We make Salesforce work the way you thought it would when you bought it.

Meridian Consulting is led by a Salesforce specialist with over six years of hands-on experience, including several years consulting for growing companies whose Salesforce environments have outgrown their original design.

Most of the problems we’re brought in to solve aren’t caused by a single bad decision. They’re the result of incremental changes over time—automation layered on top of automation, evolving business processes, and assumptions that were never revisited. Salesforce continues to function, but the system gradually becomes harder to trust and harder to maintain.

We’re a strong fit for teams that want clear priorities, clean execution, and changes that won’t create a new set of problems next month. If you’re looking for quick hacks, no documentation, or high-risk changes directly in production, you’ll probably be happier with a different approach.

Our work focuses on diagnosing those underlying issues and stabilizing the foundation first. That means untangling conflicting automation, restoring data integrity, and aligning reporting with how the business actually operates today—not how it operated when the org was first built.

We specialize in Sales Cloud, Service Cloud, and Experience Cloud. Our approach is deliberately practical: fix what's broken, document what matters, and build solutions that internal teams can understand and maintain without ongoing dependency.

We work fully remote and primarily support small businesses that rely on Salesforce but don't need, or can't justify, a full-time administrator. They need clarity, reliability, and a system that works the way they expect it to.

10
Certifications
6+
Years Experience
3
Cloud Specialties
How we work

Our approach

Fix the system, not just the symptom

Most Salesforce problems are symptoms of deeper issues—usually automation conflicts or data quality erosion. I find the root cause before proposing solutions.

Make changes safely

Work happens in sandbox first, with testing and documentation. No surprises in production. Changes deploy in a controlled order that minimizes risk.

Build for maintainability

Every solution includes documentation and is designed so your team (or a future admin) can understand and maintain it without calling me.

Credentials

Salesforce certifications

Current certifications focused on admin, architecture, cloud consulting, data, and Experience Cloud.

AI Associate badge
AI Associate
Agentforce Specialist badge
Agentforce Specialist
Data Cloud Consultant badge
Data Cloud Consultant
Experience Cloud Consultant badge
Experience Cloud Consultant
Sales Cloud Consultant badge
Sales Cloud Consultant
Service Cloud Consultant badge
Service Cloud Consultant
Administrator badge
Administrator
Advanced Administrator badge
Advanced Administrator
Platform App Builder badge
Platform App Builder
Data Architect badge
Data Architect

Want to work together?

Schedule a discovery call to talk about what's not working.

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