🔗 Salesforce Data Migration & Integration

Whether you're moving from spreadsheets, another CRM, or complex legacy systems — we ensure a seamless transition into Salesforce. Our data experts handle everything from mapping and validation to testing and go-live support. Once you’re set up, we go further — connecting Salesforce with tools your team already uses (Customer.io, Kipu, Authorize.Net, and more) to build a unified, automated ecosystem.

🛠️ What We Offer

We provide end-to-end Salesforce data migration and integration services — from securely transferring your legacy data to seamlessly connecting Salesforce with your existing tools. Our team ensures data integrity, builds real-time syncs, and customizes integrations that support your business goals without disrupting daily operations.

01
🔄 Secure Data Migration

  • Full migration of Leads, Accounts, Contacts, Opportunities, Activities, and custom records

  • Deduplication, data cleaning, and validation checks

  • Metadata and relationship preservation (lookups, ownership, timestamps)

02
🔌 Third-Party Integrations

  • API-based sync with apps like Customer.io, Authorize.Net, HubSpot, QuickBooks, and others

  • Two-way data flow design with automated triggers and error handling

  • Use of native tools (Salesforce Connect, External Services) or middleware (Zapier, MuleSoft)

03
🧠 Smart Mapping & Transformation

  • Auto-detect field types, data structure, and business logic mapping

  • Transformations to align data formats, picklists, time zones, and workflows

  • Assistance with external IDs and historical tracking

04
📦 Ongoing Sync & Monitoring

  • Schedule-based or real-time syncs

  • Monitoring logs and fallback mechanisms

  • Error alerts, retry automation, and health dashboards

⚙️ Our Migration & Integration Process

1

🧭 Discovery & Planning

We audit your current systems, define integration/migration goals, and select tools/methods best suited to your architecture.

2

📐 Data Modeling & Mapping

We create data schemas, map relationships, and align structures with Salesforce standards.

3

🧪 Testing & QA

Data is sandboxed, verified, and tested under load to ensure quality and integrity.

4

🚀 Deployment & Support

We go live with minimal downtime, handle validation, and support you post-deployment.

5

🛡️ Validation & Compliance

We ensure your data migration and integrations adhere to industry regulations (HIPAA, GDPR, etc.) and follow Salesforce best practices for security and access control.

6

🔄 Training & Handover

Post-launch, we walk your team through the new system with clear documentation, training sessions, and ongoing Q&A support to ensure confident adoption and minimal friction.

🔒 Why Choose Coders Region?

Certified Experts
Proven Track Record
Client-Centric Approach
Transparent Process

🧰 Our Work Samples

  • 🔄 Salesforce & Kipu: Seamless 2-Way Patient Data Synchronization 🧑‍⚕️

    Real-time 🔁 integration keeps patient records, allergies, and treatment plans in sync 💾—streamlining behavioral health workflows ⚙️ and eliminating silos 🔗.

  • 🔁 Salesforce & Customer.io Integration

    A real-time integration that syncs Salesforce data with Customer.io to power personalized campaigns, dynamic segmentation, and a unified customer journey across platforms.

  • 💰 Project Financial Overview Component

    A dynamic, custom-built Salesforce UI component that displays a detailed breakdown of services and deliverables across multiple months. This solution pulls in data from various related objects, performs real-time backend calculations, and rolls up the total cost for each line item and the overall project—providing clients and internal teams with instant financial clarity and improved forecasting.

  • 📍 Proximity-Based Center Locator in Salesforce

    A custom-built Salesforce Lightning component that fetches data across multiple objects to calculate real-time distances between a client’s location and nearby centers. The solution visualizes results on an interactive Google Map, shows current center capacity, and dynamically recommends the best available options — enhancing decision-making for healthcare and counseling workflows.

  • 🕒 Custom Timesheet & Task Tracking in Salesforce

    A robust, fully customized Lightning component designed for time tracking across projects and milestones. This tool enables users to log billable and non-billable hours, associate time entries with actions and milestones, and view progress over a weekly calendar. Data is stored and synced across multiple Salesforce objects to support audit trails, reporting, and time-based KPIs — streamlining resource management and project accountability.

  • 📚 Salesforce Custom Knowledge Base

    A user-friendly, searchable Salesforce Knowledge Base built using native Lightning components. It enables efficient article tagging, favoriting, emoji-based feedback, and intuitive content management. Optimized for both internal teams and client self-service portals, improving knowledge accessibility and support resolution time.

  • 🧾 Court Case Management Component (Salesforce)

    A fully customized Salesforce Lightning component designed to streamline court case management. It tracks compliance documents, discovery materials, and video evidence statuses with dynamic toggles and data inputs. Built for precision, transparency, and legal team productivity.