You will get a Salesforce CRM Audit and Health Check Roadmap
Top Rated
Project details
Is your Salesforce instance slowing down your team, producing unreliable reports, or filled with outdated automations and unused configurations?
I will perform a comprehensive Salesforce CRM Audit and Health Check to identify data quality issues, inefficient workflows, security risks, reporting gaps, user adoption challenges, and opportunities for optimization.
Whether you're using Sales Cloud, Service Cloud, Experience Cloud, or a custom Salesforce implementation, you'll receive actionable recommendations to improve CRM performance, reporting accuracy, automation efficiency, and overall user experience.
You'll get a detailed optimization roadmap with prioritized recommendations that can help reduce manual work, improve data quality, increase user adoption, and support future business growth.
This service is ideal for companies that want to get more value from Salesforce before investing in larger implementation or optimization projects.
I will perform a comprehensive Salesforce CRM Audit and Health Check to identify data quality issues, inefficient workflows, security risks, reporting gaps, user adoption challenges, and opportunities for optimization.
Whether you're using Sales Cloud, Service Cloud, Experience Cloud, or a custom Salesforce implementation, you'll receive actionable recommendations to improve CRM performance, reporting accuracy, automation efficiency, and overall user experience.
You'll get a detailed optimization roadmap with prioritized recommendations that can help reduce manual work, improve data quality, increase user adoption, and support future business growth.
This service is ideal for companies that want to get more value from Salesforce before investing in larger implementation or optimization projects.
Cybersecurity Expertise
Configuration Management, Audit, Gap AnalysisTechnology Type
Database, SaaS, Web Application, CRMWhat's included
| Service Tiers |
Starter
$299
|
Standard
$699
|
Advanced
$1,499
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Compliance Plan | - | ||
Gap Analysis | |||
Implementation | - | - | - |
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CC
Charity C.
Jul 7, 2026
Non-Profit Sales Force and Form Assembly Support
Sergey and his team were great to work with. They executed our instructions well and were solution-minded. Highly recommend and will use them again.
DG
Doron G.
Jul 6, 2026
Slack App / Integration Development
JW
Jared W.
Jun 30, 2026
Replace Wufoo intake form with static AWS-hosted form posting to Salesforce Web-to-Lead
Sergey was professional, responsive, and easy to work with. He helped us complete a web form project with Salesforce integration and was patient as we clarified the final requirements. The finished work was clean, functional, and delivered as expected.
He also followed up with us when we were delayed, which we really appreciated. His communication, flexibility, and attention to detail were excellent, and we would be happy to work with him again.
He also followed up with us when we were delayed, which we really appreciated. His communication, flexibility, and attention to detail were excellent, and we would be happy to work with him again.
JA
John A.
May 13, 2026
Build Salesforce Marketing Cloud Authorization Capabilities to push data into Data Extensions
Sergey was good to work with. He completed the project as required and clearly has skills around Salesforce.
MD
Matthew D.
May 8, 2026
Salesforce Leadscoring
Really nice experience working with Sergey. Highly experienced, good communication.
About Sergey
Senior Salesforce Developer
97%
Job Success
Kutaisi, Georgia - 12:12 pm local time
Over the past 15+ years, I’ve worked with startups, mid-size companies, and enterprises, turning Salesforce into a reliable system of operations, not just a CRM. Most of my work focuses on integrations, process automation, and cleaning up complex or underperforming setups.
I’ve helped teams fix broken integrations between Salesforce and tools like HubSpot, NetSuite, and other APIs, clean up messy data after migrations, improve data integrity, and build scalable automation using Flows and Apex. I also work on optimizing lead routing, pipeline visibility, reporting, and connecting Salesforce with external systems.
My core expertise includes Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud / Account Engagement (Pardot), CPQ, Nonprofit Cloud, Litify, AppExchange app development, integrations, automation, and data migration.
From a technical perspective, I work with Apex, Lightning Web Components (LWC), Aura, Visualforce, Salesforce Flow (record-triggered and screen flows), Platform Events, REST/SOAP APIs, webhooks, data modeling, validation rules, and process automation.
I have hands-on experience integrating Salesforce with platforms like HubSpot, NetSuite, SAP, Stripe, Twilio, DocuSign, PandaDoc, Celigo, Zapier/Make, FormAssembly, Formstack, WordPress, and OpenAI / ChatGPT.
I focus on building systems that are stable, scalable, and actually used by teams, not overengineered solutions that break over time. If you’re dealing with a messy setup, broken sync, or need to build something reliable from scratch, happy to discuss.
Certifications:
Salesforce Certified Platform Developer II
Salesforce Certified Platform Developer I
Salesforce Certified Administrator I
Salesforce Certified Platform App Builder
Salesforce Certified Sales Cloud Consultant
Salesforce Certified Experience Cloud Consultant
Salesforce Certified JavaScript Developer I
Salesforce Certified Service Cloud Consultant
Steps for completing your project
After purchasing the project, send requirements so Sergey can start the project.
Delivery time starts when Sergey receives requirements from you.
Sergey works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Access Review
Review Salesforce access, gather business objectives, and identify key areas for assessment.
Salesforce Health Check
Analyze configuration, automation, security, reports, dashboards, data quality, and overall CRM setup.