Case studies · what changed, not who it was
Salesforce work, described by
what it changed for the business.
Clients are not named on this site without written consent, so each case says what kind of business it was, what was going wrong, what I built and what changed. Numbers describe the work and the checks, never a client’s money. Where something reached a sandbox and not production, the case says so.
Reviewed 25 October 2026.
Cases
Which projects are described here?
Filter by the cloud, by the situation you are in, or by industry. New cases are added as projects finish and clients agree to how they are described.
Insurance agency, United States
Client service moved from shared inboxes to queues: every email a case with one owner, the request type read from the message, policy changes that cannot skip a step, Applied Epic kept.
What changed: One Salesforce user to 35 in twelve months, on the same desk.
Community charity, United Kingdom
Three colour coded spreadsheets became one fundraising system, with every payment split across programmes and committee scoring inside Salesforce.
What changed: Every total matched the charity’s own book to the penny before a dashboard was shown.
Nothing for your combination yet? More of the work exists than is written up: each write up waits for the client’s agreement on how it is described. Describe your situation in three lines and you get a written answer.
How these are written
What can you check in each case?
Each case says what kind of business it was, what was going wrong in its own words, what was built and why the decisions went the way they did, including what I would do differently. The numbers describe the work and the checks; a client’s money and records stay the client’s.
Recognise your own situation in one of them? Describe it in three lines and you get a written answer, including when the honest answer is that you do not need the work.
Serhii Skrypnyk · Senior Salesforce Administrator · 7 Salesforce certifications · on the platform since 2018. Reviewed 25 October 2026.