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I will clean up, optimize, and build reports in your salesforce org
Roxanna N
Informazioni su questo servizio
Looking for a Salesforce admin who's actually awake when you are?
I'm a US-based Salesforce administrator with 5+ years of experience managing a fully custom Salesforce org for a university admissions department, not a generic NPSP or AppExchange template. That means I've handled the messy, real-world stuff: legacy data, conflicting workflows, reports that needed to actually mean something to leadership, and staff who needed training that didn't talk over their heads.
Here's what I can do for you:
- Build and customize reports and dashboards that actually answer your team's questions
- Clean up duplicate, outdated, or messy data
- Audit your org and flag what's broken, redundant, or underused
- Train your team to use Salesforce with confidence, not just survive it
Why work with me:
- US-based, so you get real-time replies during your business hours, not a 12-hour delay
- 5+ years hands-on experience, specializing in higher ed and nonprofit orgs (also comfortable with small business)
- I explain things in plain language. No jargon, no talking down to your team
Send me a message with what you're working with and what's not working, and I'll let you know exactly how I can help.
Scopri di più su Roxanna N
Roxanna N
- DaStati Uniti
- Membro danov 2020
Lingue
Inglese
I'm a Salesforce Administrator with over five years of experience helping teams get the most out of their CRM systems. I specialize in streamlining workflows, building custom reports and dashboards, and ensuring data is clean, secure, and actionable. My background includes user training, marketing automation, and process improvement—always with a focus on making systems work better for the people using them.
I love turning complex challenges into simple, scalable solutions. Whether I’m optimizing a flow, supporting end users, or creating tools that help teams.
FAQ
Do I need to give you full admin access to my Salesforce org?
Not always. For reports, dashboards, or cleanup, view/edit access often works. For full audits or training, system admin access is best. We'll confirm exactly what's needed for your request before you order.
Do you work with Nonprofit Success Pack (NPSP) or Education Data Architecture (EDA)?
My core experience is a fully custom-built Salesforce org, not NPSP or EDA. I can navigate those packages if needed, but if your org runs on one, let me know first so I can confirm I'm the right fit.
What information do you need from me to get started?
A short description of what you need done or what's not working. I'll request login access or a sandbox invite once we've confirmed scope. Not sure how to describe it? Send screenshots and I'll ask questions.
Can you train my team if they've never used Salesforce before?
Yes. I have years of experience training non-technical staff to use Salesforce confidently, even complete beginners. Sessions run live over screen share, paced to your team's comfort level, not a script.
What time zone are you in, and how fast do you respond?
I'm US-based and available during US business hours, so you're not waiting overnight for replies. I typically respond within a few hours during the business day.
Do you offer ongoing or monthly support, not just one-time projects?
Yes. If you need recurring Salesforce admin help rather than a single project, message me before ordering and we can set up a custom monthly arrangement that fits your needs.
What if I don't have a sandbox or test environment?
That's fine for most cleanup, reporting, and training work. For higher-risk changes, I'll recommend a free developer sandbox first so we're not editing your live org directly. I can help set that up.
I work in higher education or nonprofit. Do you have specific experience there?
Yes, that's my specialty. I spent 5+ years as a Salesforce admin in higher ed, building a custom Admissions org from scratch. I understand the workflows and data sensitivity these orgs need.
Can we hop on a call before I order, especially for bigger projects?
Yes. For Premium or complex requests, I'm happy to schedule a quick Zoom or Google Meet call to scope your project before you commit. Just message me to find a time that works.
