← All case studies
Peritiae Solutions

Odd jobs in Salesforce, handled without a project overhead

Peritiae wanted an independent admin who could pick up small Salesforce jobs on demand: validation rules, dashboards, automations, no agency layer in between.

Practice
Salesforce administration
Period
Jun 2025 to Oct 2025
Client rating
5.0 out of 5
1

Small jobs, done properly

The brief was refreshingly plain: an independent Salesforce admin to help with odd jobs across their accounts.

  • Set up validation rules
  • Create dashboards
  • Create automations
2

Why it worked

Work of this shape usually stalls because each request is too small to justify a project. Running it as a standing arrangement meant a request could be picked up, fixed and closed in the same week.

The client's own summary was that persistent issues got identified and fixed quickly, and they endorsed the engagement as solution oriented.

3

Outcome

Four months of discrete requests, rated 5.0, with the relationship left open for the next batch.

Key results
4 months
of discrete, closed-out admin jobs
Same week
turnaround on individual requests
5.0
client rating
★★★★★
“UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.”
Mikhail Myzgin, Peritiae Solutions

Have a similar problem?

Book a free 30 minute audit. We map what is broken, what it costs you and what the fix takes.

More case studies

Certified on the platforms we sell

Eleven Salesforce certifications covering architecture, development, administration, marketing cloud and Agentforce, plus partner status on both sides of the platform.

Verify on AppExchange
Salesforce Certified Application Architect
Salesforce Certified Platform Developer II
Salesforce Certified Platform Developer
Salesforce Certified Platform Administrator
Salesforce Certified Platform App Builder
Sharing and Visibility Architect
Salesforce Certified Data Architect
Salesforce Certified Agentforce Specialist
Marketing Cloud Email Specialist
Salesforce Certified AI Associate
Salesforce Certified Platform Foundations
Salesforce Certified Application Architect
Salesforce Certified Platform Developer II
Salesforce Certified Platform Developer
Salesforce Certified Platform Administrator
Salesforce Certified Platform App Builder
Sharing and Visibility Architect
Salesforce Certified Data Architect
Salesforce Certified Agentforce Specialist
Marketing Cloud Email Specialist
Salesforce Certified AI Associate
Salesforce Certified Platform Foundations

What clients say about the work

Every review below is public on Upwork. Hover a row to stop it and read.

★★★★★

We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.

Emma F. · Co-founder, Dietitian Live
★★★★★

Working with Umer Balaj has been a game changer for our business. We needed a full customization of our Salesforce system.

Bryce R. · Head of Revenue Operations
★★★★★

I have had the pleasure of working with Balaj for over a year, and he has consistently exceeded expectations. If you are looking for a top-tier Salesforce developer, look here.

Mike P. · CEO
★★★★★

Quick to respond, and ready to help out with any request, Umer is a delight to work with. Currently helping us with multiple integrations.

Jody F. · Salesforce & Deployment Systems Manager
★★★★★

He has been very responsive and helpful with great communication and problem solving skills.

Amber H. · Director of Integrations
★★★★★

He has been nothing but helpful and patient with us and our needs. Very flexible and able to get additional team members to help if needed. Would recommend.

Mollie F. · Director of HR
★★★★★

UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.

Mikhail Myzgin · Peritiae Solutions
★★★★★

We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.

Emma F. · Co-founder, Dietitian Live
★★★★★

Working with Umer Balaj has been a game changer for our business. We needed a full customization of our Salesforce system.

Bryce R. · Head of Revenue Operations
★★★★★

I have had the pleasure of working with Balaj for over a year, and he has consistently exceeded expectations. If you are looking for a top-tier Salesforce developer, look here.

Mike P. · CEO
★★★★★

Quick to respond, and ready to help out with any request, Umer is a delight to work with. Currently helping us with multiple integrations.

Jody F. · Salesforce & Deployment Systems Manager
★★★★★

He has been very responsive and helpful with great communication and problem solving skills.

Amber H. · Director of Integrations
★★★★★

He has been nothing but helpful and patient with us and our needs. Very flexible and able to get additional team members to help if needed. Would recommend.

Mollie F. · Director of HR
★★★★★

UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.

Mikhail Myzgin · Peritiae Solutions
★★★★★

Helped me solve a problem I had been battling with for days. Balaj is very knowledgeable in Salesforce and is highly recommended.

Diane Chepaka · Rush Technology
★★★★★

Umer is unmatched, his work is amazing and I am excited for the next project with them.

Bryce Reich · BCM
★★★★★

Great communication and execution. Highly recommended.

Shama Rathi · Salesforce project
★★★★★

Balaj has been incredible to work with. His communication is good, he understood the complexities of our SFDC org along with the API bridges to other platforms. One of the best SFDC devs I have worked with.

Mike Potts · Felix and Fingers
★★★★★

Great developer. Very knowledgeable with Salesforce.

Maura Bevilacqua · Revitpay
★★★★★

UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch and communication was also great. Would highly recommend.

Cormac White · Salesforce project
★★★★★

Helped me solve a problem I had been battling with for days. Balaj is very knowledgeable in Salesforce and is highly recommended.

Diane Chepaka · Rush Technology
★★★★★

Umer is unmatched, his work is amazing and I am excited for the next project with them.

Bryce Reich · BCM
★★★★★

Great communication and execution. Highly recommended.

Shama Rathi · Salesforce project
★★★★★

Balaj has been incredible to work with. His communication is good, he understood the complexities of our SFDC org along with the API bridges to other platforms. One of the best SFDC devs I have worked with.

Mike Potts · Felix and Fingers
★★★★★

Great developer. Very knowledgeable with Salesforce.

Maura Bevilacqua · Revitpay
★★★★★

UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch and communication was also great. Would highly recommend.

Cormac White · Salesforce project

We ship our own apps, not just client work

Being an ISV Partner as well as a consulting one changes how we build for you. Both products are listed on AppExchange and 100% native: no external processor, no data leaving your org.

Flagship app 100% native

Dochly

Document generation and e-signature inside Salesforce. Template-driven output, routing and signing with no third-party portal in the chain.

Add-on Storage

Dochly Storage

Offload Salesforce file storage without breaking record context. Documents stay linked, searchable and governed while the bill drops.

AppExchange Listed

Our AppExchange listing

Consulting Partner and ISV Partner on the same listing, with public reviews you can read before you talk to us.

Salesforce Consulting Partner and ISV Partner Upwork Top Rated Plus CRM consulting agency
Read the listing and reviews →