We learn your process first, then build Salesforce around it: the lead, opportunity and account pages, the fields that carry over when a lead converts, the rules that keep data clean, and the reports your team works from.
900+ integrations completed · Salesforce partner · We sign BAAs
How a Salesforce setup runs
Where leads come from, how they qualify, and the SOPs your team follows
Fields, layouts, rules and reports built and tested away from live data
Deployed to production, data moved in, users added and trained
Every lead lands in Salesforce as a Lead: web forms, phone calls, live chats and referrals. When your team qualifies it, they convert it to an Opportunity, which creates the Account. A returning customer gets a new Opportunity under the same Account.
The setup decides what carries over at that step. We map fields from the Lead to the Opportunity and Account, so nothing your team collected is lost on conversion, and you can trace each sale back to where it started.
And nothing is fixed. When standard settings are not enough, we change it: custom objects, flows, Apex classes and triggers, Lightning components on the record page, and integrations built through the APIs. Salesforce connects to the rest of your stack, and we build those connections too.
What's included
Standard and custom fields, picklists and dependencies, laid out so each team sees what it needs first.
Lead fields mapped to the Opportunity and Account, including Person Accounts where you sell to people, not companies.
Lead statuses, opportunity stages and record types that match your process.
Duplicate rules and validation rules, so the same lead is not entered twice and required details are filled in.
Users added, profiles and permission sets set up, and MFA turned on for the users who need it.
Historical data moved in from your old systems and checked, so year-over-year reporting still works.
Flows for assignment, follow-up tasks, alerts and status updates, so the process runs without reminders.
Apex classes and triggers with test classes, and Lightning components on the record page, for anything clicks cannot do.
Calls, forms, chat, texting, the EMR, billing, payments, ad platforms and email connected, through apps or custom API work.
Dashboards for each rep and manager, plus list views your team works from.
Training built on your SOPs and written down, so every new hire can follow it.
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
On a free call we walk through your sales process and your Salesforce org, or the systems you are moving from, and show you what the setup would take.
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 sales process, your current Salesforce org or old systems, and what your team needs.
Want one part fixed first, like lead conversion or a dashboard? 3 hours of work and a clear deliverable.
Priced by project, not by the hour. You approve before we start.
Built and tested in a sandbox, deployed to production, then handed over with training and written steps.
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.
Yes. Anything in the org can change: page layouts, fields, conversion mapping, duplicate rules, flows, Apex, Lightning components, integrations and dashboards, in the org you use today.
Call tracking, web forms, chat and texting, EMRs, billing and payment systems, ad platforms, email marketing and reporting tools. If a system has an API and there is no app for it, we build the connection.
Yes, where your edition includes one. Changes are built and tested in the sandbox, then deployed to production.
Yes. We bring over your historical leads, customers and activity, clean it up and check it, so your history still reports correctly.
Yes. We sign a BAA 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.
