You have Salesforce, but your team works around it. We add the objects and fields you need, clean up the pages, automate the busywork with flows, and build Lightning components and Apex where clicks are not enough. Built in a sandbox, tested, and documented.
900+ integrations completed · Salesforce partner · We sign BAAs
How a customization runs
Your objects, fields, automations and the steps your team takes today
Fields, layouts, flows and components built and tested away from live data
Pushed to production, with the automations and code written up
Salesforce can do a lot with configuration alone: fields, page layouts, validation rules and flows. We start there, because it is easier for your admins to maintain.
When the standard pages cannot show what your team needs, we build Lightning Web Components. When the logic is too heavy for a flow, or another system needs to be called, we write Apex, with test classes so it deploys cleanly.
What's included
New objects for the records your business tracks, plus fields, picklists and custom metadata to hold settings.
Key details moved to the top, unused fields and related lists removed, and tabs that group what each team needs.
Required details enforced at the right stage, with the missing fields highlighted so reps know what to fill in.
Field updates, tasks, email alerts and notifications in the Salesforce bell, set off by the events you choose.
Custom components on the record page: pinned activities, an activity feed, stage banners, call recording players and document previews.
Apex classes and triggers where a flow is not enough, including calls out to other systems, with test class coverage.
PDFs generated from the record, and email buttons that send templates or attach documents for you.
Reports and dashboards for reps and managers, including custom dashboard components where standard charts fall short.
Your automations, flows, Apex classes and business logic written up, so the next admin can follow them.
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 look at your org and the steps your team takes, and give you honest advice on what to change first. No obligation.
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 Salesforce org, what slows your team down, and what you want it to do.
Priced by project, not by the hour. You approve before we start.
Every change built and tested in a sandbox, away from live data.
Deployed to production, documented, and walked through with your admins.
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, where your edition includes one. Changes are built and tested in the sandbox, then deployed to production.
Both. We use fields, layouts and flows first, and write Lightning Web Components and Apex where configuration is not enough.
Yes. We can find why a flow or trigger is failing, fix it, and write up how it works.
Yes. We document the automations, flows and code, and walk your admins through them.
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.
