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Salesforce implementation

We configure Salesforce for your processes and extend it where standard functionality falls short - Apex classes, Flows, Lightning components, and API integrations. We migrate data and support the system.

Selected work

What we do in Salesforce

Salesforce is a powerful, flexible platform, but its strength only shows with the right configuration for your processes. We set up objects, fields, deal stages, access rights, Flows, and reports - and where standard functionality isn't enough, we develop in Apex and build Lightning components.

What we work on

  • Process configuration - objects, fields, pipelines, access rights, reports, and dashboards.
  • Automations - Flows, task assignment, follow-up, and notifications.
  • Custom development - Apex classes and triggers, Lightning components, API integrations. See integrations and development.
  • Data migration - objects, associations, and history between systems with the data model preserved.

Other systems

Besides Salesforce we implement Kommo, HubSpot, and Pipedrive. Still choosing a system? See the CRM comparison.

FAQ

What does Salesforce implementation include?

Configuration for your processes: objects and fields, deal stages, access rights, Flows and automations, reports and dashboards. When standard functionality is not enough - we develop in Apex and build Lightning components.

Do you do custom Apex development?

Yes. We write Apex classes and triggers, build Flows, develop Lightning components and API integrations for tasks that standard configuration can't cover.

Can we move off Salesforce to another CRM?

Yes. We map the Salesforce data model and transfer objects, associations, and history into the target system. See the article on Salesforce data-model migration for detail.

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Tell us about your process

We'll review the task, configure Salesforce for it, and quote scope and timeline.