Salesforce Administrator & CRM Consultant

Systems that make work simpler.

I build practical Salesforce automation, reporting, data workflows, and custom tools around the way teams actually work—not the other way around.

Salesforce AdministrationFlow AutomationReporting & DashboardsData ManagementPython + Excel
What I do

Practical CRM support, from problem to solution.

Available for project-based work, fractional administration, and subcontract support. I can work independently or closely with your team to understand the process behind the request and build something people will actually use.

01 / AUTOMATION

Salesforce Administration & Flow

Record-triggered automation, business logic, configuration, process improvement, troubleshooting, and user-centered CRM design.

02 / VISIBILITY

Reporting & Dashboards

Useful reporting structures that turn operational data into clear pipeline, performance, and workflow visibility.

03 / DATA

Data Tools & Integration

Data cleanup, transformation, imports, Excel systems, Python-assisted workflows, matching, deduplication, and structured CRM-ready outputs.

Selected work

Problems I've solved.

Examples are intentionally anonymized and use fictionalized data. They demonstrate the structure and type of solutions I've built without exposing employer, client, or proprietary information.

Case study 01 · CRM Automation

Commission logic from deal data to reporting

Designed an automated process that applies configurable deal logic, calculates fees and multi-agent splits, updates related records, and feeds the resulting data into centralized reporting.

Explore the workflow →
Flow BuilderActivate
Record-Triggered Flow · Anonymized recreationDeal Calculation & Commission Automation
StartDeal created or updated
Get Deal DetailsRelated records + inputs
Determine Deal Scenario
Sell SideCalculate fee
Buy SideCalculate fee
Both SidesCalculate splits
Update RecordsCommission records + reporting fields
Salesforce
Report · Anonymized recreationMarketing Proposal Pipeline
DealProposal TypeMarketing StatusNeeded By
Example 101Full OfferingIn ProgressOct 08
Example 102Financials OnlyIn ReviewOct 11
Example 103CustomSubmittedOct 15
Example 104Full OfferingReadyOct 18
Marketing Requirements
FinancialsDone
Location OverviewIn Progress
Competitor MapNeeded
Site PlanN/A
Investment OverviewNeeded
Regional MapMay Be Needed
Case study 02 · Process Automation

Proposal submission to marketing pipeline

Reduced setup work by making proposal type the trigger for a standardized downstream workflow. Required marketing fields are set automatically and the team gets one editable pipeline for tracking progress.

See the process →
Case study 03 · Python + Data

CRM data processing without repetitive prep

Built Python workflows that connect with CRM data, transform external datasets, perform record matching and deduplication, handle insert/update logic, and generate structured outputs for downstream use.

See the approach →
# generalized workflow
crm_data = connect_and_load()
source = clean_external_data(file)
matched = match_records(source, crm_data)
new, existing = deduplicate(matched)

build_insert_output(new)
build_update_output(existing)
# structured, repeatable, auditable
Case Study 01

Automated commission operations

A connected system that moves from deal inputs through calculation logic and related records into useful team reporting.

The challenge

Multi-scenario calculations and split structures created repetitive manual work and made consistent downstream reporting harder.

The solution

Record-triggered automation applies business rules, calculates values, supports multiple split scenarios, and updates the records that reporting depends on.

The outcome

A repeatable calculation process with clearer data lineage and reporting that updates from the same underlying records.

Dashboard · Anonymized recreationTeam Commission Overview
Commission by Team Member
Rep A42
Rep B35
Rep C26
Rep D19
Closed Commission
$842K
74% of illustrative goal
Projected Commission
$1.36M
81% of illustrative goal
Case Study 02

Automated marketing workflow

The user experience stays simple: create a new deal record and select the proposal type. The system handles the setup behind the scenes.

01 · SubmitAn agent creates a record and selects the type of proposal requested.
02 · DetermineAutomation interprets the selection and applies the appropriate workflow rules.
03 · PopulateMarketing requirements are initialized as needed, potentially needed, not applicable, or the appropriate workflow state.
04 · TrackThe marketing team works from a centralized report pipeline and can update progress inline.
Flow BuilderAnonymized recreation
Record-Triggered FlowProposal Type → Marketing Requirements
StartNew deal submitted
Proposal Type?
Full OfferingSet full requirements
Financials OnlySet financial requirements
CustomSet selected requirements
Update DealNeeded · May Be Needed · In Progress · N/A
Case Study 03

Python + CRM data automation

Python is most useful when it removes the tedious middle steps between source data and the system where people need to use it.

Transform

Clean and reshape external data into consistent structures suitable for CRM workflows and analysis.

Match & deduplicate

Use repeatable matching logic to distinguish new records from existing records and reduce duplicate creation.

Generate outputs

Create structured insert/update outputs and location-based data exports without repetitive manual preparation.

Chloe Minella
About

I build for the people using the system.

Before moving into Salesforce administration, I worked as a CRM user in sales. That perspective still shapes how I approach technical work: a solution isn't finished just because it functions—it should also make sense to the people expected to use it.

My work spans Salesforce administration, Flow automation, reporting, data management, Excel tooling, and Python-assisted workflows. I’m available for focused projects, ongoing fractional support, and subcontract work with consulting teams.

Industry experience: Real Estate · Financial · Construction · Utilities

I have hands-on experience working with complex real estate, financial, construction, and utility data, including operational records, financial calculations, reporting, data transformation, and CRM process automation.

SalesforceFlowExcelPythonData Operations
Have a Salesforce problem to solve?

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