Salesforce Customization & Automation
Salesforce customization and automation that fits your process.
Out-of-the-box Salesforce is a starting point. We tailor your org to the way your business works and automate the repetitive tasks that slow your team down.
Salesforce Services projects completed
Years building business technology
Custom code only where it adds value
Admins, developers, and architects
Customization services
Make Salesforce work the way your business does
When Salesforce doesn’t match your process, people work around it: side spreadsheets, copy-and-paste, and reports nobody trusts.
We map how work actually moves through your organization, then configure objects, Flows, and code to support it. The result is an org your team relies on, with automation that removes manual steps instead of adding new ones.
This is a fit if
- Your team re-enters the same data in several places
- Approvals and handoffs happen over email
- Reports take hours to assemble by hand
- Salesforce doesn’t match how you actually work
- You’ve outgrown point-and-click configuration
Core capabilities
Salesforce customization and automation capabilities
Custom Objects & Data Models
Structure Salesforce around your business with custom objects, fields, and relationships that reflect how you really operate.
Flow & Process Automation
Replace manual steps with Salesforce Flows that route records, assign tasks, send notifications, and keep work moving.
Apex & Lightning Development
When configuration isn’t enough, our developers build custom Apex logic and Lightning components that scale.
Approvals & Business Rules
Enforce consistent processes with validation rules, approval paths, and automated escalations.
Reports & Dashboards
Ditch the spreadsheets. Real-time reports and dashboards give leaders a clear view of performance.
Security & Access
Role hierarchies, permission sets, and sharing rules that keep sensitive data visible only to the right people.
Our process
How we customize and automate Salesforce
Here’s what happens at each step, what we’ll ask of you, and what you’ll have when it’s done.
Discover
We map how work moves through your team today.
Design
We decide what to configure, what to automate, and what needs code.
Build & iterate
We deliver in short cycles you test along the way.
Launch & train
We roll out changes and train your team on new workflows.
Support & improve
We monitor, tune, and extend your automation over time.
Related work
Salesforce case studies
Configuration uses Salesforce’s built-in tools, like fields, page layouts, and Flows. Customization adds code, like Apex and Lightning components, when configuration can’t do the job. We configure first and write code only where it adds real value.
Yes. We audit and clean up existing automation, including moving legacy Workflow Rules and Process Builder automation to Flow.
Not when it’s built well. We follow Salesforce best practices and document our work, so seasonal releases don’t break your org.
Yes. We design reports and dashboards around the decisions your leaders make, so the data is ready when they need it.
Get started
Let’s automate the busywork
Tell us which processes eat up your team’s time. We’ll follow up to set up a short discovery call.
What happens next
We review your note and follow up
A discovery call with a BRIO consultant
Clear recommendations and next steps
We only use your information to respond to you.
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