Salesforce Rescue
& Cleanup
You already have Salesforce. Let’s make it work.
- Untangle old Flows and broken processes
- Clean up duplicate data, fields and permissions
- Give your team reports they can trust
INDEPENDENT SALESFORCE CONSULTING
Salesforce expertise.Oregon roots.
Practical Salesforce solutions for companies that build, move, service and make things.
Portland • Bend • Serving clients nationwide
REAL BUSINESSES · USEFUL TECHNOLOGY · OREGON ROOTSDiscover what’s possible ↓
SALESFORCE BELONGS IN THE SHOP, TOO.
Built around the work you do.
Auto dealerships, construction, field service and industrial businesses are our specialty.
01 / FEATURED SPECIALTY
Auto dealerships
Connect lead response, showroom appointments and sales-to-service follow-up around every customer.
From first inquiry to the next visit. ↗02 / YOUR INDUSTRYConstruction
Keep general-contractor relationships, estimates and opportunities connected before the work reaches the jobsite.
From bid to handoff. ↗03 / YOUR INDUSTRYField service
Give dispatch, service teams and the office a shared customer history and a clear next step.
Less chasing. Better handoffs. ↗04 / YOUR INDUSTRYEquipment & rental
Connect sales, rental inquiries, service history and parts follow-up around the same account.
Know the customer. Know the equipment. ↗05 / YOUR INDUSTRYIndustrial businesses
Support manufacturers, utilities, logistics, waste and recycling, and industrial service teams.
A clearer view of complex work. ↗06 / YOUR INDUSTRYTraffic control
Connect contractors, municipalities, estimates, jobs and follow-up—with an understanding of your world.
Keep relationships moving. ↗Work in technology, healthcare, professional services, SaaS or a nonprofit? You’re welcome here, too. The specialty informs our perspective; your business determines the solution.
THREE WAYS TO GET THE RIGHT HELP
Make Salesforce earn its place.
Fix what’s frustrating. Get reliable support. Build what’s missing.
Salesforce Rescue
Fractional Salesforce Administrator
An experienced administrator. Without another full-time hire.
- One person keeping the backlog moving
- Support for users, reporting and everyday changes
- A monthly plan built around your priorities
Need 10–20 hours a month? Let’s scope the support that fits.
Explore ongoing support ↗Implementation
& Process Design
Get beyond disconnected spreadsheets and systems.
- Map the operation before choosing the tools
- Connect customer, estimate and job information
- Plan integrations, training and a tested rollout
SEE THE WORK BEHIND THE SERVICES
Useful technology.
In motion.
Explore four capabilities behind a better everyday Salesforce experience.
ADMINISTRATION
A clear org.
A confident team.
Keep Salesforce useful, secure, and aligned with the people who use it. Thoughtful configuration makes everyday work feel easier.
See how we help ↗N²Office + fieldIllustrative example
OverviewAccountsOpportunitiesReports
A CLEARER VIEW
Everything in its place.
◎Connected teamAccess that fits
↗Clear prioritiesUseful reporting
Estimates & opportunitiesExample dashboard
✓
Aligned with your teamPages. Permissions. Reports.
FLOW & AUTOMATION
Less repetition.
More momentum.
Connect the steps behind your business. Turn repetitive tasks into reliable Flows that move work to the right people.
See how we help ↗N²Estimate follow-upIllustrative example
◉
Estimate updatedStart the Flow
01◇
Ready to move forward?Validate stage & required fields
02↗
Assign follow-upRoute the next step
✉
Notify teamKeep people in sync
✓
The next step is ready.One update. A connected process.
DATA & INTEGRATIONS
Bring it together.
Make it meaningful.
Cleaner data and better connections give your team a shared foundation. Map, validate, and connect the information that matters.
See how we help ↗N²Data connectionIllustrative example
SOURCE SYSTEM
Company →
Email →
Owner →
SALESFORCE
Account.Name ✓
Contact.Email ✓
Account.OwnerId ✓
VALIDATION / EXAMPLE
// Map. Validate. Connect. SELECT Id, Name FROM Account WHERE Name != null; ✓ Fields mapped. Ready to connect.
✓
A shared view of your businessClean. Consistent. Connected.
PROJECT LEADERSHIP
Good ideas deserve
a clear way forward.
Keep priorities, people, and delivery moving together. From discovery through go-live, make the next step clear.
See how we help ↗N²Delivery workspaceIllustrative example
Understand
Office + field handoffsListen & discover
Estimate follow-upBuild & validate↗
Build
Data validationTest the details
Deliver
Team handoverDocument & support
From idea to release
Understand → Build → Deliver
✓
Ready for your team.Tested. Documented. Handed over.
YOUR WORLD + SALESFORCE
From the office.To the field.Connected.
Crews, customers, equipment and jobs.
Connected through useful data, automation and reporting.
Lead→Estimate→Customer & job→Service & equipment→Follow-up & reporting
01 / ADMINISTRATION
A clear org.
A confident team.
Nobody internally owns Salesforce? Give your team a dependable point of contact for everyday questions, better reports and changes that keep work moving.
- Objects, fields & Lightning pages
- Roles, access & permission sets
- Reports, dashboards & ongoing support
N²Office + fieldIllustrative example
OverviewAccountsOpportunitiesReports
A CLEARER VIEW
Everything in its place.
◎Connected teamAccess that fits
↗Clear prioritiesUseful reporting
Estimates & opportunitiesExample dashboard
✓
Aligned with your teamPages. Permissions. Reports.
02 / FLOW & AUTOMATION
Less repetition.
More momentum.
An estimate shouldn’t disappear in someone’s inbox. Route follow-up, flag missing information and let the right person know what happens next.
- Record-triggered & screen Flows
- Approvals, routing & notifications
- Testing, documentation & handover
N²Estimate follow-upIllustrative example
◉
Estimate updatedStart the Flow
01◇
Ready to move forward?Validate stage & required fields
02↗
Assign follow-upRoute the next step
✉
Notify teamKeep people in sync
✓
The next step is ready.One update. A connected process.
03 / DATA & INTEGRATIONS
Bring it together.
Make it meaningful.
Customer details in Outlook. Estimates in one tool. Financials in QuickBooks. Map what needs to connect, protect the source of truth and reduce repeat entry.
- Data cleanup & migration planning
- Field mapping & validation
- Integrations & connected workflows
N²Data connectionIllustrative example
SOURCE SYSTEM
Company →
Email →
Owner →
SALESFORCE
Account.Name ✓
Contact.Email ✓
Account.OwnerId ✓
VALIDATION / EXAMPLE
// Map. Validate. Connect. SELECT Id, Name FROM Account WHERE Name != null; ✓ Fields mapped. Ready to connect.
✓
A shared view of your businessClean. Consistent. Connected.
04 / PROJECT LEADERSHIP
Good ideas deserve
a clear way forward.
Start with the owner, estimator, dispatcher and people using the system. Agree on the process, test it with real scenarios and deliver changes your team can use.
- Discovery & requirements
- Planning, coordination & testing
- Release readiness & team handover
N²Delivery workspaceIllustrative example
Understand
Office + field handoffsListen & discover
Estimate follow-upBuild & validate↗
Build
Data validationTest the details
Deliver
Team handoverDocument & support
From idea to release
Understand → Build → Deliver
✓
Ready for your team.Tested. Documented. Handed over.
A PRACTICAL WAY TO MOVE FORWARD
Start with your business.
Build what fits.
Understand the operation first. Salesforce may be the right tool—or it may not. You deserve a straight answer.
Understand first.
Listen to your team. Map what’s working, what’s in the way, and what success needs to look like.
Build thoughtfully.
Make practical improvements with the whole org in mind. Test the details and keep people involved.
Keep it useful.
Document the work, support the handover, and give your team a foundation to build on.
PORTLAND • BEND • CENTRAL OREGON
Oregon roots.
Room to work everywhere.
Portland Metro and the Willamette Valley.
Bend, Redmond, Sisters and Central Oregon.
Working with clients nationwide.
OREGON / NM2P
TWO OREGON PERSPECTIVES. ONE PRACTICAL APPROACH.
Portland.
Bend.
And wherever you work.
From Portland’s industrial neighborhoods to Central Oregon’s growing businesses, NM2P brings enterprise Salesforce experience to the people keeping things moving.
Portland
Portland Metro / Willamette Valley
Sherwood • Canby • Milwaukie • Salem
Also serving Southwest Washington
Bend
Serving Bend, Redmond, Sisters
and Central Oregon
Photo: Nate Wyeth / Beastes35 · Source · CC BY-SA 4.0. Resized and compressed; adaptation under the same license.
OUR EMPLOYEES
Practical experience. People who understand your work.
Our employees bring experience in enterprise technology, Salesforce environments and traffic-control operations. That perspective shapes how we approach the work: understand the business, listen to the people doing it, and make the technology useful.
Our employees work with business owners, executives, Salesforce teams, estimators, dispatchers and crews. You know your operation. We know Salesforce. Let’s build something that works for both.
Government experience. Trusted people.
Every member of the NM2P team holds Public Trust status. Our team brings extensive experience supporting government contracts, including work with the Department of Defense (DoD), Federal Deposit Insurance Corporation (FDIC), Executive Office of the President (EOP), Food and Drug Administration (FDA), and United States Postal Service (USPS).
EXPERIENCE BEHIND THE WORK
Enterprise Salesforce administration • Project delivery • Flow automation • Data migration • Integrations • Security • Reporting • Releases
Salesforce Administrator • Advanced Administrator • Platform App Builder • Certified ScrumMaster
A CLEAR PLACE TO START
Salesforce Health Check
You don’t need a project plan to ask for help. Start with a practical review of what you have—and what deserves attention first.
Ask our team about a Health Check ↗We’ll agree on scope, access and cost before the review begins.What you get
- A review of org setup, automation and technical debt
- A look at data quality, reporting and user experience
- A security and access configuration review
- Prioritized recommendations: fix now, plan next, leave alone
- A walkthrough of findings and practical next steps
A consulting review of your Salesforce setup, not a compliance certification or penetration test.
LET’S MAKE THE NEXT STEP CLEAR
A few questions?
Start here.
Do you only work with construction and field businesses?
No. They’re our specialty. NM2P also welcomes technology, professional services, healthcare, nonprofits and other organizations that need practical Salesforce help.
Can we start with 10–20 hours a month?
Yes—let’s discuss your workload, priorities and response needs, then agree on a monthly scope. Fractional support gives you experienced help without a full-time hire.
Will Salesforce replace all our existing tools?
Not necessarily. We first understand your operation and current systems. The right answer may be a simpler process, an integration, a focused Salesforce improvement or a different tool.
Are you local to Portland and Bend?
NM2P has Oregon roots and serves Portland Metro, the Willamette Valley, Bend, Redmond, Sisters and Central Oregon, as well as clients nationwide. Contact our team to discuss how we can work together.
NO CORPORATE THEATER. JUST A USEFUL CONVERSATION.
You know your business.We know Salesforce.Let’s talk.
Tell us what’s getting in the way. We’ll figure out a sensible next step together.
Email our team ↗