Salesforce services
Salesforce implementation, integration & development services
From a first Sales Cloud rollout to complex multi-system integrations, CodersRegion delivers end-to-end Salesforce services with a certified team that designs, builds and supports your org.
- Sales, Service, Health & Experience Cloud
- Apex, LWC & Flow
- 250+ projects delivered
What we deliver
- New Salesforce implementations
- Custom apps, components and automation
- Data migration from any CRM or spreadsheet
- Integrations with payments, billing, marketing and EHR systems
- Ongoing admin, support and training
Services
Every Salesforce service, under one roof
Pick the service you need today. As your org grows, the same team can help with the next step.
Ready-made Salesforce solutions
Packaged solutions you can go live with in days
Some problems come up again and again, so we built reusable solutions for them. They install into your org, are configured for your processes, and are supported by the team that built them.
Salesforce certified
Certified across the Salesforce platform
Our team holds eight Salesforce certifications, from Administrator to Application Architect. You get people who know the platform’s limits, security model and best practice, not just how to click through setup.
Administrator
Platform App Builder
Platform Developer I
Platform Developer II
Experience Cloud Consultant
Data Architect
Sharing & Visibility Architect
Application Architect
Platform expertise
Clouds, tools and integrations we work with every day
Our certified architects and developers work across the core Salesforce clouds and the platform underneath them. We also connect Salesforce to the systems your business already relies on.
- Clouds: Sales Cloud, Service Cloud, Health Cloud, Experience Cloud, Agentforce
- Build: Apex, Lightning Web Components, Aura, Flow, SOQL, Platform Events
- Integrate: REST and SOAP APIs, webhooks, Salesforce Connect, External Services, MuleSoft, Zapier
- Data: Data Loader, data modeling, deduplication, sharing and visibility design
- Authorize.Net
- CenPOS
- QuickBooks
- HubSpot
- Customer.io
- Mailchimp
- Slack
- Kipu EHR
- CollaborateMD
- Google Ads LSA
- Zapier
- MuleSoft
- E-signature & PDF generation
- Custom REST APIs
Work samples
A look at some of our Salesforce builds
Screens from real projects: custom Lightning components, integrations and automation built for our clients.
Salesforce & Kipu EHR integration
Two-way patient data synchronization between Kipu and Salesforce for a behavioral health provider.
Salesforce & Customer.io integration
Real-time sync of standard and custom objects so marketing journeys always use current CRM data.
Project financial overview component
A custom Lightning UI combining data from multiple objects with backend calculations and automation.
Proximity-based center locator
Finds the nearest service location for a lead or patient directly from the Salesforce record.
Timesheet & task tracking
Log time against tasks and track progress on a weekly calendar, with data synced across objects for reporting.
Court case management component
Tracks compliance documents, discovery materials and evidence status for a legal team, with dynamic toggles.
Our approach
How a Salesforce project runs with us
Short, transparent steps with a demo at the end of each one.
Discovery
We map your processes, data, users and integrations, and agree what success looks like.
Solution design
Data model, automation, security and integration design, reviewed with you before build.
Build
Configuration and development in a sandbox, delivered in iterations you can test.
Test & train
User acceptance testing with your team, plus role-based training and documentation.
Go live & improve
A planned deployment, hypercare support and an ongoing improvement backlog.
Client stories
What clients say about working with us
Saad led the re-architecture of Zinnia Health’s Salesforce instance. In a short amount of time, Saad understood our pain points, current business needs, and growth plans. He worked cross-functionally to structure the new Salesforce org to capture the right amount of data while still being performant. In the end, we had one of the most seamless org migrations I could have hoped for.
Adam TreboutatFounder, TNT · Zinnia Health project
Saad was instrumental to helping build out our SFDC instance. He was quick to respond and did a wonderful job at communicating any potential flaws. He was always thinking about the best way to implement a new solution in our org. I would highly recommend!
Matt BlouinRevenue Operations Executive
Saad has done tons of great work in Salesforce for our organization. He is super responsive and always seems to understand exactly what I’m trying to create. He is one of the best Salesforce developers I have worked with!
Derek MartinOwner, Driver Defense Team
FAQ
Salesforce services FAQ
What Salesforce services does CodersRegion offer?
Implementation, custom development (Apex, Lightning Web Components, Flow), data migration, integrations, administration and support, consulting and roadmapping, training, and licensing guidance. We also offer packaged solutions such as Payment Gateway for Salesforce and our CollaborateMD integration.
Are your consultants Salesforce certified?
Yes. The team holds eight Salesforce certifications, including Administrator, Platform Developer I and II, Platform App Builder, Experience Cloud Consultant, Data Architect, Sharing and Visibility Architect, and Application Architect.
Can you take over an org another partner built?
Yes. We start with a technical review of configuration, code, automation and data, then give you a clear list of risks and quick wins before changing anything.
Do you only work on large projects?
No. We help with everything from a single Flow or integration to full multi-cloud implementations, and many clients use us for small, ongoing improvements.
Which systems can you integrate with Salesforce?
Almost anything with an API. We have delivered integrations with Authorize.Net, CenPOS, QuickBooks, HubSpot, Customer.io, Slack, Kipu EHR, CollaborateMD and Google Ads Local Services Ads, among others.
Free discovery call
Let’s talk about your Salesforce org
Book a free discovery call. We will listen, ask the right questions and suggest a practical next step.