You will get a Salesforce system audit
Top Rated
Project details
Security settings
Data model
Sharing and visibility settings
Automatization and business processes
Reports and dashboards
Data quality
Best practices in place
You will get a formal audit report including the following
Data model
Sharing and visibility settings
Automatization and business processes
Reports and dashboards
Data quality
Best practices in place
You will get a formal audit report including the following
Support & IT Services
Cloud Services, CRM Customization & Development, Data Recovery, Helpdesk & Technical Support, ConsultationCloud Platforms
SaaS, SalesforceWhat's included
| Service Tiers |
Starter
$200
|
Standard
$500
|
Advanced
$1,000
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 5 days |
Number of Revisions | 1 | 1 | 1 |
Remote Connection Support | |||
Documentation |
61 reviews
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JM
Justin M.
May 14, 2026
Hubspot Expert for Data Cleanup and Sales Optimization
EH
Emily H.
Apr 14, 2026
Integrative Pardot Management Consultant
We had a great experience with David, working to develop and refine our complex Pardot project.
JB
Jacobus B.
Feb 11, 2026
Salesforce Admin for CRM Configuration with Five9 Integration
We did not have a good experience working with this freelancer. If you’re considering hiring them, here are a few things you should know:
1) They are an agency. If you are looking for someone who is focused on your project and not juggling ten others at the same time, this is not the place to go.
2) They are slow learners. There were multiple moments where I genuinely questioned whether hiring them was a mistake. They relied on ChatGPT to figure out things that our internal team and other freelancers already understood — and I’m not talking about complex or cutting-edge material. These were fundamental items.
3) No urgency. Even when urgency was clearly communicated in group settings with multiple stakeholders involved, they stuck rigidly to their allocated hours. They made it very clear they would not allocate extra time or work weekends to meet deadlines, even when timelines were critical.
4) They take things personally. When we informed them — politely — that we would be asking other vendors to handle work they could not complete on time, the response turned confrontational. We were accused of mischaracterizing proposals and creating deadlines that were “never agreed upon,” despite prior discussions.
5) Everything expands. Tasks tend to stretch. If there is a way to extend scope or bill more hours, it will happen. I enabled manual time tracking because I’ve been burned before, and even then, looking back, there are significant billed hours where I honestly cannot justify what was accomplished.
6) They cannot perform under pressure. If you are building something fast, running a high-performance operation, or launching something important, this is not the team for you. When things get intense, they become rigid, defensive, and transactional. If you don’t operate strictly within their structure, they will disengage — even when you need them most.
Be very careful before committing here.
1) They are an agency. If you are looking for someone who is focused on your project and not juggling ten others at the same time, this is not the place to go.
2) They are slow learners. There were multiple moments where I genuinely questioned whether hiring them was a mistake. They relied on ChatGPT to figure out things that our internal team and other freelancers already understood — and I’m not talking about complex or cutting-edge material. These were fundamental items.
3) No urgency. Even when urgency was clearly communicated in group settings with multiple stakeholders involved, they stuck rigidly to their allocated hours. They made it very clear they would not allocate extra time or work weekends to meet deadlines, even when timelines were critical.
4) They take things personally. When we informed them — politely — that we would be asking other vendors to handle work they could not complete on time, the response turned confrontational. We were accused of mischaracterizing proposals and creating deadlines that were “never agreed upon,” despite prior discussions.
5) Everything expands. Tasks tend to stretch. If there is a way to extend scope or bill more hours, it will happen. I enabled manual time tracking because I’ve been burned before, and even then, looking back, there are significant billed hours where I honestly cannot justify what was accomplished.
6) They cannot perform under pressure. If you are building something fast, running a high-performance operation, or launching something important, this is not the team for you. When things get intense, they become rigid, defensive, and transactional. If you don’t operate strictly within their structure, they will disengage — even when you need them most.
Be very careful before committing here.
WL
Will L.
Jan 13, 2026
Salesforce Consultant
RW
Reed W.
Dec 30, 2025
Salesforce.com Optimization
About David
Salesforce Administrator & Consultant, Hubspot, Make
98%
Job Success
Leawood, United States - 10:49 pm local time
Need an implementation partner to get you started off on the right foot with Salesforce best practices? I've worked with over 400 companies in planning and designing solutions that leverage the Salesforce platform in a way that fits YOUR business. Whether it's customizing the app with features that align with your business processes and goals or recommending third-party apps to help bridge that gap, I have a true passion for delivering the right mix!
Admin On-Demand/Post-Implementation Support
Has your Salesforce environment been heavily engineered and you are in need of regular, ongoing support? Sometimes you just need somebody to bounce ideas off of! Our team of Salesforce professionals are available on an as-needed basis to assist you with system tweaks or additional development as your business needs evolve.
Salesforce expert with 14+ years of experience
6 levels of SFDC certifications
SFDC Admin
SFDC Sales Cloud
SFDC Service Cloud
SFDC Developer
SFDC App Builder
Pardot Consultant
Steps for completing your project
After purchasing the project, send requirements so David can start the project.
Delivery time starts when David receives requirements from you.
David works on your project following the steps below.
Revisions may occur after the delivery date.
Perform SFDC Audit
Full System Audit