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About Offerings Freebies Past Projects Contact

About Offerings Freebies Past Projects Contact

Get a practical Salesforce improvement, for free!

Choose a focused quick win, share a little context, and book live time with me so I can hear about it and confirm fit.

Step 1 of 2

Choose My Free Salesforce Quick Win

Choose the category to see quick win options. No payment information.

Category

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Automation & cleanup User experience & enablement Small build or configuration

Automation & cleanup options

Flow Analysis & Recommendations A review of your existing automations to identify bottlenecks or errors. Field Usage Analysis (Tech Debt) Find out where a field is used and how often to safely clean up your org. Duplicate Management Set up rules to prevent bad data from entering your org. Field History Tracking Configure tracking so you always know who changed what and when.

User experience & enablement options

Training or Process Documentation Clear, step-by-step guides for your most confusing processes. Help Menu Customization Put resources right where your users need them inside Salesforce. In-App Guidance & Paths Guide users through processes with visual prompts and path settings. Personalize User Experience Help users set up favorites, display density, page settings, and app order.

Small build or configuration options

Enable an OOTB Feature Turn on and configure a native Salesforce feature you aren't using yet. A Global or Quick Action Save your users clicks with a custom action tailored to their workflow. A Screen Flow Build a guided, step-by-step screen flow for a common user task. Automate a Common Process Take a repetitive manual task and automate it to save time.

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Step 2 of 2

Confirm fit

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Pick a time to talk it through

I need live time with you to hear about the request and confirm it is a good free-config fit.

Kawaii Cloud

Senior Salesforce consulting without the agency handoff.

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