01
Salesforce Administration
Improve the platform without making the org harder to maintain.
- Flows, automation & configuration
- Service Cloud & case management
- Permissions, data quality & org health
Salesforce Administration • Business Analysis • Automation
Salesforce consulting that turns business friction into systems that work.
MZF Consultants helps organizations improve Salesforce through hands-on administration, business analysis, Service Cloud, Flow automation, requirements, testing, release support, and practical process improvement.
5+ yearsSalesforce experience
Admin + BABusiness and platform focus
End-to-endRequirements through release
MZF delivery framework
Active
From messy request to clean delivery.
01
Discover the real problem
Stakeholders • process • data
→Stakeholders • process • data
02
Define the right solution
Requirements • scope • success
→Requirements • scope • success
03
Deliver with control
Build • UAT • release • adoption
✓Build • UAT • release • adoption
Consulting focus
Business-first. Platform-smart. Delivery-minded.
SalesforceService CloudCPQAgileUATIntegrationsRelease Management
What we do
Practical consulting across business and technology.
For teams that need stronger processes, better Salesforce execution, or a partner who can translate between stakeholders and technical teams.
02
Business Analysis
Turn ambiguous requests into clear, testable requirements and workable solutions.
- Stakeholder discovery workshops
- User stories & acceptance criteria
- Process mapping & gap analysis
03
Revenue & Service Operations
Make workflows easier to follow across sales, service, finance, and operations.
- Pipeline & case process design
- Reporting & KPI visibility
- Cross-functional workflow cleanup
04
Integrations & Delivery
Coordinate requirements across connected systems and support delivery through rollout.
- Integration requirements
- API & system coordination
- UAT, release & change management
Who we help
Built for teams that have outgrown their Salesforce setup.
You don't need a big implementation partner to fix a messy org. These are the situations we're most often a fit for.
Growing teams
No dedicated admin
Salesforce is business-critical, but requests pile up and nobody owns the roadmap. We provide steady, hands-on administration and a prioritized backlog.
Service teams
Case handling has gotten clunky
Queues, routing, escalations, and reporting have drifted from how the team really works. We clean up the process, then the configuration.
Project teams
Requirements keep changing
Stakeholders and builders aren't speaking the same language. We bring structured discovery, clear user stories, and testable acceptance criteria.
How we work
Less noise. Better decisions. Cleaner delivery.
Every engagement starts with the business problem—not a tool looking for a reason to exist.
01 / DISCOVER
Understand the problem
Map the people, process, pain points, data, constraints, and desired outcome.
02 / DEFINE
Create clarity
Turn ambiguity into prioritized requirements, scope, acceptance criteria, and success measures.
03 / DELIVER
Build with discipline
Configure, coordinate, test, document, and release with controlled change management.
04 / IMPROVE
Keep making it better
Measure adoption, collect feedback, and iterate without creating unnecessary complexity.
What you get
Tangible deliverables, not just advice.
Every engagement ends with something your team can use, maintain, and hand to the next person.
- Current-state process maps
- Prioritized requirements backlog
- User stories with acceptance criteria
- Flow and automation builds, documented
- Org health and permissions review
- UAT plans and test scripts
- Release notes and change plans
- Admin handoff documentation
MZF Consultants
“A bridge between stakeholders and technology.”
About MZF Consultants
Business-first thinking with hands-on platform experience.
MZF Consultants works at the intersection of business operations and technology, helping organizations get more value from Salesforce and the systems around it.
The focus is straightforward: understand what the business actually needs, design something maintainable, and help teams move from idea to adoption with fewer surprises.
Stakeholder ManagementAgile DeliverySalesforce AdminCPQService CloudRelease Management
Business + technicalTranslation across teams
Practical deliveryFrom discovery through adoption
Maintainable solutionsDesigned for what happens after launch
FAQ
Common questions.
Don't see yours? Ask us directly →
What does a Salesforce consultant actually do?
A Salesforce consultant helps you decide what to change in Salesforce and how to change it safely. That can include discovery and requirements, building Flows and configuration, cleaning up permissions and data, running testing, and managing releases.
Do you work with companies outside Austin?
Yes. MZF Consultants is based in Austin, Texas, and works remotely with teams across the United States. On-site work in the Austin area can be discussed depending on scope.
Can you help if we already have a Salesforce admin or partner?
Often, yes. Many engagements supplement an existing team with business analysis, a second set of eyes on design, or extra capacity for a defined project.
How do engagements work?
Most start with a short conversation about the problem and goals, followed by a scoped plan. Work can be project-based or an ongoing, part-time administration arrangement.
Which Salesforce products do you cover?
Core Salesforce administration, Service Cloud, Flow automation, and CPQ-related requirements, along with the integrations and processes around them.
What should I send before our first call?
A short description of what's stuck, who is affected, and what a good outcome looks like. Screenshots, reports, or a rough process sketch help but aren't required.
Have a Salesforce or process problem?
Bring the messy version. We’ll help make it workable.
Contact
Tell us what you’re trying to improve.
Share the challenge, where things are getting stuck, and what a successful outcome would look like.