We run the whole implementation: discovery, design, a build in a sandbox, your data moved in, your other systems connected, testing, deployment to production and training. Then we stay on for support after launch.
900+ integrations completed · Salesforce partner · We sign BAAs
How an implementation runs
Your process, your data and the systems Salesforce has to work with
Objects, fields, stages, users and integrations planned and written down
Configuration, flows and code built away from live data
Data loaded and checked, integrations and test scenarios run
Deployed to production, team trained, support after launch
Discovery comes first. We meet the people who will use Salesforce, write down how leads and customers move through your business, and list the systems and data that need to come along.
Design turns that into a plan: the objects and fields, the stages a record moves through, what carries over when a lead converts, who can see what, and which integrations are needed.
The build happens in a sandbox. Fields, layouts, flows, Lightning Web Components and Apex are built and tested there, away from live data. Historical data is mapped field by field, loaded, and checked so created dates and activity history come with it.
Before go-live we run test scenarios on the integrations and automations, remove sample data, and deploy to production. Rollout can go team by team or location by location. After launch, your team gets training and written steps, and we stay on to fix and extend.
What's included
Your process, SOPs and reporting needs written down before anything is built.
Objects, fields, record types, stages, conversion mapping and access planned and documented.
Configuration, flows, Lightning Web Components and Apex built and tested in a sandbox, where your edition includes one.
Records from your old CRM or spreadsheets mapped, cleaned, deduplicated and loaded, with history kept.
Native integrations set up and extended, and custom API connections built where no app exists.
Profiles, permission sets and MFA, plus single sign-on into the systems your team opens from Salesforce.
Test scenarios run on automations and integrations, with the results written down before go-live.
Changes deployed from sandbox to production, triggers and connections turned back on after the data load, and sample data removed.
Dashboards for reps and managers, ready on the first day.
Your team trained with written steps, technical docs for your admins, and support after launch.
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, your data and the systems Salesforce needs to connect to, and show you what the implementation would cover.
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, where your data lives today and what your team needs.
Priced by project, not by the hour. You approve the scope before we start.
Built in a sandbox, data moved in and checked, integrations tested.
Deployed to production, team trained, and support after launch.
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.
Runs each phase: discovery, design, the sandbox build, data migration, integrations, testing, deployment and training. We do all of it, so there is one team from the first call to support after launch.
Yes, where your edition includes one. Changes are built and tested in the sandbox, then deployed to production.
Yes. We map each field, clean and deduplicate the records, and load them with created dates and activity history kept, so your reports still work.
Yes. The rollout can happen in stages, by team or by location, so each group is trained before it switches over.
It depends on what is in scope: the number of teams, the data to move and the systems to connect. You get a project quote after the free call. Our implementation guide and cost pages explain what drives both.
We stay on. Fixes, new fields, new automations and new integrations are handled as your team asks for them.
Yes. We sign BAAs for healthcare work.
Yes. Journeys Through Search is a Salesforce partner.
