About
Three and a half years at Salesforce. I still run service calls.
Nocona Consulting is run by a Salesforce consultant who spent three and a half years at Salesforce itself, delivering for federal government agencies and Fortune 500 companies — and who still works HVAC in the field part-time. Those two things rarely sit in the same person, and the combination is the whole proposition.
The enterprise half is what makes the architecture hold up. Federal and Fortune 500 work teaches you to design for the org you will have in three years, not the one on the whiteboard today — governance, release process, permissions that survive an audit, and decisions written down so the next person can read why. Most home services shops are not that big. They still inherit the same failure modes, just later and more expensively.
The field half is what keeps it honest. When a dispatcher tells me the current process is "fine," I know which part of it they are quietly working around. When a flow requires a technician to scroll through four screens before they can close a call, I know it will get skipped and the data will be garbage by Friday. Most Salesforce consultants learn a service business through a discovery questionnaire. I learned it in attics and crawlspaces, on call, with a customer standing behind me asking how much.
It also makes me blunt about scope. Salesforce is a serious platform with a serious price tag, and for some shops the honest answer is that a well-run Jobber or ServiceTitan instance is the right tool for another two years. I would rather tell you that on the first call than discover it together in month five.
How engagements run
Discovery first, always — interviews across office, dispatch, and field, turned into a written architecture doc with the decisions, the tradeoffs, the risks, and the open questions laid out plainly. You get the reasoning, not just the build.
Everything I configure lives in an SFDX project under git. Every change is a commit you can read and roll back. Clicking around production with no source of truth is how orgs quietly rot, and I will not do it, even when it is faster.
Writing
The Field Notes section is the build log — architecture decisions, metadata excerpts, and the things that went sideways, published as engagements happen. If you want to know how I think before you hire me, that is the fastest way to find out.
Background
Salesforce
Three and a half years at Salesforce as a consultant, delivering for federal government agencies and Fortune 500 companies. Large orgs, real governance, procurement cycles, and the kind of scrutiny where an architecture decision has to survive being read by people who did not make it.
The field
HVAC field technician work across Trane, Carrier, Daikin, and MRCOOL equipment — advanced diagnostics, refrigerant charging, control circuit troubleshooting, component-level repair. Fluke meters and Fieldpiece Job Link, not a clipboard. Still part-time, still current.
The software
Built and shipped SaaS for the trades, including a multi-pricebook pricing tool with a two-way Jobber sync. Which is another way of saying: I have had to model how a service business prices, schedules, and invoices work — in code, with real data.
Now
Salesforce architecture and Field Service implementation for home services companies, operating as Nocona Consulting out of the Dallas–Fort Worth area.
FAQ
Who runs Nocona Consulting?
- Nocona Consulting is a Salesforce architecture practice based in the Dallas–Fort Worth area of Texas, co-owned by two partners. The Salesforce work is delivered by a consultant who spent three and a half years at Salesforce as a consultant, delivering for federal government agencies and Fortune 500 companies, and who also works part-time as an HVAC field technician across Trane, Carrier, Daikin, and MRCOOL equipment. The other co-owner runs a garage door company, Doorvana, which is the practice's current engagement — a tie disclosed on the work page because it means that engagement is not arm's-length.
Why does a field service background matter for a Salesforce implementation?
- Field service software fails at the point of use, not in the design review. A flow that takes a technician eleven taps on a phone in a crawlspace gets skipped, and the data it was meant to capture is garbage within a week. The consultant delivering Nocona Consulting engagements still works HVAC service calls part-time, so the field is treated as the acceptance test rather than the last phase of the rollout — while the enterprise Salesforce background is what keeps the underlying architecture sound.
How does Nocona Consulting manage Salesforce changes?
- Every configuration change lives in an SFDX project under git, so each change is a commit that can be read, reviewed, and rolled back. Clicking directly in production with no source of truth is the main way Salesforce orgs decay, and this practice does not do it even when it would be faster.
Talk it through
Worth a 30-minute call?
Bring the messiest part of your operation. I will tell you whether Salesforce fixes it.