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Custom Salesforce automation for financial services, healthcare, and real estate workflows.
Salesforce is the CRM backbone for many mid-size and larger organizations. I build custom automation workflows on top of Salesforce's API — going beyond what Salesforce Flow and native tools do well, particularly for complex multi-step processes that span Salesforce and external systems.
Salesforce has excellent API coverage across objects, flows, and custom metadata. I use it primarily for financial services and healthcare clients: compliance documentation systems that push AI-generated drafts into Salesforce as pending notes, meeting summary workflows that move Zoom transcripts through structured extraction and into Salesforce activity records, and MCP servers that give advisors natural-language access to their CRM data. For real estate, I've used Salesforce Financial Services Cloud specifically for RIA workflows.
AI-generated meeting summary automation with Salesforce note creation
Compliance documentation drafts pushed to Salesforce for advisor review
MCP server for natural-language CRM queries and client context retrieval
Client onboarding workflow automation with document tracking in Salesforce
Automated activity logging from external communication channels
Pipeline reporting and follow-up task generation from Salesforce data
Ready to integrate Salesforce into your workflows?
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