🚀 Salesforce Implementation Services
At Coders Region, we specialize in end-to-end Salesforce implementation, ensuring that your CRM is perfectly aligned with your business goals from Day One. Whether you're migrating from a legacy system or starting fresh, our certified architects and consultants deliver a seamless and scalable setup.
✅ What’s Included in Our Implementation Process
At Coders Region, we specialize in end-to-end Salesforce implementation, ensuring that your CRM is perfectly aligned with your business goals from Day One. Whether you're migrating from a legacy system or starting fresh, our certified architects and consultants deliver a seamless and scalable setup.
🔍 Discovery & Planning
We start by understanding your business, workflows, and goals to create a tailored Salesforce strategy. This ensures your implementation is built to solve real problems from the start.
⚙️ Org Setup & Configuration
We configure Salesforce to match your processes—standard or custom. This includes setting up objects, fields, page layouts, record types, and permission sets.
🧩 Data Modeling
We structure your data using industry best practices to ensure clean relationships, easy reporting, and scalable growth.
🤖 Automation Enablement
We implement automation using Flow, Process Builder, or Apex triggers to eliminate manual tasks and boost efficiency.
📊 Reports & Dashboards
We create executive-level dashboards and insightful reports so your team has real-time visibility into pipeline, performance, and operations.
🧪 User Acceptance Testing (UAT)
Before going live, we walk you through the solution in detail to ensure it meets every expectation and aligns with how your team works.
🚀 Go-Live & Support
Our team ensures a smooth go-live with user onboarding, initial support, and monitoring. Post-launch, we remain available for fine-tuning and enhancements.
🔒 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.