AI agents on Agentforce or Claude, send me your current challenge. I'll be honest about whether I'm the right fit and what it would actually take to solve it.

Hi, I’m Reema – a Senior Salesforce Consultant, CRM Architect, and Co-Founder of CloudCache Consulting, a Salesforce Summit Partner and Top Rated Plus Agency on Upwork. I specialise in CRM consulting, Salesforce development, and automation workflows for businesses of all sizes. Whether you're a startup looking for HubSpot CRM setup, a growing team needing Monday(dot)com CRM customisation, or an enterprise migrating to Salesforce, I design CRM ecosystems that streamline operations and scale with your growth. Top CRM & Automation Services Offered At CloudCache Consulting, we bring a unique blend of CRM strategy, CRM Development, and cross-platform integrations across the top CRM platforms. Our goal? To help you simplify systems, improve efficiency, and drive revenue. Salesforce CRM Consulting & Development ✅ Salesforce Sales Cloud, Service Cloud, Pardot ✅ Custom workflows, Apex code, Lightning components ✅ Salesforce integrations with HubSpot, Mailchimp, Stripe ✅ Salesforce data migration, sandbox testing, and Go-Live support HubSpot CRM Implementation & Marketing Automation ✅ HubSpot onboarding and CRM setup ✅ Email automation, list segmentation, lead scoring ✅ HubSpot-Salesforce sync, Zapier integration, marketing analytics ✅ HubSpot Sales Hub, Marketing Hub, Operations Hub Monday CRM Setup & Automation Workflows ✅ Monday CRM setup for sales, ops, and project tracking ✅ Board creation, views, dashboards, task automations ✅ Monday + Google Workspace, Slack, Outlook, and Zapier integrations Pipedrive CRM Setup & Sales Automation ✅ Pipedrive CRM setup and customisation ✅ Sales pipeline configuration and integrations ✅ Sync with QuickBooks, DocuSign, and VoIP platforms Advanced CRM Integrations & Automation Platforms ✅ Workato Build end-to-end CRM workflows across Salesforce, HubSpot, Slack, and more Real-time, event-based integrations with no-code tools ✅ Make (Integromat) & Zapier API-based CRM integrations Custom workflows for lead capture, follow-ups, and reporting ✅ JotForm & Google Workspace Automate lead capture, surveys, approvals, and document workflows 🏆 Premier Partnerships & Certifications 🥇 Salesforce Summit Partner 🥇 HubSpot Certified Solutions Partner 🥇 Monday CRM Partner 🥇 Pipedrive Partner 🥇 Workato, Make, Zapier Certified Why Work With Me? ✔️ Over 10 years of CRM consulting experience ✔️ 100+ successful CRM implementations ✔️ Certified across 6+ major CRM and automation platforms ✔️ Tailored CRM systems for small businesses, startups, and enterprises ✔️ Top Rated Plus on Upwork with long-term client relationships Let’s Build Your CRM Ecosystem Whether you're looking for a Salesforce developer, a HubSpot CRM specialist, or a Monday workflow consultant, I'm here to help you build efficient, scalable, and connected systems. 🟢 Message me today to schedule a discovery call and get expert guidance for your CRM project. Profile Keywords Salesforce, Salesforce Developer, Salesforce Administrator, Salesforce Consultant, Salesforce Marketing Cloud, Salesforce CPQ, Salesforce Development, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Commerce Cloud, Salesforce Einstein, Salesforce Admin, CRM Development, Email Studio, Salesforce Apex, Salesforce Architect, Salesforce lightning, Lightning Web Components, LWC, Salesforce Expert, Salesforce Lightning Web Components (LWC), Salesforce integration, Senior Salesforce Developer, Salesforce AppExchange, Salesforce App Development, Salesforce API, Salesforce, Marketing Cloud, Marketing Campaign, MC, Data Extension, DE, Clouds, Pardot, Salesforce Developer, Salesforce Development, Salesforce Admin, Salesforce Administration, Salesforce Integration, Salesforce setup, Salesforce set up, Salesforce Customization, Salesforce dev, Account, Lead, Contact, Opportunity, Quote, Order, CPQ, PDF, SF dev, sfdc dev, Salesforce optimization, AppExchange, Managed Package, Unmanaged Package, app, application, publishing, publish, LWC, Lightning, Classic, Aura, Lightning Web Component, Lightning Framework, Visual force, Visualforce, VF, Lightning page, Apex, Trigger, Batch, Apex Class, HubSpot, Monday

Available - 6 AM PST - 5 PM PST Expert-Vetted Salesforce Consultant providing end-to-end Salesforce CRM setup for businesses. From CRM architecture and automation to integrations, reporting, and user adoption. Helping businesses launch, optimise, and scale Salesforce with confidence. 🏆 Noteable Work 🏆 1) Salesforce Implementation for Small Funding & Service Businesses Delivered end-to-end Salesforce implementations for small funding companies and service-based businesses. Designed lead-to-cash workflows, underwriting/approval automation, and reporting tailored to each industry. Improved pipeline visibility, reduced manual effort, and enabled faster revenue realization. 2) Cost-Optimized Back-Office Platform (Reduced Salesforce License Dependency) Architected a custom back-office platform integrated with Salesforce to support operational users without direct licenses. Offloaded document management, status updates, and internal workflows while keeping Salesforce as the system of record. Significantly reduced ongoing licensing costs while maintaining security, scalability, and audit compliance. 3. Flexible Deferred Payment & Post-Fulfilment Billing Solution (BNPL) Implemented a flexible deferred payment and post-fulfilment billing model integrated with Salesforce. Designed payment scheduling, risk checks, and automated reconciliation workflows. Enabled new financing options for customers while increasing deal size and improving cash-flow predictability. 4) Secure Loan Application Platform using Salesforce & AWS Built a secure, compliance-ready loan application platform using Salesforce and AWS. Implemented encrypted document storage, role-based access, audit logging, and secure API integrations. Streamlined application processing while meeting financial data protection and regulatory requirements. 5) Shopify–Salesforce Integration to Drive Sales & Operational Efficiency Integrated Shopify with Salesforce to sync customers, orders, payments, and fulfillment data in near real time. Automated post-purchase workflows, sales reporting, and customer lifecycle tracking within Salesforce. Improved sales visibility, reduced manual reconciliation, and enabled data-driven upsell and retention strategies. 6) US-Market Fintech & eCommerce Salesforce Solutions Delivered Salesforce solutions for US-based fintech and eCommerce businesses with a focus on scale, compliance, and revenue growth. Designed architectures supporting high transaction volumes, third-party integrations, and secure data handling. Enabled faster go-to-market, improved operational efficiency, and measurable improvements in customer acquisition and retention. 🏆 ✅ A Top Rated Plus| Expert Vetted ✅ 🏆 ✅ Salesforce Certified Advanced Developer ✅ Service / Sales Cloud Cloud Expert ✅ Salesforce Certified Admin ✅ Salesforce Certified Lead ✅ Salesforce Marketing Cloud Expert ✅ Integration Expert ✅ 15x Certified ✅ Salesforce Marketing Cloud ✅ Customization Expert ✅ Senior Lightning Specialist 🎓 Salesforce Certification 🎓 • Salesforce Certified Integration Architect • Salesforce Certified Marketing Cloud Administrator • Salesforce Certified Experience Cloud Consultant • Salesforce Certified Data Architecture and Management Designer • Salesforce Certified Platform Developer II • Salesforce Service Cloud Consultant • Salesforce Certified Sales Cloud Consultant • Salesforce Einstein Analytics and Discovery Consultants • Certified Field Service Lightning Consultant • Salesforce Certified Platform Developer I • Salesforce Certified App Builder • Salesforce Certified Administrator 🎓 Other Noteable Work 🎓 - Salesforce with SLACK Integration for Notification - Salesforce with Outlook Integration - Salesforce - Azure Integration for Event Update - Salesforce - Jira Integration for Managing Task - Salesforce with AWS Contact Center for Voice - Salesforce with Shopify Implementation - Salesforce Platform Event - Expertise in Integration of Salesforce using REST, SOAP API and End-To-End Development - Expertise in Salesforce Service Cloud - Avaya CTI Implementation - Experience in Bulk Data Loading and Performance Impact analysis on Salesforce - Deployment through ANT build process - Implementation of Continuation Integration through JENKINS with Salesforce - Hands-on experience with GitHub and Bit bucket with Salesforce for Version Controlling

If you would like to work with me to implement Salesforce or configure something unique in your Salesforce org, let's set up a time! With 15+ years of experience in product development, business analysis, and Salesforce administration. I am a certified Salesforce Administrator and Developer with a strong foundation in the Salesforce platform, specializing in helping businesses streamline CRM processes, automate workflows, and build custom applications. I can help with simple configurations, to complex Salesforce buildouts and integrations. I've worked with companies ranging from 2 users to 10,000+ users My Salesforce experience includes the Salesforce Classic and Lightning User Interface, Sales Cloud, Service Cloud, Experience / Community Cloud, Non-Profit Success Pack, Marketing Cloud, Data Cloud, and Agentforce and AI. Hire me if you are: ⚠️ Spending too much time on manual tasks ⚠️ Struggling with messy data ⚠️ Frustrated that Salesforce doesn’t quite fit your workflow ⚠️ Not getting the insights you need ⚠️ Looking to get even more out of Salesforce Why Work With Me? ✅ Customization & Configuration – tailor Salesforce to fit your unique business needs. ✅ Automation & Process Optimization – save time and reduce manual work with flows and validation rules. ✅ User Experience Enhancement – create intuitive lightning app pages that users love. ✅ Data Management & Cleanup – eliminate duplicates, standardize records, and keep your database in top shape. ✅ Security & Access Control – set up roles, profiles, and permission sets ensuring the right access for the right people. ✅ Custom Reports & Dashboards – turn raw data into actionable insights tailored to your business needs. ✅ User Training & Adoption – make Salesforce easy for your team with clear layouts, training, and support. ✅ Implementation & Integration – Seamless setup and connection with other platforms. What We Offer: ✅ The agency, Development Consulting Partners. In addition to leading the Salesforce team, has members with skills in marketing, Web Design, Salesforce Development, Architecture, Integrations, Lead Generation, Social Media Marketing, Search Engine Optimization, Search Engine Marketing, Email Marketing, Creative Writing, and proofreading. So when you get one, you get many. I am also the founder of a US-based certified Salesforce partner called Development Consulting Partners, LLC. We have a team of Salesforce Admins, Developers, Analysts, Technical Architects, and Consultants. We have consultants that specialize in small business to enterprise Salesforce organizations. In addition to leading the Salesforce team, our agency has members with skills in marketing, Web Design, Salesforce Development, Architecture, and Integrations, Lead Generation, Social Media Marketing, Search Engine Optimization, Search Engine Marketing, Email Marketing, Creative Writing, and proofreading.

⭐⭐⭐⭐⭐ I help companies implement, fix, and scale Salesforce so it actually supports sales, service, and marketing teams instead of slowing them down. I work across Data Cloud, Sales Cloud, Service Cloud, Pardot, CPQ and Salesforce integrations to make sure your org is clean, efficient, and easy to use. 🎯 Skills & Expertise • Salesforce implementation, setup, migration and org cleanups • Sales Cloud and Service Cloud configuration • Salesforce Flows and advanced process automation • Marketing Account Engagement(Pardot) and Salesforce marketing automation support • Salesforce CPQ setup and optimization • Salesforce data migration and user management • Dashboard, reports, page layouts, and custom objects • Salesforce integrations using Celigo and APIs • Remote Salesforce admin, maintenance, and support • Staff training and user adoption support 📌 Experience I am a certified Salesforce Consultant and Administrator with over six years of experience working across the full Salesforce lifecycle. I have supported both in house teams and consulting agencies, working as a Business Analyst, Project Manager, Salesforce Consultant, and Salesforce Administrator. My experience includes implementing Salesforce from scratch, fixing complex org issues, building scalable automation, integrating Salesforce with external platforms, and supporting marketing teams using Pardot. I have worked with small businesses, large enterprises, and financial services organizations, always focusing on usability, performance, and long term maintainability. I work closely with stakeholders to understand business processes and translate them into practical Salesforce solutions that teams actually enjoy using. ✅ Why Work With Me • Certified Salesforce professional with multi role experience • Strong focus on clean automation and user friendly orgs • Experience across Sales and Service cloud, Pardot and CPQ • Comfortable working with agencies and consultants on contract projects • Clear communication and reliable delivery • Fluent in English, Portuguese, and Spanish Keywords: salesforce administrator, salesforce admin support, salesforce consultant services, salesforce implementation consultant, salesforce setup and configuration, salesforce org cleanup, salesforce troubleshooting expert, salesforce sales cloud implementation, salesforce service cloud setup, salesforce flows automation, salesforce flow developer, salesforce process automation, Data Cloud, Data 360, salesforce cpq consultant, salesforce cpq implementation, salesforce pardot consultant, pardot marketing automation, salesforce marketing cloud account engagement, salesforce integration specialist, salesforce api integration, celigo salesforce integration, salesforce data migration, contract salesforce administrator, freelance salesforce consultant

I help businesses adapt to rapid technological change and optimize their sales and service workflows using Salesforce. With 9+ years of experience as a Salesforce Developer and Architect, I specialize in building scalable, high-performance solutions using Apex, Lightning Web Components (LWC), and API integrations. My focus is always on delivering measurable business outcomes through smart automation and system design. I have worked with global enterprises and Fortune 500-level companies, including British American Tobacco, DHL, and Airbnb, contributing to large-scale Salesforce implementations and enterprise CRM transformations. I also supported major clients such as Howden Group Holdings, Novidea, and Equifax, delivering Salesforce Sales Cloud and Service Cloud solutions that combine technical depth with business strategy. One of my key achievements includes delivering automation-driven improvements that led to a 50% increase in sales performance for a client. Core Focus: While I am fully specialized in the Salesforce ecosystem, I do not work with Zoho CRM or HubSpot CRM as primary platforms. My expertise is centered on Salesforce CRM only, delivering scalable and enterprise-grade solutions across: • Salesforce Administrator responsibilities • Salesforce Consulting and solution design • Salesforce Development and architecture What I Do: Salesforce Development & Customization • Apex, LWC, Visualforce development • Salesforce Lightning UI enhancements • Custom business logic and scalable architecture Salesforce CRM Implementation • End-to-end Salesforce setup and configuration • Sales Cloud and Service Cloud implementations • System design aligned with business requirements Process Automation & Optimization • Flow-based automation and Apex triggers • Workflow optimization for sales and service processes • Reduction of manual operations and inefficiencies Integrations & APIs • REST API integrations with third-party systems • Salesforce App Development with external platforms • Seamless data synchronization across systems Marketing & Engagement Support • Salesforce Marketing Cloud experience • Customer journey automation • Campaign integration and performance optimization Additional Expertise: • HTML, CSS, JavaScript for Salesforce UI enhancements • System audits and performance optimization • Ongoing support, maintenance, and upgrades • CRM architecture and scalability planning Value I Bring: • Strong balance of technical and strategic Salesforce expertise • Focus on measurable business outcomes • Enterprise-level experience across multiple industries • Clean, scalable, and future-proof solutions If you're looking for a Salesforce Developer, Architect, or Consultant who understands both technical execution and business impact, I’d be happy to connect and discuss your needs.