Salesforce

Salesforce Administration & Consulting

Clean architecture, smart automation, and ongoing support so your CRM actually works for your team.

Salesforce consulting illustration

Administration

User management, permission sets, profiles, and day-to-day support. We keep your org clean and your team unblocked.

Automation

Flows, approval processes, and custom automation built to eliminate manual work and reduce errors across your GTM motion.

Reporting & Dashboards

Purpose-built dashboards that surface the metrics your team actually needs — pipeline health, conversion rates, and activity trends.

Who This Is For

  • Teams with a messy or underused Salesforce org
  • Companies scaling past spreadsheets and manual process
  • Orgs that need ongoing admin support without a full-time hire
  • Revenue teams that want cleaner data and better reporting

What We Deliver

  • Documented, maintainable org architecture
  • Automated workflows that reduce manual work
  • Custom reports and dashboards for leadership
  • Ongoing admin support and optimization

Frequently Asked Questions

Straightforward answers to common questions about our services and how to get started.

What does Salesforce consulting include?

Salesforce consulting can include org reviews, user and permission management, Flow automation, data quality improvements, reports and dashboards, integrations, documentation, and ongoing administration. The right scope depends on your current setup and goals.

Can Forge help improve an existing Salesforce org?

Yes. Forge can review an existing Salesforce environment, identify friction and maintenance risks, and prioritize practical improvements to automation, data quality, reporting, and user workflows.

Can I get Salesforce admin support without hiring full-time?

Consulting and ongoing administration can provide support for routine configuration, troubleshooting, automation, and reporting without adding a full-time administrator. Scope and availability should be confirmed during a consultation.

Frequently Asked Questions

Straightforward answers to common questions about our services and how to get started.

What does Salesforce consulting include?

Salesforce consulting can include org reviews, user and permission management, Flow automation, data quality improvements, reports and dashboards, integrations, documentation, and ongoing administration. The right scope depends on your current setup and goals.

Can Forge help improve an existing Salesforce org?

Yes. Forge can review an existing Salesforce environment, identify friction and maintenance risks, and prioritize practical improvements to automation, data quality, reporting, and user workflows.

Can I get Salesforce admin support without hiring full-time?

Consulting and ongoing administration can provide support for routine configuration, troubleshooting, automation, and reporting without adding a full-time administrator. Scope and availability should be confirmed during a consultation.

Frequently Asked Questions

Straightforward answers to common questions about our services and how to get started.

What does Salesforce consulting include?

Salesforce consulting can include org reviews, user and permission management, Flow automation, data quality improvements, reports and dashboards, integrations, documentation, and ongoing administration. The right scope depends on your current setup and goals.

Can Forge help improve an existing Salesforce org?

Yes. Forge can review an existing Salesforce environment, identify friction and maintenance risks, and prioritize practical improvements to automation, data quality, reporting, and user workflows.

Can I get Salesforce admin support without hiring full-time?

Consulting and ongoing administration can provide support for routine configuration, troubleshooting, automation, and reporting without adding a full-time administrator. Scope and availability should be confirmed during a consultation.

Ready to get more out of Salesforce?

Book a free consultation and we’ll review your current setup and identify quick wins.

Book a Free Consultation