Good systems get out of your way.
At Flow State, we help mission-driven teams simplify the systems that support their work, so they can spend more time doing the work itself.With over a decade of Salesforce experience across nonprofits, education, and large-scale operations, we specialize in designing systems you'll need to use less. We focus on automating the routine, clarifying the messy, and giving people their time back. Our goal is to build systems that empower people to do the work only they can do and not get bogged down in tedious, frustrating workflows.Whether you're outgrowing your first CRM, buried under too many disconnected tools, or implementing Salesforce for the first time, we can help you untangle complexity, align systems with strategy, and bring the focus back to what matters: your mission.If that sounds like what you need, we'd love to hear from you.
What We Do
Explore our offerings below.We work with Sales Cloud, Service Cloud, Field Service Lightning, and Nonprofit Success Pack, plus tools like Zapier, Typeform, FormAssembly, and OwnBackup.All packages are tailored to your needs and budget. Pricing available in USD or EUR.
Contact Us
Org Audit
If your team is working around the system instead of with it, it might be time for a closer look.We’ll review how your org is structured; security, automation, layouts, and more; then flag the areas creating friction or slowing people down.You’ll get a clear, actionable roadmap to help clean things up and get Salesforce working the way it should.
What's Included:
🔍 System Review
A full diagnostic of your Salesforce instance: objects, automations, page layouts, naming conventions, and configuration patterns. What’s working, what’s broken, and what’s just in the way.🛡️ Security & Access Check
We look at profiles, permission sets, sharing rules, and field level security to make sure access is logical, safe, and in line with your intentions.📊 Data & Metadata Health
We review field usage, record types, automation conflicts, and reporting structure. You’ll know where the clutter is and how to streamline.📁 Deliverable Report
You’ll get a plain-language summary of key issues, technical debt, and practical opportunities to improve performance, clarity, and usability—tailored to your org and your team.
Salesforce Implementation
Our Salesforce implementation service is an end-to-end setup tailored to your organization’s unique processes and workflows. Whether you're starting from scratch, migrating from another platform, or transitioning out of spreadsheets, we'll make sure you're set up for success, scale, and user adoption.
🔍 Discovery & Design
We start by digging into your goals, processes, and reporting needs, so we’re building the right system.🛠️ Custom Configuration
Objects, fields, layouts, profiles, and permissions set up to reflect how your team actually works, not just how Salesforce expects you to.🤖 Automation
Flows, validations, and approval processes designed to lighten the load and scale with your team as you grow.🗂️ Data Migration
We'll help move your historical data into Salesforce, mapped and tested so nothing critical is lost in translation.✅ Testing & Training
We make sure everything works as intended before it goes live and that your team knows how to use it.🚀Launch & Post-Launch Support
Every implementation includes Flow State Support—our post-launch retainer to help with rollout, questions, tweaks, and making sure the system lands well with your team.
Flow State Support
🔹Flow State Support: Basic
For teams that need small, tactical help without deep system changes.Clean dashboards. Better layouts. Useful reporting. Quick fixes that make life easier for end users.
What's Included:
Custom report and dashboard building
Page layout adjustments & Lightning App configuration
Minor flow tweaks or troubleshooting
Basic object/configuration support
Available for check-ins, clarifications, and ad hoc support as needed.
Best for:
Teams with a working Salesforce org that just need a little day-to-day admin support
🔸Flow State Support: Advanced
When surface-level tweaks aren’t enough.
This tier is for untangling what’s gotten messy, whether it’s unclear permissions, outdated flows, or a setup that no longer fits how your team works.
What's Included:
Everything in FSS: Basic
Org audit of sharing settings, profiles, and permissions
Flow optimizations & de-duplication
Rework of user roles/access models
Custom object configuration and field redesign
Strategy guidance around scalability
Best for:
Orgs that have outgrown a one-size-fits-all setup and need help realigning Salesforce with how their team actually works, cleaning up automation, fixing permission issues, and untangling what’s no longer serving them.
💠Flow State Support: Embedded Solutions
What's Included:
Support that sees the full picture.
From daily fixes to long-term architecture, this is how you get high-level Salesforce leadership without hiring full-time.
Everything in FSS: Advanced
Full architecture review and redesign
Custom data model design & object relationships
Advanced automation buildout (Flows, Schedulers, etc.)
Complex permission/security model setup
Strategic system planning + hands-on execution
Continuous iteration and roadmap support
Best for: Orgs with complex needs but no in-house architect, who want ongoing, high-context support to guide structure, untangle complexity, and align Salesforce with the company goals.
| Package | Hours/Month | Support Fit |
|---|---|---|
| Light | 20 | Occasional help when you need it |
| Core | 40 | Enough time to address a few priorities and stay ahead of the curve |
| Extended | 60 | Dedicated time for targeted architecture or automation work |
| Partnered | 100 | Ongoing, high-context support |
Case Studies
Desk.Com →Service Cloud Migration
Desk.com’s shutdown forced a fast decision. In January–February 2020, we migrated a client's support operation nearly 10 years of case history to Service Cloud without disrupting customers. We rebuilt Desk workflows with Assignment Rules + Queues, Macros, and a Flow-based autoresponder, stood up a branded Help Center on their domain, enabled Omni-Channel for manager visibility, and delivered dashboards leadership actually used. Agents found Salesforce easier than Desk, and the transition was seamless from the outside. Continuity secured, history preserved, and a modern support stack in place all with a hard vendor sunset looming overhead. View the full PDF
Streamlining Hiring for a Nonprofit Without Adding Overhead
A nonprofit struggling with a flood of low-quality job applicants and no internal visibility used email to manage hiring. I implemented a no-code Salesforce + Typeform solution with a "hiring code" screening mechanism that dramatically improved applicant quality and internal accountability. The system which is still in use today enabled scalable role-based sharing, simplified HR workflows, and allowed leadership to report on hiring data for the first time. View the full PDF
Admissions-first Salesforce for a Global EdTech
A global coding school’s Salesforce treated Opportunities as applications, great for inflating pipeline, terrible for admissions. I rebuilt their data model around a real Application object (child of Contact), gated Opportunities until acceptance, and connected HubSpot → Salesforce via Zapier so web forms created Applications directly. Products handled programs and campuses without workarounds. After a single cutover with a simultaneous Lightning rollout, admissions time dropped by days to weeks (program-dependent), pipeline reflected reality, and leadership finally had campus/program reporting they could trust. The same structure now scales cleanly as new offerings and campuses come online. View the full PDF
No Additional Cost Round-Robin Lead Assignment in Salesforce
Fair leads, zero licenses. Built a Flow-only round robin that evenly distributed inbound leads, respected out-of-office, and removed manual assignment no AppExchange spend or custom Apex. View the full PDF
Automate The Admin, Grow The Program-International Tour Program
Automated a multi-million-dollar international tour-operator program in Salesforce. Approved markets now create per-country Opportunities, pre-load products/quantities, generate contracts, and consume FormAssembly sales reports for live pacing, freeing the team to focus on partners and growth. View the full PDF
The Team
View Certifications/Credentials
Fenik Arroyo
Founder/Principal Consultant
You’ll notice this website says “we” a lot. For now, it’s the royal we, unless you count my dog, Ridley (her mouse and keyboard aren’t connected to anything, for your data’s protection).I’m a Salesforce Data Architect from New York City, recently relocated to the Netherlands to start Flow State Solutions. I focus on supporting mission-driven organizations because that’s how I’ve always lived my life. A mentor once introduced me to the Japanese concept of Ikigai, the intersection of four things:• Your passion (what you love + what you're good at)
• Your mission (what you love + what the world needs)
• Your calling (what the world needs + what you can be paid for)
• Your expertise (what you're good at + what you can be paid for)I got lucky and found myself right at the center of that intersection a decade ago. I love what I do, I’m good at it, and I get to support the work of people making a difference in the world, which makes what I do incredibly rewarding.Before going independent, I spent over a decade building and supporting systems at places like Flatiron School, WeWork, NYRR, and iMentor. I’ve worked across nonprofits, education, and fast-moving teams, so I’ve seen firsthand how good systems can empower great work. Yours should be next.
SCA
SCAA
PAB
Data Architect
Any of my credentials can be verified using my full name 'Fenik Arroyo' and the trailhead verification tool found Here or clicking on any of the credentials above.
Ridley Arroyo
Chief Morale Officer
Ridley is not certified in Salesforce…yet. She does specialize in long naps by the desk, and enforcing a work/Ridley balance.
