Salesforce Automation Your Sales Team Will Use
Create automations and custom features that simplify sales workflows rather than adding complexity nobody asked for.
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Trusted and top rated tech team
Salesforce development that drives adoption
Why do sales teams abandon Salesforce? Because it’s built for demos, not daily use. We start with your sales process, find where reps lose time, and create automations and integrations to remove friction. The result? A system your team uses because it helps them close deals.
Our capabilities include:
- Workflow automation and process design
- Custom integrations with existing systems
- Lightning interface development
- Data migration and quality management
- AppExchange app development
- Ongoing optimization and support
Who we support
We work with organizations where Salesforce adoption lags, data quality suffers from manual entry workarounds, or integrations with existing systems never happened the way they should have.
Sales Teams With Low CRM Adoption
Your team logs activities in spreadsheets because Salesforce takes too many clicks. Pipeline data is incomplete, forecasts are guesswork, and you're paying for licenses nobody uses. A system designed around how reps actually sell changes that.
Companies With Disconnected Systems
Your sales data lives in Salesforce, but customer support uses a separate platform, and finance runs on a different ERP. Manual data transfers create errors, and nobody trusts the numbers. Integrations that keep information consistent across systems solve this.
Businesses Inheriting Technical Debt
Your Salesforce org was customized by multiple admins and developers over the years. Nobody knows what connects to what, changes break things unexpectedly, and new features take forever. Untangling the architecture makes it maintainable again.
Ways to engage
We offer a wide range of engagement models to meet our clients’ needs. From hourly consultation to fully managed solutions, our engagement models are designed to be flexible and customizable.
Staff Augmentation
Get access to on-demand product and engineering team talent that gives your company the flexibility to scale up and down as business needs ebb and flow.
Retainer Services
Retainers are perfect for companies that have a fully built product in maintenance mode. We'll give you peace of mind by keeping your software running, secure, and up to date.
Project Engagement
Project-based contracts that can range from small-scale audit and strategy sessions to more intricate replatforming or build from scratch initiatives.
We'll spec out a custom engagement model for you
Invested in creating success and defining new standards
Why choose Curotec for Salesforce?
Salesforce adoption depends on building for daily use, not demos. Our teams analyze your actual sales workflows before writing code, design automations that reduce clicks instead of adding them, and integrate with systems your team already relies on. You get a CRM that delivers accurate pipeline data because reps enter it willingly.
1
Extraordinary people, exceptional outcomes
Our outstanding team represents our greatest asset. With business acumen, we translate objectives into solutions. Intellectual agility drives efficient software development problem-solving. Superior communication ensures seamless teamwork integration.
2
Deep technical expertise
We don’t claim to be experts in every framework and language. Instead, we focus on the tech ecosystems in which we excel, selecting engagements that align with our competencies for optimal results. Moreover, we offer pre-developed components and scaffolding to save you time and money.
3
Balancing innovation with practicality
We stay ahead of industry trends and innovations, avoiding the hype of every new technology fad. Focusing on innovations with real commercial potential, we guide you through the ever-changing tech landscape, helping you embrace proven technologies and cutting-edge advancements.
4
Flexibility in our approach
We offer a range of flexible working arrangements to meet your specific needs. Whether you prefer our end-to-end project delivery, embedding our experts within your teams, or consulting and retainer options, we have a solution designed to suit you.
How we build Salesforce that gets used
Workflow Automation
System Integration
Lightning Interface Design
Data Migration & Cleanup
AppExchange Development
Ongoing Optimization
Tools & technologies for Salesforce development
Apex & Lightning Development
Our engineers build custom business logic and interfaces that perform at scale and remain maintainable as requirements evolve.
- Apex — Salesforce’s object-oriented language for custom business logic, database operations, and complex automations beyond declarative tool capabilities
- Lightning Web Components (LWC) — Modern framework using standard HTML, JavaScript, and CSS for reusable interface components with fast rendering
- Aura Components — Legacy Lightning framework for custom interfaces that integrates with existing org customizations and AppExchange packages
- Visualforce — Tag-based markup for custom pages when specific layout control or PDF generation requires server-side rendering
- SOQL & SOSL — Query languages for retrieving and searching Salesforce data with governor limit awareness and performance optimization
- Lightning Design System — Salesforce’s CSS framework ensuring custom components match native interface patterns for consistent user experience
Integration & API Tools
Curotec connects Salesforce to your existing systems with integrations that keep data consistent and eliminate manual transfers.
- REST API — Lightweight web service for connecting external applications to Salesforce data with JSON payloads and standard HTTP methods
- SOAP API — XML-based protocol for enterprise integrations requiring strict contracts and complex data types with legacy systems
- MuleSoft Anypoint — Salesforce’s integration platform for building APIs, connecting applications, and orchestrating data flows across systems
- Salesforce Connect — External data access without migration, displaying records from other systems directly in Salesforce through OData or custom adapters
- Platform Events — Event-driven architecture for real-time communication between Salesforce and external systems using publish-subscribe patterns
- Heroku Connect — Bi-directional sync between Salesforce and Heroku Postgres for applications requiring relational database capabilities
Automation & Workflow Tools
Our developers create automations that reduce clicks for sales reps and enforce processes without slowing down daily work.
- Flow Builder — Visual automation tool for building screen flows, record-triggered processes, and scheduled jobs without writing code
- Apex Triggers — Custom code that executes before or after database operations for complex validation and automation beyond Flow capabilities
- Scheduled Apex — Batch processing for large data operations, nightly syncs, and recurring tasks that run during off-peak hours
- Outbound Messages — Workflow actions that send SOAP messages to external endpoints when records meet specified criteria for real-time notifications
- Approval Processes — Multi-step approval workflows with email notifications, delegation rules, and escalation paths for deal desk and discounting
- Assignment Rules — Automated lead and case routing based on territory, product line, or rep capacity to ensure timely follow-up
Data Management & Migration
Curotec migrates legacy data and implements validation rules that give your team numbers they can trust for forecasting.
- Salesforce Data Loader — Bulk import and export tool for migrating records, updating fields, and deleting data with CSV file handling
- Informatica Cloud — Enterprise ETL platform for complex data transformations, deduplication, and scheduled syncs between multiple systems
- Talend — Open-source data integration tool for mapping fields, transforming formats, and validating data quality during migrations
- Duplicate Management — Native Salesforce rules that identify and merge duplicate records to maintain clean account and contact data
- Validation Rules — Field-level enforcement that prevents bad data entry at the source and maintains consistency across records
- Data Import Wizard — Browser-based tool for smaller migrations with guided mapping and automatic duplicate checking for standard objects
Testing & Deployment Tools
Our teams deploy changes through controlled release processes that catch issues before they reach production users.
- Salesforce DX — Modern development framework with scratch orgs, source-driven development, and CLI tools for version-controlled deployments
- Copado — DevOps platform for release management with automated testing, environment comparison, and compliance tracking across orgs
- Gearset — Deployment and comparison tool that identifies metadata differences, automates releases, and rolls back failed deployments
- Apex Test Classes — Unit tests required for production deployment that validate business logic and ensure code coverage requirements
- Salesforce Inspector — Browser extension for exploring data, running queries, and debugging issues directly in the org without setup
- Git & GitHub — Version control for tracking code changes, managing branches, and enabling team collaboration on Salesforce customizations
Analytics & Reporting
Curotec builds dashboards that surface pipeline metrics and rep activity without requiring users to hunt through reports.
- Salesforce Reports — Native reporting tool for building tabular, summary, and matrix reports with filters, groupings, and scheduled delivery
- Dashboards — Visual displays that combine multiple reports into charts, gauges, and tables for pipeline visibility and team performance
- Tableau CRM — Advanced analytics platform for exploring large datasets, building predictive models, and embedding insights in record pages
- Einstein Analytics — AI-powered recommendations and predictions that surface opportunities, risks, and next best actions for sales reps
- Report Types — Custom report frameworks that join objects and expose fields for specific business questions standard reports can’t answer
- Historical Trending — Snapshot reporting that tracks field value changes over time for pipeline movement and forecast accuracy analysis
FAQs about our Salesforce development
How do you improve Salesforce adoption?
We analyze where reps lose time, reduce clicks for common tasks, and build interfaces that surface relevant data immediately. Adoption increases when the system helps reps sell rather than creating administrative burden.
Can you integrate Salesforce with legacy systems?
Yes, we connect Salesforce to ERPs, support platforms, and custom applications using APIs and middleware. Integrations eliminate manual data transfers and keep information consistent across your business systems.
How do you handle inherited technical debt?
We audit existing customizations, document what connects to what, and refactor problematic code incrementally. Changes go through controlled releases so we fix issues without breaking what currently works.
How long do Salesforce projects take?
Workflow automations and basic integrations deploy in 4-6 weeks. Complex multi-system integrations and org overhauls take 12-16 weeks depending on data migration needs and existing technical debt.
Do you work with our existing admin?
Yes, we collaborate with internal admins and train them on customizations we build. Knowledge transfer ensures your team can maintain the system and make minor adjustments independently.
Do you provide ongoing support?
Yes, we offer retainer support for optimization, new feature development, and troubleshooting. Our teams stay familiar with your org for rapid response when issues arise or requirements change.
Ready to have a conversation?
We’re here to discuss how we can partner, sharing our knowledge and experience for your product development needs. Get started driving your business forward.