🧑💼 Salesforce Administration & Support
Your Salesforce org is only as effective as its upkeep. We provide proactive administration, expert troubleshooting, and ongoing optimization to ensure your platform runs smoothly, securely, and evolves with your business needs.
🔧 Key Services
We act as your extended Salesforce admin team — managing users, permissions, data, automations, reports, and third-party tools. From day-to-day support to strategic enhancements, we keep your Salesforce ecosystem performing at its best.
🧑💻 User Management & Security
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Profile/role setup, permission sets, login access, and IP restrictions
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Health checks and org-wide defaults for compliance and security
🔁 Automation & Optimization
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Build and refine Flows, Process Builders, and validation rules
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Monitor performance and remove technical debt over time
📊 Reporting & Dashboards
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Design dynamic dashboards and custom reports
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Schedule insights to key stakeholders automatically
🧰 Third-Party Tool Support
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Support for integrated apps like Customer.io, KIPU, Authorize.Net
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Sync monitoring, troubleshooting, and API key management
🔍 Audits & Best Practice Reviews
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Review field usage, inactive workflows, login history
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Documented suggestions to clean and improve platform efficiency
⚙️ Our Support Process
1
📞 Initial Consultation
We evaluate your current Salesforce usage and identify pain points.
2
📋 Setup & Access
We set up admin access with secure protocols and review user roles.
3
🧹 Cleanup & Streamlining
We declutter layouts, update fields, and remove redundant processes.
4
🔄 Monitoring & Maintenance
We provide scheduled support or ad-hoc help as needed.
5
📈 Review & Roadmapping
Regular reviews to identify opportunities, bottlenecks, and plan improvements.
🔒 Why Choose Coders Region?
🧰 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.