Data & Donuts

What we do

Salesforce Services That Actually Make Sense

No bloated retainers. No confusing jargon. Just focused, certified expertise that gets your data working the way it should.

Our Services

Most popular

Data Cleanup & Deduplication

Turn your messy Salesforce org into a clean, trustworthy database.

Duplicate records, missing fields, inconsistent formatting — bad data costs you time, money, and credibility. We audit your entire Salesforce org, identify every data quality issue, and fix it systematically so your team can finally trust what they see.

Ideal for

Small businesses and non-profits whose reports can't be trusted

You get

Clean org + data quality report + prevention ruleset

What we do

Full org data audit — every object, every field
Duplicate identification and intelligent merging
Field standardization (phone formats, state codes, naming conventions)
Missing data identification and remediation plan
Duplicate prevention rules so it stays clean

Reporting & Dashboards

See your data clearly — finally.

If you're exporting to Excel to get answers, your Salesforce reporting isn't working. We build custom reports and dashboards that surface the metrics that matter to your team, in real time, without a spreadsheet in sight.

Ideal for

Teams who live in spreadsheets because Salesforce reports feel too hard

You get

Custom dashboard suite + report library + training session

What we do

Discovery session to identify your key metrics and decisions
Custom report types and filtered report views
Executive and operational dashboards
Scheduled report delivery to key stakeholders
Training so your team can build their own going forward

Salesforce Optimization

Fix what's broken. Automate what's tedious. Simplify everything else.

Broken workflows, redundant fields, confusing page layouts, automations that fire at the wrong time — we audit your org configuration and rebuild it around how your team actually works. Less clicking, more doing.

Ideal for

Orgs that have grown organically and feel chaotic to use

You get

Optimized org + automation documentation + change log

What we do

Full workflow and automation audit (Process Builder, Flow, triggers)
Flow Builder migration and rebuild
Page layout and record type simplification
Validation rule review and cleanup
User adoption improvements and friction removal
Flexible

Ongoing Admin Support

Expert Salesforce admin on call — without the full-time salary.

You don't need a $90k/year admin for 10 hours of work a month. Our flexible support packages give you certified Salesforce expertise exactly when you need it — new user setup, field additions, report requests, troubleshooting, and more.

Ideal for

Organizations that need ongoing Salesforce help but can't justify a full-time hire

You get

Monthly hours package — flexible, no long-term contract required

What we do

User management (new users, profiles, permission sets)
Field and object additions as your needs evolve
Report and dashboard updates on request
Troubleshooting and bug fixes
Monthly check-in and org health review

How it works

From messy to magnificent in four steps

01

Free Data Checkup

We start with a no-obligation 30-minute call to understand your org, your pain points, and what success looks like for you.

02

Audit & Proposal

We dig into your Salesforce org, identify the issues, and send you a clear scope of work with transparent, flat-rate pricing.

03

We Get to Work

Our certified team executes the project with regular check-ins. No surprises, no scope creep, no jargon-filled status updates.

04

Handoff & Training

We deliver clean documentation, train your team on what changed, and make sure you feel confident before we close the project.

Ready to get started?

Not sure which service you need?

That's exactly what the free checkup is for. Tell us what's frustrating you and we'll figure out the right path together.

Data & Donuts

Making messy data sweet since day one.

Get Started

Ready to clean up your data? Let's talk.

Book a Free Checkup

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Salesforce-certified data consulting