CRM & Sales

Get a Salesforce specialist working in your account this week

You already know what needs to happen in Salesforce. The problem is finding someone qualified to actually do it without hiring a full-time admin or paying consultant rates for a six-month engagement. Trusty Oak's fractional specialists work directly inside your Salesforce org, handling the builds, cleanups, and ongoing maintenance your team doesn't have capacity for. You stay in control of your account while we do the work.

What our team does with Salesforce

Concrete work our fractional specialists take on inside your Salesforce account. No vague promises.

Build and configure custom objects, fields, and page layouts

We set up custom objects and fields to match how your business actually tracks data, not just Salesforce's defaults. Page layouts are configured per profile so each team sees exactly what they need. Validation rules and required fields are added to enforce data quality at the point of entry.

Build and audit automation using Flow and Process Builder

We build record-triggered Flows, scheduled Flows, and screen Flows to automate repetitive tasks like lead assignment, follow-up task creation, and status updates. If you have legacy Process Builder automations, we audit them for conflicts and migrate them to Flow where needed. Every automation is documented so your team understands what runs and when.

Clean and deduplicate contact, lead, and account records

We run deduplication using tools like Demand Tools or the native Salesforce duplicate management rules, merge records, and standardize field values across your org. This includes normalizing phone formats, fixing picklist values, and flagging records with missing required data. The result is a database your reports can actually trust.

Build reports and dashboards tied to your pipeline and KPIs

We create custom report types, build joined reports across objects, and assemble dashboards that surface the metrics your sales or ops team reviews weekly. Components are scoped to specific roles using row-level security and sharing settings. We also document what each report measures so new team members can interpret them without guessing.

Connect Salesforce to your marketing, support, and billing tools

We configure and maintain native integrations with tools like HubSpot, Mailchimp, Zendesk, and QuickBooks using installed packages or API-based connectors. Field mappings are reviewed and corrected so data flows accurately in both directions. If the native integration has gaps, we document the workaround or flag it for a custom solution.

Audit your Salesforce org for technical debt and permission gaps

We review your org for unused fields, redundant automations, broken workflows, and permission sets that no longer match your team structure. The audit produces a prioritized list of fixes with estimated effort for each item. This is particularly useful before a team expansion, a new tool integration, or a migration to a higher Salesforce edition.

How Trusty Oak supports Salesforce workflows

How the Salesforce handoff works

During onboarding, your dedicated Client Success Manager reviews your existing Salesforce org alongside you, documents what is already built, and identifies the highest-priority gaps or fixes. From there, we create a Strategic Delegation Plan that maps specific tasks to your monthly hour budget. Your specialist works directly in your Salesforce account using a dedicated user seat you provision, and every build or change is documented in a shared log so nothing is a black box. You review and approve workflows before they go live, and your Client Success Manager stays involved to adjust priorities as your needs change.

Common Salesforce workflows we build

A few of the most common workflows our team has deployed with Salesforce.

New form submission to qualified lead with task assigned to rep

When a lead submits a form in HubSpot or Typeform, the record syncs into Salesforce as a Lead, a Flow evaluates it against scoring criteria, and a follow-up task is created and assigned to the correct rep based on territory or round-robin rules. The rep gets a Slack notification via the Salesforce Slack integration so nothing sits in the queue.

Closed-won opportunity to onboarding kickoff in project management tool

When an Opportunity stage moves to Closed Won, a Flow triggers a webhook or Zapier step that creates a project in Asana or ClickUp, populates it with the account name and contract details, and sends a templated kickoff email to the client. This eliminates the manual handoff between sales and delivery.

Stale opportunity alert to rep and manager via scheduled Flow

A scheduled Flow runs nightly and checks for open Opportunities where the Last Activity Date is more than 14 days old. It creates a task for the assigned rep and sends a summary email to their manager listing all affected deals. The threshold and recipient logic are configurable without code.

Support case closed to NPS survey via email alert and merge fields

When a Case status changes to Closed in Salesforce Service Cloud, an email alert fires using a template that pulls in the contact name, case number, and rep name via merge fields. The link routes to a Typeform or SurveyMonkey survey, and responses are logged back to the Contact record using a Zapier step or custom object.

Monthly pipeline report delivered to leadership from Salesforce dashboard

We build a Salesforce dashboard scoped to the current quarter with components for pipeline by stage, weighted forecast, and rep activity metrics. A scheduled dashboard refresh runs on the first business day of each month, and a Salesforce report subscription emails the snapshot to your leadership team automatically.

What Salesforce support costs

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants

~$35/hour

10 hours $350

Specialists

~$50/hour

20 hours $1,000

Fractional Executives

~$95/hour

0 hours $0

Your monthly budget

$1,350

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently asked questions

Do I have to give Trusty Oak admin access to my Salesforce org?

You provision a Salesforce user license for your specialist, and the permission level is up to you. Most clients grant System Administrator access for configuration work, but we can scope permissions to specific objects or functions if your security policy requires it. You retain full ownership of the org at all times, and access is revoked when the engagement ends.

Can a fractional specialist handle ongoing Salesforce admin work, or is this just a one-time project?

Most of our Salesforce clients use ongoing monthly hours for a mix of maintenance, new builds, and data cleanup rather than a single project. The monthly retainer model works well for teams that need consistent admin support without the overhead of a full-time hire. Hours that go unused in a given month roll over, so you are not penalized for lighter months.

Is Salesforce the right tool for my business, or should I consider a lighter CRM?

If you are already using Salesforce, we will work in it without pushing you toward a switch. That said, if you are evaluating Salesforce for the first time, it is worth knowing that the platform has significant depth and a learning curve that often requires ongoing admin support to use well. For smaller teams with straightforward pipelines, tools like HubSpot CRM or Pipedrive may require less overhead. We can help you think through the tradeoffs on your discovery call.

What Salesforce editions and clouds does your team support?

Our specialists work across Sales Cloud, Service Cloud, and Experience Cloud on Professional, Enterprise, and Unlimited editions. We also support CPQ configurations, Marketing Cloud Account Engagement (formerly Pardot) integrations, and Nonprofit Success Pack (NPSP) implementations. If your use case involves a specific managed package or industry cloud, mention it on your discovery call so we can confirm the right fit.

How long does it take to get a Salesforce specialist started on my account?

After completing onboarding, which includes a one-time $300 fee and typically takes one to two weeks, your specialist can begin working in your Salesforce org. The onboarding process includes the org audit and roadmap creation, so your specialist starts with clear priorities rather than a blank slate. Most clients see their first deliverables within the first two to three weeks of the engagement.

Get your Salesforce org audited first

Book a discovery call and we will review your current Salesforce setup, identify the highest-impact fixes, and give you a prioritized roadmap before you commit to anything. The onboarding process includes this audit as a standard step.