Salesforce Consulting

Expert Salesforce Admin & Automation Solutions — helping you streamline, scale, and succeed with smarter Salesforce systems, without the need for a full-time hire.

About CrestOps

Parth PatelHeema Patel
Founder & Salesforce ConsultantCo-Founder & Client Success Manager
Salesforce Certified Administrator and App Builder. Specializes in CRM optimization, automation, and technical project delivery.Focused on client relationship building, project operations, and ensuring seamless communication and service excellence for every CrestOps partner.

We’re Salesforce-certified experts with over 3 years of real-world experience working across different Salesforce orgs — from scrappy startups to large enterprise-level systems.At CrestOps, we wear a few hats:

  • Managing Salesforce for established organizations as their trusted Admins

  • Leading full Salesforce build-outs for parent companies as Project Managers and Developers

  • Supporting Marketing Cloud, Salesforce Maps, Account Engagement (Pardot), and Conga integrations — understanding how all the moving parts connect across a business


Through CrestOps, we help growing businesses make the most of Salesforce — by automating and streamlining business processes, and making your CRM work for you (not the other way around).While Parth focuses on technical delivery, Heema leads our client operations — making sure every project runs smoothly, communication stays clear, and clients feel fully supported.Whether you need a quick fix, a custom flow, or an admin team you can count on, we’re here to help — without the overhead of hiring in-house.

What we Offer

✅ Salesforce Cleanup & Optimization – $199

Field clean-up
Dashboard + report tuning
Permission set and profile fixes
Duplicate detection & merging

⚙️ Custom Automation & Flows – from $299

Lead routing + assignment rules
Approval processes
Task/event reminders
New user onboarding automation
Email alerts & engagement triggers

🧩 Mini Projects & Fixes – $49–$149

Quick bug fixes
Flow builder help
Lightning page enhancements
Email template setup
Report creation

💻 Admin-on-Demand – from $150/month

Monthly check-ins
Org support and optimization
New feature rollouts
Automation reviews and improvements
Backup for your existing team

Why CrestOps?

✅ Certified Salesforce Admin & App Builder🛠️ Hands-on experience in multiple org builds📊 Project management & delivery background⚡ Focused on automation, not complexity🔄 Quick turnarounds, clear communication

Let's Talk

Whether you have a messy org, need a smarter workflow, or want a reliable go-to admin without hiring full-time—I'm here to help.📅 [Book a Free Consultation]
📧 Or email Us at [email protected] or
                                 [email protected]Let’s build something powerful, together.

© 2025 CrestOps. All rights reserved

📚 Case Studies

Salesforce Org Optimization
From chaos to clarity: Turning a messy CRM into a streamlined system built for growth.Challenge:
When I joined, the Salesforce environment was messy, disorganized, and lacked documentation.
The previous admin was no longer available, and key automations, fields, and workflows were incomplete or broken.Approach:

  • Conducted a full system audit to reverse-engineer the CRM setup

  • Rebuilt broken automations using Flows and Process Builder

  • Created new custom objects and fields to support business operations

  • Cleaned up unnecessary fields, duplicates, and inconsistencies

  • Implemented scalable best practices across security, UX, and reporting


Results:

  • Dramatically improved Salesforce performance and reliability

  • Automated key processes, saving hundreds of manual hours annually

  • Increased system adoption by business users through better UX

  • Built a CRM foundation that scales with growing company needs


Skills Used:
Salesforce Administration | Process Automation (Flows) | Custom Object Design | CRM Optimization | User Training | Org Reverse-Engineering

🛠 Projects

Salesforce Org Replication Using Copado
Built a full Salesforce environment clone using Copado to support safer development and smarter scaling.Challenge:
The original Salesforce org had complex metadata, custom objects, automations, and triggers that needed to be duplicated accurately for development and testing — without disrupting the live environment.Approach:

  • Used Copado for version control and deployment management

  • Retrieved metadata (objects, fields, flows, Apex classes) from Production

  • Created and configured new sandbox org for development

  • Deployed components in structured phases (core schema → automations → Apex logic)

  • Managed conflict resolution and validation through Copado pipelines

  • Performed post-deployment testing and cleanup to ensure system integrity


Results:

  • Successfully cloned a fully functional Salesforce org environment

  • Enabled safer development, testing, and new feature rollouts

  • Reduced risk of production disruptions

  • Improved team collaboration with DevOps best practices


Skills Used:
Salesforce Administration | Salesforce Metadata Management | Copado DevOps | Sandbox Deployment | Release Management | Version Control

Prospect Import & Campaign Enablement — Salesforce Account Engagement (Pardot)
Empowered the marketing team to manage their own prospect imports and connected campaigns — scaling operations with confidence.Challenge:
The company’s marketing team lacked experience with Pardot's data import process and campaign configuration.
They needed clear, repeatable processes to manage prospect uploads and launch marketing initiatives without technical bottlenecks.Approach:

  • Trained marketing users on best practices for CSV formatting and prospect imports

  • Walked through Pardot's Import Wizard step-by-step

  • Set up Connected Campaigns between Salesforce and Pardot for unified reporting

  • Created a repeatable checklist for future prospect imports and email sends

  • Provided ongoing support and documentation to ensure team self-sufficiency


Results:

  • Enabled marketing to import, segment, and nurture prospects independently

  • Streamlined the process of launching email campaigns

  • Increased campaign launch speed and reduced reliance on Salesforce Admins

  • Improved CRM data hygiene and campaign attribution visibility


Skills Used:
Pardot (Account Engagement) | Salesforce Connected Campaigns | CSV Prospect Management | Marketing Operations Training | CRM Data Hygiene

🎓 Certifications

🔹 Salesforce Certified Administrator


📅 Earned: 12/23Credential ID: 3975831Validates expertise in Salesforce CRM configuration, user management, security settings, and building workflows, reports, and dashboards.



🔹 Salesforce Certified Platform App Builder


📅 Earned: 05/24Credential ID: 4516305Recognizes skills in designing, building, and implementing custom applications on the Salesforce Platform, using point-and-click tools like Flows and Lightning Components.