We map how your team works, then set up, clean up and customize Salesforce to match. Apex, Lightning Web Components, flows and custom objects where you need them, your other systems connected, reports your managers use, and a team that stays on to support it.
900+ integrations completed · Salesforce partner · We sign BAAs
How we work with you
How leads come in, who works them, and where Salesforce gets in the way today
Changes built and tested away from live data, then deployed to production
Your team trained with written steps, and fixes and new requests handled as they come up
A consultant starts with your process, not the software. We sit with the people who use Salesforce, write down the steps they follow, and find where they work around it.
Then we change Salesforce to fit. Anything in it can change: fields, page layouts, conversion mapping, validation rules, flows, custom objects, Lightning Web Components and Apex. We start with configuration your admins can maintain, and write code where configuration stops.
Salesforce connects to the rest of your stack. Where a native integration exists, like CallRail or CallTrackingMetrics, we set it up and extend it. Where none exists, we build the connection with Apex and the APIs.
We use AI agents in our own workflow, on a HIPAA-compliant Claude Enterprise license, and every change still goes through a sandbox before it reaches your org.
What's included
Your sales and intake steps written down, then turned into stages, fields and rules.
A new org set up, or the one you have cleaned up: unused fields removed, duplicates merged, layouts reorganized and sample data deleted.
Objects for the records your business tracks, and flows for assignment, tasks, alerts and field updates.
Custom components on the record page, like activity feeds, stage banners, call recording players and document previews.
Apex classes and triggers with test classes, for logic too heavy for a flow and for calls out to other systems.
Call tracking, forms, chat, texting, the EMR, billing, payments and ad platforms, through native apps we set up and extend, or custom API work.
Profiles, permission sets and MFA set up, and single sign-on into the systems your team opens from the record.
Dashboards for each rep and manager, and list views your team works from.
Help negotiating your Salesforce licenses: the edition, add-ons and license count your team needs, and we work with Salesforce reps to get you a good price.
Training built on your SOPs, plus written docs on your automations, flows and Apex, so the next admin can follow them.
Failing flows and errors fixed, API versions kept current, backups set up, and new fields and features added as your team asks.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We walk through your process and your Salesforce org, and give you honest advice on what to change first.
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
We look at your process, your Salesforce org and what your team needs from it.
Priced by project, not by the hour. You approve before we start.
Every change built and tested in a sandbox, then deployed to production.
Your team trained with written steps, and support for fixes and new requests after go-live.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Maps your process, then sets up and customizes Salesforce to match it: fields, layouts, flows, custom objects, Lightning Web Components, Apex, integrations and reports. Then trains your team and supports the org after go-live.
Yes. We review the objects, fields, automations and code, fix what is failing, and document how it works before we change it.
Both. We use configuration first, and write Lightning Web Components and Apex where configuration is not enough.
Call tracking, web forms, chat and texting, EMRs, billing and payment systems, ad platforms, email marketing and reporting tools. Where a native integration exists, we set it up and extend it. If there is no app, we build the connection.
US hours and overnight, so fixes and changes can happen outside your team's working day.
Yes. We sign BAAs for healthcare work.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
