Salesforce setup
A new org or a clean restart, configured around how you actually sell.
- Opportunity stages and Path
- Profiles, permission sets and sharing
- Lead routing and assignment rules
- Reports and dashboards for day one
Salesforce setup & management
setup · admin · automation
Salesforce CRM Management
We set Salesforce up properly, run it month to month as your admin, and change it safely when your sales process changes.
- Salesforce setup — A new org or a clean restart, configured around how you actually sell.
- Ongoing admin — The work of a part-time Salesforce administrator, handled every week.
- Flow automation — New automation built in Flow, and older Workflow Rules and Process Builder moved across.
- Integrations — Salesforce connected to your dialer, marketing tools and data sources, and kept working.
From $100 a month Month to month, no minimum term
Works with 
500 custom fields per object on Enterprise800 on Unlimited Edition20 tracked history fields per objectWorkflow Rules unsupported since 2025Three major releases a yearWritten scope and price before you start
What we do on Salesforce
Salesforce setup, management and automation
Pick one of them or all of them.
Ongoing admin
The work of a part-time Salesforce administrator, handled every week.
- User setup and offboarding
- Field, layout and report requests
- Release Updates tested before they are enforced
- Duplicate rules and data clean-up
Flow automation
New automation built in Flow, and older Workflow Rules and Process Builder moved across.
- Record-triggered and scheduled Flows
- Workflow Rule and Process Builder migration
- Validation rules
- Built and tested in a sandbox first
Integrations
Salesforce connected to your dialer, marketing tools and data sources, and kept working.
- Call logging from your dialer
- Imports and field mapping
- Integration monitoring
- A change log for everything we touch
Onboarding
How we start on Salesforce
Including how access is granted in Salesforce.
-
Tell us what you need
Setup, ongoing admin, one change or a migration.
-
A named user for us
You create a user with only the profile and permission sets the work needs, so every change shows in Setup Audit Trail.
-
Build in a sandbox
Configuration and Flows are built and tested in a sandbox, then deployed on a date you agree.
-
Handover or monthly admin
With ongoing admin, requests are handled every week.
Real situations
When teams bring us in on Salesforce
Our admin left and nobody owns the org
The person who built Salesforce moved on, requests are piling up, and nobody is sure what half the automation does.
What we doWe take over as your admin: document the org, clear the backlog and pick up new requests every week.
Records change and nobody knows why
Workflow Rules, Process Builders and Flows all run on the same objects, and fields get overwritten in ways nobody can trace.
What we doWe list every automation, rebuild the legacy ones as tested Flows in a sandbox, and switch the old ones off once the new ones match.
Two reports, two different pipelines
The forecast meeting turns into an argument about whose report is right instead of a conversation about deals.
What we doWe fix stage definitions, required fields and report filters so there is one version of the pipeline everyone works from.
From Salesforce’s own documentation
- Legacy automation Salesforce ended support for Workflow Rules and Process Builder on 31 December 2025. Existing ones keep running, but Salesforce no longer fixes bugs in them. Source ↗
- Field history Field history tracking is limited to 20 fields per object unless you buy Field Audit Trail, so an org has to choose which changes it can ever audit. Source ↗
- Release updates Salesforce ships three major releases a year, and Setup lists Release Updates that are switched on automatically on an enforcement date. Source ↗
Release management
Three releases a year. Someone has to read them against your org.
Salesforce ships Spring, Summer and Winter releases, and each can change behaviour your automation depends on. Sandboxes on preview instances get every release a few weeks before production — that gap is the testing window, and most orgs let it pass. Release Updates in Setup list the changes Salesforce will switch on for you, each with an enforcement date.
sandbox preview window production release (approximate month) · next up: Winter ’27
- 01Read the notes against your orgOnly the changes that touch objects, flows and permissions you actually use.
- 02Regression-test in the preview sandboxRecord-triggered automation, validation rules and the reports leadership reads.
- 03Work the Release Updates listTest and enable ahead of each enforcement date instead of on it.
- 04Tell the team what changes on screenOne short note before release weekend, not a support queue after it.
Cost
Salesforce management is priced by org, not by the hour
One monthly fee for Salesforce, with no minimum term.
From
$100/month
The starting price, for a single org with light admin needs. Several orgs, heavy automation or regulated environments are scoped higher, and you get the exact figure in writing.
Not included — so there are no surprises
- Your Salesforce licences and seat costs — billed to you directly
- Custom Apex, LWC or equivalent development beyond configuration
- Data migration from another system
- Building new integrations — that is a separate one-off project
Your price in writing within 2 working days.
Salesforce limits
The Salesforce limits that decide how it should be run
From Salesforce’s own documentation, with sources.
Salesforce — documented limits
| Limit | Value | Applies to |
|---|---|---|
| Custom fields per object | 500 | Enterprise Edition source ↗ |
| Custom fields per object | 800 | Unlimited Edition source ↗ |
| Field history tracking | 20 fields per object | Without Field Audit Trail source ↗ |
| Workflow Rules and Process Builder | No longer supported | Since 31 December 2025 — existing ones still run source ↗ |
Enterprise
Unlimited
Source: Salesforce Help — custom fields allowed per object.
Checked September 2026. Plans change.
Free download
The CRM clean-up checklist
12 checks to find duplicates, dead deals and broken automations, and stop them coming back.
Dialers that integrate with Salesforce
Integrate Salesforce with your dialer
Still typing call notes into Salesforce? We connect Salesforce to any of these 22 dialers, phone systems and AI voice agents once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
CRM
HubSpot vs Pipedrive for a small sales team
Pipedrive is built around the pipeline; HubSpot around one shared database for sales and marketing. A practical comparison of the limits and quirks that decide it.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
Salesforce CRM management — common questions
Do Workflow Rules and Process Builder still work in Salesforce?
Existing ones keep running, but Salesforce ended support on 31 December 2025, so bugs in them are no longer fixed. New automation belongs in Flow, and legacy rules are best migrated as they are touched rather than left running beside Flows that do the same job.
How many custom fields can a Salesforce object have?
Salesforce allows 500 custom fields per object on Enterprise Edition and 800 on Unlimited Edition. Orgs near the cap usually carry fields nobody uses, and clearing those is cheaper than designing around the limit.
Why can we only track history on some fields?
Field history tracking is limited to 20 fields per object unless you add Field Audit Trail. The practical answer is choosing the 20 that matter for forecasting and compliance, and revisiting the choice when the sales process changes.
How do you get access to our Salesforce org?
Through a named user with only the permissions the work needs, so changes show in Setup Audit Trail. When a problem affects one specific user, that user can grant time-limited login access from their own settings.
What do you do when Salesforce releases an update?
Salesforce ships three major releases a year, and Release Updates listed in Setup are switched on automatically on published dates. We test each one in a sandbox and enable it before its date, so nothing changes in production unannounced.
How much does Salesforce management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
Free 30-minute call · no obligation
Talk to us about Salesforce
Thirty minutes on what you need from Salesforce, whether it is on this list or not.
- Salesforce setup — A new org or a clean restart, configured around how you actually sell.
- Ongoing admin — The work of a part-time Salesforce administrator, handled every week.
- Flow automation — New automation built in Flow, and older Workflow Rules and Process Builder moved across.
SalesforceSetup & management
Scope and priceIn writing, within 2 working days
No minimum term30 days’ notice
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