Hi, I’m Louisa
a
Salesforce Administrator
Salesforce Consultant
With over 3 years of experience as a Salesforce Consultant and Administrator, I bring deep expertise in designing, customizing, and optimizing Salesforce solutions that solve real business challenges. From streamlining operations to enhancing user adoption, I work closely with clients to deliver smart, scalable systems that drive efficiency, growth, and long-term success.

Salesforce Services
Consultation & Implementation
Carry out Business Analysis to understand the current state of your Salesforce deployment and [......] CLICK TO KNOW MORE
Salesforce Integration
Connecting your Salesforce instance with external systems you use with secure APIs and also [......] CLICK TO KNOW MORE
Salesforce Administraton
Management and configuration of your Salesforce instance, build complex reports and dashb [......] CLICK TO KNOW MORE
Salesforce Solutions
Sales Cloud
Sales Cloud
Service Cloud
Service Cloud
Experience Cloud
Experience Cloud
Project Journey Lifecycle
Every successful Salesforce implementation begins with a clear, strategic journey. My Project Journey Lifecycle is designed to guide you through each critical stage, from initial discovery to long-term support and maintenance. With a focus on collaboration, customization, and results, this process ensures that your solution is not only built to fit your business but also evolves with it.

BUSINESS DISCOVERY
- Gain a deep understanding of your business goals, priorities, and vision.
- Analyze existing workflows, systems, and tools in place.
- Identify current pain points, inefficiencies, and bottlenecks.
- Pinpoint areas with potential for optimization and improved productivity.
- Align project goals with strategic business objectives.
DESIGN & PLANNING
This stage is all about laying a solid foundation with a clear and structured roadmap tailored to your business needs.
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Craft a personalized implementation strategy aligned with your objectives.
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Build a detailed project plan with timelines, milestones, and deliverables.
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Establish clear roles and responsibilities for all stakeholders involved.
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Prepare thorough documentation and technical specifications for execution.
PROJECT DEVELOPMENT
At this stage, I bring the project plan to life by executing and building out the solution to match your unique requirements.
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Execute the implementation based on approved project specifications.
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Configure Salesforce and apply necessary customizations and integrations.
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Conduct unit and integration testing to ensure system reliability and performance.
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Collaborate closely with your team to ensure alignment and a seamless rollout.
UNIT & USER ACCEPTANCE TESTING (UAT)
During this stage, I thoroughly test the solution to ensure it functions correctly and aligns with your business requirements.
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Conduct detailed unit testing to verify solution quality and functionality.
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Prepare test plans and realistic scenarios for User Acceptance Testing (UAT).
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Work closely with your team to carry out UAT and gather feedback.
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Identify, troubleshoot, and resolve any issues to ensure the solution meets your business needs.
DEPLOY & LAUNCH
In this crucial phase, I roll out the Salesforce solution to your live environment, ensuring a seamless transition and strong user adoption.
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Deploy the solution into your production environment.
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Perform comprehensive end-to-end testing to confirm smooth integration.
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Deliver training and ongoing support to empower users.
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Manage the transition process to guarantee a successful launch.
CONTINOUS SUPPORT & MAINTENANCE
After deployment, I offer ongoing support to keep your Salesforce solution running smoothly and aligned with your evolving business needs.
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Deliver prompt support and resolve any issues quickly.
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Monitor system performance and maintain optimal functionality.
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Apply regular updates and upgrades to stay current with Salesforce enhancements.
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Continuously assess and refine the solution based on user feedback.
Send me A WhatsApp Message to Schedule An Appointment Today
View Recent Projects

Salesforce CRM Full Implementation Project
- Project Salesforce CRM Implementation
- Client Marcus Hurley
- Country United States
- Date 3 November 2022
This was a project from my client Marcus where he wanted to implement Salesforce CRM for his organization migrating from a legacy CRM. He was very concerned about the security of his organization’s data moving to Salesforce and I was acting as the consultant to give them the benefits, implementation procedure, gaps, how to overcome them, strategies for full adoption of Salesforce, and most importantly Security of his Organization. I broke down the implementation process into 8 phases and the project was completed successfully.
1) What they wanted to achieve using Salesforce
2) The available budget for full implementation
3) Other experts needed to manage the org
4) Plan to create awareness in the org
5) Migration process of data into Salesforce
6) Gradual Rollout procedure of features
7) Employee Training and Adoption
8) Maintainance and Support procedure
Find the link to the Figma representation I used for the presentation with my client.
Figma representation link: https://www.figma.com/file/YW6PSCgP6YOXT7Go2rROQb/SALESFORCE-IMPLEMENTATION?node-id=0%3A1&t=uxUmrdhDTOlUp9Cc-1

Asynchronous Apex (Batch) Project
- Project Asynchronous Apex (Batch) Project
- Client Joshua Grills
- Country Australia
- Date 23 October 2022
The Business scenario here was to create a business logic to automate the transfer and update of more than 2k account records of an employee leaving the organization to a new employee joining the organization and notifying the new employee via email about the new records updated to him.
I used Batch Apex which is an Asynchronous Apex type to solve this requirement by implementing Database.Batchable class and Database.Stateful class to count the total number of records processed.

Data Migration From Dynamics 365 To Salesforce Project
- Project Data Migration From Dynamics 365 To Salesforce
- Client Sean Richardson
- Country Australia
- Date 19 October 2022
This was a project from one of my clients named Sean from Australia and the requirement was to migrate their existing data containing about 300k records from Microsoft Dynamics 365 CRM to Salesforce CRM. I was also required to create a data model in Salesforce to match their existing business use case in Dynamics 365. I provided a guided approach on how to go about this migration step-by-step and the project was a great success.

Multiple Account In One Save With Visualforce Project
- Project Visualforce Create Multiple Account At Once Project
- Client Melisa Myles
- Country United Kingdom
- Date 13 September 2022
This requirement from Melisa my client was to create a Visualforce page that will allow users to be able to create multiple accounts and insert them into their salesforce database in one save. I will be walking you through all the steps and codes that I used to make this project a reality.

Restaurant Loyalty Salesforce Management App
- Project Restaurant Loyalty Management Salesforce App
- Client Grayson Leo
- Country Canada
- Date 10th October 2022
This was a requirement from Grayson manager of a major restaurant in Canada that required me to create a Restaurant Loyalty Management App to help them track all customers and provide loyalty to the most spending customers and reward them with incentives to make them come back and spend more.
I was able to use declarative and programmatic tools provided by Salesforce and integrating their Salesforce instance with the existing POS system they used to track and manage the entire restaurant which was another successful project I delivered.

Integration project with Quickbooks
- Project Integration project with Quickbooks
- Client Stella Moore
- Country United States
- Date 5 August 2022
Client Reviews
Let's Connect Today
Louisa
Salesforce Consultant | AdministratorWhether you're launching a new Salesforce initiative or need expert support on an existing one, I’m available for both freelance and contract roles. I collaborate with businesses on projects of all sizes, from quick-turnaround tasks to strategic, long-term engagements.
Phone: +447450984468 Email: chengwalouisa7@gmail.com
My Blog

The Future of Marketing Automation: Integrating AI with Salesforce CRM
Marketing automation is no longer a luxury it’s a necessity. As brands strive to create more personalized, efficient, and scalable marketing strategies, the integration of artificial intelligence (AI) with Salesforce CRM is redefining what’s possible. From predictive insights to hyper-personalized campaigns, the future of marketing automation is here and it’s powered by AI.
How Marketing Automation Has Evolved
Marketing automation has come a long way from simple email blasts. Today, it’s a multi-channel powerhouse driven by smart data and AI innovation. Modern automation helps businesses:
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Deliver Personalized Experiences: Tailor messages to customer behavior and preferences.
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Increase Efficiency: Automate repetitive tasks to free up time for strategy.
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Boost ROI: Use data and analytics to fine-tune campaigns for better performance.
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Enhance Customer Engagement: Create consistent, meaningful interactions across channels.
The Power of AI in Modern Marketing
AI adds intelligence to automation, offering capabilities like:
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Predictive Analytics: Anticipate customer actions and campaign success.
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Natural Language Processing (NLP): Interpret and respond to customer interactions in real-time.
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Machine Learning: Refine strategies based on data and past results.
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Hyper-Personalization: Deliver spot-on recommendations and content tailored to individual users.
Integrating AI into Salesforce CRM
Salesforce’s AI engine Einstein makes it easier than ever to bring AI into your marketing workflows. Here’s how to make the most of it:
Step 1: Activate Einstein Features
Start by enabling Einstein’s key tools:
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Prediction Builder: Forecast outcomes aligned with your marketing goals.
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Einstein Discovery: Reveal hidden insights to shape your strategies.
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Content Selection: Automatically serve the best content for each user.
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Einstein Bots: Power digital conversations through automated chat.
Step 2: Get Your Data in Sync
Strong AI outcomes rely on quality data. To prepare:
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Connect CRM Data: Integrate sources like websites, emails, and social platforms.
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Clean and Standardize: Ensure data is accurate and well-organized.
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Segment Smartly: Use AI to create audience segments based on real behaviors and preferences.
Step 3: Launch Smarter Campaigns
With AI, your campaigns become sharper and more targeted:
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Forecast Results: Use predictions to fine-tune messaging and targeting.
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Scale Personalization: Deliver individualized content with Einstein Content Selection.
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Go Multi-Channel: Automate outreach via email, SMS, social media, and more all informed by AI.
Step 4: Optimize in Real Time
AI-powered marketing is always learning. Here’s how to stay ahead:
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Track Results: Monitor campaigns through Einstein Analytics dashboards.
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Analyze Behaviors: Understand what’s working and why.
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Refine Strategies: Adjust campaigns based on real-time performance and insights.
Why AI + Salesforce CRM Is a Game-Changer
The integration of AI with Salesforce marketing tools delivers big benefits:
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Deeper Customer Engagement: Interact with the right message at the right time.
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Higher Conversions: Smarter targeting = better results.
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Lower Costs: Automate more, spend less.
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Scalability: Grow your marketing efforts without growing your team.
What’s Next: Future Trends to Watch
The future of marketing automation is fast-moving. Keep an eye on these trends:
1. Hyper-Personalization
AI will fine-tune personalization even further responding to real-time behavior and delivering exactly what customers want, when they want it.
2. Voice & Conversational AI
Expect to see more AI-powered chatbots, virtual assistants, and voice search integration making customer interactions seamless and human-like.
3. Predictive Customer Journeys
AI will map out entire customer journeys, helping marketers proactively guide users through the funnel with minimal friction.
4. Ethical AI & Data Privacy
With great data power comes great responsibility. Companies will need to prioritize transparency, user consent, and data security to maintain trust.
The combination of AI and Salesforce CRM is transforming the way businesses approach marketing automation. With smarter tools, richer data, and predictive insights, marketers can achieve more faster and with greater precision. As this technology continues to evolve, those who embrace it now will be best positioned to lead in the digital age.
Ready to modernize your marketing?
Explore how our Salesforce CRM training can help you harness AI tools and launch your career in smarter, data-driven marketing.

Why Now Is the Best Time to Learn Salesforce: Skills That Future-Proof Your Career
Why Now Is the Best Time to Learn Salesforce
In today’s fast-changing job market, having in-demand skills is essential and Salesforce tops the list. As a leading Customer Relationship Management (CRM) platform, Salesforce is powering how businesses manage their customers, and it’s creating exciting opportunities for professionals across the globe. If you’re considering a tech career, now is the perfect time to invest in Salesforce training.
Salesforce Skills Are in High Demand Everywhere
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Future-Proof Your Career
Starting your Salesforce learning journey now can give you a significant head start. As demand continues to grow, those who begin early are better positioned for long-term career success.Training That Works for You
Salesforce learning is accessible and affordable. Trailhead offers free courses for all levels, and there are countless workshops, webinars, and certification programs to choose from many supported by the vibrant Salesforce community.Support at Every Step
You’re never alone in this journey. The Salesforce ecosystem is known for being welcoming and inclusive, making it easy to find mentors, learning buddies, and job leads through networking and community support.
Salesforce skills are more than just a trend they’re a long-term investment in a future-ready career. Whether you’re starting out or looking to transition into tech, learning Salesforce gives you access to a world of opportunity. By training now, staying engaged with the community, and committing to continuous learning, you’ll set yourself apart in the job market and be well-equipped to thrive in the digital economy.
Ready to get started?
Explore our Salesforce CRM training courses and join a community of learners and professionals dedicated to growth, innovation, and success.
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Stay Relevant with Ongoing Training
Salesforce evolves constantly. Staying current through training and certifications is key to staying competitive. Trailhead, Salesforce’s official learning hub, offers free, self-paced content to help you stay on track.Engage with the Community
Salesforce has one of the most active and supportive communities in tech. Whether it’s through online forums, local user groups, or global events like Dreamforce, connecting with others helps you grow, stay informed, and feel supported.Be Proactive
The most successful Salesforce professionals are those who stay curious. Learning about new features, tools, and best practices not only builds confidence but also positions you as a valuable asset to any team.
Now Is the Time to Invest in Salesforce Training
-
Future-Proof Your Career
Starting your Salesforce learning journey now can give you a significant head start. As demand continues to grow, those who begin early are better positioned for long-term career success.Training That Works for You
Salesforce learning is accessible and affordable. Trailhead offers free courses for all levels, and there are countless workshops, webinars, and certification programs to choose from many supported by the vibrant Salesforce community.Support at Every Step
You’re never alone in this journey. The Salesforce ecosystem is known for being welcoming and inclusive, making it easy to find mentors, learning buddies, and job leads through networking and community support.
Salesforce skills are more than just a trend they’re a long-term investment in a future-ready career. Whether you’re starting out or looking to transition into tech, learning Salesforce gives you access to a world of opportunity. By training now, staying engaged with the community, and committing to continuous learning, you’ll set yourself apart in the job market and be well-equipped to thrive in the digital economy.
Ready to get started?
Explore our Salesforce CRM training courses and join a community of learners and professionals dedicated to growth, innovation, and success.
-
AI & Automation Are Here to Stay
Salesforce continues to push boundaries with tools like Einstein AI, offering predictive analytics and smart automation. This means that professionals with Salesforce knowledge will be at the center of future business innovations.Personalized Customer Experiences
Expect even more focus on customer experience through personalized, multi-channel interactions. Tools like Salesforce Customer 360 will continue to grow, giving businesses a complete view of their customers and creating demand for those who can manage and optimize this data.Cloud-Based Dominance
As more companies move to the cloud, Salesforce’s flexible, scalable platform is becoming a go-to solution. This trend is expanding the Salesforce job market—especially among small and medium-sized businesses.
Why Continuous Learning Is the Secret to Salesforce Success
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Stay Relevant with Ongoing Training
Salesforce evolves constantly. Staying current through training and certifications is key to staying competitive. Trailhead, Salesforce’s official learning hub, offers free, self-paced content to help you stay on track.Engage with the Community
Salesforce has one of the most active and supportive communities in tech. Whether it’s through online forums, local user groups, or global events like Dreamforce, connecting with others helps you grow, stay informed, and feel supported.Be Proactive
The most successful Salesforce professionals are those who stay curious. Learning about new features, tools, and best practices not only builds confidence but also positions you as a valuable asset to any team.
Now Is the Time to Invest in Salesforce Training
-
Future-Proof Your Career
Starting your Salesforce learning journey now can give you a significant head start. As demand continues to grow, those who begin early are better positioned for long-term career success.Training That Works for You
Salesforce learning is accessible and affordable. Trailhead offers free courses for all levels, and there are countless workshops, webinars, and certification programs to choose from many supported by the vibrant Salesforce community.Support at Every Step
You’re never alone in this journey. The Salesforce ecosystem is known for being welcoming and inclusive, making it easy to find mentors, learning buddies, and job leads through networking and community support.
Salesforce skills are more than just a trend they’re a long-term investment in a future-ready career. Whether you’re starting out or looking to transition into tech, learning Salesforce gives you access to a world of opportunity. By training now, staying engaged with the community, and committing to continuous learning, you’ll set yourself apart in the job market and be well-equipped to thrive in the digital economy.
Ready to get started?
Explore our Salesforce CRM training courses and join a community of learners and professionals dedicated to growth, innovation, and success.
-
Growing Job Opportunities
The demand for Salesforce professionals has surged across industries like tech, healthcare, finance, retail, and more. Recent data shows a sharp increase in Salesforce-related job listings, making it clear that companies everywhere are investing in CRM talent.Attractive Salaries & Career Growth
Salesforce roles especially for Administrators, Consultants, and Developers often come with competitive salaries and room for advancement. With the right certifications, it’s possible to move into higher-paying and more specialized roles fairly quickly.A Global Skillset
Salesforce skills aren’t just valuable in your local job market they’re in demand worldwide. This gives you the flexibility to explore international roles or remote opportunities with global companies.
What the Future Holds: More Salesforce, More Innovation
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AI & Automation Are Here to Stay
Salesforce continues to push boundaries with tools like Einstein AI, offering predictive analytics and smart automation. This means that professionals with Salesforce knowledge will be at the center of future business innovations.Personalized Customer Experiences
Expect even more focus on customer experience through personalized, multi-channel interactions. Tools like Salesforce Customer 360 will continue to grow, giving businesses a complete view of their customers and creating demand for those who can manage and optimize this data.Cloud-Based Dominance
As more companies move to the cloud, Salesforce’s flexible, scalable platform is becoming a go-to solution. This trend is expanding the Salesforce job market—especially among small and medium-sized businesses.
Why Continuous Learning Is the Secret to Salesforce Success
-
Stay Relevant with Ongoing Training
Salesforce evolves constantly. Staying current through training and certifications is key to staying competitive. Trailhead, Salesforce’s official learning hub, offers free, self-paced content to help you stay on track.Engage with the Community
Salesforce has one of the most active and supportive communities in tech. Whether it’s through online forums, local user groups, or global events like Dreamforce, connecting with others helps you grow, stay informed, and feel supported.Be Proactive
The most successful Salesforce professionals are those who stay curious. Learning about new features, tools, and best practices not only builds confidence but also positions you as a valuable asset to any team.
Now Is the Time to Invest in Salesforce Training
-
Future-Proof Your Career
Starting your Salesforce learning journey now can give you a significant head start. As demand continues to grow, those who begin early are better positioned for long-term career success.Training That Works for You
Salesforce learning is accessible and affordable. Trailhead offers free courses for all levels, and there are countless workshops, webinars, and certification programs to choose from many supported by the vibrant Salesforce community.Support at Every Step
You’re never alone in this journey. The Salesforce ecosystem is known for being welcoming and inclusive, making it easy to find mentors, learning buddies, and job leads through networking and community support.
Salesforce skills are more than just a trend they’re a long-term investment in a future-ready career. Whether you’re starting out or looking to transition into tech, learning Salesforce gives you access to a world of opportunity. By training now, staying engaged with the community, and committing to continuous learning, you’ll set yourself apart in the job market and be well-equipped to thrive in the digital economy.
Ready to get started?
Explore our Salesforce CRM training courses and join a community of learners and professionals dedicated to growth, innovation, and success.

5 Common Mistakes New Salesforce Professionals Make And How to Avoid Them
Starting your Salesforce journey?
You’re not alone—and you’re definitely not the first to feel overwhelmed by the options and information out there. Salesforce is a powerful platform with endless career possibilities, but to succeed, it’s important to steer clear of some common missteps. Here are five mistakes many newcomers make, and how to avoid them:
#1 Diving in Without a Clear Goal
The Mistake: Jumping into Salesforce without knowing exactly what you want to do. There are so many career paths—Administrator, Consultant, Analyst, Developer, and more—that it’s easy to get pulled in too many directions.
What to Do Instead:
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Explore the Options: Research different Salesforce roles to find one that matches your interests and strengths.
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Pick a Path: Once you’ve identified the right role, map out your goals and stick to them.
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Plan Ahead: Build a learning roadmap with specific milestones to keep your growth focused and intentional.
#2 Skipping the Fundamentals
The Mistake:
Trying to learn advanced features before you truly understand the basics. This leads to frustration and gaps in knowledge.
What to Do Instead:
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Start with Trailhead: Use Salesforce’s free learning platform to master beginner topics first.
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Follow a Structured Path: Take one step at a time with learning modules that gradually increase in difficulty.
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Practice Often: Set up a free Developer Edition account and experiment with what you’re learning.

#3 Overlooking Certifications
The Mistake:
Thinking certifications aren’t necessary early on. But in reality, they’re often what gets you noticed by recruiters and hiring managers.
What to Do Instead:
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Make Them a Priority: Start with the Salesforce Certified Administrator—it’s ideal for beginners.
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Study Smart: Use a mix of practice exams, study guides, and courses. Study groups help too!
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Stay Current: Salesforce evolves constantly, so be sure to keep your certifications up to date.
#4 Not Engaging with the Community
The Mistake:
Trying to do everything on your own. One of the best parts of the Salesforce ecosystem is the vibrant, welcoming community—but many beginners overlook this.
What to Do Instead:
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Join Online Communities: Get active in the Trailblazer Community, LinkedIn groups, or even Reddit threads.
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Attend Local or Virtual Events: Go to meetups, workshops, or big events like Dreamforce to connect with others.
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Find a Mentor: Seek out someone experienced who can guide you and answer your questions along the way.
#5 Lacking Real-world Experience
The Mistake:
Relying only on theoretical knowledge. You need hands-on experience to truly understand how Salesforce works in real business environments.
What to Do Instead:
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Volunteer: Many nonprofits use Salesforce and would love your help—you’ll learn a lot while doing good.
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Take on Internships or Freelance Work: Even short gigs can give you meaningful experience.
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Build Sample Projects: Create and document your own Salesforce solutions to showcase your skills.
A career in Salesforce can be incredibly rewarding—but success doesn’t happen by accident. With the right strategy, some hands-on learning, and a supportive community around you, you’ll be well on your way to becoming a confident Salesforce professional. Avoid these common mistakes and stay curious, consistent, and committed to growth. You’ve got this!