Genesis IT Labs

Services · Salesforce Development

Salesforce development for premium brands.

We help you get more from Salesforce. We simplify operations, improve customer contact, and build systems that scale and deliver real results.

Contact us about Salesforce
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Why Genesis

Value proposition & offerings

Our certified Salesforce team has deep CRM experience. We build custom solutions for businesses across industries.

  • Fair pricing

    Strong value without cutting corners on quality or certified skills.

  • Industry focus

    Deep experience across industries, with solutions shaped to your sector.

  • Blended resources

    PM, BA, architect, developers, and admins available 7 days a week for full project coverage.

  • Large-scope projects

    Clear change-request handling for large Salesforce programs that grow over time.

What we offer

What we do on Salesforce

Our Salesforce services from consulting and setup through links and custom builds.

  1. 01

    Salesforce Consulting & Implementation

    From plan to launch: Sales Cloud, Service Cloud, Health Cloud, and Customer 360, all matched to your business goals.

  2. 02

    Sales Automation

    Help your team sell smarter with lead and deal tracking, sales forecasts, Flow automation, mobile CRM, and activity logs.

  3. 03

    Customer Service Solutions

    Case management, support across channels, auto workflows, call center tools, and self-service portals for faster support.

  4. 04

    Salesforce Integrations

    ERP and finance links, API and middleware setup, third-party connections, real-time data sync, and custom builds.

  5. 05

    Custom Salesforce Development

    Custom apps, Lightning builds, process automation, dashboards, reports, and workflows built for your org.

  6. 06

    App Development Within Salesforce

    Extend Salesforce with custom apps and links. Our certified team delivers across industries with post-launch support.

How we work

Our process

Six stages from needs review through go-live, links, and ongoing partnership.

  1. 01

    Requirement gathering

    We map your separate systems, manual steps, and blind spots. Then we define what Salesforce needs to fix.

  2. 02

    Solution mapping

    Certified consultants design a roadmap across Sales, Service, Health Cloud, and Customer 360, matched to your goals.

  3. 03

    Implementation

    Structured delivery with Salesforce testing: Apex tests, validation rules, and flow testing before each sandbox push.

  4. 04

    Consultation

    Strategic guidance throughout the build. Adoption, governance, and scale stay on track from day one.

  5. 05

    Post go-live support

    We don't ship and leave. Post-launch includes monitoring, tuning, and the support your team needs to run with confidence.

  6. 06

    Integrations

    Connect Salesforce to ERP, finance, Shopify, and other systems with APIs, middleware, and real-time data sync.

Selected work

Salesforce projects we've delivered

A selection of recent Salesforce work across Sales, Service, Field Service, and Health Cloud.

Active Aluminium

Sales Cloud Apex Screen Flows Change Sets LWC Reports & Dashboards

A custom Sales Cloud setup to streamline leads, quotes, and sales visibility across the business.

  • Auto lead-to-deal flows based on business type and product category.
  • Branded quote workflow with customer Approve/Reject actions and auto-revision for rejected quotes.
  • Email tracking on deals for full message history and audit trails.
  • Live dashboards for sales pipeline, quote wins, and key metrics.
  • Full release cycle: sandbox testing, release planning, and live pushes.

Field Service for home repair

Service Cloud Field Service LWC Experience Cloud Apex Salesforce Flow

A Field Service platform for a construction company. Better scheduling, field work, subcontractor teamwork, and job tracking.

  • Set up Field Service for tech scheduling, dispatch, and work order management.
  • Custom mobile app for photos with location tags, digital signatures, and work order status.
  • Auto PDF job reports with field photos, timestamps, signatures, and job data for compliance.
  • Partner portal so subcontractors can manage assigned work with role-based access.
  • Auto alerts and approvals via Flow and Apex email/SMS links.

Genea Health Cloud

Health Cloud Conga Composer Apex Platform Events HL7 Integrations LWC

A Health Cloud setup for a genetic healthcare provider. Covers patient intake, treatment flows, clinical docs, and lab links.

  • Secure patient onboarding and treatment flows that meet healthcare rules.
  • Auto clinical letters and treatment docs via Conga Composer and PDF templates.
  • Custom app for booking, patient consent, and clinical data entry.
  • Linked external labs via Platform Events and HL7 for real-time clinical data sync.
  • Better efficiency and visibility into patient treatment progress.

CT Freight

Sales Cloud Apex Triggers Record-Triggered Flows Screen Flows LWC Gearset

A Sales Cloud build for a freight and logistics company. Covers quotes, freight ops, and sales automation.

  • Quote-to-contract flows for freight pricing, shipment coordination, and sales pipeline management.
  • Apex Triggers and Flows that auto-create freight jobs, calculate pricing, and handle status changes.
  • Custom app giving sales teams one view of leads, quotes, shipments, and customer activity.
  • Guided flows for freight quote creation.
  • Scheduled Flows for follow-up reminders and SLA alerts.
  • Releases via Gearset: testing, release management, and environment sync.

Tech stack

What we work with

The Salesforce tools we use daily, plus the tools that keep deployments clean.

Salesforce
  • Sales Cloud
  • Service Cloud
  • Health Cloud
  • Customer 360
  • Flow
  • Apex
  • LWC
Frontend
  • Lightning Web Components
  • React (Experience Cloud)
  • TypeScript
  • Tailwind
Integrations
  • MuleSoft
  • Zapier
  • Workato
  • Shopify connector
  • Heroku Connect
DevOps & Tooling
  • Salesforce CLI / DX
  • Copado
  • Gearset
  • Sandbox management

FAQ

Common questions

The questions we get most often. Reach out if there's one we haven't answered.

Do you only work with Sales Cloud?

No. We work across Sales, Service, Experience, and Marketing Cloud, plus the integrations revenue teams rely on.

Can you migrate us from HubSpot, Pipedrive, or Dynamics?

Yes. CRM moves are one of our most common projects. We handle data mapping, deduping, history, and parallel testing so your sales pipeline stays intact at launch.

Do you handle admin work too?

Yes. Retainers include admin work: user setup, profiles, permissions, and dashboard tweaks. Many clients use us as their part-time Salesforce admin team.

How do you handle data security and governance?

Every change goes through change sets and sandboxes. We manage credentials, profiles, and permissions. Apex tests are required. Audit-ready by default.

How do you run engagements (communication and QA)?

We work via Slack or your tool of choice, with weekly updates and a monthly report. Every change goes through Salesforce testing (Apex tests, flow testing, validation rules) and tech-lead review before it goes live.

Let's talk Salesforce

Ready to talk Salesforce?

Tell us about your team and what you need Salesforce to do. We'll come back within 1 business day.

Contact us about Salesforce