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Salesforce

For complex environments that need an operator, not just an implementer.

Inherited orgs nobody documented. Multi-team environments where one change breaks three processes. Migrations where the business cannot go dark. I will tell you what the org should look like, then build it myself, including the data loads, campaign tagging, and deduplication most firms scope out.

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Services

Three ways engagements usually start.

Implementation

A new org, a new department, or a process that has outgrown spreadsheets.

  • Discovery and solution design
  • Data model and record architecture
  • Workflow and automation
  • Reporting and dashboards
  • UAT, deployment, enablement

Optimization

An org that works but should not be this hard to use, usually inherited from someone else.

  • System audit and gap analysis
  • Technical debt and cleanup
  • Duplicate prevention and data quality
  • Permissions and sharing model
  • Page layout and dynamic forms

Managed administration

Ongoing capacity for teams without a dedicated admin, or with one who is underwater.

  • Users, permissions, sharing
  • Flows, approvals, validation rules
  • Recurring data operations
  • Release regression testing
  • Documentation and training

Certifications

Thirteen active certifications, four of them across Agentforce.

Salesforce Certified Platform AdministratorSalesforce Certified Platform Administrator IISalesforce Certified Platform App BuilderSalesforce Certified Platform Data ArchitectSalesforce Certified Business AnalystSalesforce Certified Agentforce SpecialistSalesforce Certified Agentforce Sales ConsultantSalesforce Certified Agentforce Service ConsultantSalesforce Accredited Agentforce Financial Services ProfessionalSalesforce Certified Data 360 ConsultantSalesforce Certified Experience Cloud ConsultantSalesforce Certified Slack AdministratorSalesforce Certified Slack Consultant

From Salesforce clients

Written by the people who had to live in it.

“Scalable Operations has exceeded expectations in every respect. They demonstrated a singular level of responsiveness, flexibility, efficiency, and thoughtfulness throughout. We could not be more pleased.”

William GreszesDirector of Data Management, Prep for Prep · Salesforce Verified

“Working with Eric has been incredible! He is fast, efficient, and effective. He is a fantastic problem solver, creating tons of efficiencies and automations that supercharge my team's capacity to get work done fast.”

Ashara StevensBusiness Development and Partnerships Lead, Sahara AI · Salesforce Verified

“Eric's super power is his ability to help you leverage Salesforce for your team's productivity and effectiveness. He gets it not as a process person but as a true business partner.”

Sandy CarterChief Operating Officer, Unstoppable Domains

“Eric's expertise in revenue operations, Salesforce and web3 make him a unique asset. He's been instrumental in helping us refine and operationalize our Sales processes as we aim to boost our team and revenue growth.”

Sajjad RehmanVice President of Revenue, Immunefi

“Helped our team immensely in understanding a Salesforce instance that we inherited and in helping us find ways to operate more efficiently.”

High tech · 7 monthsSalesforce Verified review · AppExchange

“Scalable Operations was incredibly helpful and efficient. I'd highly recommend!”

Katie LaneCustomer Success and Experience Lead, Supernormal · Salesforce Verified

Bring me the thing nobody wants to touch.

Inherited orgs, failed migrations, and reporting nobody trusts are the usual starting point.

Get in touch