- User & security management
- Profiles, permission sets, & role hierarchy
- Health checks & org clean-up
- Licence optimisation
- Migration from Workflow Rules & Process Builder
- Design of scalable, reusable flows
- Approval processes
- Automation governance & documentation
- Data imports, deduplication & quality improvement
- Data Loader & API-based data operations
- Backup & recovery setup
- Field-level and object-level security planning
Connecting Salesforce with:
- ERP (Oracle, SAP)
- Finance/HR systems
- Microsoft platforms
- External APIs & middleware
- Power BI, Qualtrics, SharePoint
- Optimised dashboards
- Executive reporting
- NDIS, NFP, and operational reporting
- Data insights for decision-making