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Salesforce Development

Make Salesforce fit how
your team, actually sells.

We build custom Salesforce solutions — Apex, Lightning components, Flow automation and integrations — plus clean migrations onto the platform. We start with what you already have configured, then build only what’s missing. Senior teams, fixed scope, an org your reps actually use.

180+ teams shipping with our engineers · ISO 27001-secure · NDA on request

— What we build

Four ways we build Salesforce.

From a Lightning-ready Sales Cloud org to a custom Apex integration, we build directly on the platform you already run — and migrate you onto it cleanly. (Need a broader CRM strategy across platforms, or a non-Salesforce integration? That’s CRM Development & Customizations and AI Integration.)

Most Salesforce problems aren't
Salesforce's fault.

Most “reps won’t use Salesforce” complaints trace back to bad configuration and too many required fields — not the platform. Before we build anything custom, we fix the object model, automation and page layouts — then build only the piece that’s genuinely missing. Cheaper for you, less to maintain, and far more likely to get used.

Config review

Adoption-first

Build only the gap

Apex

Flow

Lightning

1

AUDIT

What’s configured, what’s used, what’s ignored

2

CONFIGURE

Fix object model, automation & page layouts

3

BUILD

Custom Apex, LWC or integration for the gap

Outcome

We start with a configuration and usage review — so you fix what’s ignored before you build anything new.

14 years · 290+ bots

Built to,
be used, not just configured.

300+

 Products shipped to production

across 9 industries

14yrs

Years in business

founded 2012

95%

Engagement extension

clients renew or expand

ISO 27001

Audited data security

brief → first standup

rnvip logo Equip2go logo https://zonsource.com/wp-content/uploads/2026/06/cosmos-club.webp obesity care providers logo Pinch A Penny logo Trupanion logo rnvip logo Equip2go logo https://zonsource.com/wp-content/uploads/2026/06/cosmos-club.webp obesity care providers logo Pinch A Penny logo Trupanion logo

Capabilities & stack

Boring tech that
ships on time.

We build with the modern Salesforce developer stack — Apex, Lightning Web Components, Flow — and connect whatever else your business runs on. Real code, on the platform you already license.

How we pick

01

Configure before you code

Before we write Apex, we fix the object model, page layouts and automation. Most “Salesforce is too complicated” problems are configuration problems.

02

Build for adoption

An org reps route around is wasted licence spend. We build for the fewest clicks to close a deal, and we measure whether reps actually use what we ship.

03

Governed, not sprawling

Sharing rules, validation rules and change management from the start, so you don’t end up with conflicting automations nobody understands.

04

Real code where it counts

Apex, LWC and MuleSoft when clicks-not-code runs out of road — proper engineering, not a fragile workaround.

SALESFORCE CORE

Sales Cloud

Service Cloud

Experience Cloud

Lightning App Builder

CUSTOM DEVELOPMENT

Apex

Lightning Web Components

Visualforce

SOQL

AUTOMATION

Flow

Process Builder

Approval Processes

Scheduled Apex

INTEGRATION & MIDDLEWARE

REST / SOAP APIs

Platform Events

Salesforce Connect

MuleSoft

GOVERNANCE & DEVOPS

Salesforce DX

Copado

Change Sets

 Sharing rules & permission sets

Industries

SalesforceI, tuned for
your industry.

Every domain has its own sales motion, compliance needs and frontline realities. We bring playbooks, not blank orgs — and shape the platform to your team from day one.

01 · Industry

Healthcare

HIPAA-aware patient and provider relationship management.

Outcome

47% lower call volume · 22min saved per patient

02 · Industry

Finance & Fintech

Salesforce that keeps a compliance-ready audit trail.

Outcome

2.4× advisor throughput · 99.4% accurate

03 · Industry

Retail & E-commerce

Salesforce that connects the storefront to the sales team.

Outcome

+18% AOV · 31% cart recovery

04 · Industry

Logistics

where the deal and the shipment stay in sync.

Outcome

58% of WISMO solved by bot

Engagement models

Pick how you want to
ship with us.

Three ways in — all senior teams, all fixed against the outcome we agree before the first sprint.

Fixed-scope

Salesforce audit & roadmap

Best when you know your org isn’t working but not why.

Fixed-scope

Project-based build

Best for a defined feature, integration or migration.

Embedded

Staff augmentation

Plug senior Salesforce developers and admins into your team.

FAQ

The questions
everyone asks before kickoff.

Still curious? Ask Zia in the hero chat — or book a 30-min strategy call with a senior engineer.

What can you build on Salesforce?

Custom Apex classes and triggers, Lightning Web Components, Flow-based automation, integrations with your ERP or marketing stack, and clean migrations from legacy CRMs or spreadsheets. In short: the sales, service and automation layer, built to fit how your team actually sells.

Usually yes, without starting over. Most low-adoption orgs fail on too many required fields and clunky page layouts, not the platform itself — so we audit usage first and fix configuration before recommending anything custom.

Both. We start with clicks-not-code configuration wherever it covers the need, and write custom Apex and Lightning Web Components with proper testing only where native Salesforce features genuinely fall short.

Yes — HubSpot, Dynamics, legacy on-prem CRMs, spreadsheets and other systems onto Salesforce, without losing data or breaking relationships between records. We plan the cutover so your team keeps working through it.

We set up sharing rules, permission sets and field-level security upfront, based on who actually needs to see what — so you don’t end up with an org where everyone sees everything, or nobody sees enough.

Yes, through REST/SOAP APIs, Platform Events, or MuleSoft for more complex integration needs — pulling Salesforce data into your other tools, or your ERP/marketing data into Salesforce, with proper authentication.

 Yes, through Microsoft Graph connectors and custom plugins — so Copilot can search and reason over systems outside SharePoint and Teams, with single sign-on through Entra ID.

You own it. We build with Salesforce DX and proper version control, and hand over documentation your team (or the next vendor) can pick up — no black box, no lock-in.

ISO 27001-secure · Certified since 2020

Let's make Salesforce worth logging into.

Send your brief — a senior engineer (not a sales rep) replies within 24 hours with a scoped plan, model recommendation and a fixed timeline.

What you’ll get